BOT 2.63% 37.0¢ botanix pharmaceuticals ltd

BOT - Anything but charting, page-7567

  1. 45 Posts.
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    Hi all, long-term holder, in the process of building my own DCF valuation model, have a few questions to round this out:  
    • Given BOT will generate revenue in the US and given bilateral tax treaty between Aus & US, will BOT pay corporate tax in the US and be exempt from Aus corporate tax?
    • If answer to first question is Yes what would the tax rate be? 21% US Federal tax + x.x% State Corporate tax = x.x% total
    • If answer to first question is Yes, would BOT still be eligible for the Aus Gov R&D tax incentive on development of secondary assets (BTX 1501 etc)?
    • What is the term of the Permetrex licence agreement with Dr Eugene Cooper?
    • What is the term of the Permetrex patent?
    • Does BOT have active patents covering its secondary assets (BTX 1501 etc) or will these be finalised if and when these assets reach FDA approval?
    • Why has Euroz assumed an 8 year exclusivity period for BTX 1801 (3 yrs + 5 yr QIPD) and not 10 years (5 yrs NCE destination + 5 yr QIPD). Note Euroz applied the 5 yr NCE designation assumption to the other secondary assets
    All thoughts and insights appreciated.
    Exciting times ahead!

    Cheers,

    L
 
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37.0¢
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Mkt cap ! $669.7M
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38.0¢ 38.5¢ 36.5¢ $2.548M 6.766M

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