BOT 3.70% 39.0¢ botanix pharmaceuticals ltd

BOT - Anything but charting, page-8969

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    The overall market for primary axillary hyperhidrosis is valued at 1.6b and if I am not mistaken there are already few players on the market?

    I was very surprised to see the company raising funds to support the launch and didn't go the partnering way. Anyone know why?

    Given the company has next to zero experience launching any drug and how expensive it is to set up an internal team, this is not the best way to go about it in my view.

    I think the uptake is likely to be much slower than what people here expecting it to be....

    Given the market size and competition, I think the approval is already factored in the SP.
 
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