BOT 2.70% 38.0¢ botanix pharmaceuticals ltd

Ann: FDA Approves Sofdra, page-225

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    First , Congratulations...well deserved and huge tick of confidence now..


    Second , CR - good think is we do not know what it is for....another deal like Sofdra? Accelerate pipeline of what we already have ? - I am all for it!!

    defend against TO , buying another product while scaling up Sofdra a d our pipeline in next 12 months - that would be fantastic...

    we could have waited 3-6 months - True but in grand scheme of things if Sofrdra get 1% of TAM 10 mln in first year and this CR will help us to get there- makes sence !

    so, let's go..and Sell now and progress /buy other products ASAP
 
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