Skinbiotherapeutics Share Discussion Threads

[t 34] 11/4/2017 16:04

No , will bounce up tomorrow .

[judijudi] 11/4/2017 16:02

Oh no
How awful!!

[rage0270] 11/4/2017 15:50

This will fall to IPO price

[ibug] 11/4/2017 12:11

It is obvious that the prospects for SBTX are excellent thanks to the OPTI management and their early doors expert planning.

Going forward the share price should appreciate considerably.

[elrico] 10/4/2017 21:17

iBug - SkinBiotix (as it was known) was never part of or intended to part of OPTI business. It was a pure investment opportunity spun-out to realise shareholder value at some point in the future.

[ibug] 10/4/2017 20:45

SBTX. Is much further developed at the imo than OPTI WAS at its IPO with three families of microbial patents aimed at medical SKIN care...confirmed by peer scientific reviews.

OPTI has effectively spun out 25% of its business whilst retaining 40% a stake which is worth a lot more than 14p imo.

[mmadama] 10/4/2017 20:33

Sbtx will be succesful and trend will be up. 3 simple reasons: huge market potential in wich sbtx is covering a gap; clear break through from research already completed; successful management. ALL IN. !!!! IT WILL GO UP AND UP

[rage0270] 10/4/2017 18:32

This could easily fall to IPO price.No revenues, or commercial deals.Few IPs and worth nearly £16 million.Needs to sign some commercial deals to justify valuation.

[ibug] 10/4/2017 11:04

IT'S LOOKING GOOD ALL ROUND FOR OPTI AND SBTX.

Materialising value for shareholders is the mantra for the boss of life sciences firm Optibiotix 10:26 10 Apr 2017

Stephen O’Hara created Opti as a company all by himself in 2012 as a business focused on the rapidly growing microbiome space, which harnesses the positive benefits of microbes that live on the human body


The firm already has commercial partners in place for all its platforms with global brands


Materialising value for shareholders is the mantra for the boss of life sciences firm Optibiotix Health PLC (LON:OPTI), and the recent listing of its skin care business as SkinBioTherapeutics PLC (LON:SBTX) has helped kick that off handsomely.

SkinBioTheraputics made a strong debut when it floated on AIM last Wednesday, April 5, with the shares rising from an offer price of 9p each to close at 13.25p on the first day of dealings, giving the new firm a value of around £14mln.

‘House’ broker FinnCap, which initiated coverage on Opti at the end of January, pointed out in a note that as it still owns a 41.9% stake in SkinBio after the float that represents around 7% of Opti’s current market cap of about £65mln.


The SkinBio business was created when Opti acquired exclusive rights to intellectual property developed by the University of Manchester around a year ago, and Opti injected £650,000 in to develop the business to give it a 77% holding prior to the float.

www.proactiveinvestors.co.uk/companies/news/176222

[rafboy] 10/4/2017 10:46

Bought a few on the drop.

[judijudi] 10/4/2017 10:05

Certain peoples take on "up we go" is significantly different to mine!
:)

[t 34] 10/4/2017 09:11

Up we go .

[aspex] 10/4/2017 08:54

Yeah, right.

[ibug] 10/4/2017 08:43

WELL OPTI WENT FROM 8p TO 97p ON PATENTS OF REALLY PROMISING PRODUCTS ....SBTX SHOULD DO JUST THE SAME IN THE MEDICAL SKIN CARE MARKET.

[elrico] 09/4/2017 22:28

Thanks to loungeact on OPTI BB

Pharma investors put less skin in the game as risk appetite wanes Focus is on leaving marketing, manufacturing and global distribution to others

Turning lab research into gold is not easy. Just ask Allied Minds, the IP commercialisation company that lost about a third of its value last week on a big writedown of its investments. So academics swapping lab coats for suits tend to have limited ambitions these days. Take two flotations on Aim in recent days, both aiming to make us healthier and more beautiful. Integumen raised £2.25m by listing a 27 per cent stake. It creates gels, creams and devices for the integumentary system, which is made up of the skin, nails, hair and teeth. It already has three products in development. TS1 is a tongue cleaner used by dentists, Visible Youth a skincare range and Labskin a three-dimensional skin equivalent for testing treatments. Another four are at the research stage. Labskin was developed by Evocutis, a University of Leeds spinout that spent £10m creating a business before running out of money. Venn Life Sciences, the former parent of Integumen, acquired its assets for just £210,000 in 2014. Venn still has 26 per cent of Integumen, which is based in Dublin but does its lab work in York. Declan Service, chief executive of Integumen, said Evocutis’s fate held lessons for other spinouts. “Evocutis didn’t do any business development. If you were GSK and you wanted to buy some Labskin the answer was no.”

Integumen will instead license its products to companies that already have a marketing, manufacturing and global distribution capability. It won’t try to build a sales force to compete with them.
“We are not going to be the next Johnson & Johnson. We are not going to be building factories,” Mr Service said. He said that big medical companies such as Reckitt Benckiser and J&J were looking for innovation in start-ups that they could then acquire or pay royalties. “Investors asked how our anti-ageing cream would compete with L’Oréal. We won’t compete with L’Oréal. We want to get interest from L’Oréal.”
The next to hit the shelves could be Clarogel, an acne treatment. The diversified portfolio lessens the risk for investors, Mr Service said. “Every six to eight months we aim to get something new to the commercial stage. Each should take no more than £200,000.̶1;
In part that is because it is sticking to cosmetic or medical devices, rather than the highly regulated pharmaceutical market. Labskin could be useful for the other debutant last week,

SkinBioTherapeutics.
The University of Manchester spinout relies on the trimmings from plastic surgery — tummy tucks and facelifts — for its research raw material. Co-founders Cath O’Neill and Andrew McBain wondered whether the probiotics found in yoghurts — known as friendly bacteria — could work when applied on skin rather than eaten. They found one that could. SkinBioTherapeutics is working on three possible applications using probiotic extract. They are cosmetic, an anti-infective and an eczema treatment. All work by boosting the skin’s role as a natural barrier to water and germs.

