Skinbiotherapeutics Share Discussion Threads

[lovewinshatelosses] 11/9/2020 10:51

It has proved a wise move Nik! Looks like cracking 30p is going to be a challenge, but as many keep saying, nothing has changed here and hopefully we will breach new highs before too long.

[nik7907] 11/9/2020 10:16

I mentioned a while ago I top sliced here at 25p. Decided to put the proceeds back in again, so I suppose it is now a trade?

[rayrac] 10/9/2020 23:48

Let’s hope they don’t try and repeat it..could be a severe reversal. Opti could be hovering too, looks to be cash light?

[pj 1] 10/9/2020 14:30

Look at the lows around 6p. It was accompanied by a spike in volume, so its not impossible that someone is banking circa 230/ 240% gains in 6 months. That's some return!!

[lovewinshatelosses] 10/9/2020 13:48

Who is selling here now? This is most annoying. Going to buy some more when we revisit 15p, which seems likely now. AIM is like a round of golf sometimes!

[anderson3] 10/9/2020 13:44

Picked these up on my spread, from 7p still healthy

[rayrac] 10/9/2020 13:19

I notice you haven’t slartyfartfaster!

[anderson3] 10/9/2020 13:01

Last count, there were 6 companies interested in our tech

[aquaesulis01] 10/9/2020 12:37

Interesting comment re the sub-contracting rayrac. Didn't know that Croda were a registered charity, after all, how many companies do you know outlay £5m of their own money upfront out of the goodness of their hearts?

[m4rtinu] 10/9/2020 12:12

Just to echo some comments above. Great new appt, company progressing well with excellent partners. Commercialisation won't happen overnight.

Also, unfortunately (or not), opportunity to try and trade for those braver than me.

[atlantic57] 10/9/2020 12:09

Elric has done a number of detailed
Interviews investors can make their own
Mind up

[rayrac] 10/9/2020 11:59

Trouble is, nothing is fundermentally any good without some verification on the effective front.

And I get a feeling, that Croda are setting up a production line just for sbtx...maybe because they have been asked, as sbtx doesn’t have that ability? Ie, sub-contracting.

Don’t listen to elrico, he’s inclined to bs on behalf of his contacts?

[rafboy] 10/9/2020 11:39

Agreed and I am holding quite a few shares here already. Not selling any either.

[madaboutmed] 10/9/2020 11:25

No rhyme or reason to it either. Nothing has fundamentally changed to my knowledge. In fact at these levels it is worth a top up as when that trial kicks off in Q1 next year this stock will be hard to get as it always is when on the rise.

[rafboy] 10/9/2020 11:17

Blimey heading south again. Be nice to stay above 20p at the very least but not today it seems.

[elrico] 10/9/2020 09:16

From a business point of view, this makes perfect sense because it not only allows the form CEO. Cath O'Neil more time in the labs, along with other lab geeks exorcising their creative genius for the future. SkinBiotherapeutics CEO. Stuart Ashman commented to me: "Jonathan brings a much needed clinical experience to advance our MediBiotix. Jonathan also adds a wealth of connections in the clinical research field that will assist us with the various clinical trial we need to execute over the next few years."

[aquaesulis01] 09/9/2020 15:15

rayrac et al, probably worth listening to the Shareprophets presemtation on the Skinbio website again. There it is made clear that the Croda deal, where the spend by Croda on the £5m dedicated skin biotix production line, which cannot be used for any other product, was viewed by Skinbio as the equivalent to receiving an upfront milestone payment. Why? Because the deal included the option for Skinbio to buy back the end product at near cost price and sell it direct if they so desire. In practice, the royalties of a successful anti ageing product are likely to be in the realm of £250M using matrixyl as a guideline with the additional spinoff that it will accelerate the route to market for Pharma Biotix. In terms of will it work; well don't forget that the reason for Croda interest was that the impact on the elastic fibres in the skin was found by accident when analysing the safety data tests; so I would suggest it is is very unlikely that it will disappoint.

[rayrac] 09/9/2020 12:05

I do my best.😇

[gary hindsight] 09/9/2020 11:50

RayracI am obviously aware of your history with opti and here. To be honest you have been filtered for years but for some reason I decided to look at your post here and respond. It's obvious we will never agree so I will discontinue this nowI am not sure that croda investing 5m to get to production is giving it to them on a plate. Double digit royalties will follow and I am happy for that to follow. Although it's quite clear from your post that Stuart should have got you to do the negotiating with croda as you obviously you would have negotiated much better terms so maybe you can suggest that to him for the next deal. I realise that you are only here out of the goodness of your heart to save investors their wealth and I think that is jolly noble of you. There is only another few hundred companies on Aim for you to provide the same service

[trumpingtonsmythe] 09/9/2020 11:27

So Ray when I say -Now how do you develop things, let?s get a time served expert and go to trials. At what point am I suggesting it's not requiring trials? Seems we agree but for some reason you want us not too? The guy has been employed, I think it's potentially a good thing and you think they should wait until the product is shelf ready.

[rayrac] 09/9/2020 11:14

Oh, so it’s been handed on a plate to Croda without any benefit too sbtx?! Other than royalties when it starts production...which isn’t in sight as we speak! Come on, pull the other. Surely the ip is worth more than just potential royalties?!

And Croda are the only interested party...so we are informed?

Quite honestly, I don’t think Croda will touch it without proof of concept.

[manc10] 09/9/2020 10:38

raytard what do you know lol quote raytard there is no way this lpldl can get rid of eczema lol no ray its for cholesterol wooooooooooooooooow tell us about the rabbits ray

[gary hindsight] 09/9/2020 10:35

Well according to ceo they have managed to replicate the lysate production and effects already at sederma. So as far as I can see the effectiveness that impressed them enough to sign a deal is replicable. The time frames for full production have been telegraphed from the beginning and in fact are ahead of schedule so not having a full production scale yet is already known so I am not sure why that's in questionUpfront payment ? Not sure why you even mention that. It wasn't part of the royalty agreement so there was no expectation of one so why are you saying where is it?