Skinbiotherapeutics Share Discussion Threads

[parob] 06/5/2020 06:24

New podcast.5/5/20Vadim Alexandre, Head of Life Sciences at share price Angel discusses Skinbiotherapeutics (17 mins, 50 secs) and potential covid angle!hTTps://tinyurl.com/yd4rtwnw

[parob] 05/5/2020 08:31

Working together in harmonyNow that the microbiome is in the spotlight, everyone wants to be its friend. Mintel's Global New Product Database (GNPD) collects data on products launched in more than 60 countries around the world. It shows that mentions of 'microbiome' among global skincare launches grew by 130% between 2018 and 2019.https://thesecretlifeofskin.com/2020/04/15/the-evolution-of-microbiome-skincare/

[parob] 03/5/2020 20:04

Then remember Stuart's comments around CleanBiotix from his interview with Elric:Stuart:"There are multiple opportunities for us in the future. If you think of the current climate we are in now where everyone is acutely aware of infectious diseases, people are now wearing facemasks, they are looking at ways they can protect their skin. For example, Methicillin-resistant Staphylococcus aureus (MRSA) prevention is a significant market for us, this represents the 4th rung on the commercial ladder, CleanBiotix. MRSA is a very aggressive bacteria that is often contracted in a hospital environment, our core science prevents the latching of MRSA when applied in a cream/gel, creating a barrier cream. The research into this area continues with Prof Cath and her team at the University of Manchester. It is a fascinating field to be working on that allows us to explore what probiotics can assist in blocking aggressive bacterial strains."https://lemminginvestors.blogspot.com/2020/03/skinbiotherapeutics-chat-with-ceo.html

[parob] 03/5/2020 20:03

Microbiome after coronavirus: Investing in the power of microbesApril 30, 2020 Luis Gosálbezhttp://www.microbiometimes.com/microbiome-after-coronavirus-investing-in-the-power-of-microbes/Microbiome and infectious diseases: useful viruses and moreThis general hype about pharma and biotech will certainly also have positive effect on microbiome biotechs. However, there are many factors, starting with an increased awareness of infectious diseases, that will specifically highlight the importance of further exploring the microbiome.The microbiome is the collective name for the trillions of microbes (bacteria, yeasts, fungi, viruses and bacteriophages) that inhabit our inside (chiefly intestine, but also the lungs, reproductive tract, etc.) and our outside (the skin). Over the last decade, a growing body of research shows that the composition and/or the activity of these microbes are related with human health and disease.Although microbiome drug biotechs are developing treatments for a wide variety of indications, infectious diseases is the main one, accounting for around a third of all programs currently ongoing. In general, microbiome technologies have the potential to mitigate the antibiotic resistance crisis by either increasing antimicrobial selectivity or acting through mechanisms against which generating resistance is evolutionarily challenging, or both.

[madaboutmed] 03/5/2020 13:12

I'm not sure what impact the current situation has on that forecasted timeline. He did say circa 2 years for both Croda and Winclove so we should hopefully see revenue within that period even with a few months COVID related delay thrown in.

[alanrussell] 03/5/2020 11:55

So picking up from Stuart Ashman's comment in that article that he expects it to be about 18 to 24 months (from 12/19) to see a product hit the market, how long before the expectation of that really affects the share price? A certain amount is already in the price but might it be start 2021 before we see it push the price up or do we realistically have to wait until launch is announced? Any views?

[parob] 03/5/2020 09:15

The skin microbiome: a new dimension in skin health and beauty carehTTps://www.dsm.com/personal-care/en_US/trends/healthy-beauty-trend/skin-microbiome-cosmetic-ingredient.htmlDSM are really active in the skin microbiome space (in Feb 2020 they signed a probiotic tech agreement with S-Biomedic for the treatment of acne).Wonder if we'll partner with them at some point.

[parob] 02/5/2020 06:22

As well as us long term holders, I think quite a few new investors have started to see the potential here. Which other companies are there out there which give you 100% direct investment into the (about to go mainstream) skin microbiome space?And within SkinBiotix (just one segment of 5) it's not just cosmetic applications."There's the potential for 'anti-dandruff' claims with shampoo, there are also potential oral care claims looking at mouthwashes and toothpastes for the prevention of bacteria. There are multiple other areas of study we've also looked into in the past like enhancing the skin's natural barrier to UV, increasing protection against the sun, which is obviously the biggest culprit to ageing. If we could do some work in that, that would be great for cosmetics," ?he said.The list of potential applications into huge multi-billion £ markets is vast and the market cap currently sits at just £21M.hTTps://www.cosmeticsdesign-europe.com/Article/2019/12/03/SkinBioTherapeutics-and-Croda-International-strike-deal-on-skin-microbiome-technology-and-active-cosmetic-development

[judijudi] 01/5/2020 21:57

A lot more info has been released since November
I wonder what deals are happening behind the scenes that we have no idea about

[nobbygnome] 01/5/2020 19:06

Yes that was my understanding from the talk he gave in November.

