Pinned straw:
Might be cleaner in a new straw rather than the cap raise one.
Interesting, especially with the digital not really turned on.
If they can add 100 people per month (seems doable based on the small data sample) and with that data so far being derms only.
On track for rolling annual revenue of $200mUSD by June, at the current run rate $129m USD earnings for FY25/26.
Interesting to see how much this $40 raise can amplify sales when they fine tune the platform.
Didn't pick up anything that turned me off in the webinar, looks like an experience team doing what needs to be done
Although I am still shitty the launch timing was slow and interesting to hear the digital hasn't really started even though it was in for start of March. Or did I not hear that correctly.
Agreed, the webinar came across very positively in my opinion.
Nothing of concern, tracking ahead of expectations, no major worries r.e. tariffs (however it was noted that they are not planning on passing on the 25% manufacturing in Canada tariff to consumers / insurers).
There was a comment around millions of impressions being served and hundreds of thousands of visitors to the site through digital so they are going to be spending big through marketing already as there will be very little coming through organically. No mention of conversion rate to form / questionnaire submission which will be a key number moving forward so we can understand realistically the % of patient acquisition which can be expected from digital v sales team (and their comparable CAC).
Patient feedback very positive and no unexpected side effects to date.
Also agree the timing of the raise leaves a bit of a bad taste given recent share price movement. Hopefully now the CR is out of the way it might be given a chance to run at least until Trump comes out with his pharma tariffs (which won't necessarily impact BOT significantly however no doubt the entire sector will be impacted).
I expected the SP to drift back to the 0.33 raise price however very happy to be wrong with the bounce today.