Member Info for DireCons

Sorry Toyin, I missed your last comment due to the green boxes.

Yes, the launch has happened, and the top tier clients will have had samples, but the roll out continues.

More accurate figures will only be available once the products containing Zenakine are being sold, and so far there has been nothing that we can use to gauge demand. Maybe I'm just too patient, or over cautious?

I would only be expecting some sort of interim license payment, as Croda's customers would still be experimenting and would not know at that point how much, or in what capacity it would be integrated into their products.

Tbh, I can't see us getting any real visibility until year end, which would then mean March or April next year.

Toyin, I'm not sure that the revs in Dec would count as 'meaningful', and what would the payment be for exactly? Also, the Zenakine launch is still ongoing globally, and due to it's potential market disruption and hundreds of applications, revs cannot be known at this point in time surely?

So if we do get any Croda revs info, it will probably be along the lines of 'interim payment', as there can't be any meaning full revs since launch 3 1/2 months ago.

26 March 2025

Current trading and outlook

The commercialisation by Croda of the SkinBiotix lysate has begun. Due to the highly confidential nature of its business and market, shareholders will only see the impact from the Croda partnership upon our financial results at full year end, and long term, we believe the potential enhanced commercial opportunities could be considerable.

Interesting, however 'Croda does not publicly disclose its largest customer. However, they are a major supplier of specialty chemicals to the Consumer Care, Life Sciences, and Performance Technologies markets. Institutional investors, with BlackRock being a significant shareholder, own a majority of Croda's stock.'

I wonder whether SA might be tempted to work with Croda on Medibiotix? If it's proven and taken up by health care, labs etc. , could BTS cope with the capacity needed? After all, they had to go to Croda to scale up Skinbiotix.

Covalo

223 subscribers

0 Comments.

Doesn't know that you can video in Landscape. =~0

For Croda deffo. But how do they value an unknown entity without hard numbers to gauge it's success? That's guesswork on their part?

All we've got to go on is Matrixyl historical success and hope the claimed multiple benefits translate in to a multiple share price increase.

If their Tier one clients can be convinced, Zenakine will be massive. We are at their mercy at the moment, and until we get adoption figures from them, we have no clue, so it's totally pointless trying to guess.

If this drags on and on, we could always buy back the lysate and formulate our own 'Zenakine'??

In other words, it will be tougher to supplant Matrixyl than we may think.

Anything above 24p would suit me!

But I can't see a t/o anytime soon. There's not enough, or even zero Zenakine feedback to make an informed decision imho. They still need to phase out Matrixyl and introduce Zenakine as a replacement. That won't happen this year imho. We might be surprised though?

So ultimately, it's Croda and Sederma who are calling all the shots re. Zenakine. Poor old SA is being strung along, issuing guesstimates as to when things will actually happen.

Bel, I thought SOH said 25p, not 20p?

RNS Monday. Skinbiotherapeutics PLC is delighted to announce that The RH Sir Joseph Sheedy KC, MBE, OBE MSc, for services to bulletin board trolling will be appointed Chief Executive of social media and company promotion worldwide.

Stuart Ashman, CEO of Skinbiotherapeutics PLC said, "We are extremely proud to welcome on board one of the greatest, if not THE greatest assets to bb trolling in the history of online investing. We look forward to his highly valuable input in the future. Remuneration will be based on the daily number of bb posts and payable at 10p per post.

This will be noted as incidental expenses in the company accounts.

Thank you for your attention to this matter.

Good work with the fake absence loser. Find some friends soon, it will be good for you, trust me.

Unlock the true power of the gut microbiome. Sweetbiotix not mentioned but all the buzz words are there.

https://www.dsm-firmenich.com/en/businesses/health-nutrition-care/segments/dietary-supplements/health-from-the-gut.html

Is she wearing a mask?

Looks like the loon has destroyed what was a decent bb.

Only seeing around 2 posts per page now.

Agree raytheg. Bazza is the ring leader of the pitchfork gang.

Hey Bazza, did you manage to source an office next door to Ashman so you can keep an expert eye on him?

Click the 'Filters' tab above. Insert name of troll, click 'Filter chat'

Only trouble is on this site is that you'll se about 40-50 green bars per day. On adv they disappear completely which saves scrolling through acres of nonsense.

Thanks mol. They're doing some interesting work on PFAS and launching products in the US next year.

Per-and polyfluoroalkyl substances (PFAS), often referred to as “forever chemicals,” are a large group of human-made compounds used for their water-resistant, oil-resistant, and nonstick properties. PFAS are extremely persistent in the environment and the human body, meaning they do not break down easily and unfortunately accumulate for decades.