The cosmetic is likely to be a cream that will give skin a younger look with fewer wrinkles. The spray would stop infection by pathogens, particularly hospital acquired infections spread by hand contact such as MRSA. About a fifth of children worldwide get eczema and the new product could lessen their symptoms. The company listed a 42 per cent stake, raising £4.5m. Ms O’Neill said: “The money will develop our pipeline and scale up our formulation and human studies. Then we would partner with a bigger commercial organisation to make and market our products.”

The founders have 9 per cent, OptiBiotix, another listed business, has 41 per cent, investment house Seneca 14.6 per cent and the university 7.2 per cent. The company is, like Integumen, targeting areas that are cheaper to enter, though any eczema treatment would require pharmaceutical approval. Ms O’Neill also emphasises partnership. “It is very difficult to become the next big global business. One of the bigger companies will try to acquire you. Our business model is to be lean and mean and partner with bigger companies.”

SkinBioTherapeutics might have struggled without Seneca, which used a fund deploying the tax-friendly Enterprise Investment Scheme to invest. Douglas Quinn, chief financial officer, said: “EIS really helps deals to get over the line when people are looking at the risk benefit.” There are capital gains tax and loss reliefs that make it less likely to lose money.

The company has 18 patents and seemingly bright prospects. But even in a world of low returns it is hard to get investors to take a punt on a potentially world-beating technology. They may have lessened their risks — but also their rewards, some of which will be reaped by the sort of blue-chip investor that steers clear of Aim.

[zedder] 09/4/2017 15:49

Funny you should say that elrico. I did a chorus of the hokey cokey in OPTI during late March:

In for 6300 at 0.7905 on 20th March. Out at 0.841 on 23rd March. (5.9%)
In for 6600 at 0.79 on 27th March. Out at 0.8648 on 31st March. (9.0%)

Then across to SBTX:

In for 18524 at 13.475 on 5th April. Out at 16.055 on 7th April. (18.1%)
In for 17476 at 14.38 on 5th April. Out TBD.

I'm very likely to head back across to OPTI with the proceeds of Friday's SBTX sale so that I should still get some benefit if SBTX carries on up.

[elrico] 09/4/2017 14:10

I am not sure anyone is talking SBTX down, the comments are observations from sound minds by existing OPTI holders, who will know they already have a stake in SBTX via their OPTI shares. Some like me just felt compelled to have a little nibble with no short term view on flipping for 30-50% profit to but back in OPTI. That said, the more OPTI one holds the larger the slice of each spin-off, which comes with an investment attached in the spin-off. I am equally unsure of the argument OPTI PI's have sold because they want SKIN related IP. SkinBiotix was never part of the business plan, hence why it has only been on the books for a year and then spun-out, for a significant profit, which appears to just keep giving.

[ibug] 09/4/2017 13:35

If the stock ticks up Monday it will signal the start of an upward step channel forming imo.


OPTI started to rise rapidly from 8p on patent news;SBTX already has patents in the works and is doing more R&D, perhaps this rise is pricing in the patent value with expected prospects.

[slartybartfaster] 09/4/2017 12:52

zedder it looks as though a one or two are also regretting not buying early weds as they seem to be talking SBTX down on the OPTI thread. Riskybusiness in particular and he is a perma bull as far as OPTI in concerned.

[parob] 08/4/2017 08:06

I bought a few on IPO day but thought I'd wait to see what happened before buying more just in case it dropped after the initial excitement. I'm sure I wasn't the one thinking this. IMO this is only going one way so I loaded up with more on Thursday and first thing yesterday morning. Even at this early stage, when you look at the market cap compared to the markets it's targeting its peanuts. In May last year in an email to someuwin SOH said:The skin opportunity has the potential when its developed further to be as big or bigger than some of the existing opportunities.And let's face it OPTI had some big opportunities at the time - and still does! It's just that OPTI are much closer to major commercialisation now. Exciting times ahead for OPTI this year.

[shrewdmole] 08/4/2017 07:44

I'd be surprised if Sbtx weren't a lot further along thAn many think.

They would have had to present the findings and research to date to the institutions that took part in the ipo.

You can't float because you have an idea there will be meaningful research and progress behind this.

Hence I expect we won't have to wait too long for news of partners/agreements.

Don't forget uom are already working with amongst others, johnson and johnson and boots.

Sm

[parob] 08/4/2017 07:28

The skin care market alone is expected to be worth a gigantic €168Bn sum by 2022, and the company’s technology is exceptionally positioned to provide unprecedented treatments. “We’re looking at the sensitive skin market; 45% of people in the UK will report that they have sensitive skin. If we build a better barrier, the skin will trap more water, better hydrate, and better moisturize to help reduce the sensitivity.”

In the realm of infection, SkinBioTherapeutics is focusing on preventing healthcare-acquired infections, which spread through skin-to-skin contact and are estimated to cause 99,000 deaths each year. And with the new cash injection, the company is now on track to bring solutions for these indications to the market.