Fund Manager Summary
The fund managers believe there is a significant opportunity in Bioxyne Ltd, particularly in the rapidly growing medical cannabis sector. In their opinion, the recent financial results have been outstanding, indicating that the market has overlooked the value created by the company. Bioxyne’s subsidiary, Breath Life Sciences, has achieved a milestone by becoming the first licensed manufacturer of consumer CBD and THC products in Australia, which they see as a pivotal advantage. Additionally, the recent announcement of a $7m manufacturing and supply agreement with NectarTek further strengthens their position in the market. Overall, the fund managers view Bioxyne as a promising investment opportunity that could yield substantial returns.
Source: Trading View
Commentary From The Managers
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Tamim Funds Management
31 July 2025
$0.05
Summary
- Bioxyne Ltd. (ASX: BXN) is transforming from a dormant shell company into a sophisticated medical cannabis and psychedelics manufacturer.
- Founded through a reverse takeover in May 2023 by Sam Watson, the current CEO, who brings strategic vision and operational efficiency.
- Secured a comprehensive GMP manufacturing license in February 2024, allowing production of a wide range of products including flower, oils, gummies, MDMA, and psilocybin.
- Possesses fully automated production lines with capacity for 6,000 kilos of product monthly, providing scale and efficiency in manufacturing.
- Currently holds 10-15% market share in the Australian flower packing market, with revenues nearing $30 million annually in FY25.
- Operates as a contract manufacturer, generating consistent revenue while minimizing risks associated with brand development.
- Aims for international expansion, with agreements in Germany and the UK, targeting significant market opportunities.
- Financial projections include a current run rate of $45 million for FY26 and potential revenue of $100 million within two to three years.
- Maintains a lean operational cost structure of $500-600k monthly, indicating strong profitability prospects.
- Leadership under Sam Watson, who owns 29% of the company, is focused on strategic growth rather than rapid expansion.
- Positioning itself in the emerging psychedelics market with a contract for MDMA capsules for PTSD treatment.
- Emphasizes unique regulatory advantages and manufacturing expertise to differentiate from competitors.
- Bioxyne's business model focuses on manufacturing excellence, avoiding direct consumer sales for stability and profitability.
- Projected revenues and free cash flow generation indicate robust growth potential and market positioning.
- Overall, Bioxyne represents an intriguing opportunity for investors focused on the specialty pharmaceutical and medical cannabis sector.
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Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed.
Commentary From The Managers
Tamim Funds Management
31 July 2025
$0.05
- Bioxyne Ltd. (ASX: BXN) is transforming from a dormant shell company into a sophisticated medical cannabis and psychedelics manufacturer.
- Founded through a reverse takeover in May 2023 by Sam Watson, the current CEO, who brings strategic vision and operational efficiency.
- Secured a comprehensive GMP manufacturing license in February 2024, allowing production of a wide range of products including flower, oils, gummies, MDMA, and psilocybin.
- Possesses fully automated production lines with capacity for 6,000 kilos of product monthly, providing scale and efficiency in manufacturing.
- Currently holds 10-15% market share in the Australian flower packing market, with revenues nearing $30 million annually in FY25.
- Operates as a contract manufacturer, generating consistent revenue while minimizing risks associated with brand development.
- Aims for international expansion, with agreements in Germany and the UK, targeting significant market opportunities.
- Financial projections include a current run rate of $45 million for FY26 and potential revenue of $100 million within two to three years.
- Maintains a lean operational cost structure of $500-600k monthly, indicating strong profitability prospects.
- Leadership under Sam Watson, who owns 29% of the company, is focused on strategic growth rather than rapid expansion.
- Positioning itself in the emerging psychedelics market with a contract for MDMA capsules for PTSD treatment.
- Emphasizes unique regulatory advantages and manufacturing expertise to differentiate from competitors.
- Bioxyne's business model focuses on manufacturing excellence, avoiding direct consumer sales for stability and profitability.
- Projected revenues and free cash flow generation indicate robust growth potential and market positioning.
- Overall, Bioxyne represents an intriguing opportunity for investors focused on the specialty pharmaceutical and medical cannabis sector.
Summary
Cyan Investment Management
31 July 2025
$0.05
- Bioxyne (BXN +17%) is focused on manufacturing medicinal cannabis and psilocybin products.
- The company reported a positive cash flow of $1.5m for the quarter and $6m for the year.
- Unaudited FY25 revenue of $29.3m exceeded guidance and is more than 200% above FY24.
- BXN, through its subsidiary Breathe Life Sciences, has expanded its manufacturing capacity in Brisbane.
- The company secured a new manufacturing and supply agreement for the German market.
- BXN is well-funded for further expansion, ending the quarter with $7.6m in cash on hand.
Summary
Cyan Investment Management
31 Mar 2025
$0.03
- Investment in Bioxyne Ltd (BXN), an Australian life sciences company.
- Focus on consumer health products in the expanding medical cannabis sector.
- Cyan Investment Management acknowledged strong financial results from BXN that have been overlooked by local investors.
- Belief that the market has underestimated the value generated by Bioxyne.
- Highlighting the significance of Breath Life Sciences, their subsidiary, as the first TGA-licensed manufacturer of CBD and THC products in Australia.
- Recent $7m manufacturing and supply agreement with NectarTek for consumer products supports the investment thesis.
Summary
Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed.
ANALYST INSIGHT
Equity Research Analyst
"It appears that Bioxyne Ltd is quietly emerging as a powerhouse in the medical cannabis sector, with its recent milestones potentially setting the stage for a significant market revaluation. Investors may be missing a hidden gem in the making."
Last Updated: 31 Jul 2025
Query The Data
Frequently Asked Questions
Who is investing in Bioxyne Ltd (ASX:BXN)?
Fund managers including Cyan Investment Management and Tamim Funds Management have invested in Bioxyne Ltd (ASX:BXN).
Why do fund managers invest in Bioxyne Ltd?
Fund managers are investing in Bioxyne Ltd due to its strong financial performance and significant growth potential in the medical cannabis sector. The company's recent achievements, including being the first licensed manufacturer of consumer CBD and THC products in Australia, highlight its competitive advantage. Additionally, a recent $7 million manufacturing agreement with NectarTek further reinforces its market position, suggesting that Bioxyne is poised for continued success and value creation.
What happened to Bioxyne Ltd (ASX:BXN)?
Fund managers are investing in Bioxyne Ltd due to its strong financial performance, innovative manufacturing capabilities, and strategic growth potential in the medical cannabis and psychedelics markets. With a reported positive cash flow of $1.5 million for the quarter and projected revenues of $29.3 million for FY25, Bioxyne has demonstrated significant growth, exceeding revenue guidance by over 200%. The company, operating under a contract manufacturing model, has secured key agreements in Germany and the UK, positioning itself for international expansion. Its advanced manufacturing infrastructure, comprehensive regulatory licenses, and a focus on efficiency make it a compelling investment opportunity, with projected revenues potentially reaching $100 million within two to three years. The leadership team, led by a committed CEO, emphasizes strategic growth rather than rapid expansion, further enhancing investor confidence.