BOT 5.48% 34.5¢ botanix pharmaceuticals ltd

BOT - Anything but charting, page-8368

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    I agree, IT platform is critical component..

    that is why Howie stressed about re- fills..

    once we acquire a new customer and our own database of them , US law allows to keep and send him drugs automatically for 12 months ( as per concent) ..ideally we have 12 re-fills..Matt / Howie was giving us commercial example with 6 re-fills.


    considering Japan can find 70% new patients every yeara...I assume US % of new patients will be similar +++++!++ stickiness of US business model based on Re-Fills >>>will lead to very surprising results..

    Howie will blow his targets ( and receive valuable BOT shares) withing very fast..
 
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