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Updated 1h ago
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Botanix Pharmaceuticals LimitedASX:BOT Stock Report

Market Cap AU$49.3m
Updated 1h ago
Share Price
n/a
1Y-85.6%
7D-5.3%
1D0%
Portfolio Value
​
View

Botanix Pharmaceuticals Limited

ASX:BOT Stock Report

Market Cap: AU$49.3m

  • Company Overview
    • Valuation
    • Future Growth
    • Past Performance
    • Financial Health
    • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Botanix Pharmaceuticals (BOT) Stock Overview

A pharmaceutical company, engages in the research and commercialization of solutions for skin diseases and infections in Australia and the United States. More details

BOT fundamental analysis
Snowflake Score
Valuation5/6
Future Growth6/6
Past Performance0/6
Financial Health4/6
Dividends0/6

Rewards

Trading at 94.6% below our estimate of its fair value

Earnings are forecast to grow 91.66% per year

Trading at good value compared to peers and industry

Risk Analysis

Shareholders have been substantially diluted in the past year

Has less than 1 year of cash runway

Does not have a meaningful market cap (A$49M)


BOT Community Fair Values

Create Narrative

See what 77 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

AN
AnalystConsensusTarget
96.3% undervalued intrinsic discount
AnalystConsensusTarget
•2mo ago

Long-Term Hyperhidrosis Demand And Fulfillment Platform Will Support This Bullish Thesis

204
0
4
AN
AnalystLowTarget
87.1% undervalued intrinsic discount
AnalystLowTarget
•2mo ago

Single Product And API Constraints Will Shape Dermatology Platform Potential Over The Long Term

102
0
2
AN
AnalystHighTarget
98.2% undervalued intrinsic discount
AnalystHighTarget
•5mo ago

Bullish View That A Scalable Dermatology Platform Will Transform An Underserved Hyperhidrosis Market

88
0
0

Top Analyst Narratives

AN
AnalystConsensusTarget
96.3% undervalued intrinsic discount
AnalystConsensusTarget
•2mo ago

Long-Term Hyperhidrosis Demand And Fulfillment Platform Will Support This Bullish Thesis

204
0
4
AN
AnalystLowTarget
87.1% undervalued intrinsic discount
AnalystLowTarget
•2mo ago

Single Product And API Constraints Will Shape Dermatology Platform Potential Over The Long Term

102
0
2
AN
AnalystHighTarget
98.2% undervalued intrinsic discount
AnalystHighTarget
•5mo ago

Bullish View That A Scalable Dermatology Platform Will Transform An Underserved Hyperhidrosis Market

88
0
0
View all narratives

Botanix Pharmaceuticals Limited Competitors

Neurizon Therapeutics

Symbol: ASX:NUZ
Market cap: AU$61.2m

Entropy Neurodynamics

Symbol: ASX:ENP
Market cap: AU$66.9m

Arovella Therapeutics

Symbol: ASX:ALA
Market cap: AU$71.3m

Emyria

Symbol: ASX:EMD
Market cap: AU$39.5m

Price History & Performance

Summary of share price highs, lows and changes for Botanix Pharmaceuticals
Historical stock prices
Current Share PriceAU$0.018
52 Week HighAU$0.17
52 Week LowAU$0.018
Beta0.86
1 Month Change-10.00%
3 Month Change-18.18%
1 Year Change-85.60%
3 Year Change-90.27%
5 Year Change-74.29%
Change since IPO-40.00%

Recent News & Updates

Analysis Article • Aug 28

Analysts Have Made A Financial Statement On Botanix Pharmaceuticals Limited's (ASX:BOT) Yearly Report

Botanix Pharmaceuticals Limited ( ASX:BOT ) just released its latest yearly report and things are not looking great. It...
User avatar
Narrative Update • Jul 10

