MYX mayne pharma group limited

It's difficult to push against all the negativity here, but I'll...

  1. 335 Posts.
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    It's difficult to push against all the negativity here, but I'll give it a go.

    Dickkyboy I think your figures for the new products are not correct. Feel free to correct mine.
    It is entirely possible that management won't deliver on their business plans but below is their business plan for the new products.
    As far as Nextstellis goes, yes it will still be in the red this year. Plan is for 350000 cycles FY 23 and the first 4 months they achieved $A96/cycle, so that's $Am 36 FY23 and expenses likely to be $US 35M (FY22 figures included set up costs) so that's $A50m plus COS of about $A6.5m, so contribution for Nexstellis likely to be -$A21.

    I also have some figures on Dermatology which in my opinion is key to the turnaround of this company.
    New Products
    2HFY23 $Am


    1Net Revenue
    $65.07Based on Last 9 months Therapeutics 70c exchange
    2COS
    $12.3619%As per Therapeutics
    3Therapeutics Royalties
    $5.218%

    4Pop.Council Royalties
    $3.5410%Annovera sales only
    5Extra Marketing
    $14.29$US 10MAs disclosed
    HF year only

    6Total Costs
    $35.40


    7Contribution
    $29.68


    8Additional Marketing
    Covered by Nestellis as disclosed


 
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