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A breakthrough active ingredient

The Croda Beauty Actives team has been exploring the skin-brain bidirectional communication that has led to the development of a new revolutionary ingredient. This breakthrough active ingredient will lead the way for overall beauty and wellbeing.

Triad was trading at 4P on 20/03/13

I got it wrong

It 100 bagged from that price this week.

12 years not bad !!!

Triad hits £4.00

5P just 12 short years ago.!!!

SBTX my only investment today, was 7P in July last year , now 20p.

Has every chance of going to £4.00 with time on its side.

We are now just 100 days away from the Croda blockbuster launch of the new Lysate.

The first royalty payment from Croda has been, or will be, received by SBTX within the next 72 hours. ( from pre sales of the new Lysate ).

To think half the world’s population could have the product in their homes within 3 years.!!

Right now no Croda revenue forecast is in the market, (.in the years ahead I think tens of thousands of investors will be following the broker updates)

Never in my life have I researched a company where the potential rewards are so massive , combined with a share price that today reflects none of the opportunity .

If 2025 plays out how I think it will ,this thread will be gaining rather more attention than today’s near zero visits.

The very first clue about the new Lysate to be launched at the show .

: ANTI AGEING :

https://www.in-cosmetics.com/global/en-gb/whats-on/technical-seminar-programme/sessions-details.4211.233248.reduce-premature-ageing-by-improving-emotional-resilience-innovative-cosmetic-ingredient-to-reduce-psychological-stress.html

A tale of two companies

Croda are down from £50.00 to £33.00

SBTX are just off the years high.

Croda / SBTX Lysate

The issues likely to be addressed by using the new Lysate .

Tight junctions

Elasticity

Hydration : reduction in trans epidermal water loss .

No existing product is available in the market today,( in a single formulation,)

This is an example on what can be achieved, given time.

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TLDR;

Royalty agreements are on the rise, and threaten to eat into big pharma’s top-line and limit their role in the biopharma ecosystem.

Once little-known outside financing circles, Royalty Pharma has quietly amassed a stake in ~25% of all blockbuster drugs on the market.

Their impressive portfolio includes royalties on more than 45 commercial products, including big names like AbbVie and J&Js Imbruvica, Astellas and Pfizer’s Xtandi, Biogen’s Tysabri, Gilead’s HIV franchise, and Merk’s Januvia.

Within their diverse portfolio, 7 of the products generate at least $3 billion a year. The jewel in their crown is their stake in Vertex’s cystic fibrosis franchise, including Kalydeco, Symdeko and Trikafta which combined brought in an eye-watering $8.4 billion revenue in 2022.

The combined royalties equate to about $2.6 billion in annual revenue for Royalty Pharma. No costs associated with development. No costs for manufacturing. No costs for marketing.

And all this with a management team of just 35 people.

If you are feeling a degree of business model envy, you are not alone.

Royalty Pharma saw a gap in the drug venture market, and satisfied it spectacularly.

Breaking research.

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As of today, we are awaiting for Croda to name the Lysate, and publish product claims.

A massive clue can be found here. !!!!

Looks like the wait is nearly over, based on past product launches.

Less than a month to go before the whole planet gets its first look in .

LE PERRAY-EN-YVELINES, FRANCE | 13 JANUARY 2023

Sederma at in-cosmetics Global 2023

Welcome to stand J50 to discover a brand-new active ingredient dedicated to fading both age and sun exposure pigmentation disorders for an even skin complexion. This ingredient, obtained from plant cell culture of scarlet bee balm leaves, also offers unique sustainable attributes. Adding on to the better living theme, we are pleased to present our ‘Be Unique, Be Authentic’ formulation kit designed to answer evolutive skin needs with regards to age, skin type as well as lifestyle and environmental factors. Could it be a source of inspiration for your future developments? If you missed our recent launches, it will also be the opportunity to learn more about ReVitAlide™, our encapsulated retinol, and BB-Biont™, our biomimetic peptide addressing atrophic scars. So don’t forget to visit us on our stand J50 and discover how we use Smart science to improve lives

Croda :

Note the number of followers at over 100,000

When it comes to sales, it’s great to know they are well in with their clients. ( working as a team ).

Croda

101,917 followers

19h • 19 hours ago

Follow

We’re proud to announce that Croda has been named as finalists in two categories at the UK Customer Satisfaction Awards!

We are grateful for the recognition as we seek to build new levels of togetherness and connection between Croda and our customers. This includes the outstanding contribution our people made to improve customer care this year, by listening to customers and acting on feedback.

