Zacian on me, stay online for inv
2024.11.28 21:50 U_R_MR_GAY_ Zacian on me, stay online for inv
1783-0280-4280
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2024.11.28 21:50 Particular-Dig9551 Who's retirement gonna hit hard ?
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2024.11.28 21:50 biketouringnearby Templar Farm. Southern Italy
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2024.11.28 21:50 giuliano07lmk me on November 30th at 11:59pm :
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2024.11.28 21:50 nashboner I’m pretty sad still
 | bc I didn’t get to see Mariah while she was here (Nashville) on Monday….. granted I’ve seen her twice in my lifetime (rainbow tour and Mimi tour both in ATL) and j got to be behind her and later hand her my CD to sign and even got a wink. 💗 LOVE THIS WOMAN (haha I’m the guy to the right of the interviewer) submitted by nashboner to MariahCarey [link] [comments] |
2024.11.28 21:50 Rough_Expression5992 Just got dumped
 | submitted by Rough_Expression5992 to SelfieDump [link] [comments] |
2024.11.28 21:50 Accomplished-End5736 fav photo I’ve ever taken
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2024.11.28 21:50 R0DAN PWInsider: JADE CARGILL UPDATE
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2024.11.28 21:50 Notmaifault Help with ideas
No microcenter near me, I want a white build, parts I have decided on are:
GPU: 7800xt (not gonna go hellhound spectral bc its black on the side when hung horizontal anyway) Case: lian Li vision compact white Mem: Corsair vengeance 2x16g ram CPU: thinking i5 12600k
I'd like to keep the price lower than 1500 MAX, I will need fans for the case and I would like rgb. I want the mobo and cpu to withstand any GPU upgrade in 5-10 years if possible but do want to be within budget.
submitted by Notmaifault to buildmeapc [link] [comments]
2024.11.28 21:50 Early_Car_8752 Staff apps tips
Hi! I'm applying to be staff, but I know that my area typically relies a lot on interviews for deciding staffers (chair, director, AD, etc). Does anyone have any tips for the interviews, ie, what should I prepare for?
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2024.11.28 21:50 The_Brilli Found this on Wolof numbers on Wikipedia
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2024.11.28 21:50 Character_Being_6465 Untere Blätter abschneiden?
Hallo zusammen, Ich habe heute festgestellt das zwei Blätter seit heute auf dem Boden des Topfes hängen, sonst sieht die Pflanze gut aus. Bin jetzt in der zweiten Woche der Wachstums Phase. Sollte ich diese Blätter jetzt abschneiden ? Oder auf der Erde liegen lassen ? Danke für eure Hilfe ✌️
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2024.11.28 21:50 rennistry A’GACI Black Friday Sales 2024
Check out the link for A’GACI Black Friday Sales 2024. Once on the website, you'll have access to a variety of coupons, promo codes, and discount deals that are updated regularly to help you save on your purchase.
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2024.11.28 21:50 MarvelCosmic In love with my BC3🔥
 | After many years, I finally got em 😭 submitted by MarvelCosmic to SNKRS [link] [comments] |
2024.11.28 21:50 MinimumLie7991 Buying any gen1 varana 900k
 | submitted by MinimumLie7991 to DragonAdventures [link] [comments] |
2024.11.28 21:50 Yess_Riv 🥴
 | submitted by Yess_Riv to AuronPlay [link] [comments] |
2024.11.28 21:50 PrincessBananas85 Serena Williams Says Younger Daughter Adira is a 'Tough Little Cookie': 'She Reminds Me a Lot of Me' (Exclusive)
 | submitted by PrincessBananas85 to tennis [link] [comments] |
2024.11.28 21:50 Scimmietabagiste Ahahahah questi supereroi 🤣
 | submitted by Scimmietabagiste to QuandoCeraloStereo [link] [comments] |
2024.11.28 21:50 Appropriate-War-6632 [FOR HIRE] Environment illustration|Open for work/comissions
![[FOR HIRE] Environment illustration|Open for work/comissions](https://b.thumbs.redditmedia.com/zG_mrN__3Ea69Iy364y4gD7SIsArbB0fVm5WmBGJcBU.jpg "[FOR HIRE] Environment illustration|Open for work/comissions") | submitted by Appropriate-War-6632 to artcommissions [link] [comments] |
2024.11.28 21:50 AdvocateOfYours $BOT (ASX:BOT) Botanix is the most mispriced pre-commercialisation biotech in Australia (ANALYSIS)
Description
**Overview*\* Botanix Pharmaceuticals (ASX:BOT) is a clinical dermatology company based in the US, but listed on the Australian Securities Exchange. Recently BOT has received FDA approval for its premier product Sofdra, which is a targeted treatment for primary axillary hyperhidrosis (PAH).
Hyperhidrosis is a condition which sees increased sweating, beyond a regular requirement of the body. It is the third largest dermatology condition, behind acne and dermatitis. PAH is characterised by excessive under-arm sweating, and is the target of Sofdra.
