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BOT

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39.5¢ botanix pharmaceuticals ltd

Don't forget BOT is the only company able to use Permetrex. I...

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trusttheprocess

227 Posts.

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12/09/18

19:57

Post #: 35559539
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Originally posted by noob_75 ↑

I don't need to google it to read side effects (not affects). I have used the drug in hundreds of patients to understand how effective it is, and how to use it to minimise the potential and guaranteed side effects.

The data so far, shows no efficacy yet, so you cannot compare the two. You have to understand why acne occurs and what certain medications do, and what they are trying to target in the pathological process in order to understand why I have said it won't be as effective as isotretinoin (proper drug name - as opposed to brand names accutane, roaccutane, oratane etc...). There are topical retinoids already used to treat acne (topical/cream version of isotretinoin) which are partially effective in mild-moderate acne, but the only medication that works well for severe nodulocystic acne is isotretinoin. Topical products unfortunately don't work for this type of acne.... BOT may have a great product in the making, and I hope they do (as I hold shares), but I just want to keep a reality check on things for those that are pumping it up for guaranteed disappointment.

On HC, anyone that has a contrary view to the SP going up for whatever reason seems to get attacked, but I'm not downramping.... as I own the stock and possibly keen to get more in the future. There is no data out yet, so we just don't know. If the double blind study is a failure (no statistical significance between placebo and treatment arm), the SP will crash, and that is also a distinct possibility. I hope that not to be the case, and then if they really believe in their product they would do a head to head trial with current topical therapies used on the market (this is risky if it isn't better than current options).

Big market as stated, and hence if shown to be as effective or more effective than current topical therapies that would be enough for a massive company, and massive SP. Just don't get your hopes up that it is going to replace oral isotretinoin.... I stand to be corrected if they ever compared the two (very unlikely to happen).

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Don't forget BOT is the only company able to use Permetrex. I acknowledge your experience/knowledge with other topicals and their minimal effect, but the point of permetrex is to enhance just that. Combine that with an even better/safer product and who knows where it'll go.

The early efficacy shown in phase 1 is more than enough positive affirmation to believe it will compete with or likely surpass steroid and other topical counterparts.

Guess the best part about BOT is that though you may end up absolutely right, there are a lot of reasons to believe it won't fall short

BOT Price at posting: 9.6¢ Sentiment: Buy Disclosure: Held
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Last 39.5¢		Change 0.010(2.60%)		Mkt cap ! $714.9M

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