I note Neu is expecting payments of $120 million for FY 22/23 on potential approval of Trof in March and is sitting at $6.50 at close. It’s marketing partner Acadia is taking on manufacturing, distribution etc… these are milestone payments coming to NEU.
Botanix if SB accepted and company manufactures themselves will have set up/ marketing / distribution costs etc. 12 months time frame for decision. Euroz Hartley in recent report (comparing to Qbrexa) suggests if BOT is able to capture just 1% of AH market that will be Revenue of $143 US million alone.
Just on AH success alone and high likelihood of approval - yes this stock is being missed by the market.
Pending announcements Q3 and Q4, page-63
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34.5¢ |
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Mkt cap ! $543.4M | |||
| Open | High | Low | Value | Volume |
| 35.5¢ | 35.5¢ | 34.0¢ | $4.566M | 13.13M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 11 | 410003 | 34.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 35.0¢ | 346713 | 8 |
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