Member Info for AquaeSulis01

elric, my brief response to your slightly patronising posting probably requires greater explanation.
Firstly, other than a brief observation from you that taking axisbiotix also cleared up your dandruff (and as axisbiotix supply is likely to be fully taken up by psoriasis treatment it is unlikely to be adapted for dandruff products in the near term) , I wasn't aware that skinbio were working on any dedicated hair products. However, we do know that in April 20 a 12th Oral Healthcare Research and Development was launch to include adaption of the skinbiotix lysate
"The oral health programme will explore the use of different bacteria, including SkinBioTherapeutics' proprietary lysate, SkinBiotix®, for oral health and well-being. The programme will be led by Professor Andrew McBain and Dr Ruth Ledder from the School of Health Sciences at the University of Manchester.
The 12-month programme will develop and test formulations designed to support the health of skin surfaces in the oral cavity targeting disease prevention, oral care and hygiene.
The global market for oral care was $30.9 billion USD in 2019 and is forecast to reach $38.89 billion by 2027 (Fortune business insights).
Stuart Ashman, CEO of SkinBioTherapeutics, said:
"This new oral health programme builds and expands on our work in skin health and applies our already substantial skin microbiome expertise to the global oral care marketplace. This new strand to our development portfolio also presents near term opportunities.
As I replied in my later post, Shampooheads is about promoting products using characters introduced through bedtime stories "Shampooheads was designed with your children in mind.
Shampooheads was designed with your children in mind.
"Bath time is the perfect time to spend quality time with your children and Shampooheads wanted like any parent would to make this a positive experience.
We designed and created a range of hair care products focused around characters to appeal to all children.
The aim is to make children aware of personal hygiene through child friendly products and produce stories about the individual character for children to relate to and become involved with.
Our books have a unique educational link as they have some `Magic Moments´ on their back cover to encourage communication between parent and child in a relaxed and non threatening way during bath time."
https://www.hilarydevey.com/investments-shampoo-heads/
Now with 23% children in England suffering from tooth decay and likely to be replicated worldwide, isn't that a more likely task to set Geoff targeting, because unless skinbio has found a cure for baldness, it looks to be a much more lucrative short term market to break into?
https://www.gov.uk/government/publications/child-oral-health-applying-all-our-health/child-oral-health-applying-all-our-health
I rest my case for the defence m'lord and over to you elric or anyone else to kindly explain why I may be way off the mark,

I know elric but was he known for his clever mix of hair ingredients or his marketing and design skills creating fun packaging characters to appear to children which can be applied to any product?

Not forgetting the lysate could also be a game-changer for oral health and well-being with the appointment of Geoff as commercial Manager, maybe an indicator that we could hear some positive news from that research programme soon.

skid,

We have been told that the partner is undertaking final taste tests with their end Customers following scale-up to ensure the manufacturing process has faithfully replicated lower scale results so no need to worry about exercising any end clause I would suggest. There are three major Exhibitor Shows upcoming in both Europe (VitaFoods Europe 5th - 7th October and Food Ingredients Europe Nov 30 - Dec 02nd) and USA (Supplyside West 27th-28th October) which would be ideal venues to launch a new product such as sweetbiotix, let's hope we hear something in time for the USA event at least
https://www.vitafoods.eu.com/en/exhibitor-list.html
https://exhibitors.figlobal.com/fihi21/
https://exhibitor.supplysidewest.com/ssw21/public/Exhibitors.aspx?Index=All

Well the good news is, as Sweetbiotix was not launched by mid September, Opti will be in receipt of another 6 figure milestone payment from its US Partner.

Hi elric,

Thank you for taking the time to comment and appreciate the 20000 - 30000 figure mentioned is a ballpark conservative initial rollout range based on ensuring the supply chain is robust enough to satisfy subscribers whose number I suspect will be far in excess of this figure should the psoriasis societies act in their "partner role" to promote this. Regarding no-one disputing this range, I think if you read back through Belgrano's and Toyin's posts you will find there was some debate whether this level of supply could initially be achieved.

Have not lost sight of the Sederma/Croda launch and its importance, especially as the title of this thread is "Beauty Parade" and seems to have been hijacked to discuss axis, however, the immediate initial measurable income will start to roll in from Axis, whilst the even bigger rewards will follow from skinbiotix.

Also, worth reading the blog at the link that was posted by elric on the SBTX lse BB in Dec20 following the podcast re the 20000-30000 numbers

https://lemminginvestors.blogspot.com/2020/12/skinbiotherapeutics-ceo-stuart-ashman.html

mia, the significance of these Reach RNS statements surrounding peer review research is that it adds to the weight of the case for FDA approval which is the big announcement we all await

Toyin, further in in the interview, Stuart mentions the 8M USA Psoriasis members and figures based on feedback from that society. Personally, I believe a number of investors have bought into a company with zero revenue and a £89.36M market cap on the basis of those sort of launch figures and would be disappointed if there was a significant difference announced. As you say, those numbers have been aired in different interviews not only with elric but also Tom Winnifrith so I hope they have some basis in fact.