BOT: Commercial Launch Execution Will Drive Future Upside Potential

Analysts have reset their price expectations for Botanix Pharmaceuticals, cutting the fair value estimate from A$0.21 to A$0.14. They cite updated assumptions for discount rate, revenue growth, profit margins, and a lower future P/E multiple.
User avatar
Narrative Update • Jun 26

BOT: Future Share Dilution From Large Capital Raising Will Drive Upside Potential

Analysts have reset their fair value estimate for Botanix Pharmaceuticals from A$0.83 to A$0.49, reflecting updated assumptions for the discount rate, revenue growth, profit margins, and a much lower future P/E multiple. What's in the News Botanix Pharmaceuticals completed a follow on equity offering of A$4.999999 million in ordinary shares, comprising 14,341,646 securities at A$0.06 each with attached options, plus an additional 68,991,667 ordinary shares at A$0.06 each with attached options.

Recent updates

Analysis Article • Aug 28

Analysts Have Made A Financial Statement On Botanix Pharmaceuticals Limited's (ASX:BOT) Yearly Report

Botanix Pharmaceuticals Limited ( ASX:BOT ) just released its latest yearly report and things are not looking great. It...
User avatar
Narrative Update • Jul 10

BOT: Commercial Launch Execution Will Drive Future Upside Potential

Analysts have reset their price expectations for Botanix Pharmaceuticals, cutting the fair value estimate from A$0.21 to A$0.14. They cite updated assumptions for discount rate, revenue growth, profit margins, and a lower future P/E multiple.
User avatar
Narrative Update • Jun 26

BOT: Future Share Dilution From Large Capital Raising Will Drive Upside Potential

Analysts have reset their fair value estimate for Botanix Pharmaceuticals from A$0.83 to A$0.49, reflecting updated assumptions for the discount rate, revenue growth, profit margins, and a much lower future P/E multiple. What's in the News Botanix Pharmaceuticals completed a follow on equity offering of A$4.999999 million in ordinary shares, comprising 14,341,646 securities at A$0.06 each with attached options, plus an additional 68,991,667 ordinary shares at A$0.06 each with attached options.
User avatar
New Narrative • Apr 01

Bullish View That A Scalable Dermatology Platform Will Transform An Underserved Hyperhidrosis Market

Catalysts About Botanix Pharmaceuticals Botanix Pharmaceuticals is a dermatology company focused on commercialising Sofdra for primary axillary hyperhidrosis and leveraging its U.S. commercial platform. What are the underlying business or industry changes driving this perspective?
User avatar
New Narrative • Mar 18

Single Product And API Constraints Will Shape Dermatology Platform Potential Over The Long Term

Catalysts About Botanix Pharmaceuticals Botanix Pharmaceuticals is a dermatology company focused on Sofdra, a prescription treatment for primary axillary hyperhidrosis supported by its own fulfillment platform. What are the underlying business or industry changes driving this perspective?
User avatar
New Narrative • Mar 03

Long-Term Hyperhidrosis Demand And Fulfillment Platform Will Support This Bullish Thesis

Catalysts About Botanix Pharmaceuticals Botanix Pharmaceuticals is a dermatology company focused on Sofdra, a prescription treatment for primary axillary hyperhidrosis. What are the underlying business or industry changes driving this perspective?
Analysis Article • Dec 10

Here's Why We're Not At All Concerned With Botanix Pharmaceuticals' (ASX:BOT) Cash Burn Situation

There's no doubt that money can be made by owning shares of unprofitable businesses. By way of example, Botanix...
Analysis Article • Mar 21

Will Botanix Pharmaceuticals (ASX:BOT) Spend Its Cash Wisely?

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Analysis Article • Sep 06

Here's Why We're Watching Botanix Pharmaceuticals' (ASX:BOT) Cash Burn Situation

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Analysis Article • Jan 03

Botanix Pharmaceuticals (ASX:BOT) Will Have To Spend Its Cash Wisely

We can readily understand why investors are attracted to unprofitable companies. For example, although...
Analysis Article • Sep 05

Can Botanix Pharmaceuticals (ASX:BOT) Afford To Invest In Growth?

