BOT 1.59% 32.0¢ botanix pharmaceuticals ltd

Ann: Investor Presentation, page-82

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  1. 3,544 Posts.
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    That's a lot of acne sales isn't it and we know the cost of manufacturing isn't as expensive as other forms of pharmaceuticals so grabbing a two per cent market would suit me just about fine. Yes I know the injectable types are the dearest however they too are not without risk. This is where we go to big pharma and the absolute oodles of cash they have on aquisitions. Some work nicely but one today would make the owners of Humira, a blockbuster drug worldwide feeling a bit sick. They have just announced an impairment charge of four billion dollars on a cancer drug Rova-T which showed up garbage phase 3 results. Four billion is a lot of Humira sales to cover that. For what it is worth too, Humira a biologic will very soon be subject to a generic version. AbbVie would be crapping their pants in Australia hence their quite informative some would say, aggressive some might also say marketing about keeping patients ticking over on a monthly basis with Humira. Make of that what you want in their case but in the skin care game, it is eventually a low cost manufacturing process with tremendous gross profits. Now what gets me and others excited is not a wedding in the country although that was great but acne is concurrently one half of a damn big phase 2 pie. Fully funded too. 


    Exploding pustulating zits resembling volcanoes - Bot wants your bots and this year we are coming strong.



 
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