focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Ray,
Now you have the opportunity to listen to the interview, perhaps you can be good enough to appraise it and actually contribute to the discussions rather than constantly complain about £35 across the forums. :)
That is an excellent point, Clio. Moreover, IMHO, the MN has a member of its scientific team in both camps simultaneously. Out of respect for Stuart, I could not just throw the MN name on his lap and expect him to say, well done, you nailed. The NOMAD would have had kittens. However, without names, I did propose my hypothesis. I stand by my hypothesis on the identity of the MN seeking to take control of the AxisBiotix pillar.
Woof,
A well-considered post. I hope that does not come across as patronising.
Indeed, an MN deal involving an upfront payment worth c£3m would ease concerns from people like yourself who have pulled up a seat to sit on the sidelines with a watching brief. It is all about one's comfort with the level of risk, and SBTX carries risks you rightly highlight, as have I.
Stuart recently stated we would never rule out a fundraiser. However, like you, I do not see an MN deal being signed off with a wad of cash before the study results. This leaves AxisBiotix -Ps sales building steadily with a c80% retentions and Croda revenues, which I believe will be as early as the end of Q1 but likely to be H2. If this is the case, SBTX should not be required to come back to the market to raise more funds. You said it yourself: the market controls the cash, and SBTX had no problems raising the money when there was plenty of evidence other Companies, including OPTI, could not raise what they wanted, and if they did, it was typically at a significant discount. Croda is a very useful indemnity if you need to raise cash. It's likely to be less than the prior £3.5 gross, and a door could open for SBTX to request an advance from Croda sales. I must be clear: Stuart never floated this idea in our conversations.
The fact that SBTX raised what it wanted at a minimal discount is quite telling, be it from someone who may be wearing rose-tinted glasses. Stuart and Manprit will have been in detailed discussions with Croda before crunching the numbers.
No mergers or acquisitions appear to be completed before the Croda launch. The small team led by Stuart is working tirelessly, and it is more of a matter of time constraints than anything else. The primary focus seems to be on the study, oral care, and Croda. During the interview, it became evident that mergers or acquisitions are unlikely to involve cash or shares but could potentially include a mixture of CLNs, asset debt, and shares. Additionally, the deal must benefit the business overall and be accretive.
The territory expansion of AxisBiotix-Ps also helps the MN deal, as a regulatory pathway has been established in a post-Brexit world where we are led to believe Brexit Britain is doomed.
Based on my understanding, SBTX had £1.2 million before raising £3.5 million gross. The company's cash burn is decreasing and is expected to be below the c£200k monthly. In my opinion, I don't think the company will need to raise any more funds to continue its existing business strategy. The launch of Croda has significantly changed the risk landscape, and I believe it will bring high volumes from a range of high-profile household names rather than just the soft launch we saw with AxisBiotix-Ps.
Spuddy,
Trolls like Moninan fail to understand that companies such as POLB are disruptive fledglings with no notable revenues at such an early stage. Moreover, they fail to comprehend the business model, which makes them blind to the opportunities that others see and have the patience and conviction to maintain their investment. Although it is fine to have a contrarian point of view, constantly harassing and avoiding answering difficult questions - such as the ones I have asked - is a waste of time. Moninan often shares misinformation about my opinions, which are frequently unrelated to the company. As a result, I have decided to filter his comments, as he ignores them and only engages in badger-baiting. It is worth noting that volatility in the SP is to be expected given the nature of fledgling companies, and it will not be smooth sailing for companies such as POLB because retail PIs are a thirsty lot when it comes to news.
🎉 #POLB
@PoolbegPharma
H1 2023 Highlights 🎉
💰 Maintaining a strong financial backbone with a cash balance of £14.1M
🔬 Positive outcomes in the POLB 001 LPS human trial, showcasing potential in treating severe influenza & other inflammatory conditions
📈 Exploring strategic expansions of POLB 001 into oncology & new indications beyond CAR T
🤖 Leveraging AI with CytoReason for groundbreaking insights into influenza & identifying novel drug targets 🔎 Progressing steadily with lab validations and poised for vital completions in H2 2023 & H1 2024
🌐 Moving forward in the EncOVac project with a fresh €2.3M grant
🌟 Welcoming industry veteran Professor Brendan Buckley to the board
#HealthTech #PharmaNews #BusinessUpdate #InnovationInHealthcare
https://tinyurl.com/bdd3zdam
https://open.substack.com/pub/lemminginvestor/p/poolbeg-pharma-plc-3ee?r=kcv2o&utm_campaign=post&utm_medium=web
Speaking of bonuses! https://lemminginvestor.substack.com/p/skinbiotherapeutics-plc-35b :)
Https://knowledge.sharescope.co.uk/2021/06/25/equals-group-plc-are-they-making-a-comeback/
To curb the escalating concerns regarding the environmental and health impacts of single-use “disposable” vaping devices, the Local Government Association (LGA) recently issued a rallying cry for an outright ban on producing and selling such products - because bans always work!
