Member Info for AquaeSulis01

More worrying is why Neil Davidson is still in situ despite his failure to report the seriousness of SOH 's health at the time. Anyway, on a more positive note, just got the following figures from an AI request regarding downloads of the Dr Morepen app which should be a plus for the Investors still holding Opti shares.

"As of the latest data, the Dr. Morepen – Sync app has been downloaded approximately 52,000 times. Interestingly, nearly 47,000 of those downloads occurred in just the past 30 days, suggesting a recent surge in adoption—possibly linked to a new device rollout or promotional push."

Not invested here myself anymore but genuinely wish remaining holders to be rewarded for your patience.

Can someone tell me when the warrants recently exercised were awarded and to whom and how many more warrants are left to be exercised please?

The genuine LTHs here are more concerned with getting their money back in the first instance

May well be true but buying post the sign-off and share dilution on closure carries less risk than buying now with the chance that sign off slips into October and the sp plummets

I visited Bath Superdrug Monday specifically to look for Axis and it was not stocked there

If there is no news and no launch by next Friday my votes will not be supportive at the AGM but as things stand the Superdrug launch happens next week so not too long to find out who is right

Well from a permanent pessimist like you hardly surprising

The dates were set by Superdrug not SA and he would have RNS'd if those dates had slipped

Wk 35 in Superdrug Warehouses ready for week 37 launch are the only specific dates I know of

Only problem lies with those who don't research a company they invest in. Launch Week 37, look it up

But the SuperDrug launch is nothing like the Axis-ps soft launch Disco Dan as it has significant weight behind it. Besides the £4M raise to include marketing, from the Singer note "The roll out is also over three Phases with Phases 1 and 2 aiming to launch in 200 stores each and Phase 3, we estimate c. 400+. We have assumed a 60% split to SkinBio as Superdrug will support the placement and marketing. As a refence Probi, the fully integrated Swedish probotic leader, has EBITDA margins just shy of 30%. Putting these inputs into our model only for the first two years (an assumption we view as unlikely) yields a range of NPV per share: 1p, 4p, 6p."

As for doing sweet fa Toyin, whilst it pales in comparison to Zenakine, it is still likely to be worth an initial 2p on the share price (15% at todays sp) with 9p additional added on contract extension with Superdrug using Singer's figures.

Well the Superdrug launch commencing next week should see the start of some positive news flow.

Reading the wrong bit of the RNS re placing "§ c.US$10 million of KEFI share participation post-closing in respect of closing fees and costs."

I think the fact that Superdrug are allowing axisbiotix into an initial 200 Stores means it will be properly marketed and expected to sell. Looking at another recent Superdrug launch of Geek & Gorgeous skincare products where the Company sells 400 and 500+ products per month on Amazon, it is only being rolled out to 35 Stores initially so i think you can say that SA is really going for this launch in a big way.

https://grocerytrader.co.uk/cult-fav-skincare-brand-launches-into-superdrug/

https://www.amazon.co.uk/stores/GeekGorgeousUK/page/BFC215D2-AD8C-4710-AD01-8D7072DEE3CE

Free, have you actually done the sums on this Belgrano? This is not a soft launch, it is a rollout to an initial 200 Superdrug Stores and using Singer's low ball estimates of 3 units per SKU per week, the estimated cash outlay to cover six months of stock for both AxisBiotix-Ac and AxisBiotix-Ps across 200 Superdrug stores would be approximately £405,600. You offer it for free and that entire 6 months stock will disappear in the first week.

Superdrug launches ‘free walk-in’ teen skincare service

https://www.chemistanddruggist.co.uk/news/multiples/superdrug-launches-free-walk-in-teen-skincare-service-AREP57BIOVAAVKWFT6C6V4UUSQ/

R55, fortunately, besides the experienced staff acquired via Dermatonics, Superdrug will also have advised and will be engaged in the Axis promotion and it starts next month so not long to wait.

- Joint Commercial Agreement: SkinBioTherapeutics and Superdrug have signed a two-year exclusive UK retail deal, which includes coordinated efforts on product rollout and visibility

- Marketing Budget Allocation: SkinBioTherapeutics raised £4.1 million to support not just manufacturing and packaging, but also marketing to boost brand visibility.

- CEO Commentary: Stuart Ashman confirmed that the companies have been in “discussions for a considerable period” to determine how best to promote, package, and roll out both AxisBiotix-Ps and AxisBiotix-Ac.

- Retail Channel Leverage: Superdrug’s stores with high skincare turnover will be the first to stock the products, suggesting targeted in-store promotion and likely digital amplification.

While the exact media mix hasn’t been disclosed, the phrasing around “brand visibility” and “promotion” implies a multi-channel campaign—likely including in-store displays, email marketing, and possibly social media tie-ins.

Bel you are an intelligent chap and if you look at the cash position despite spending significant sums on the Superdrug orders this FY, you must realise we have jam today and it is just waiting for someone to take the lid off the jar and spread it.

But here is an interesting thought Toyin; if SBTX does not itemise costs and revenues by the Pillars what is the point in retaining them as separate legal entities? After all Q8 July 29th 24 Presentation "If the lysate becomes a major ingredient for Sederma surely they will want to buy the IP or even whole company like they did with Matrixyl. Can you see that happening?" elicited the response from SA that they could just sell off one of the Pillars if a bid arrived enabling the rest of the Group to carry on trading, so how will Investors know if a fair and reasonable bid has been received if we have no idea of the value of a particular pillar?

https://www.investormeetcompany.com/meetings/investor-presentation-687

True Toyin but the group revenue forecasts will certainly take a hike if things all come together in 2026