RCE recce pharmaceuticals ltd

Source 1:...

  1. 997 Posts.
    lightbulb Created with Sketch. 168

    Source 1: https://www.sciencedirect.com/science/article/pii/S2405844024172945

    Source 2: https://idf.org/our-network/regions-and-members/western-pacific/members/indonesia/

    Source 3: https://www.sahealth.sa.gov.au/wps/wcm/connect/00478589-52f4-44ac-8fee-72aedb088cfa/Clinical_Guideline_Diabetic_Foot%2BInfections_Antibiotic_Management_v1.0_.pdf?MOD=AJPERES&CACHEID=ROOTWORKSPACE-00478589-52f4-44ac-8fee-72aedb088cfa-p4bFZXH

    Source 4: https://woundsinternational.com/wp-content/uploads/2023/05/WINT-14-1_16-23_young.pdf

    STEP 1 –Prevalence

    1. Total cost of “drugs and medical supplies” for non-amputation DFI’s in Indonesia - 1600 AUD per patient (Source 1)

    2. Prevalence of Diabetes in Indonesia - 20Million persons (Source 2)

    3. Annual instance of DFU- 2%

    DFU’s that become DFI’s 50%


    200,000 DFI’s per year
    (Source 3 & 4- Based on Australian data)

    Indonesia annual spend on DFI drug and medical supplies – 320 million AUD


    STEP 2 - Price

    Drug and medical supplies used in hospital treatment of DFI’s

    1. Antibiotics

    2. Topical antimicrobials

    3. Wound care supplies

    4. Pain management

    5. Blood Glucose control

    This is the speculative part. I was unable to find the breakdown of costs or the price the Indonesia government is charged for antibiotics. However, I think it is reasonable to assume it is as large portion. Let’s say Recce can receive between 100-500 dollars per patient.


    STEP 3 –Market Share

    Year

    Typical Market Share (General Range)

    1

    Year 1

    0.5% – 5% (slow uptake unless a major breakthrough)

    2

    Year 2–3

    5% – 15% (if adopted steadily and supported by guidelines/marketing)

    3

    Year 4–5

    15% – 30%+ (if it becomes a standard of care or widely prescribed)

    Source: ChatGPT analysis of several journal articles


    STEP 4 -Conclusion

    Revenue = (Prevalence/Market share) x Price

    Revenue range

    ·Year 1- 100,000 AUD - 5,000,000 AUD

    ·Year 2-3- 1,000,000 AUD - 15,000,000 AUD

    ·Year 4-5- 3,000,000 AUD - 30,000,000AUD+

    Apologies if there are any errors, I did this at work. I wanted to sort out once and for all, what kind of revenue prospects Recce 327 has in Indonesia. I am happy to say some of my previous criticisms are incorrect, I can see a path to a decent revenue stream all be it after several years. This is all predicated on the success of 327 and performance above current standard care. DYOR IMO

    Last edited by BelowAverage: 30/07/25
 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)
Last
41.0¢
Change
0.035(9.33%)
Mkt cap ! $118.5M
Open High Low Value Volume
38.0¢ 41.5¢ 38.0¢ $77.51K 190.0K

Buyers (Bids)

No. Vol. Price($)
1 1250 40.0¢
 

Sellers (Offers)

Price($) Vol. No.
41.0¢ 15479 1
View Market Depth
Last trade - 16.10pm 11/08/2025 (20 minute delay) ?
RCE (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.