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35.5¢ botanix pharmaceuticals ltd

Ann: Final Sofdra Labelling Discussions with FDA, page-169

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iamagenius

6,608 Posts.

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17/06/24

15:26

Post #: 74353479
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Originally posted by dachopper ↑

Just remember, that figure is based on Kaken actual sales, BOT pricing, which is under 1 % market penetration.

Do you really think they will only achieve under 1% market penetration, when approximately 50% of the dermatologists said they would use it first line? And 50 % second line?

Its a massively conservative number based on the evidence presented so far.

We know the pricing ballpark.
We know the top payers are in the pricing ballpark.
We know the sales curve Kaken has achieved
We know 3.7 million people went for treatment over a 12 month period.
We know US average for script refreshing is 2 months worth.
We know the international hyper hydrosis foundation have said BOT is the most collaborative company they have seen, and are keen to try the product.

BOT would need to be a shocking failure at this point for profit not to eclipse 200 million AUD. Talking penetration stagnating at under 1%.

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Hey don’t get me wrong I’m a happy camper over here , maybe year 3-5? Who knows let’s get the fda approval first
But either way we are taking big numbers ,

BOT Price at posting: 34.3¢ Sentiment: Buy Disclosure: Held
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