BOT 6.25% 34.0¢ botanix pharmaceuticals ltd

This is a greatly detailed report and shows market potential. I...

  1. 81 Posts.
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    This is a greatly detailed report and shows market potential. I also find the Feb 2023 report very interesting. Here's the numbers that spoke to me:

    Based on Japan quarterly actuals x 4 for projected annual revenue) = $90.8 mil USD

    Now x 3 for population and market size US compared to Japan = $272.4 mil per annum

    Now here's what's interesting and I know we are talking another company, they point to CUV which has a $1.3 billion market cap (~13x BOT) and annual revenue of $60 million.

    For speculative purposes: Using the base predictions above, not including any additional marketing like social media or a large sales force and expertise in US, just the revenue in Japan adjusted for market size. Taking this and market cap of CUV adjusted for a $272.4 million revenue BOT market cap would equal $5.9 billion market cap.

    Euroz also highlighted that over 50% patients would pay anything to resolve their sweating problem. I saw the revenue of Qbrexa and the numbers are significantly lower. I don't take that into account as there are side affects and efficacy issues that are not present with SB. From what i unddrstand and hear from people with derma issues, the last thing patents want is another product that will cause further or additional derma issues to the one they are treating based on side effects.

    This stock is currently severely undervalued IMO. Tick tock FDA!
 
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