BOT botanix pharmaceuticals ltd

Ann: Botanix Adds to Payer Coverage, page-94

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    https://www.ajmc.com/view/hyperhidrosis-and-its-impact--on-those-living-with-it

    interesting read
    40% reporting some level of discomfort

    Penetration rate 20%plus  looks more and more achievable over the TAM that is about 1.4 users

    plug that number in the spreadsheet with 3 repeats you get a really big number , and then work out the recurring revenue from these users
    Compound growth from year 1 to year 5  is of the scale and that’s only USA
    How about the rest of the world ?

    I get over a  half billion dollars in recurring revenue after year 3
    lol
    Last edited by iamagenius: 17/11/24
 
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