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Last edited 4 months ago
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#Hyperhydrosis - It’s impact!
Last edited 4 months ago

Some back ground info regarding suffers of Hyperhrdrosis from the International Hyperhrdrosis Society Website (sweathelp.org).

It’s quite eye opening to see the impact this can have on one’s life.

Key Facts About the Hidden Costs of Hyperhidrosis


#Bull Case
stale
Added 7 months ago

I think the Euros Hartley report is extremely conservative.

Let me preface this with the fact I hold.

If we consider the insurance coverage (meaning significantly higher $$$), the ability to advertise (market) broadly, the ability to use tele-medicine for repeat scripts and the size difference of the market in the US we can assume growth and its use will be faster than Japan.

I am wondering if EH simply didn’t want to publish figures that even had me repeating my calculations because it just seemed to unbelievable.

Of course one needs to temper their enthusiasm, but even using a ridiculously low 5000 sufferers x 12 monthly supplies at $500 USD/m = 30m USD in sales.

With millions of sufferers and BOT providing a viable alternative to current treatment methods it’s hard to believe the target revenue / profit timelines will not he brought significantly forward.

The FDA June announcement will be an interesting one to watch. A positive announcement de-risks the stock and might open the flood gates to significant price appreciation.

Until then speculating makes for interesting times.

#ASX Announcements
stale
Added one year ago

BOT with two recent announcements. I can’t help but wonder if those that sold out are either impatient to wait for the share price to recover or fearful that there would be no recovery. Is this an example of the modern ability for retail holders to sell at the touch of a button? Is it a sign of the desire to want to 2x or 3x at all opportunities.

The recent announcements indicate it’s full steam ahead as they wait for resubmission of the required information in late 2023 and then approval in mid 2024.

17/10: FDA approved SOFDRA as trade name

https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02726116-6A1174479?access_token=83ff96335c2d45a094df02a206a39ff4

24/20: BOT partners with TeleHealth provide UpScript.

https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02729138-6A1175835?access_token=83ff96335c2d45a094df02a206a39ff4

Note: Held IRL started a position after the recent price drop due to the labelling decision. Seemed like an irrational decision. @mikebrisy post regarding FDA labelling issues helped further my conviction that this is a potential early Xmas gift opportunity.