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At least the SP being paid now has a 6 in front of it. Fingers crossed for a good week.
We should see a steady increase up until the psoriasis launch and then the Croda presentation to customers on 2/3 Nov. Could be a good few weeks ahead.
Certainly hope so raf! Has it been confirmed the presentation to Croda customers will be 2/3 Nov??
https://beautyconnectwest.com/events/beauty-connect-la
Here is a link.
The timing suggests they will be pushing their new products to customers, of course I could be wrong.
Thanks for sharing raf. My understanding is that the 'beauty parade' is a private showcase for SBTX in front of twelve of Croda's key clients. Although I may have read between lines!!
Can one of our more informed BB colleagues help??
For me I view this forthcoming launch similar to the launch of when mobile i phones starting coming out in mass production.
Its not a few pills for £1.50 a day, its £500 a year or the same as I paid for my mobile.
Nothing much like it on the market so like the phones demand is high.
Margins are also high as most of the expense was in development.
Also its cash equivalent is like a upgrade every year...for life.
And when word gets around every sufferer will want in.
Remember what happened to the companies that make them?
Does anyone know how axisbiotix is going to be distributed to customers who have registered, i registered at the beginning, will they contact me with regards to taking up subscription?
Hi raf - SA mentions it in one of the lemming interviews (link below) towards the end, Sederma (Croda's comsmetics ingredients arm) will be 'bringing their top 10-12 customers in to give them exclusive access' ahead of offering to all of their customers in 2022.
To me that suggests a private event, but I could be missinderstanding?
Farris,
Subscriptions will be posted from Holland via airmail. Further down the line, SBTX expects to set up local distribution hubs as and when they are confident the subscription levels support the cost. I have no doubt the first will be in the USA because https://www.psoriasis.org/ will no doubt with a PR push to support the launch on the 29th.
Nick,
If you apply reasonable logic, you should draw the conclusion 10-12 VIP from 12,000 plus Sederma clients is a strategic move by Croda.
Croda invested c$65 million in 1995 purchasing Sederma, Croda does not want to trash this investment overnight. Even so, the 12 are likely to be some of the biggest, and most important clients of Sederma - first-mover advantage, hence "premium royalties" which are double-digit. Each of these VIP has sales in the millions, this is not a private event. This is Croda's version of a soft launch, the wider market get access later in 2022.
Thanks for explaining your understanding Elric. Still a little confused though, surely it's a private event if only a select few VIP clients are invited?
How is it a private event? It is not as though any of the clients are selling exclusively to a preselected closed group. I think you need to define what a private event mean to you?
Thanks Elric, yes to me that's private because it's only available to the select few strategic clients that Croda invites.
Hi Raf, I think that answers the question, the 'beauty parade' is not the open supplier and buyer event in LA that you posted the link for, it's an 'invite only' event for Croda's top clients.
This is why I'm excited about it, Croda's top clients will have tremendous volumes of customers and will be getting exclusive access to a product with proven science - gold dust in the cosmetics world!
I think you are correct and the two are separate, all bodes well though.
As Croda are the main customer behind the early Nov event, you can bet they are really wetten the appetite of those going with the announcements of the latest breakthrough in skin cream with our lysate.
They put a fortune into the Matrixyl range (think I saw 52M), and now a superior product in ours has arrived with much better accreditation. These top of the range beauty product manufacturers are always seeking the next thing, and our lysate in dermatology terms is in fact a medical breakthrough but being released to the easiest market.
Share price going up in anticipation of the launch on the 29th or something else I wonder?
I’ve also noticed Croda edging up nicely since the 12th after a big dip on Sep23.
I would say the launch Rafboy, loads of investors like this stock, however from the end of the study RNS till start of launch, we've had a clear good few months of nothing. So many moved away in the interim, not because they disliked the share, but thought maybe they could invest elsewhere in the interim and possible re-purchase cheaper as well.
This is them coming back on board. Bet we see new posters or old faces returning before long as well.
Believe Croda are a brilliant partner to have, as long as they don't love us too much as I believe its a real danger. We know who might part with 21%, if it was attractive enough.
History shows its happened recently with them.
https://www.lse.co.uk/rns/CRDA/croda-completes-acquisition-of-parfex-1c3cpnkv25zzyo2.html
I want our launch next week to get away first, as I believe it will add real concrete value to this company, and I'm very happy with my slide rule calcs which i believe will be instrumental in a share price increase come late spring. Do feel we may be a little vulnerable in the interim, as I want this company to grow its potential.
Understand where your coming from Belgrano, I wonder what price a potential takeover would attract?