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Botanix Pharmaceuticals Limited (AU:BOT)
ASX:BOT
Earnings Data
Report Date
Aug 27, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
-0.01Last Year’s EPS
-0.03Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed strong commercial momentum — rapid prescription growth, meaningful revenue ramp, a high‑performing fulfillment platform (fill rates ~2.5x industry), positive physician adoption signals (90% expect to increase prescribing) and an attractive IP runway to 2040. Counterbalancing this progress are sizeable operating losses (adjusted EBITDA loss $26.1M; loss before tax $33.2M), material near‑term API purchase obligations and reliance on a partially‑completed capital raise and a single API supplier. Management has identified clear catalysts (alternate API supplier to cut COGS 25%–40%, platform scalability, and $45M committed raise) but execution and funding are key near‑term risks. Overall, the call was upbeat on commercial execution but sober about cash, supply and funding needs.Company Guidance
Rapid prescription and revenue growth
62,500 prescriptions shipped in the first 11 months post‑launch; 45,800 prescriptions in H1 FY2026 vs 16,800 in the prior half (171% increase). Net revenue rose from $5.1M in the second half of FY2025 to $16.2M in H1 FY2026 (219% increase). Total revenue for H1 FY2026 was $16.5M (versus $0.346M prior corresponding period).
Strong commercial adoption and physician sentiment
Sales force expanded to 50 specialists (completed Oct 2025) with high productivity. Market research: 90% of surveyed healthcare providers expect to increase Sofdra prescribing in the next 6 months. Refill and adherence rates substantially exceed industry norms.
High-performing fulfillment platform
Botanix's fulfillment platform (SendRx partnership) delivered a fill rate ~2.5x industry benchmarks, high rates of fully reimbursed prescriptions, improved insurance clearance and refill rates exceeding industry standards. Platform is scalable and can onboard additional products without incremental development costs, improving gross‑to‑net yields.
Meaningful commercial traction and IP runway
Sofdra is a new chemical entity (one of 46 NCEs approved in the U.S. in 2025) with patent protection through 2040. Addressable market ~10M patients (≈3.7M actively seeking treatment), positioning long product life and potential M&A/acquisition interest. Company reported ~ $100M gross revenue and $21.2M net revenue in the first 11 months post launch (company commentary).
Capital commitments to support growth
Firm commitments for a $45M capital raise; $14.9M received to date with the remainder subject to shareholder approval (meeting scheduled April 1, 2026). Management provided a detailed use‑of‑funds allocation (API/manufacturing, API supplier setup, marketing, operating expenses and working capital).
Planned COGS reduction via alternate API supplier
Selection of an alternate API supplier is underway and expected to reduce cost of goods sold by an estimated 25%–40%, which would materially improve gross margins and reduce single‑source supply risk.
Botanix Pharmaceuticals Limited (AU:BOT) Earnings, Revenues Date & History
AU:BOT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AU:BOT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 27, 2026 | AU$0.06 | AU$0.06 | 0.00% |
Aug 29, 2025 | AU$0.15 | AU$0.14 | -3.33% |
Feb 25, 2025 | AU$0.51 | AU$0.47 | -5.94% |
Aug 30, 2024 | AU$0.35 | AU$0.40 | +14.29% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Botanix Pharmaceuticals Limited (AU:BOT) report earnings?
Botanix Pharmaceuticals Limited (AU:BOT) is schdueled to report earning on Aug 27, 2026, TBA (Confirmed).
What is Botanix Pharmaceuticals Limited (AU:BOT) earnings time?
Botanix Pharmaceuticals Limited (AU:BOT) earnings time is at Aug 27, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Botanix Pharmaceuticals Limited stock?
The P/E ratio of Botanix Pharmaceuticals Limited is N/A.
What is AU:BOT EPS forecast?
AU:BOT EPS forecast for the fiscal quarter 2026 (Q4) is -0.01.