Matthew Callahan, Executive Director of Botanix Pharmaceuticals (ASX:BOT), discusses the company’s strategy following the US launch of Sofdra, a topical gel for hyperhidrosis. With dermatology products reaching peak revenue within three months, analysts project revenue between $15m and $20m this financial year, rising to $100m next year. Callahan highlights the company’s direct-to-patient platform, which enhances profitability by reducing distribution costs and ensuring patient adherence through automatic refills. Botanix remains focused on scaling Sofdra’s rollout while evaluating opportunities to leverage its platform for further expansion.
24 Feb 2022 - Shaw and Partners Chief Investment Officer Martin Crabb discusses the sectors to invest in given slowing global growth, tightening financial conditions, the risk of inflation and geopolitical imbalances.
18 Aug 2022 - eCargo Holdings Limited (ASX:ECG) Group CEO Lawrence Lun discusses the rationale for the sale of digital consultancy company Amblique, how the proceeds will be used, and the roadmap for the coming months.
03 Dec 2020 - Shaw and Partners Chief Investment Officer Martin Crabb discusses the market's record November month, expectations for 2021 and portfolio structuring.
27 Aug 2021 - LBT Innovations Limited (ASX:LBT) CEO and Managing Director Brent Barnes provides an update on sales and distribution for the company's Automated Plate Assessment System (APAS), which is used to read culture plates in laboratories.
23 Apr 2021 - Capral Limited (ASX:CAA) Managing Director Tony Dragicevich talks about the company's strong FY20 results despite COVID, its product mix, operating environment and outlook.
21 Apr 2020 - Cashwerkz (ASX:CWZ) newly appointed CEO, Jon Lechte talks about what attracted him to the role, and plans to drive growth for cash and fixed income products in a more uncertain economic environment.
21 Mar 2023 - Aspen Group Limited (ASX:APZ) Executive Director and Joint CEO John Carter provides an introduction to the company, discussing target market, the rising interest rate environment, portfolio mix and development pipeline.
28 Aug 2020 - OptiScan Imaging Limited (ASX:OIL) Executive Chairman Darren Lurie provides an update on the company's sales, strategy, and its endomicroscopic imaging technology platform that allows for real-time virtual biopsies via the visualistation of living tissue.
16 Sep 2024 - Quantum Brilliance CEO Mark Luo discusses how his company is pioneering quantum computing with synthetic diamonds, offering a miniaturised and energy-efficient alternative. He highlights the company's rapid growth since its spin-out from the Australian National University, its unique approach to quantum technology and the enormous commercial potential of quantum at the edge.
17 Apr 2023 - Shaw and Partners Chief Investment Officer Martin Crabb discusses the possibility of falling inflation, immigration and the tight labour market, and the outlook for the equity market.
