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BOT, BOTANIX PHARMACEUTICALS LTD
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post Posted: Jul 30 2019, 09:42 PM
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In Reply To: nipper's post @ Jul 30 2019, 12:48 PM

nip - the word on hc from a couple who say they have been talking to Botanix is that $35m is going to a US specialist in biotech, Cowan, whilst Bell Potter and Agro the puppet (?) gets the opportunity to try and stag $5m, all done and dusted at 21 cents. What is not yet clear to me is whether Cowan has acquired a takeover blocking stake in Botanix itself or whether it is merely acting as a ticket clipper.


The Botanix threads on hc are dominated by a few butch cheerleaders who demand either fluff or pump posts and they have regathered their senses (from the initial shock of Botanix doing exactly what they declared repeatedly they would not do) and are now spinning this as a positive thing. Yeah nah. Botanix still have not handed out the final report on the early stage psoriasis trial and they are about a month away from getting some prelim feedback about the 2nd stage acne trial. The timing of this cap raise and the fact that it was got away at a 20% discount to yesterday's price smacks to me of Botanix hedging their bets. If the trial results are good then no one will be complaining about whether the share price was 21 cents or 26 cents at the beginning of August 2019 and if the results are disappointing then at least the company has enough in the kitty to try their luck with other product candidates: today's cap raise makes sense either way but does not predict one scenario over the other.




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"The market can stay irrational longer than you can stay solvent." John Maynard Keynes

"The crisis takes a much longer time coming than you think, and then it happens much faster than you would have thought." Rudiger Dornbush

Mozart fixes everything and Messi is a dog

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nipper
post Posted: Jul 30 2019, 12:48 PM
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QUOTE
Botanix Pharmaceuticals is seeking a $40 million equity injection on Tuesday. The company tapped brokers Bell Potter Securities and Argonaut to arrange the deal, which would see it place 190.5 million new shares to raise $40 million.

The offer was priced at 21¢ a share which was a 19 per cent discount to the last close, according to terms sent to investors on Tuesday morning. The brokers were calling for bids by 4pm on Tuesday. The deal is expected to be announced on Thursday.

Botanix had a $201 million market capitalisation prior to the raising. Botanix is a clinical stage cannabinoid company based in Perth.

- get a good price run, and the CR follows close behind, for minnows!



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jul 17 2019, 12:09 PM
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In Reply To: nipper's post @ Jun 20 2019, 08:23 PM

QUOTE
• New data has shown that a new drug candidate from Botanix’s cannabidiol antimicrobial platform has potent activity against hypervirulent strains of the bacteria Clostridium difficile

Clostridium difficile is the most commonly acquired hospital infection worldwide and is responsible for over 30,000 deaths each year in the US alone

• Data for AB 2367, Botanix’s new development program, shows that cannabidiol is effective against the super hypervirulent 027 strain, which has been responsible for numerous recent severe outbreaks and deaths

• Studies were conducted in collaboration with world-leading Clostridium difficile researcher Prof. Dena Lyras at Monash Biomedicine Discovery Institute, Department of Microbiology

• This new data adds to the recently announced BTX 1801 study results that MRSA does not develop resistance to cannabidiol, and underpins Botanix’s growing antimicrobial platform
- BOT coming along quite nicely, on vol and market pricing




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jun 20 2019, 08:23 PM
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In Reply To: triage's post @ Jun 20 2019, 07:02 PM

interesting how with this Company, and unlike many pharma's that seem to narrow the opportunity set, how there has been a progression with Cannabidiol product applications .... from Acne, to epilepsy, now through to Superbugs. Is this astute research or spreading themselves too thinly?



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
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post Posted: Jun 20 2019, 07:02 PM
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In Reply To: nipper's post @ Jun 20 2019, 03:03 PM

A very impressive ASX announcement I have to say. Keen to see what the yanks and Europeans make of it overnight. I am always cautious of the spin that the corporate spruikers put on such developments so am interested in what the UQ researcher reports to a microbiology conference next Monday in the US.



--------------------
"The market can stay irrational longer than you can stay solvent." John Maynard Keynes

"The crisis takes a much longer time coming than you think, and then it happens much faster than you would have thought." Rudiger Dornbush

Mozart fixes everything and Messi is a dog

Said 'Thanks' for this post: nipper  
 
nipper
post Posted: Jun 20 2019, 03:03 PM
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QUOTE
Botanix Pharmaceuticals is enjoying a more than 20 per cent bump on the Australian market following news its product can kill superbugs.

This is the second day in a row that the company has enjoyed a share price lift following data on its cannabidiol (CBD) product, BTX 1801. It told the market yesterday that the product showed positive results when tested in a trial for skin disease.

