Member Info for AquaeSulis01

The product is not a flop but expectation for the launch by the company has been. Contrast the language used to announce the launch on world psoriasis day https://finance.yahoo.com/news/world-psoriasis-day-axisbiotix-ps-110000533.html with the language subsequently used to advertise the product where we seemingly cannot mention psoriasis treatment probably because of fda advertising rules as it is not clinically proven. As for NPF calling themselves a partner, it seems that comes with a 6000 dollar cost per issue of their online magazine. See the advertising media link on the attached npf page. https://www.psoriasis.org/strategic-partnerships/So In summary great product for psoriasis but we struggle to make it known to the sufferers.

Whilst the PE of all growth stocks has cratered as a result of sustained levels of inflation, it is fair to say that the failure of a rapid uptake of the axisbiotic product is a major worry for investors: the product seems excellent but marketing it appears to have been poor and without the early anticipated profits there must be a concern that a further fundraise will be necessary to cover growing costs. Skinbiotix on the other hand should generate considerable income for the company and there will be news next month on the oral products so safety net are in place

Something has happened and it is positive assorted in March this year "the end ingredient. In parallel to the manufacturing scale-up process that Croda are progressing at its facility near Widnes, Sederma is continuing its lab work to further substantiate any additional potential claims.

Croda has engaged with its VIP clients and management continues to anticipate licensed royalty revenue generation by the end of 2022."

Probably worth letting Buffett have the last word. https://twitter.com/SharePickers/status/1535514632345071616?t=iHdjSYBcuI1KlD-pUWx6-w&s=19

By sederma is enough fan kindle

Any delay to final scale-up as the 600 litres already achieved by several is a tough to satisfy the demand of just the 12 vip clients so fairly relaxed skinbiotic Wil l gemerate revenue this year as planned

What makes you say Crod a is not on schedule? I have been through the rns and scale up to 600 litres at several achieved prior to handover to commence final scale up by crod a end 2021 as planned: perhaps you misinterpreted it as end of 20000 litre scale up by then? Also there is a fullback to any issues with

Look our CEO is a great actor so little wonder we all feel we know him and whilst he has a long way to go to better his performance as Jim Royale in the Royale Family I am sure he will grow into his part as Stuart Ashman and deliver the goods once again.

https://www.myprotein.com/sports-nutrition/breakfast-smoothie/13251950.html

Here's one group that might feel options is cheap enough. "Tate & Lyle completed the acquisition of a Chinese dietary fibre business yesterday and is on the hunt for more such deals with an estimated war chest of £1bn."https://www.thetimes.co.uk/article/chinese-deal-adds-fibre-to-tate-amp-lyle-9mdlkmzs6

What marketing do you expect from a B2B company bogyo? Isn't marketing down to their customers; H&B, THG. Optislim etc, the outcome of which will reflect in the revenue growth for the Opti ingredients or otherwise

There has been no news for 2 months and those that wanted to sell down once qualified for the Probiotix Health share allocation will have done so already. The EOY results are due out this month and one eye will be on the Outlook to see how deals with THG, Apollo etc are progressing. As for sweetbiotix, the last we heard the US Partner was optimising the final scale-up so surely that should have concluded by now?

Interesting H&L brief on upcoming Tate & Lyle Results; really would be a great time to get some news on sweetbiotix actually launching
"Tate & Lyle – Sophie Lund-Yates, Equity Analyst
It’s an exciting time for Tate & Lyle next week. It’s the first set of full year results with the new company structure in place. This involves focussing on food and beverage solutions (FBS)– with an emphasis on things like sugar replacements and the clever ingredients that help low-fat options taste good.

We’re supportive of the strategy shift, largely because this area of the business is higher margin. It also has impressive growth prospects in our opinion, as the world becomes more health focussed, working to take sugar and fat out of food is a good position to be in."

When does the Takeover Code apply?
Generally speaking, an acquisition of a public company will be governed by the Takeover Code if the result would be for the
purchaser and its "concert parties" to control 30% or more of the voting rights of the target. Concert parties include persons
affiliated with the bidder and anyone cooperating with it under any arrangement or understanding to acquire or consolidate
control of the target.
Should a bidder breach the 30% threshold, it will generally be required to make a mandatory takeover offer for all the shares it
does not own. Such offers must be for all cash or have an all cash alternative at a price at least equal to the highest price paid
for shares in the previous 12 months. Such offers may only be subject to a limited a number of conditions which are set out in
the Takeover Code and which usually make a mandatory offer unattractive to a bidder.
https://www.addleshawgoddard.com/globalassets/international/asia/guide-to-acquiring-a-uk-public-company.pdf

Phat, you could well be right about the figures being better than the market expects but I personally think realistically they will fall well short of the £1.2M forecast as previously RNS'd.

I asked someone unfamiliar with the product what they thought of the ad and they had no idea it had anything to do with psoriasis; whilst the consumer study has permitted a much earlier launch than could be expected and has demonstrated the product works very well for the majority of psoriasis sufferers, the lack of a clinical trial is a serious handicap when it comes to targeted and specifically worded advertising and getting the message out to the wider community. For instance, being able to include the words psoriasis treatment on the packet and prominently on the website I suspect will prove essential to achieving the sort of sales figures speculated about in pre launch podcasts.
Also, the likelihood that revenues from skinbiotix wont be received until late in the year must mean that money may be tight especially now costs have increased with a full time Financial Director and larger marketing team.
Anyway let's hope for the best but steal ourselves for something more average for now. As for Stuart quotes, I treat these with a pinch of salt after the famous "launch figures are rising at a spectacular rate" comment

Not forgetting the big 25% discount if you quote a code from the newspaper advert of course

mol, I am sure you will keep the company honest this time after you picked up on the false launch news of this product announced in the Sept 2021 Interims RNS "We are starting to see the benefits of achieving FDA GRAS, with our partner in Uruguay, Grancha Pocha, launching a yoghurt containing LPLDL® in H2,"

Well should help underpin the value of our Probiotix Health shares

ProBiotix Health plc

("ProBiotix" or the "Company")



Launch of cholesterol reducing yoghurt

A new probiotic yoghurt Yo-Life® with LPLDL® for cholesterol reduction launched in Uruguay



ProBiotix Health Plc (AQSE: PBX), a life sciences company developing clinically proven probiotic solutions to tackle chronic lifestyle diseases like high cholesterol, high blood pressure and atherslorosis, announces that its partner, Granja Pocha has launched a probiotic functional yoghurt brand, Yo-Life®, containing ProBiotix's patented cholesterol reducing Lactobacillus plantarum strain (LPLDL®), in Uruguay after a two and a half year development process.

Yes Clio

Blimey, must have had a nightmare and taken fright since yesterday