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20.5¢ pharmaust limited

Company presenting at Techknow in Sydney (today)/ Melbourne (tomorrow), page-66

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01/08/24

16:29

Post #: 75030615
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Originally posted by ValueKiwi: ↑

In all seriousness, the availability of Monepantel in other forms (such as Sheep drenching - ~$400 per litre, 25mg / ml solution) does concern me. How much of a premium will we be able to charge? I'd say if we started trying to charge >$10k per treatment, patients would look to source their Monepantel elsewhere. And of that $10k, how much would PAA likely see? (assuming a licensing deal).

I realise Sheep drench may not sound very enticing, but I'm just using it as an example (& whilst I haven't tried it, it probably doesn't taste THAT bad!). As another example, if PAA's Monepantel could sell for $10k per treatment, what's to stop someone contract manufacturing a competing product - call it "Oral worming tablets, recommended for goats but safe for humans too". And selling them for the equivalent of $1k per treatment...

Would appreciate others thoughts. How much of a competitive moat would we really have?

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Good thing it's not that simple..

P.S. I've drenched a few sheep in my time it doesn't look like it's tasty at all.

PAA Price at posting: 19.5¢ Sentiment: Buy Disclosure: Held
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Last 20.5¢		Change 0.000(0.00%)		Mkt cap ! $99.76M

Open	High	Low	Value	Volume
20.5¢	20.5¢	20.0¢	$86.39K	425.8K

Buyers (Bids)

No.	Vol.	Price($)
4	245685	20.0¢

Sellers (Offers)

Price($)	Vol.	No.
20.5¢	204582	4

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No.	Vol.	Price($)
4	245685	0.200
6	229570	0.195
4	155324	0.190
11	505988	0.185
10	549536	0.180

Price($)	Vol.	No.
0.205	204582	4
0.210	302539	9
0.215	276995	8
0.220	734043	11
0.225	232889	5

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