)
Edge31 Oct 2025
Rolls-Royce: Full Thrust Ahead
From century-old crafted perfection to pandemic shock and reset, Rolls-Royce's story is shaped by heritage, turbulence, and a disciplined climb back.
Botanix Pharmaceuticals (BOT) investor relations material
Botanix Pharmaceuticals Q1 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 TU earnings summary20 Oct, 2025
Executive summary
Sofdra prescriptions increased 50% quarter-over-quarter to 20,418 in Q1 FY26, driving significant net sales growth and strong commercial momentum.
Net sales for Sofdra reached $7.1 million in Q1 FY26, up 65% from the prior quarter.
Sales force expanded from 27 to 50 representatives, supporting further market penetration and productivity.
All resources are focused on Sofdra, with other development programs on hold to maximize launch success.
Maintained a robust capital position to fund ongoing growth and operational initiatives.
Financial highlights
Gross-to-net yield improved to 23% in Q1 FY26, up from 21% in Q4 FY25, with a long-term target of 30–40%.
Operating cash outflow decreased to $13.1 million in Q1 FY26, a $15.3 million improvement from the previous quarter.
Cash and cash equivalents at quarter-end were $49.2 million, with $15.2 million in undrawn debt capacity.
Product manufacturing costs dropped 81% to $2.2 million; operating costs fell 29%; G&A costs declined 22%.
Inventory at $29 million, sufficient to support sales force expansion and future growth.
Outlook and guidance
Continued double-digit revenue growth expected, driven by expanded sales force, high refill rates, and strong demand.
Company anticipates achieving profitability with current funding and sales momentum.
Medicaid coverage is being rolled out state-by-state, with further opportunities anticipated.
What drove Q1 operating and G&A cost reductions?
Kaken's applicator/strength strategy for Sofra?
Why stop reporting new patient arrivals?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Botanix Pharmaceuticals earnings date
Q2 202628 Jan, 2026
Next Botanix Pharmaceuticals earnings date
Q2 202628 Jan, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Botanix Pharmaceuticals Limited is a clinical-stage pharmaceutical company focused on developing treatments for dermatological and antimicrobial conditions. The company's pipeline leverages synthetic cannabidiol (CBD) to address skin diseases such as acne, rosacea, and atopic dermatitis, as well as infections caused by antimicrobial-resistant bacteria. Botanix’s products aim to offer innovative therapies that address unmet medical needs, especially in dermatology, by combining novel formulations with delivery systems that enhance drug efficacy. The company is headquartered in North Perth, Australia, and its shares are listed on the ASX.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage