Integumen Share Discussion Threads

[barnetpeter] 20/2/2019 10:11

Web is my largest holding so dont mind that one so much....

[dave4545] 20/2/2019 09:55

I love it how people now use this thread to pump and dump other stocks :-))

[marbill73] 20/2/2019 09:49

Looking better here today, just topped up again and invested into web.... gla

[someuwin] 20/2/2019 09:48

"...This is the first of several announcements expected over the coming weeks and months as hemp-derived CBD inclusive formulation tests extend to Labskin model systems that have disease state bacteria such as seen in acne and eczema."

[barnetpeter] 20/2/2019 09:44

Actually I did buy some at 0.5 Dave...and sold at a small loss. I can see a decent rally here with regular news out.

[someuwin] 20/2/2019 09:36

Second highest volume day already

[dave4545] 20/2/2019 09:29

I was expecting you to say you bought at all time low BP :-))

[barnetpeter] 20/2/2019 09:25

Very interesting products. I bought a few at the bell at 0.95. Like the rns saying plenty of news coming here. Every chance of a solid rally

[dave4545] 20/2/2019 09:16

Depends how long all you day traders stick around for, clearly there is a lot of hot money in this today, the volumes are never this mental. Old placing stock or a institution is taking advantage of the demand to unload but it's having little effect.

[a_game] 20/2/2019 09:07

take off time here - topped up some more. Easy run to 2p

[top tips] 20/2/2019 09:06

Toople (TOOP):.

Smart money moving into micro cap Toople (TOOP).

Customer numbers growing fast and potential 150x bagger.

[herb clark] 20/2/2019 08:53

Being offered the same to buy and sell on Hargreaves Lansdown app?

[dave4545] 20/2/2019 08:45

5.6 mil volume in 45 minutes is mental.

Sentiment is very strong here and you need good sentiment in this dire market.

[someuwin] 20/2/2019 08:45

Looking very good here.

[red army] 20/2/2019 08:42

Added to position as it marches on towards 3p slowly but surely.

[mulligut] 20/2/2019 08:31

And another piece of good news. These guys are on a roll. Should easily break the 1p mark today and keep forging ahead. The CBD stuff that buywell was on about seems to be where they are heading.

[mulligut] 12/2/2019 08:38

buywell, the shareholder section of the company website says Enhance still hold 6.48% as of the 7th of this month. Why should they sell if the value of the company is rising back to where it was when they first got in? Makes far more sense for them to remain on board.

[buywell3] 11/2/2019 22:43

I wonder if Donald Nicholson/Enhance Skin Products have now sold out ?

Helium being the buyer

[mulligut] 08/2/2019 18:00

See what happens. I disappeared for a few hours and Buywell drops in with 2 hours reading. Though have to say his insights are spot on. The key for GB is balancing more demand with supply at the right price point.He seems to be doing a good job so farOnward and upward.

[cocker] 08/2/2019 16:32

I & not we filtered!

[cocker] 08/2/2019 15:30

Could someone let the resident idiot know we are all over the moon that he has made 0.3p profit per share but are wondering what has skin done to merit such a share sell, when for once things to look to be on the way up. I would ask myself but not sure whether I am still on filter or not this week. ?

[dave4545] 08/2/2019 15:25

We should thank buywell as well

His positivity in the stock and research led me to keep buying and thus make a nice profit here

[buywell3] 08/2/2019 15:21

The market likes the Labskin AI RNS ... reads very well.

I know that CBD protocols are probably going to be added to Labskin AI that might fit into the Platinum idea mentioned below.

As new reliable(clinically tested/approved ) dermal related data is released /becomes known from a variety of sources, I expect it will be added to the Labskin AI platform and it will evolve to include such new relevant data ... it will just keep on getting better and better.


BUT

Thinking outside the box ... Reading the RNS made me wonder IF ... SKIN can , when time/money and workflow/orders permit, develop this idea into another NEW area completely that is NOT dermal related ?


For now though ... Labskin AI looks set to facilitate Integumen making money in a much quicker way than 99% of other small caps can.

It demonstrates that GB has a very good strategic plan for the company and is executing it very speedily indeedy.


I said this a few weeks ago



buywell3 - 18 Dec 2018 - 07:54:08 - 402 of 541 Integumen - Skin in the Game - SKIN

Recent RNS about ''Labskin-on-a-Chip'' and the one today ... all good

.......... Labskin Services : pricing and Supply V Demand ..........

This post focuses on Labskin V Cosmetics industry ( Transdermal and Topical drugs will be addressed in another )


I am now convinced that Labskin is currently entering into a 'sweet-spot' regarding the testing of cosmetics products due to

1. Animal Testing bans within that industry now starting to go worldwide

2. USA states now starting to implement animal testing bans ( at long last )

3. FDA actions to answer the call to become involved in the regulation/approvals of cosmetic products , proof

''The FDA (Food and Drug Administration) is launching a survey of safety practices and manufacturing standards targeting the cosmetics industry and taking a detailed look at a sector that includes an estimated 900 companies.''