[shrewdmole] 01/5/2020 19:05

I might be wrong but I thought it was with the global super brand (Stuart’s words not mine) he was talking to about cleanbiotix?

Happy to be corrected?

[slartybartfaster] 01/5/2020 17:41

I thought the big player with 5 or 6 options was a new development in addition to the other 5 negotiations?

[rafboy] 01/5/2020 11:40

Shrewdmole, exactly and the Croda deal should have sent that signal loud and clear for one.

[shrewdmole] 01/5/2020 10:58

RAF

There are a few very experienced and wealthy people that share that view.

Consensus is it should be in the 30’s just on current deals. I’m intrigued to know how close we are to this super brand discussing 5 or 6 applications for cleanbiotix?!

They were in advanced discussions in December so is it far off now?

S

[rafboy] 01/5/2020 09:11

I think SBTX is a hidden gem. I want to have a core holding of around 120K shares, almost there. Then trade a few round the edges whilst keeping my core holding intact. This is what I am doing at OPTI but core holding is less. The trading provides a little fun whilst waiting for developments.

[jansky61] 01/5/2020 08:54

sold something else so another 45k for me.

[rafboy] 01/5/2020 08:20

Ten thousand shares for me this morning. Great expectations here!

[shrewdmole] 30/4/2020 16:07

Parob

I believe the next deal will make the wider market wake up. It’s ok us lot buying but a big and I quote ‘global super brand’ announcing a partnership or license deal on 5 or 6 applications will just give us a wider audience.

S

[parob] 30/4/2020 15:50

Key research links together in one place: Most recent Stuart Ashman (CEO) presentation at Shares Investor Evening, London (Nov 2019). hTTps://youtu.be/o6PBI44Ppvk ----------- CEO Interviews with Elric - here's the latest (27/3/20) - there are other interviews and articles on this site which are well worth a read - search SBTX in the search field: hTTps://lemminginvestors.blogspot.com/2020/03/skinbiotherapeutics-chat-with-ceo.html ------ Cath O'Neil (now Chief Scientific Officer, previously CEO) in Feb 2019, before Stuart Ashman was appointed as CEO. Take note of the eventual market cap they are looking to achieve (18/2/20): Successor sought to build £500mln company at SkinBioTherapeutics. hTTps://tinyurl.com/y4epbrg -------- SkinBioTherapeutics inks commercial deal with FTSE 100 chemical firm Croda (20/11/19). Proactive interview with CEO. hTTps://tinyurl.com/sqlqn8z -------- SkinBioTherapeutics teams up with Winclove Probiotics for psoriasis supplement (26/2/20). Proactive interview with CEO. hTTps://tinyurl.com/vhxn5ek--------?CEO interview with Elric following Croda deal. "We might end up with 5 deals in each segment" so up to 25 deals in total (from 14 mins, 15 secs):hTTps://soundcloud.com/user-957798193-127487236/chat-with-stuart-ashman-of -------- SkinBioTherapeutics' new boss has big plans for SkinBiotix (3/3/20) hTTps://tinyurl.com/yycfm223 I can see everybody having a place for [SkinBiotix-based products] in their daily regime in one shape or another. Why would you not use something that is clinically proven to make you either look or feel better? Stuart Ashman, CEO

[shrewdmole] 30/4/2020 15:46

Going into the close there was just no stock about you could sell large amounts easily.

[rafboy] 30/4/2020 15:21

Yes Parob paying well over for smallish quantities!

[parob] 30/4/2020 15:19

I agree with Parsnip! 30-35p as things stand currently. NT again and have to pay premiums to the offer price to buy shares currently.

[elrico] 30/4/2020 13:22

I thought Parsnip comments on the google forum worth copying here;

"Reading your account of the exchange with Stuart Elric, I cannot disagree. I had previously said the share price should have a 2 at the front. Looking at the cost control within the business and obvious "activity" in the last week or so there is an awful lot of opportunity. I cannot oppose the CEO and therefore think it should have a 3 at the front. This still remains a bargain share in the roulette world of shares."

For those of you not familiar with Parsnip, you will soon enough. He is on OPTI's share register, SBTX, AVA, and others. He is a bright fellow, you know. He has a few shillings too. :)

[rafboy] 30/4/2020 09:17

Shrewdmole, thanks bought some more OPTI on the drop.

[jansky61] 30/4/2020 08:57

bought 21000 @ 17.375 just now