The sections below which will be discussed include: - Sofdra and PAH - market opportunity - other pipeline - management - strategy - financials - events - other notes - value - key risks - thesis
**Sofdra and PAH*\* Sofdra - sofpironium bromide gel, 12.45% - is a once-daily topical anticholinergic therapy (basically blocks nervous responses, like sweating) which can be used for adults and children 9 years of age and older. It is an underarm cream which you apply, similar to how you would apply deodorant.
Received FDA approval mid-2024, though the actual product received FDA approval in 2023 with the issue of 'complete' approval being because of poor labelling.
PAH affects 1 in 40 people globally. Despite its prevalence, poor treatments, stigma and unawareness lead to, almost 80% of sufferers are left untreated. Treatment
The PAH/HH community has had limited options for treatment, with options such as botox injections, heat energy devices or even cutting nerves. Some clinicians even recommend just deodorant as they see no value add from the current market options. PAH/HH is ranked as one of the hardest to manage conditions by dermatologists, with current solutions. Sofdra is considered as an effective, easy to use, well-tolerated and safe alternative, which ticks all the boxes for users. 85% of dermatologists would prescribe Sofdra gel, and see it as a significant breakthrough for PAH sufferers.
Initially, Sofdra was a product from Brickell Biotech though was acquired by BOT, after Dr Patricia Walker (CMA, see Management segment) left Brickell to join BOT. First thoughts are that Dr Walker must have had massive conviction of Sofdra prior to joining BOT if her first move with BOT was to acquire it off her prior employer. This was realised with Sofdra receiving complete FDA approval in 2024.
**Market Opportunity*\* As mentioned above, 1 in 40 people suffer from PAH globally. Currently, BOT is looking to commercialise Sofdra in the US (see other notes for details on other markets). 3.7m patients seek treatment for PAH in the US (high priority); 10.0m are diagnosed (priority), and; 16.1m suffer from any form of HH.
**Other Pipeline*\* This is only a short overview, as these products are immaterial to the current value of BOT.
BOT is currently in the R&D phases of several early-stage dermatology products, though these are still deep in the pipeline and are not the main priority. These primarily focus on acne treatments, though they have not seen any significant progress.
Product - Indication - Status BTX1503 - moderate to severe acne - pending Phase 3 study BTX1702 - Rosacea - Positive Phase 1b/2 results BTX1204A - Atopic dermatitis - Canine proof-of-concept study complete BTX1801 - Antimicrobial - Phase 2a study (successfully completed), Phase 2b (pending)
**Management*\* BOT management team is extremely experienced, having developed, approved and commercialised +30 unique products. A key example is Anchor Pharmaceuticals which was acquired by Pfizer for $5.2bn USD prior to FDA approval.
Key figures: Vince Ippolito - Executive Chairman COO of Anchor and Medicis, ex-President of Dermavant, 17y at Novartis
Howie McKibbon - CEO ex-SVP Commercial of Dermavant, Anchor and Medicis
Dr Patricia Walker - Chief Medical Adviser ex-President & Head of R&D at Brickel, CMO/CSO at Kythera, Inamed and Allergan Medical, responsible for Botox and Tazorac
These are just some key names, though there are several others in the leadership team who have extraordinary pharmaceutical experience and long-tenured careers.
**Strategy*\* Already prepared and setup production and 3rd Party Logistics, with streamlined order-to-cash systems, inventory management and customer service. 3PL is valuable for multiple reasons including reducing blocks in client/practitioner journey and also requiring no capital spend.
Commercialisation is the next big step in BOT's transition to revenue producing pharmaceuticals company. They have begun hired a significant sales team to help push Sofdra to as many clinicians as possible. BOT has also begun engaging majorly in the Telehealth space with a client ...
Sofdra will be covered under the pharmacy benefit and does not require a code for reimbursement. HH is already recognised as a medical condition.
Sofdra has received insurance approval and a code for the applicant. Coverage is significant for the consumer.
A top engager in the International Hyperhidrosis Society - a society focused on promoting awareness, working to enable treatments, and increase research.
**Financials*\* Company is still cashflow negative, though is expending in relation to advancing Sofdra commercialisation and advancing regulatory approvals.
Current cash balance of $79.3m No debt
**Events*\* BOT will begin their patient experience program in Q3 CY24, with first revenues from it being recognised in Q4 CY24.
Recently, BOT has done a $70m equity cap raise post approval. This was to improve their balance sheet and enable enough working capital to commercialise successfully.
**Other Notes*\* Sofdra (Ecclock) has already been performing significantly well in Japan (BOT receives royalties), with company KAKEN selling 350,000 units LTM in its 3rd year on market. Though to note, the population and market in Japan is 1/3 of the US.
**Value*\* Using a reverse approach and assumptions listed below, the current share price of 0.32 (as of finalising this) highlights an expected market penetration of 0.29-0.58% for a 10y time horizon. Arguably, this is quite low given what is known about PAH/HH, Sofdra, the pipeline for sales, and commercialisation experience of the management team.
Many analysts expect at least 2.5% penetration, on a base case, and 1% on a bearish case. Analyst base expectations for BOT's share price sits between $0.56-0.80. Though this is for revenues of around $89.2m USD by 2026, which may be an understatement given the recent preliminary reports (see notes below).