Orders for Integumen (SKIN) Labskin services are starting to ramp up as recent RNS's indicate


More staff and increased space is needed to meet increasing demand as the last RNS indicates

Use of Proceeds

In addition to the debt facility provided by Cellulac, announced on the 11 October 2018, the Company plans to use the net proceeds of the Subscription and Placing:

- to support the accelerating growth of Labskin,
- to add more Laboratory space and leasing equipment for increased Labskin production,
- to roll out of Labskin Association Workshops,
- to roll out of the Labskin AI platform,
- to promote Algzym Technology as part of the Commercial Technology Agreement with Cellulac


SKIN could now most likely be in a position of turning away work due to it being a small fledgling company and demand for its services now starting to swamp it.

What a lovely position to be in

When demand exceeds supply the the price goes up.

This is where GB has the nous I hope to get the pricing adjusted to meet the increase in demand

It is a delicate balancing act that is required in such a situations so that Labskin Labs are kept 100% busy and client requests for services are JUST met but perhaps a few may shy away from ordering in the process of getting the pricing tweaked just right ... I like the bronze/silver/gold idea as it gives more flexibility re pricing adjustment.

How many different cosmetic products are there ? ie what is the potential reach in the market for Labskin within the Cosmetics Industry ?



Cosmetic products

Cosmetics are substances or products used to enhance or alter the appearance of the face or fragrance and texture of the body. Many cosmetics are designed for use of applying to the face, hair, and body. They are generally mixtures of chemical compounds; some being derived from natural sources (such as coconut oil), and some being synthetics or artificial.[1] Cosmetics applied to the face to enhance its appearance are often called make-up or makeup. Common make-up items include: lipstick, mascara, eye shadow, foundation. Whereas other common cosmetics can include skin cleansers and body lotions, shampoo and conditioner, hairstyling products (gel, hair spray, etc.), perfume and cologne. skin-care creams, lipsticks, eye and facial makeup, towelettes, deodorants, lotions, powders, perfumes, baby products, bath oils, bubble baths, bath salts, and body butters; to the hands/nails: fingernail and toe nail polish, and hand sanitizer

The list is almost endless ... and is still growing

Interestingly soap is not included ... but will soap manufacturers take the chance and not get their products tested in case the FDA looks at them too ?





In the USA alone the FDA are going to take a look at 900 companies ... so say around 1,000 companies are involved that might want testing carried out.

How many different cosmetics products does each company make ?

A typical large company like Proctor and Gamble make circa 350 products regarding Facial Skin Care , Body Care and Hair care .



When one looks at all the other areas of cosmetics products one can see we are talking about many Millions of individual cosmetic products for testing from just the USA.


I would imagine from my experience of other companies involved with ADMET and the provision of biological testing services , that the big companies are first movers in getting their products tested ASAP.

These have the deepest pockets, and its a shame but they never let their names get used by the service providers. Hence SKIN has to say ''Fortune 500 company'' or some such comment.

Integumen - Interim Results - Proactiveinvestors (UK)
hxxps://proactiveinvestors.co.uk
Aug 29, 2018 - Integumen and Cellulac plc entered into a commercial agency agreement .... That list includes small, medium and Fortune 500 companies.

What a rubber stamping of what Labskin provide by such companies

The Fortune 500 is an annual list compiled and published by Fortune magazine that ranks 500 of the largest United States corporations by total revenue for their respective fiscal years. The list includes publicly held companies, along with privately held companies for which revenues are publicly available.


But I do have a concern , and that is with the provision of Labskin AI v other Labskin service such as in-vitro testing


The FDA still places much importance to in-vitro testing regarding pre-clinical trials ...first paragraph ( IND is Investigational New Drug ) ie before moving onto human clinical trials a IND must be provided giving the FDA all the pre-clinical testing results , ( FDA compliant of course ) or else no chance of success.



IND Applications for Clinical Investigations: Pharmacology and Toxicology (PT)

This component of an IND application is expected to contain information about pharmacological and toxicological (laboratory animals or in vitro) studies on the basis of which the sponsor of the IND application has concluded that it is reasonably safe to conduct the proposed clinical investigations.

So the FDA likes BOTH predictive testing/computer modelling which falls into the Labskin AI offering and also the FDA likes in-vitro testing also which Labskin is being used for .

So SKIN have both bases covered

The pricing of each is critical as a client might go with one type of test ie predictive ... and not the other.

Hence Labskin AI pricing must not be cheaper to stop Labskin in-vitro testing growth.

A way must be found to offer BOTH services in a complementary fashion so that the client covers all his bases ... perhaps a Platinum offering ?