Sarah Dennett, Customer Experience Lead tells us: “We’re thrilled to be finalists for the UK Customer Satisfaction Awards in the Customer Feedback and Customer Commitment categories. Being shortlisted alongside leading B2C and B2B organisations highlights the significant advances we’ve made in developing and implementing Croda’s strategy. This recognition is a testament to the dedication and hard work of our people, whose commitment has been instrumental in driving our progress.”

Congratulations to all those involved in the nomination

SBTX

My personal excitement stems from having the confidence to compute what are known facts today, and working forward.

I don’t need a broker forecast, for comfort. (However I accept most potential share holder's do ).

I don’t need to know more about the Lysate, we have been told it’s enhanced, on what Croda expected 5 odd years ago. All green lights.

I don’t need to worry, it will quickly eat into Matrixyl sales , Croda, and the industry are screaming green, and sustainable. Matrixyl is not.

I don’t need to worry about S/A and his growth plans for the company , revenues are on target to be up over 2,000% in a single 12 month accounting period.

I don’t need to know more about the Croda cut, it’s a minimum of 10% near constant and may well be a lump higher. Pure profit.

I don’t need to worry about lack of director buying, they have options that will make them multi millionaire's. S/A is looking at a cool £10M.

S/A is of the view, ( just like me), SBTX will smash through, 80p, £1.00, and 1.20P to trigger his options.

I don’t need to worry about SBTX paying any tax for the next one or two years. First ten million is tax free.

I don’t need to worry about future share dilution. ( I welcome it, at a time when the SBTX share price , allows the buying of a new company, with perhaps just 1% more shares being issued.)

I don’t need to worry about new commercial deals, to drive yet more growth, SBTX are in talks with other potential partners right now.

I have seen the true grit of S/A this year, in interviews , the guy has been under constant attack as he has laid the foundations of what’s looking more, and more like a potential billion pound company.

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Investing in the stock market is very simple

Number one priority is to reduce risk.

Don’t accept average market returns of 7% ish.

The risk of being in the market at any one time period is way too high.

Super fast revenue , profit, and then dividend growth, is the key.

Find a company that can do the above, buy it for a song, and wait for Mr Market to do all the work for you.

The first round starts in 4 months.

Finally please read where SBTX is heading , in the annual report, they intend to be leader in the skincare market. My money is on them, to do just that. 😜

From a very informed poster.

Elrico.

SkinBioTherapeutics and its SkinBiotix Lysate have a future brimming with potential, far beyond the typical narrative of "anti-ageing" face creams. In my IMC interview with Ashman, we explored a vision that stretches well beyond mere cosmetics. This isn’t just about creams or even mainstream products like lipstick, haircare, or deodorants—the possibilities are vast, as you’ve undoubtedly seen from the comprehensive list I shared recently. I firmly believe Lysate could revolutionise several sectors, including sunscreen, with its likely UV-blocking properties, and even extend into wound care, as Ashman and I have previously discussed. And of course, the reduction in retinol, another area I have explored before it was discussed here most recently.

The reality is that until the "technical enhancements" are unveiled, everything is speculative—whether that’s my analysis, TW’s projections, or yours. Speculation is the nature of the beast, but the breadth of Lysate's application hints at a profound impact well beyond Matrixyl, a point I’ve stressed before. The £300 million valuation tied to royalties from Croda, based on hitting £25 million annually at 10% of Matrixyl sales, is a useful benchmark but not the ceiling. Lysate’s potential application across industries allows it to outpace such estimates entirely.

Regarding valuation, I’m not here to fuel a bidding war of speculative figures. TW may have committed to a higher floor with his £300 million royalties projection, but I’m playing the long game. Until more details emerge, I’ll focus on facts, not forecasts, confident that the broader market and SkinBioTherapeutics' ingenuity will deliver results that could exceed even the most optimistic expectations. Patience, after all, is a virtue—and, in this case, likely a profitable one.

Swept under the carpet’

In 2022-2023, total contributions to public sector pensions were around £44bn, with around £30bn coming from the taxpayer in the form of employer contributions. The Government projected this would rise to £53bn in 2024-2025, of which around £36bn would be taxpayer-funded.

Understanding why Matrixyl is likely to be off the shelf within a couple of years.

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The push to go green bio, and sustainable is unstoppable.

All the majors, inc the vast majority of the smaller players, within the cosmetic chain are playing catch up.

They all have the same problem, namely getting meaningful traction on a year on year basis, to achieve green and sustainable ,self imposed targets.

It’s a struggle to get 1% -3% improvement P/A.