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
Analysis Article • May 10

Here's Why We're Not At All Concerned With Botanix Pharmaceuticals' (ASX:BOT) Cash Burn Situation

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Analysis Article • Jan 12

We're Not Very Worried About Botanix Pharmaceuticals' (ASX:BOT) Cash Burn Rate

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Analysis Article • Jul 01

We Think Botanix Pharmaceuticals (ASX:BOT) Can Afford To Drive Business Growth

There's no doubt that money can be made by owning shares of unprofitable businesses. Indeed, Botanix Pharmaceuticals...
Analysis Article • Mar 18

We're Hopeful That Botanix Pharmaceuticals (ASX:BOT) Will Use Its Cash Wisely

We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
Analysis Article • Jan 24

The Botanix Pharmaceuticals (ASX:BOT) Share Price Has Gained 81% And Shareholders Are Hoping For More

These days it's easy to simply buy an index fund, and your returns should (roughly) match the market. But one can do...
Analysis Article • Nov 30

We're Hopeful That Botanix Pharmaceuticals (ASX:BOT) Will Use Its Cash Wisely

We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...

Shareholder Returns

BOTAU PharmaceuticalsAU Market
7D-5.3%-3.6%-2.5%
1Y-85.6%-11.2%-2.9%

Return vs Industry: BOT underperformed the Australian Pharmaceuticals industry which returned -11.2% over the past year.

Return vs Market: BOT underperformed the Australian Market which returned -2.9% over the past year.

Price Volatility

Is BOT's price volatile compared to industry and market?
BOT volatility
BOT Average Weekly Movement10.6%
Pharmaceuticals Industry Average Movement10.6%
Market Average Movement9.5%
10% most volatile stocks in AU Market16.6%
10% least volatile stocks in AU Market3.8%

Stable Share Price: BOT has not had significant price volatility in the past 3 months compared to the Australian market.

Volatility Over Time: BOT's weekly volatility (11%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1984n/aHowie McKibbonwww.botanixpharma.com

Botanix Pharmaceuticals Limited, a pharmaceutical company, engages in the research and commercialization of solutions for skin diseases and infections in Australia and the United States. The company’s lead product is Sofdra (sofpironium) topical gel, a prescription anticholinergic medicine used to treat underarm sweating in adults and children 9 years of age and older. It also develops BTX 1503, a transdermal gel formulation, which is in Phase 3 clinical trial for the treatment of serious acne in adults and teenagers; BTX 1702 that is in Phase 1b/2 clinical trial to treat papulopustular rosacea; BTX 1204A for treating atopic dermatitis; and BTX 1801, which has been completed Phase 2a clinical trial for the treatment of staphylococcus aureus and methicillin resistant staphylococcus aureus.

Botanix Pharmaceuticals Limited Fundamentals Summary

How do Botanix Pharmaceuticals's earnings and revenue compare to its market cap?
BOT fundamental statistics
Market capAU$49.26m
Earnings (TTM)-AU$69.77m
Revenue (TTM)AU$33.80m
1.5x
P/S Ratio
-0.7x
P/E Ratio

Is BOT overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
BOT income statement (TTM)
RevenueAU$33.80m
Cost of RevenueAU$14.35m
Gross ProfitAU$19.45m
Other ExpensesAU$89.22m
Earnings-AU$69.77m

Last Reported Earnings

Jun 30, 2026

Next Earnings Date

n/a

Earnings per share (EPS)-0.025
Gross Margin57.55%
Net Profit Margin-206.41%
Debt/Equity Ratio0%

How did BOT perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/17 08:53
End of Day Share Price 2026/09/17 00:00
Earnings2026/06/30
Annual Earnings2026/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Botanix Pharmaceuticals Limited is covered by 2 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Madeleine WilliamsCanaccord Genuity
Joseph PantginisH.C. Wainwright & Co.

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