Assumptions Patients seeking treatments: 3.7m Scripts per person per year: 12 Price per script: $450-750 USD Gross margin: 50% P/E ratio (standardised): 10-12x
A key hint towards where sales might land can be found in the share based payments of their preliminary annual report. Traches 1-6 are standard, but what is interesting is Trache 7. "Tranche 7 - Achieving US$250 million of revenue from the sale of products in a financial year." Followed by "Management have assumed a more than likely probability of achievement of all above hurdles."
Even if this is future revenues, this is a solid sign of the revenue potential BOT has to offer.
One other key factor to note, is that investment in Australian pharmaceuticals and the general market is quite underserviced. As it is a small market, many funds stick to the large players or stay away from smaller opportunities, which in-turn means less analysts looking into small-caps, especially pharmaceuticals. This leaves a lot of room for growth and upside in prices.
**Key Risks*\* Still pre-confirmed revenue and sales, meaning uncertainty of market share is high. This is the largest assumed risk by many investors, especially in the Australian market. A lot want to have certainty or results and confirmation it sells. Once this is seen, the share price can be expected to appreciate hugely. Currently, it is the timidity of investors which restrains it to where it sits.
Real world usage could also be required to really prove its value - though the Japanese market has proven this to be a negligible risk.
Difficulty onboarding payers too, with out-of-pocket expenses being greater than initially expected.
**Thesis*\* The underserviced and timid Australian market is undervaluing BOT due to its inherent risk-averse investments and poor exposure to pharmaceutical financial expertise.
The opportunity for this investment lies in the ideas that: BOT has an FDA approved top-of-the-line product which services a condition with limited viable alternatives.
BOT has a proven management team with experience in commercialisation of pharmaceuticals, especially those in the derma space. Further, big pharma M&A successes have been realised by many of the senior leaders.
The Australian market is undervaluing the potential of BOT because a) uncertainty in product demand in the US, despite a more weary market in Japan selling hugely, b) BOT is still priced like an early stage BioTech despite entering revenue generating phase of its lifecycle and c) analysts are underpricing the value of BOT due to worries of shooting too far above market expectations and standing-out at heightened valuations (weird version of tall poppy syndrome?).
Catalyst
Q4 CY24 sales results, Japanese Ecclock (Sofdra comp.) sales figures.
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2024.11.28 21:50 Outrageous_Opening_7 Mirrored Heart 18+ Rp
February 1, 2025. The new year dawned just six months into the floating hospital's experimental journey. Once called Sunny Meadow, the facility had been renamed Meadow Isle three months prior—though its name would soon become infamous. Thanks to the coordinated efforts of the Rossi brothers and a handful of escaped patients, the hospital met its fiery end in a catastrophic explosion.
Before the destruction, startling revelations came to light, and dangerous new enemies were made. In a tragic twist of fate, Charles was turned into a vampire by Alisaris Gates, following a near-fatal beating by Alexander. The attack was an act of vengeance for Alexander's younger brother, Séan, who had been disfigured and reconstructed during Isaac Reign's sinister XEROZ program.
The XEROZ program reached its grim conclusion with a patient wheeled into the facility five months before chaos erupted. Alejandro Hernandez, captured and imprisoned on Meadow Isle, was released to wreak havoc among the patients—an unrelenting force of destruction. Amid the chaos, the survivors managed to orchestrate their escape, fleeing toward Snowbush, Massachusetts, with the shadows of Meadow Isle and its horrors trailing close behind.
18+ for sexual content yes this includes smut, dangerous acts, death, gore.
Add Blue_Felix for details
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2024.11.28 21:50 MevisDE $TWIF "Turkey wif hat" hat die ersten 24h abgeschlossen
Nach dem Launch auf Moonshot konnten wir innerhalb von 10min das ziel von 112k Mc erreichen ind auf Meteora migrieren. Wir haben ein ATH von 700k Mc erreichen können mit einer anzahl von über 500 Haltern. Nach 24 stunden haben wir bereits 350 Tg Mitglieder erreichen können.
Mit dem ende von Thanksgiving haben wir bereits den wechsel unseres Narrativs bekanntgegeben um auch in Zukunft als Truthhahn mit Hut relevants zu halten. Wir haben bereits Art für die kommende Season bereit und werden dann $TWIF "Turkey wif hat" möglichst besser und schneller an kommende Feiertage oder Jahreszeiten anpassen.
Hoffentlich sehen wir euch bald in unserer Telegrammgruppe.
Frohes Thanksgiving ❤️🦃
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2024.11.28 21:50 Apprehensive_Rip4583 What is my R4?
I was looking in the drawer of forgotten things and found this R4, I put it in my Nintendo DS and the game is DORASU, I need someone's help to help me put the firmware because there is no model on the back and also the sticker is black
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2024.11.28 21:50 affehogberg $OLAF any good?
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2024.11.28 21:50 chichisan17 I’m selling 2 VIP Phase 4 tickets for Karan Aujla’s concert in Delhi NCR (Dec 19, 2024, Airia Mall, Gurugram). Original price: ₹19,360. DM if interested!
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