BOT 2.70% 38.0¢ botanix pharmaceuticals ltd

Where will we be in 12 months time?, page-111

  1. 4,178 Posts.
    lightbulb Created with Sketch. 5443
    Direct from the webinar.

    kaken sold 300,000 units in the last 12 month period.
    A unit ( I believe ) is a 1 month supply in USA* someone confirm this.

    So far believe a unit will be north of $700.
    Use a 40% margin, so $280 per unit revenue to Bot.

    USA has 3 x the population with similar rates.

    300,000 x 3 x 280 = 252,000,000 USD.

    = 381,000,000 revenue if matching Jaken sales by % market penetration last 12 months.
    381,000,000 x 36 ( PE )= 13,716,000,000 market cap.

    current market cap approx 444,000,000.
    SP multiplier x30.81

    SP $8.65 AUD, based on Kaken last 12 month sales, adjusted for same USA penetration. PE 36 with 40% margin.

    Got to get approved...... got to!


 
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