BOT 3.51% 29.5¢ botanix pharmaceuticals ltd

SOFDRA market size, page-23

  1. 4,049 Posts.
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    We can use an estimate that is purely off botanix' research.

    They said 300,000 units was the Japanese year 2 annual sales, and that 1 unit was 1 month supply.

    They were suggested to charge a premiuim over current average charges which is around 700USD per month.

    According to that, if they manage 300,000 unit sales in their second year, like happened in Japan. $321 million AUD in sales.

    Why stop there though, the US population is about three times bigger.

    Lets assume 900,000 unit sales in year 2 ofr BOT in USA = 965 million AUD



    Considering the Japan sales totaled around 14 million USD,
    for the same unit sales BOT is going to charge 23 times the price that is charged in Japan?

    japan $32 USD, America $736 as an example.

    I'm just saying, Americans do not earn 23 times the Japanese average income, so I don't see 300,000 units flying off the shelves so easily.

    Best to be conservative with either sales penetration, or product cost, or both and be plesently surprised.







 
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