Botanix Quarterly Activities Report and Appendix 4C Q4 FY26

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Stock Botanix Pharmaceuticals Ltd (BOT.ASX)
Release Time 27 Jul 2026, 9:12 a.m.
Price Sensitive Yes
 Botanix Pharmaceuticals Q4 FY26 Report: Growth and Cash Flow Improvements
Key Points
  • Total prescriptions shipped grew 25% to 33,358 in Q4 FY26 from 26,684 in Q3 FY26
  • Sofdra net revenue increased 45% to $10.1 million in Q4 FY26 from $6.9 million in Q3 FY26
  • Operating cash outflow improved to $10.6 million in Q4 FY26 from $23.3 million in Q3 FY26
  • Cash position increased to $36.6 million at the end of Q4 FY26 from $22.1 million at the end of Q3 FY26
  • Paul Seaback promoted to Chief Operating Officer
Full Summary

Botanix Pharmaceuticals Limited reported its Quarterly Activity Report and Appendix 4C Quarterly Cash Flow Report for the period ended 30 June 2026. The company saw a 25% increase in total prescriptions shipped to 33,358 in Q4 FY26 from 26,684 in Q3 FY26, with June establishing a record in monthly Sofdra® shipments of 12,895. The average gross-to-net (GTN) yield for the quarter was 22%, up from 18% in Q3 FY26. Sofdra net revenue increased by 45% to $10.1 million in Q4 FY26 from $6.9 million in Q3 FY26, on gross sales of $46.7 million in Q4 FY26. Operating cash outflow improved significantly to $10.6 million in Q4 FY26, down from $23.3 million in Q3 FY26. As at 30 June 2026, the company's cash position was $36.6 million vs $22.1 million in Q3 FY26, bolstered by receipt of $30.1 million from the remaining portion of the $45 million capital raise. The company is focused on improving profitability and driving sustainable growth through disciplined resource allocation, commercial execution, and cash flow optimization. The company also announced the promotion of Paul Seaback to Chief Operating Officer.

Guidance

Net revenue increased by 45% to $10.1 million in Q4 FY26 from $6.9 million in Q3 FY26.

Outlook

Botanix remains focused on improving profitability and driving sustainable growth through disciplined resource allocation, commercial execution, and cash flow optimization.