Greene, it would certainly do the share price no harm if Cathal was to flag up these once off exceptional costs which we are forced to guess at. I.e. a confirmed net profit of £12M for 2022 for instance would means the current sp at 23p would be cheap with a PE of circa 12

Toyin,

I took the figure from elrico's own podcast with Stuart, but it appears from elric's post below that I have misinterpreted what was said at the link so best you listen to it yourself.

"Elric's podcast with Stuart (second Skinbiotix interview down (5th from the top) at 25 minutes in, the 25000 definitely referred to the soft launch figure and was a supply constrained target.

https://soundcloud.com/user-957798193-127487236

Thanks for the response Greend. I guess I am puzzled by the half year report RNS comment that "Year-end cash balances expected to close in line with the half year position of £14.9m" if profits are now rolling in regularly on a monthly basis, hence why if would be useful to see the new breakeven point?

Belgrano, isn't Winclove's customer Skinbiotherapeutics so as long as Skin guarantee an order the problem becomes skins if the demand is not there?

Deepjoy has highlighted a gap in the recent presentation material surrounding the breakeven point for the company following the acquisition of additional facilities which will have driven up the fixed costs. Having reviewed the Oct 2020 presentation when there was only one 24 bed clinic available, there was a slide that showed the breakeven point for Challenge Study Clinics at £13M which equated to 3-4 studies at a utilisation rate of 45%. It would be useful if Cahill published an up-to-date breakeven slide showing the new breakeven point so that it would be easier for investors to anticipate future profits. Interesting to note at the time the non-covid near time pipeline was forecast at £160M, whilst non-covid forecasts for 2021 and 2022 combined is now only £90M

Certainly a statement of intent to grow the business chilting, Caroline can focus externally on growing the market opportunities for Ceres's new technologies, leaving Mark to internally focus on improving current innovation processes and further expanding technology opportunities for Ceres

Spire ramping up capacity to tackle orthopedic backlog from anticipated growing demand from people going private rather than waiting for NHS which must be good news for Smith & Nephew

Spire Healthcare Group plc

("Spire Healthcare", "the Company" or "the Group")
Investing for growth through hospital acquisition
23 September 2021

Spire Healthcare Group plc (LSE: SPI), a leading UK independent hospital group, confirms it has agreed terms to acquire an 87% stake in the operating assets of the Claremont Private Hospital in Sheffield. Subject to the conclusion of final contracts, the hospital is expected to become part of the Spire Healthcare network in late October or early November.

Claremont Private Hospital provides the Company with a high quality hospital in South Yorkshire, an area with a large population where Spire Healthcare currently has no presence, and where the Group anticipates strong demand for self-pay procedures.



Under the terms of the acquisition, Spire Healthcare will pay £15.7m, funded by cash, to acquire the operating assets, which are currently owned by Aspen Healthcare. Spire Healthcare has also entered a long-term lease with Aspen Healthcare's owner, NorthWest Healthcare Properties REIT, on market based terms.



Claremont Private Hospital has 46 beds and three operating theatres, and specialises in orthopaedics, general surgery and neurosurgery. In 2019 the hospital, which is rated 'Outstanding' by the CQC, generated £20.3m of revenue, with proforma EBITDA1 of £2.7m.



The remaining 13% stake is owned by a group of Consultants most of whom have practising privileges at the hospital.



The acquisition is expected to be accretive to Group EBITDA and earnings in the first full year, with further opportunities for operating synergies in the medium term through the adoption of Spire Healthcare's systems, procurement network and practices.

anon3 I guess it boils down to whether Stuart and the NOMAD feel the appointment is significant enough to warrant a RNS rather than an opinion expressed by elric? It does not appear to have made much of a difference to the share price which would warrant a RNS, so I guess the former applies. Agree however, a Reach RNS may have been appropriate given the small number of people on the Skinbio payroll

An interesting question Belgrano, but do you mean will we have a Marketed Big Launch or a soft big launch without the need to market? The Pre-Launch Registration wording does hint at a first come first serve approach to supply so if pre-registration is looking like it exceeds initial supply availability at launch, then might explain why there has not been any visible direct marketing on the Psoriasis Societies websites yet.
"Our plan is to launch AxisBiotix-Ps™ before the end of 2021 (sometime in Q4). We will be limiting supply, at least in the initial stages, to both manage our supply chain and ensure subscribers are certain of regular product supply. Please complete the attached form to register your interest in buying AxisBiotix-Ps™ and to have the best chance of being in the initial wave of product sales. This is not a commitment to buy from your side and equally (regrettably) we can’t guarantee supply so the sooner you register the better!"

Anon, a company does not RNS every employee appointment they make only Director changes to the Board!

anon3, this was not a Board appointment so not a requirement to RNS it