BOT 1.35% 37.5¢ botanix pharmaceuticals ltd

Ann: Investor Webinar Presentation, page-17

  1. 2,549 Posts.
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    Grainofsand..I think you have a strong logic in your numbers...there always market perception...

    - as per webinar..I was surprised to see is more important then psoriasis and few other well known decreases..clearly I.dicates unmet needs and impacts valuation...
    - good basis point is Kakaen 300 000 units done on a second year with population 3x smaller and different pricing
    - good margin 60% , over 60mln sales in the first year, will put this stock into 1bln MC ...I think conservatively..
    - exclusivity till 2040 + extra few years till other players even start comming in...
    - For exclusive a d growing revenue PE over 15 is very conservative..
 
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