Member Info for Dosanddonts

Thought I’d search ED treatments & disappointing to find that boots online doctor page for ED does not even show Eroxon as a treatment. So a best seller on boots but not good enough to display on their ED page?? anybody looking will struggle to find Eroxon! Not good! This is where the BoD should be focusing their attention, if Boots which had exclusivity can’t promote Eroxon what chance have they got??

https://onlinedoctor.boots.com/erectile-dysfunction

Conservative estimates for Eroxon against Haleon’s sales are 0.8pp averaged over 5 years, that’s £102m per year if my calculations are correct, ramping up over the 5 years. Haleon need to make this work as much as FUM as it’s baked into their forecasted revenue & SP.

https://www.voxmarkets.co.uk/articles/berenberg-starts-coverage-of-haleon-at-buy--290ab1c/

Once the American market starts buying up these shares we will see rapid rise. https://www.proactiveinvestors.co.uk/companies/news/1057729/futura-medical-shares-rise-on-5m-us-milestone-payment-1057729.html?rel=scroll

Https://www.proactiveinvestors.co.uk/companies/news/1057729/futura-medical-shares-rise-on-5m-us-milestone-payment-1057729.html?rel=scroll

How is it a best seller already? But can’t be a bad thing! https://www.walmart.com/ip/EROXON-ED-GEL-4X0-8G/5751176012?filters=%5B%257B%2522intent%2522:%2522retailer%2522,%2522values%2522:%5B%2522Walmart%2522%5D%257D%5D

I see the typical poor reviews are starting to flow in on Amazon.com, I’m not convinced Amazon is the place for this as with any product like this it dosnt work for all & therefore reviews are meaningless but will influence some people.

What the market wants is punchy predictive numbers with conviction! Not the bod saying revenue will fluctuate up & down! Even when the milestone payment was mentioned for sales starting in the US all we got was it will be similar to the last milestone payment?? Information is lacking from the bod and until sales materialise we will be stuck at a valuation that represents 2025 revenue 18.2mx 5.6(Pharma multiplier)= £102mill.

Sushi- Exactly this will fly once the US news starts to flow! Numbers on Amazon meaningless give it time LTH. I like most am sick to death of this share but there is nothing from what I can see to stop it doing well. Granted BOD could have helped it along abit better but it will come good.

Hope1968- A very competitive market in the US? It’s the only OTC product!! This should be flying off the shelves. I have no idea if the product has had any exposure over the water which maybe why sales are low I don’t know? Similar to the uk I would have expected some free publicity on initial launch, then a period of time before full scale marketing. FUM mentioned that there are 3 ways to market one being direct to market through the likes of Amazon? Anybody know where FUM are using this direct root?

Let’s hope someone is buying this S.H.I.T show of a company as SP is shocking!

Anybody make sense of forecasted revenue & profits??? Or are we all just ignoring it? Cos the share price isn’t!!!

Lombard can’t be selling their shares as we would be told through an RNS if it was significant! All big holders are holding their stakes so they have confidence! Just this share is being played but a bit surprised at this point in time we are stuck at 35p a few days before US goes live? Can’t grasp the £18.5mil revenue 2025 with £7.1mill net income but a movement of cash reserves of only £1.6mill from 2024? Where is the money going??? US being looked after by Haleon! EU up & running??

Trinity Delta Report

https://www.trinitydelta.org/research-notes/earlier-us-eroxon-launch-brings-forward-profitability/

We have struck oil, hired the number 1 drilling company to extract it yet nobody believes there is oil! That’s how I feel with FUM the market doesn't believe!

The BoD need to go as many have said, they are incompetent! Can’t get anybody to invest? that’s a failure of the bod not the product! Pair of them are useless & you know who we are talking about! Investors invest in a company & the management not just the product, from a product point of view I think all boxes are ticked it works, but management is the issue. Only a matter of time at these prices! I accept they have gettin this far but more by luck than good management

What is meaningful to me is the product has now been tested by 4 licensees independently & has proved to have an efficiency rate greater than 60% in the real world! That gives me confidence as anybody buying such a product dosnt want an erection for hours & have to wait hours like with the other products out there. This is a no brainer for anybody wanting an erection or at least 60% of them! Simple as that & with Haleon as the US distributor how can it fail.

Issue with Eroxon is it’s the only OTC product of its type in the US so without advertising nobody is going to be looking for it as all similar products are prescription only! Anybody based over there know what the exposure of Eroxon has been like in the press etc?

Does this not sicken other investors that the BOD commissioned this analysis, had the details yet decided to withhold what would have made a great addition to the mid year financials. Then because the CFO released information by accident, they released the report. Seems a little devious to me knowing that this information would have given a boost to the SP, not sure what effect it will have now as missed their opportunity!

Well says it all that the BOD commissioned an analysis by trinity Delta & kept the positive news to themselves! Why! Why! Why!

What I found very interesting & encouraging was that 4 independent tests on Eroxon have now been conducted & all report back 60% > success rate amongst participants reflecting the clinical studies! Now its just a case of getting people to try which in the US as the only OTC product shouldn’t be too hard ( pardon the pun).

If Haleon see real demand in preorders why pay FUM royalties & milestone payments which over years would add up when they can buy FUM for £200mill, or someone close to them could if the signed contract stops them! This is typical of undervalue stock in the UK! Wincanton/ hotel chocolate all bought out way above SP as massively undervalued!