Skinbiotherapeutics Share Discussion Threads

[best1467] 01/4/2019 21:06

We already know it’s safe it’s all about increasing the moisture levels of the skin the greater the levels the better.

[riskybusiness1] 01/4/2019 13:04

Stuart Ashman looks like a top signing to drive this forward, clearly has massive contacts in this space. His expertise is commercialising product....He wouldn't of come aboard if the science wasn't progressing well enough to do so. Big hint the first 60 subjects results were good.As the study is cosmetic & they are testing healthy skin the primary objectives will not be as simple to analyse its impact as say cholesterol reduction like LPLDL with Opti. The biggest thing will be it's safety & some indication of the its impact on skin health. This is different from say testing subjects with eczema and testing whether it works or not.

[onedayrodders] 01/4/2019 12:30

She only answered a direct question from me as most of us assume it's the be all and end all as it clearly isn't

[best1467] 01/4/2019 12:24

Think Stuuart Ashman can only be seen as a positive but the trail is double blinded so it’s all speculation at this point.
As for the Cath comment its a fair one it’s not cut and dry can easily be tweaked with little cost and time,but all the same would be a negative and cast doubt over the science and leadership team having spent a number of years testing and tweaking already.

[rafboy] 01/4/2019 12:14

Few buyers this morning. Bodes well for a rise in the share price during the run up to the results.

[rafboy] 01/4/2019 08:13

Cath can sometimes be clumsy with her wording but she is making a valid point here. The science bit can be tinkered with as required but the trial results are needed to help with commercialisation of the product. The results are expected to mirror lab tests done previously which have all been positive as far as I am aware. Not long to wait.

[lord loads of lolly] 31/3/2019 23:21

Jamesrs1 - Sure, Cath would have to choose her words carefully. But it would have been easy enough to say "results are due out shortly, so unfortunately I can't comment further at this stage, as it would be price-sensitive information". I intended no comment on Cath's abilities, as I've never met her. I just think her choice of words suggests the results may be inconclusive at best. I could be wrong though & we'll know soon enough either way.

[jamesrs1] 31/3/2019 18:16

I suppose Cath has to be very careful about saying to somebody everything is brilliant and all works fantastically. That could then Be taken as giving away price sensitive information. I am sure she is far sharper than you think.

[lord loads of lolly] 31/3/2019 17:50

ODR - I'm only an indirect holder here (via OPTI). Have to say though that I find Cath's comments disconcerting. Why would you start talking about non binary scenarios and formulation tweaks just before the results are published, unless you knew they were going to be inconclusive? Rings alarm bells to me, though the lack of adverse effects is of course positive.

[rafboy] 30/3/2019 20:45

Thanks ODR for posting.

[onedayrodders] 30/3/2019 20:21

Spoke to Cath today at the UK Investor Show, whilst she has no information on the results yet she said she was "very relaxed" and we can be positive as no one has had to leave the trial through adverse effects.

In addition, she said whatever the results bring, it's not a binary scenario and the formulation can be tweaked accordingly (if necessary)

So one should not look at these trials like a drug that either works or doesn't.

We will see results within next 2 weeks, 48 hrs after the company have had time to analyse and then prepare an RNS

ODR

[owenmo] 29/3/2019 17:47

Well Rodders, if share price retrieved say 50% of the fall-off since peak value - a value based on hearsay- (i.e. to c. 23p) pursuant to results announcement (and with newly-appointed heavyweight CEO in place to take advantage),there's a 33% gain in the offing. A big ask?

[rafboy] 29/3/2019 15:37

Hopefully tomorrow’s Investor Show will bring in a bit more interest.

[riskybusiness1] 29/3/2019 12:37

Big hitter, his contacts from Smith & Nephew etc will be invaluable. This is the biggest sign yet results will be good. He wouldn't have come aboard if the science wasn't progressing well enough to commercialise shortly.

[onedayrodders] 29/3/2019 11:39

I think the action in the share price in the run up to results has shown it's not an exact science ... and whatever the share price reached last time does not matter. Different time .. different sentiment Hoping for good news but not expecting fireworks in the share price as retail buying on AIM has dried up regardless of prospects etc

[semper vigilans] 29/3/2019 11:10

Fair points Owen - I hope too that this is the situation.

[owenmo] 29/3/2019 11:00

SBTX are poised to deliver make or break trial results; if successful, the prospect of follow-on commercial deals is pretty-well assured and share price will respond. Late last Summer the share price touched on 29p when all of this was conjecture; the trials were only under way. With trials “due to finalise on schedule in Q1 2019” (i.e. presumably now finalised) two important things happened to elevate things above the realm of conjecture. Now don’t you think that if you were, say, Seneca, already a significant share-holder, and poised to inject a further £1.5m (which they did mid-Feb), or if you were Stuart Ashman boasting an enviable track record in medical devices among other things, not to mention an MBA and B.Sc. in business management and poised to nail your colours to the SBTX mast as CEO designate (which he did this very day), that you’d have kept your powder dry until you had an inkling that the trial results would come out the right way. And you can still buy into SBTX at a 40% discount to what you’d have paid before any of this promise surfaced! Where would you position these developments in terms of de-risking? You can buy-in at more or less the price paid by the £1.5m pros.

[rathean] 29/3/2019 07:31

A strong signal of moving towards commercialisation, bodes well for upcoming transition towards monetising it's products post trial announcement in the next few weeks imo dyor ofc.

[rafboy] 29/3/2019 07:27

Yes, nice appointment.

[parob] 29/3/2019 07:11

Very strong CV for the role.

[parob] 29/3/2019 07:11

Martin Hunt, Non-Executive Chairman of SkinBioTherapeutics, commented:"On behalf of the Board of SkinBioTherapeutics, I look forward to welcoming Stuart to the team and for his transition into the CEO role. His proven track record with both SMEs and larger public companies in Europe and the US will be essential in driving the Company forward as we progress our first product towards commercialisation. He has a considerable network within the medtech and life science industries and he has the experience and drive to take us forward on the next stage of the Company's development."We intend for Stuart to take on this exciting opportunity from Cath, who has played a pivotal role as CEO, from discovering the technology, to founding the Company and leading it through the IPO and its early life as a listed company. Her ongoing involvement ensures the Company will continue to benefit from her substantial knowledge and expertise."Stuart Ashman, said:"SkinBioTherapeutics has developed from a solid scientific foundation founded by Cath. The Company's technology, SkinBiotix(Ò) , is well placed in an increasingly active market segment and it will be a tremendous opportunity to work with Cath and the team to grow the business further. Upon appointment, my immediate focus for the Company will be to continue to support the clinical development of the technology whilst building on the ongoing commercial discussions."

[rafboy] 28/3/2019 08:20

Few buys this morning so far. Trial results should be with us in the next couple of weeks or so.

[owenmo] 28/3/2019 08:06

What buying storm? Where are "on schedule Q1 2019" test results?

[jamesrs1] 26/3/2019 20:07

The calm before the buying storm hopefully. Hanging around 17p pretty well.