Botanix told its investors today that BTX 1801 had also been shown to rapidly kill superbugs. Shares in the BOT shot up 25 per cent, before coming back slightly to 21.4 per cent higher at 17c.

The company said that data from a trial showed that despite extensive exposure to CBD, superbugs did not develop resistance to BTX 1801.

BTX 1801 is described by Botanix as a novel topical formulation of cannabidiol, which utilises Botanix’s proprietary skin delivery technology, PermetrexTM, to target bacterial infections in the skin.

Mark Blaskovich from the University of Queensland’s Institute for Molecular Bioscience’s Centre for Superbug Solutions, who oversaw the study, said the pipeline of new antibiotics in clinical development was way too small to combat the growing threat of antimicrobial resistance.




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

Said 'Thanks' for this post: triage  
 


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post Posted: Jun 2 2019, 10:21 AM
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This is probably good news for Botanix (BOT not BOX) which is working through the formal processes of getting several of its trial products approved by the US FDA.


https://www.bloomberg.com/news/articles/201...cannabis-weekly

Botanix uses synthetically produced CBD which means it is using a pure substance, unlike CBD produced from plants which contains varying amounts of CBD and impurities. And it already has two products in phase 2 trials, for severe acne and atopic dermatitis, and one for psoriasis in an early stage safety trial, which if they survive the trials will allow Botanix to seek FDA approval. Pressure for the FDA to go easy on CBD products will be alleviated if it can show that it is working with companies to produce CBD based products that have been proven to meet its standards.

What also separates Botanix products from over-the-counter type products is that the delivery system Botanix uses is able to deliver much higher amounts of CBD under the skin than other products that have been tested.

Anyway, Botanix is late delivering the results from a couple of trials which is rarely a good sign. So it may go the way that most of these pharma start ups go...



--------------------
"The market can stay irrational longer than you can stay solvent." John Maynard Keynes

"The crisis takes a much longer time coming than you think, and then it happens much faster than you would have thought." Rudiger Dornbush

Mozart fixes everything and Messi is a dog

Said 'Thanks' for this post: nipper  
 
nipper
post Posted: Jun 26 2018, 02:51 PM
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one out of the BOX but over to the BOT
QUOTE
Botanix (BOT) welcomes FDA approval of first cannabidiol product for epilepsy

Key highlights

• The first pharmaceutical product containing cannabidiol has been approved by FDA

• Product is called Epidiolex and is approved for seizures associated with Lennox-Gastaut and Dravet Syndromes

• FDA approval highlighted necessity of controlled clinical studies, uniformity of drug quality and consistent delivery, as well as intent to take action against non-FDA approved CBD-containing products




--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Jun 7 2018, 10:23 AM
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In Reply To: nipper's post @ May 27 2018, 01:16 PM

BOT not BOX
QUOTE
• Study data indicated BTX 1204 was twice as effective over the vehicle with substantial improvement in the key signs of atopic dermatitis

• BTX 1204's efficacy still increasing at the 4-week timepoint, suggesting a longer treatment period enables BTX 1204 to potentially exceed industry performance

• Achieved clear separation from vehicle, with BTX 1204 showing superiority over vehicle at an early stage of the treatment period

• BTX 1204 demonstrated an excellent safety profile allowing for extended dosing, which remains a key challenge for other available therapies


Atopic dermatitis (AD) is a chronically relapsing skin disorder with an immunologic basis, but for which environmental factors (allergens, stress, food and skin flora) all play a part



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: May 27 2018, 01:16 PM
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Intrigued by the comment posted elsewhere
QUOTE
[d]ermatologists have done a fantastic job at treating the disease
there is an ASX outfit that is trialling an acne 'cure', AND, double your luck, with cannabis (!)

Botanix (BOT) is a medical dermatology company using a novel active and proven drug delivery technology to develop prescription treatments for serious skin diseases.

https://www.botanixpharma.com/investors/
QUOTE
Botanix is focussed on skin disease and acne treatments using a synthetic cannabidoil.

The regulators usually prefer synthetic variants of botanic products because their quality is more consistent.

The company appears well placed with its focus on skin conditions and a breakthrough acne treatment would be a hit with millions of teenagers.

The short-term value driver is news of clinical trials of its synthetic cannabidoil BTX1503 later this year.

The company says while acne is a US$4.5bn market, there has been no new treatment for at least two decades.

The key to Botanix's success is its compliance with the regulatory processes, which will allow any products to be marketed as prescription products and reimbursed through public or private health insurers....
Tim Boreham - Under The Radar



--------------------
"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne

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