Member Info for AquaeSulis01

Well done Pizza, I went the cholbiome bp route as I didn't fancy taking red yeast (same composition as lovestatin)

Oct 24 - Total Chol 5.4, HDL 1.3, Ratio 4.2

May 25 - Total Chol 4.7, HDL 1.3 Ratio 3.6

Croda yes superdrug no. SA will have used the staff he acquired from Dermatonics to negotiate the deal via their Superdrug contacts

"Acqua, he also reiterated on the 22nd June podcast with Elric that he would announce the Croda sales by the end of June, so what changed in the last week then? His stories don't add up, just can't help himself." No he did not. SA stated figures would be in the Singer initiation note released over the next week or so

Bel, "all things considered, I'm going with very low sales and low royalties. May well do well in time, but his language does not inspire me." Except you really don't believe that at all do you bel, after all I seem to recollect that you posted a while back that you had heard from contacts at the Widnes plant that things were very busy indeed. SA would I suspect love to be able to lift the lid on Zenakine sales and he obviously thought he would have the green light to do so by end of Jun when he made his Apr statement. Sales will not disappoint, this is a new product type on the market and demand for it will and probably already is substantial

From memory, original reason for the Boots online deal delay was that Boots were undergoing a substantial redesign of their website

Sat on a beach and yet I still care about Superdrug. We raised a substantial amount of money to launch both axis-ps and axis-ac so I would like to know the forecast payback period. Numbers to-date from Croda sales will be in Jul EOY update and Broker note still expected shortly with their revenue forecasts so not long to wait. Following acquisitions sbtx is more than about Croda, total revenue and profit at the Group level is what matters now.

Https://www.theguardian.com/business/2025/jun/27/superdrug-plans-to-add-more-stores-as-demand-for-weight-loss-drugs-soars

I have now listened to the podcast several times now, the luxury of being on holiday, and believe folks have missed whereas large chunk of the money is to be spent and that is on something akin to f ull clinical trials to provide the efficacy to support the marketing both in Superdrug as well as the big US Market following the NPF deal of approval. SA has always believed axisbio tix should be a blockbuster in its own right and for the first time with the arrival of regular Croda revenues on top of the firepower this placing gives him he can now properly support the launch of axis-ps and axis-ac

True but not sure if the relevance of UK companies for a npf seal of approval aimed at the US Market?

You need a new so search tool. www.psoriasis.org/search-results/?q=Deal%20of%20approval

So younger audience ideal for the new acne product and throw in the current uncertainty with Boots being sold off by its US owners then Superdrug seems a much safer option

Comparison with Competitors

Superdrug faces fierce competition from Boots, another prominent player in the health and beauty market. Despite having a higher turnover than Superdrug, Boots has been outperformed by Superdrug in terms of like-for-like growth in recent years. In 2020, Superdrug’s like-for-like sales rose by 10%, demonstrating its strong performance in the market (Retail Week).

While Boots has a more extensive store network, with approximately 2,400 stores compared to Superdrug’s 800 stores, Superdrug’s physical presence is still significant in reaching customers across the UK. Moreover, Superdrug has carved out a unique position in the market by attracting a younger customer base, with nearly 70% of its shoppers aged between 16 and 34. This differentiation in target audience sets Superdrug apart from its competitors. https://blog.osum.com/superdrug-market-analysis/

Of you read the RNS properly you will see exclusivity is in-store only and we can still sell ourselves online

Thomas, that is indeed a possibility after all the Finance Director has gone suddenly and the Broker/ Nomad replaced since the HY Results and presentation so fresh eyes all round, but let's hope not. The point is until we see the Results we are not in a position to judge the short term financial health or otherwise so in the interim, just repeating the same gripes over and over again is counter productive to folks own health

Folks, I have the perfect solution for you miserable curmudgeons; "Zenakine stimulates happy messengers in the skin, and we have data that shows it gives people a feeling of happiness and improves emotional balance.” Stuart, if you're reading this BB, any chance you could get some samples sent out to this lot?

It's coming, it will be a success, the share price will respond accordingly, and Belgrano with the sp already below the placing price that IIs were content to buy in at so must have liked the story SA had to tell, look forward to you buying back in again and suddenly seeing a glass half full until you have flipped back out again at least

https://www.personalcareinsights.com/news/croda-neurocosmetic-hair-care.html

Https://ukinvestormagazine.co.uk/skinbiotherapeutics-signs-exclusive-deal-with-superdrug/?mc_cid=4ebacbdf1a&mc_eid=47d95d88cc

What "Ashman" said was that he was "not rushing out to do a fundraise to prop up working capital for this Company" i.e. keep the lights on, and he is not.

Regarding the timing of the NPA announcement, SA also informed us that the intention was to put the NPA Seal of Recognition on the Axis packets when he launched with the National Pharma Chain, which we have now had confirmed as Superdrug, hence the shared timing of the announcement

Both BK

Let's get back to playing the ball rather than the man and focus on facts relating to opti's prospects. Using my own "grey matter" and in the absence of any firm figures from the Company, I have tried to gauge how Dr Morepen's Lightlife sales have been progressing and as they have provided a free app to assist with weight management using the Lightlife products thought that might indicate how sales are progressing. I wont comment on whether it looks a success or otherwise based on the following, but will leave others to interpret as they see fit:

India's population in 2025 is estimated to be 1.46 billion

India's overweight population has been steadily increasing. As of 2025, approximately one in four Indians is classified as overweight or obese. This trend is driven by factors like urbanization, sedentary lifestyles, and dietary changes.

India's middle class is expanding rapidly. As of 2025, approximately 31% of the population falls into this category

How many times as the lightlife app been downloaded?

The LightLife app by Dr. Morepen has been downloaded approximately 1,100 times so far. It’s still relatively new, having launched in late 2024, and in the past 30 days it’s averaged about 17 downloads per day.

Net, Croda have built a dedicated line for skinbiotix aka zenakine "Building a dedicated production line circa €5mill"

https://www.skinbiotherapeutics.com/sectors/