Skinbiotherapeutics Share Discussion Threads

[parob] 11/8/2020 14:29

Looks and feels ready for the next leg up v soon!

[gary hindsight] 11/8/2020 12:08

One delayed but at least there

[slartybartfaster] 11/8/2020 12:03

It's a knife edge now. It dies look like it wants to move up. Volume is low though unless there is a delayed buy?

[gary hindsight] 11/8/2020 11:40

How's rsp looking? It feels like there is just a little upward pressure

[parob] 11/8/2020 11:27

Bid ticking up. Look out for large delayed buys later.

[anderson3] 11/8/2020 09:36

With all this probiotic news, I can see the pharma's coming to see us sooner rather than later

[parob] 11/8/2020 06:28

Expecting a commercial agreement for the MediBiotix segment by year end:The MediBiotix channel will focus on medical device applications incorporating the SkinBiotix(R) technology. The initial target is eczema and, having completed its lab work to demonstrate the required characteristics of a medical device application, the Company is preparing a data pack for review by the MHRA (Medicines and Healthcare products Regulatory Agency). The management also believes there is utility for the technology in the treatment of various classes of skin wounds and is in discussion with a number of global advanced woundcare companies in this regard. The Company is targeting a commercial agreement to develop and test the SkinBiotix(R) technology in these indications by the end of 2020.

[shrewdmole] 10/8/2020 19:55

Yep very much so the whole sector is being dragged into the spotlight.

[slartybartfaster] 10/8/2020 18:53

Isn't it relevant to OPTI?

[parob] 10/8/2020 15:51

Myles McNulty on Twitter. Commenting on DDDD but relevant for SBTX and OPTI too!#DDDD up 30% on the back of $MCRB's results for its oral microbiome therapeutic for recurrent CDI (up 500%+!).Their CEO states, it "represent the first-ever positive pivotal clinical study results for a targeted microbiome drug candidate."Interest in the space will surge now.

[lovewinshatelosses] 10/8/2020 13:21

Maybe just taking a pause. It looks fairly solid so far anyway.

[madaboutmed] 10/8/2020 13:04

Not much happening with the share price today.

[m4rtinu] 09/8/2020 13:33

Mad - me too! Thanks for that info.

[parob] 09/8/2020 11:26

As I keep saying we are getting in very early at the start of a mega trend that will develop over the next few years, especially with CV19 around.Found this interesting:The skin microbiome has been a leading subject in the personal care industry in recent years, but with more emphasis on health during these unprecedented times it has become more relevant than ever before.hTTps://www.cosmeticsdesign-asia.com/Article/2020/08/07/Beauty-Broadcast-First-line-of-defence-Gallinee-and-Greentech-on-the-growing-relevance-of-microbiome-beauty-in-APAC?utm_source=copyright&utm_medium=OnSite&utm_campaign=copyright

[lovewinshatelosses] 09/8/2020 11:12

Yes, good work mad. Another tick in the box for proof of good management I think. Getting the simple things right is more important than the patter without substance - something all too common in boardrooms across the world. Looking forward to the weeks and months ahead. Especially H2 2021, when hopefully some serious stuff will have come to fruition.

[shrewdmole] 09/8/2020 11:01

Mad

Great find.

SA does seem to do what he says he will.

Gary - it’s difficult to not get carried away. I don’t see your comments as ramping as that’s usually down to people wanting a quick few quid.

I think here it’s genuine enthusiasm.

As was said earlier all the progress has happened amongst a big global crisis.

Albeit that sounds like it’s accelerated the interest in cleanbiotix.

So much to look forward to but feel very comfortable with the team SA and let’s not forget cath.

S

[parob] 09/8/2020 10:13

Good spot madaboutmed!

[madaboutmed] 09/8/2020 10:09

I just checked companies house and guess what... every single entity is a separate company. Axis, skin, clean, medic. All of them. He said he would do it last year and that's exactly what he has done. Brilliant.

[gary hindsight] 09/8/2020 10:08

Yes shrewd that's what I was also saying in my post 6335. This is one strand within one pillar of the business out of five. When I first put up those numbers to be honest I was kind of expecting to be shot down as being outrageous / too optimistic etc with some reasons why I should take of my rose tinted specsYou know the old saying if something seems to good to be true then it usually is but other than discussing rate of conversion these numbers seem easily achievable unless I have made a big mistake in my thinking

[madaboutmed] 09/8/2020 10:05

And all of that delivered in the middle of the biggest economic crisis we have ever seen. It is not surprising that the price is rising steadily. Very happy holder and will top up entry time funds allow.

[shrewdmole] 09/8/2020 08:46

Gary

Here’s where it gets interesting that your figures are based on one application of one strain of one pillar.

Skinbiotix can be adapted for sun cream as an example.

He mentione oral use hair products etc.

That’s without even looking at wound care, cleanbiotix or pharma. Add in eczema and acne to psoriasis and I might add these are all things SA has mentioned as well as a full pipeline.

Whilst the croda deal is big it’s just one string to the bow, that’s what makes this compelling for me.

It will take time but can you ask for more so far they are on or ahead of schedule and should be revenue earning by end q2 next year with more deals to come.

[gary hindsight] 08/8/2020 23:56

Nik. I don't want to be seen as ramping or picking numbers out of thin air. The £3-4 was a sort of throwaway remark by SA not something I made up. My point was only that it's easy to see how it could get there if the other facts stated by SA are trueSederma earns 250m from matrixylSbtx has science back claims unlike matrixylSbtx royalties are double digitsSbtx has possibility of being sold at a premium priceAs noted in my prior post it's about client conversion and that's the unknown but anywhere north of 10% should add value

[lovewinshatelosses] 08/8/2020 22:02

So far so good certainly. I want to see some good revenue streams, before we start to entertain the £500 million concept, but I cannot fault the management so far. Unlike a different company I am invested in, which I have been discussing with another holder elsewhere tonight.

[shrewdmole] 08/8/2020 21:53

Nik

To be fair SA mentions in the interview those figures. And when he was appointed the company said it was to build a £500m business.

Admittedly that’s a few years off, but so far so good, SA has got every step right so far in particular in my view appointing cenkos.

S

[nik7907] 08/8/2020 21:30

Just to add my largest holding