BOT 3.57% 40.5¢ botanix pharmaceuticals ltd

Ann: Notice of General Meeting/Proxy Form, page-38

  1. 632 Posts.
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    True, NZ has some great insights but ultimately everyone has their own opinions.

    Great to hear others views, but everyone needs to reach their own conclusions.

    Looks like a SP standoff at the moment, but support building at 18c.

    I think there is a decent chance of a takeover before the end of the year if we get FDA approval. Management have been pretty clear they will consider potential M&A opportunities. BP would have much better insights into SB future revenue potential than most of us here. They also have sales data from Japan, and potentially South Korea.

    I’d say BP would have enough data to make a strong offer before the end of the year, and I can see Vinnie and Howie using their connections and business acumen to negotiate the best SP outcome for shareholders.

    All speculation, only management will know what is going on behind the scenes, but you can read between the lines a little bit.

    GLTAH!


 
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