Skinbiotherapeutics Share Discussion Threads

[lovewinshatelosses] 08/8/2020 18:27

Shrewdmole and others - if we were taken out, would not those other less developed strands of IP that Cath has also been working on, fall under the same company ownership? Not looking to get too far ahead here, just curious. I guess they could potentially be negotiated out of any t/o deal, in answer to my own question. I am also pondering a small top up next week too - Fridays close felt strong.

[shrewdmole] 08/8/2020 15:33

Only just had a chance to listen properly to elrico interview with SA.

All I can say is WOW. Even I’m blown away by his comments.

6 globals now talking cleanbiotix.
£2/3/4 share price he really believes in this.

One thing I keep saying and he keeps suggesting smith and nephew will throw some funding at cath I reckon as apart of a deal.

Psoriasis alone could be multi million revenues. I see that working like seed does subscription and worldwide shipping from an online portal.

All really exciting.

May have to have a wee top up Monday.

[slartybartfaster] 08/8/2020 10:50

I thought Elrics latest interview with SA on Monday is the the most revealing of them all. He teased out a clear timine for product role out for both croda and winclove.

[lovewinshatelosses] 07/8/2020 13:36

Well, private equity, Croda or even the grand old duke of York, can have mine right now for a quid a pop - but maybe not if we are allowed to develop substantially further. I might want more then, but OPTI and the other big holders are all that matters on such a front - if indeed that day does ever come.

[gary hindsight] 07/8/2020 13:24

Quite possible as it makes long term financial sense for croda to keep the royalty element in house

[shrewdmole] 07/8/2020 13:04

Gary

I still believe croda will take out skinbiotix. For them to pay 7 x earnings so £140m in the long run is cheap.

If I were SA I’d take that give shareholders a special divi and fast track caths hoard of strains she has!

S

[gary hindsight] 07/8/2020 11:58

Ok so a takeover as opposed to taking it private by just delisting as that is a lobster pot

[madaboutmed] 07/8/2020 11:16

Sincerely hope so.

[pj 1] 07/8/2020 11:10

A few years ago I recall an article which reviewed the number of listed take overs I think it was in 2017 perhaps 2018.

The figures suggested Private Equity paid 30% more than another listing Company taking control, and buying the full share capital. (estimated against the 30 day share price average share price before announcement.)

[gary hindsight] 07/8/2020 10:51

Agree moving to main list doesn't add much in the near term they are more a less 3 people full time I think. IHT and stamp duty a benefit of aim. There are large companies on aim which investment companies invest in its about market capHowever I don't understand why you say to take it private? How would I realise value if I can't sell them without trying to find a private buyer?

[parob] 07/8/2020 10:45

Are we going to start climbing again soon?

[lovewinshatelosses] 06/8/2020 21:17

Er, for a start, because few funds will touch AIM stocks and sticky large holders are great for underpinning a share price; plenty of other reasons too - although AIM has its uses, especially for trading e.g. tax differences etc. This was not a bizarre comment and it is very premature to suggest we will never have funding requirements ever again. Just take a glance at several FTSE100 companies in fairly recent history - let alone AIM - as proof therein. That's not to suggest said large corporates will not repay holders well in the coming years.

[pj 1] 06/8/2020 20:50

If the are successful on AIM why would they move listing with no funding requirements?? Surely investors would want it taking private?

Truly bizarre comments on here and OPTI recently

[lovewinshatelosses] 06/8/2020 20:38

Thanks jansky - definitely looking far into the future and not an attempt to ramp etc. I do think that if things progress as we hope, it should become a serious consideration. For all the regulatory and financial burden versus AIM, I think it's probably worth the hassle, if the long term aspirations and commercial capabilities are serious. Anyway, plenty more to go before that even becomes something to seriously consider.

[jansky61] 06/8/2020 19:38

I've lost track a bit since I retired so can't give you any figures but the AIM listing rules are a lot less onerous than those required by the main market and the annual listing fees reflect that. SBTX market cap is currently around £32m which is tiny compared to most companies with a full listing so IMO I wouldn't have thought it's on their priority list yet although I'm sure they will consider it at a future date as the Company progresses. Of 130m shares in issue only 40% are in private hands which could be another deciding factor.

I remember flicking through this occasionally, you will see how low SBTX would be on the list!!

[lovewinshatelosses] 06/8/2020 16:52

Does anyone know, when the time is right, if the BOD plan to list on the FTSE, or is AIM to be the home for us for the long term? I am not getting ahead of events here, and I have a fair idea of the criteria that transition would involve. Cannot remember reading or hearing about it before, so apologies if Cath or Stuart covered this before.

[elrico] 06/8/2020 13:44

The following has been added to the latest SBTX blog update.


I want to draw your attention to an AudioBoom recording dated today with Cath O'Neil, the master and chief scientist at SkinBiotherapeutic.

Around 8 mins in, Cath states you need to be taking probiotics for a number of months to see an effect. This doesn't seem to fit with Stuart trial of 60 days (as mentioned in the most recent podcast with me below), so I asked Stuart Ashman for clarification?

Stuart responded with: "Cath has been involved in the protocol for the rapid trial over 60 days and is happy with that time period. We will see an impact within the 60 day period (2 months) we will definitely see a greater impact as time rolls on but 60 days is all we need. We may keep a handful of patients on a 90-120 extended trial but we are confident that 60 days will show the macro data that we require to go to launch."

[scotty1] 06/8/2020 12:31

Christopher already happened since my post 😁 but having said that offer creeping up again so maybe even more to come 😉

[christopher logsdon] 06/8/2020 12:27

Lets hope so Scotty?

[parob] 06/8/2020 11:44

Absolutely Robo and we are in at the start.

Here’s a recent article from Elle magazine which demonstrates the skin Microbiome is going mainstream:

The 2020 Way To Treat Your Skin Is All About Bacteria, Bugs And Microbiomes
It might sound creepy (and crawly) but looking after your skin's microbiome could be the solution to ditching acne, eczema and signs of ageing for good.
BY GEORGE DRIVER
29/07/2020

[robo28] 06/8/2020 11:31

Listening to radio 1 at work and in the head lines I heard her say , and later we will be finding out what's really living on our skin , missed what they said but people are definitely being educated about the skin microbiome, just in time for product launches ?

[scotty1] 06/8/2020 11:17

Online offer creeping up,more to come today ? 😉