The industry is looking to the likes of Croda to deliver solutions on their behalf, and at pace.

Along comes a new clean bio, sustainable product , tested , and proven by science, that can transform the use anti ageing creams overnight.

The new Lysate does not have to be sold, the industry will grab it with open arms. !!

In one foul swoop, dirty synthetic Matrixyl disappears.

The annual reports from those within the industry, proudly declare they have made huge improvements of perhaps 10% on their green agendas.

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It is for this reason , that it’s my personal belief, the share price of SBTX will go absolutely ballistic when the stock market cottons on.

Market forces can be extremely powerful, when every party in the supply chain , inc the end consumer are all singing from the same hymn sheet .

This was post number 3 on the thread;

Dec 2021 14:06

Could you help us all out and name the stocks please.

I'd be happy with just 2

Thank you

At the time I posted just one TRD

Those that have suffered reading all my posts here , will have noted I changed my stock selection after hitting my 100 fold pension pot increase, from TRD to SBTX.

I also reduced my exposure to the stock market at the time .

SBTX had a results presentation yesterday that was outstanding ( not the results themselves ) , but the game plan going forward.

Link to my thread on both Croda and SBTX for anyone that might be interested .

This was post number 3 on the thread;

Dec 2021 14:06

Could you help us all out and name the stocks please.

I'd be happy with just 2

Thank you

Those that have suffered reading all my posts here , will have noted I changed my stock selection after hitting my 100 fold pension pot increase from TRD to SBTX.

I also reduced my exposure to the stock market at the time .

SBTX had a results presentation yesterday that was outstanding ( not the results themselves ) , but the game plan going forward.

Link to my thread on both Croda and SBTX

This was post number 3 on the thread;

Dec 2021 14:06

Could you help us all out and name the stocks please.

I'd be happy with just 2

Thank you

Those that have suffered reading all my posts here , will have noted I changed my stock selection after hitting my 100 fold pension pot increase from TRD to SBTX.

I also reduced my exposure to the stock market at the time .

SBTX had a results presentation yesterday that was outstanding ( not the results themselves ) , but the game plan going forward.

Link to my thread on both Croda and SBTX can be found under Chat, general, and then general again.

Yesterday’s presentation opened a few eyes.

One of the big one's for me , was being told the double digit revenues ( % ) hardly moves , no matter how many sales are made.

Let me explain :

Let’s say the rate starts at 12.5% and sales jump 50 fold over 2 years.

That 12.5% may change , ,up or down) , but by only the odd single % or two.

My money is that it never falls into single digits, and may well start far higher than the 12.5% I have used.

Remember the word. : ‘’’enhanced ‘’’ is quoted by SBTX when referring to the new Lysate, after the human trial results.

Https://youtu.be/FXxKQY5ofho?si=ayG4tEt8yvIJpOyh

SBTX results presentation

A stunning, super growth stock in the making.

Croda , growing, recurring revenues, will start in the next 3 weeks, and could last a full 20 years

Double digit payments on CRODA’S Lysate sales

Triad Group PLC

Massive contract win of £15M awarded last week, which = all of last years turnover .

Croda share price looking sick, SBTX looking cheerful.

Full year SBTX results are down to be published on WED this week.

Another company within Croda*s field.



 https://www.personalcareinsights.com/video/evonik-skin-microbiome-innovations-shaping-the-future-of-skin-care-and-sustainability.html

A few tip bits

Driven by customers needs

Sustainable and proven

Now starting to develop products

After 3.30 m : A couple of years latest , Bio will be a MUST HAVE .

Have not got a stable product , ( have the chance ), Note what S/A said in questions last week !!!!!

Only now, getting promising results

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EVONIK

06/11/24

Results

At the same time, the company is setting the course for future growth. The new innovation strategy presented in the third quarter focuses research and development on three clearly defined growth areas: bio-based solutions, the energy transition, and the circular economy. By 2032, Evonik plans to generate additional sales of €1.5 billion with products and solutions for these globally relevant sustainability trends.

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To sum up, I put Elric”s and my own case forward

Namely Croda will, ( and perhaps has to ) use its first mover advantage, to maximise and solidify its number one anti ageing product position.

In essence get the Lysate mainstream before the competition even

Gets a look in.

Kodak went from maker leader to bust within a very short timeframe, Croda made sure 7 years ago they were not going to make the same stupid mistake.

Can you imagine the amount of interest now being shown by others in our Lysate that’s ahead of the pack.

No wonder SBTX are looking to rapidly go positive on the finance side.

Hats off to the Croda team.