BOT 16.9% 38.0¢ botanix pharmaceuticals ltd

BOT - Anything but charting, page-7085

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    Important to distinguish Permanent vs Temporary points of disagreement as well as material vs immaterial...

    1. Price Gross 720usd or 750usd confirmed
    2. Insurance will cover most of it..may be 20% out of pocket...majority US population have insurance..Permanent fact

    3. Ramp up will be - but this is Temporary..
    4. Product is very good and growing at over 50% yoy - fact and Permanent
    5. US population is 3x bigger - Permanent..impact on us can only be positive...Permanent long lasting impact since product is good...

    once we establish run rate 50k or 60k per Qtr. - which will be by Dec 2024 ...there will be very little uncertainty and stock will be North of $1

    on FDA and continued Japan growth - we will sail past 60c
 
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