BOT 16.9% 38.0¢ botanix pharmaceuticals ltd

Some take-offs from the webinar:Labelling negotiation being...

  1. 533 Posts.
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    Some take-offs from the webinar:
    • Labelling negotiation being conducted and finalised in next few weeks. This being done with input from the FDA. Should bring on rolling updates of information + some impetus for the share price. You would think chance of approval would be up once finalised >>>97-99.9% chance??
    • Manufacturing to be conducted at same place/scale. Manufacturing process having constant feedback & input from the FDA.
    • South Korean contract also providing FDA impetus for approval process
    • Howie mentioned the experience/ expertise of current management. (example given of previous drugs to market > "Medis' drug 'Soladine' which returned $120 mill/p.a in 1st yr revenue and later sold off for $2.6 bill). S.B to return $210mill/p.a (est.) >> BOT valuation >> $X.xx Bill.???
    • BOT to receive revenue from the 300,000 units sold in Japan + Korean sales.

    If/when BOT achieves approval and takes hold of 1% of market (10 mill auxillary + 3 mill active patients) in USA , would be 130,000 patients @ $700/mth treatment = to $91 mill/month on these numbers give or take a few dollars.....If we only get 1% of current active patients (30000), revenue would only be $21 mill/month (700x12x30000)(360,000 does p.a). Say we get 3-5% of market due to the greater safety protocols/efficacy of S.B returns will be.....rolleyes.png
 
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