BOT 4.22% 43.3¢ botanix pharmaceuticals ltd

BOT - Anything but charting, page-10479

  1. 21 Posts.
    lightbulb Created with Sketch. 4
    ok lets say 10% penetration rate for US market on diagnosed cohort = 370k sprits. Now obviously that is going to take considerable time - wot happen overnight.

    500USDx 370k scripts x 12 months = $2.2B USD or $3.3M AUD
    EBITDA at 30% = $1B AUD. Note 30% is reasonable for Biotech and even analyst report had much higher in proforma forecast >40% EBITDA percentage

    note above does not take into account undiagnosed in US or Japna and Korea sales. Its massive potential

    comparative is CSL - $13B revenue and return $3B EBITDA. CSL Share price is $300 with Market cap of $147B

    BOT is market cap of >$700M. Ok not saying we are next CSL, but just trying to get perspective on the numbers that is being floated around and potential.

    Please correct me if i am wrong and my maths is $hite or am missing something



 
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