BOT 2.38% 41.0¢ botanix pharmaceuticals ltd

We know facts, rest is just 2nd year arithmetics:1. Japan sells...

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    We know facts, rest is just 2nd year arithmetics:

    1. Japan sells 12 000 scripts monthly ..in US we should do min 20 000 per month..and Japan is growing 40% YoY...
    2. Insurable drug. Confirmed.
    3. Price between 600 to 700usd per script.. gives us usd 160mln in Sales
    4. Margins are generally very strong 65 - 75% ( Japan sells at usd 70 but still makes $$)
    5. 20 to 30 Sales people, cost approx 30mln usd per.a.
    6. EBITA will be around 80 to 90mln Usd

    7. Product is growing at double digits ( proof Japan) ..so in short period- can have 50% more revenue..
    8. Europe easly 25% immediate upside..

    Last edited by Lev20: 07/08/23
 
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