Skinbiotherapeutics Share Discussion Threads

[gary hindsight] 16/12/2020 08:44

Just topped up at 15.699 and showing as a sell so all those sells above this must be buys I would guess

[toyin] 16/12/2020 08:19

Enough with the thumbs down.

[shrewdmole] 16/12/2020 07:27

Jansky

Current psoriasis market doesn’t include the new product sales.

S

[elrico] 15/12/2020 22:19

Toyin, I think we agree, SBTX will be easier to value because there is potential for greater visibility of revenues. Except for knowing exactly the proportion of each deal drops to the bottom, the measured ramp-up of the psoriasis sale's may well mean there is scope for adjusted valuations. Wouldn't it be exciting if we had updates like; the initial soft launch we shipped 50,000 SKU's, next month we will add a further 10,000 SKU's until Winclove has manufactured a sufficient batch SBTX are confident of releasing reigns.

I am particularly excited about the unnamed psoriasis organisation in the USA. They seem keen. I imagine this could develop very quickly if the results are as expected. The only downside I see is Winclove capacity. Unlike Croda/Sederma, which has a dedicated production line for the SkinBiotix lysate.

[slartybartfaster] 15/12/2020 22:05

No, aimed at nik.

[toyin] 15/12/2020 21:06

Is that for me slarty?

[slartybartfaster] 15/12/2020 21:05

No they're not. Demonstrate this.

[toyin] 15/12/2020 20:50

nik, there is one big difference between Opti and Sbtx, if the psoriasis treatment works we will have revs in q3/q4 and we will know exactly what they are.

[nik7907] 15/12/2020 20:22

Predictions going the same way as Opti. I am bullish here, but have seen this reaction so many times now

[toyin] 15/12/2020 19:43

Jansky

Don’t worry, either way its very exciting!👍🏻😉

[jansky61] 15/12/2020 19:40

Toyin 😊😥

Elrico 😌😊

[elrico] 15/12/2020 19:16

Thanks, buddy.

I have added an addendum to the addendum. 🤣🤣

There are also links included in the data collated.

[misconduct] 15/12/2020 19:08

Thanks Elric for great interview with SA. Being ultra conservative with psoriasis and working on only 1% of UK sufferers is revenue of £11m per year and USA sufferers is £29m. I believe the prospects are bright so bought more today.

[toyin] 15/12/2020 18:46

jansky

You are working on 1% of revenues of addressable market.

Elric is working on 1% of population of addressable market.

Apples and pears etc, etc.

[jansky61] 15/12/2020 18:25

Cheers toyin. That I get but if £456,250,000 is only 1% makes a total annual market value of £45.6 billion or nearly 4 times the Google valuation?? As you say the figures and potential are mind boggling but I'm still a bit lost! Now doubly 😕😕...

Dinner time now, I'll think again in the morning.....

[toyin] 15/12/2020 17:59

125m people world wide suffer from psoriasis.

1% of that market = 1.25m people x £1 per day = £456,250,000

I know, the mind boggles at how big the potential is here.

[jansky61] 15/12/2020 17:49

Somebody tell me I'm being thick! Nicely of course!!!

According to Google "The Global Psoriasis Treatment Market was valued at USD 16.7 billion in the year 2019". This is approx £12.4 billion.

On the lemming blog it says "1% of the psoriasis market @ £1 a day gives us annual revenues of £456m."

I'm obviously missing something but can somebody out there explain these figures?

Many thank yous in advance! 😕