BOT 0.00% 32.0¢ botanix pharmaceuticals ltd

What I do not take seriously and call it BS ( known as creep up...

  1. 2,634 Posts.
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    What I do not take seriously and call it BS ( known as creep up ..cover your ass valuation) is this :

    Essentially saying it will take BOT a decade to capture 1% of the market... but still place aud 0.47 per share....

    Imagine the magnitude by which they are conservative:
    1. We have Japan data 350 000 scripts per.a.
    2. Aud 70mln war chest
    3. Digital platform
    4. Far superior drug

    We will get 1% of the market just in a firat year ! Accelerate to 3% in year 2 .
    Each 1% is aud 2 per SP



    from Euroz report:

    We now model BOT capturing 1% of the ~3.7m patients seekingtreatment and 0.3% of the other ~6.3m patients not, within a decade, and assuming anaverage 12 scripts per patient, or if more conservatively put, 2% and 0.6% assuming 6scripts. This arrives us to ~673k peak Sofdra scripts, or US$474m peak sales by FY34.
 
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