This news has not gone down well with Supreme (AIM SUP) or Chill Brands (AIM: CHIL); it is the former we concern ourselves with because it was a featured Company by my father earlier this year. Steered by a range of disturbing factors, including the attraction of these bright-coloured fruit-flavoured vapes marketed to a young teenage market, are not the most responsibly minded individuals when it comes to disposing of them after their use, have unwittingly created a problem for themselves and the public. Their fire hazard potential and the escalating issue of littering become a problem. Nonetheless, it provokes a pertinent question: Would a total ban be the optimum solution, or could it inadvertently do more harm than good, and how could a ban impact Surpeme?
https://is.gd/xLGCjf
Ray,
You either ignored my main points!
It would be best if you appreciated Stuart is on record stating he does not want SBTX to be a news-driven Company or announce the opening of an envelope. This strategy leaves a news void. And with a tiny team working flat-out on several projects, the Company has little time to provide the level of service you desire. This is where I at TW fit into the IR role if I can use that terminology.
It is because I have a platform that reaches a 1000s of investors and provides leverage that I and our subs can use to their advantage. In short, collate reasonable questions and put them to a Company. Had I not taken it upon myself to persuade Stuart to see the merit in taking an hour out of his time to address some Qs you may have been complaint about the lack of news. Soft diplomacy has worked well at time for the Company, us and investors.
There's only an issue when people such as you make an issue because you do not wish to pay for a service that had not been functioning as it does and would likely be left with longer periods of news blackouts, no promotional work and a smaller shareholder base. You made that choice, I chose to hound a Company for news to help with research we can all benefit from.
And so there is no misunderstanding. I think you are disingenuous with your complaint. I can point to your whining on the POLB thread. Another Company I feature and certainly is not shy about keeping investors informed. However, you beat the same drum for the same reasons and go as far as to argue “back channels” implying skullduggery afoot, no doubt hoping the Company with think twice about approaches from me on behalf of investors.
You offer nothing on any forum of note. Your main concern is saving £35 - false economy of choice. Live with it.
Watch that 50p doesn't smack you on the back of your head as you bend down to catch it.
Thank you, Bazzao.
I sacrificed my weekend, even though I should have been resting, to conduct an interview and create a teaser to go along with it. It was worth it because the feedback has been very positive. What's even better is that LTI has given us tangible encouragement that Q4 could end with a bang if the board concludes any number of news items securing the commercial future.
By the way, Aquae raised another important question for me today. I should have put the same to Stuart, but it's one that got away. I have just added an amendment to the teaser because it is important.
Thanks, Aquae.
Ray,
I respectfully feel that you belong to the category of investors who do not perform due diligence regarding actual research. You expect people like me and TW to dedicate thousands of hours to providing you with free-of-cost assistance without considering the effort or the core principles of our respective business models. I feel confident you expect a salary for your work, right?
Let me explain it this way. If TW or I hadn't requested SA's time, many investors would have been less informed about the Company's current status. You can see the positive comments on the BB. Don't these comments assure you? Additionally, I often make the articles available after a certain period, and sponsors often support them, so people who don't want to spend money can still learn more about the Company. That said, my subscribers are my priority, and they often already have an established position, so a wider audience after a short period helps, and they understand this.
It surprises me how shortsighted some investors can be, that they're not willing to spend a few pennies to learn more about a Company they have thousands of £ invested in. I don't understand some people's mindset. Ray, it would be best if you got your priorities straight. At least take the time to know what we do.
FYI, I have had this conversation with the Company. They understand we provide a specific service; Proative, Vox, etc., do not. Companies like to use a broad range of services because this broadens the potential investor base-we are just one of many. We provide a service for investors, which means we are the proactive conduit between the Company and investors. This helps reduce the otherwise overburdensome workload IR may have to answer many emails, or not as the case may be.
Additionally, subscribers contact me daily with additional queries I may need to put to the Company or fact-check something. This is a valuable service because the Company know I will not waste their time. After all, we, I, often already have the answer.
Hi Clio,
It would be great for subscribers like you to have the chance to benefit from any value they see in it. There are definitely many topics worth discussing. To get some hints about the MN, it's worth revisiting https://lemminginvestor.substack.com/p/skinbiotherapeutics-plc-c08 for publicly available information that has helped me form certain assumptions. Of course, SA would never acknowledge my efforts, but I'll reward myself when the announcement is made. :)
Hi Farris,
I could be biased, but I feel the interviews have provided me with more encouragement than before. Perhaps it is because there are critical commercial events imminent. Our patience is about to be well rewarded, IMHO.
The interview has just gone live via https://lemminginvestor.substack.com/p/skinbiotherapeutics-plc-35b not YouTube.
Dorset,
Probiotics flush through the body after 24 hours, so flare-ups are inevitable once you stop taking AxisBiotix.
Regarding dosage, my wife takes AxisBiotix for arthritis in her hands and fingers. She has had to increase the dosage during periods of icy weather and summer. She takes it every other day without any major issues, so you might be able to do the same. It's worth trying. I suppose it all depends on the severity of your condition.
Clio,
Sometimes, investment success can hinge on patience, not the company.
Riddle me this! The new batch of AxisBiotix is being delivered with a BBE O6/25. Given the BBE was revised to 11/23 with an estimated 40% of the original batch remaining, who has it? I think I know, but I need to check. This will be in a series of questions I will ask SA tomorrow evening. If you have any Qs, email or PM me.
Aquae,
From the boards and the messages I receive, it seems that many investors have not fully understood the significance of the Company's comments regarding the "increased activities in the closing of Tight Junctions, Transepidermal Water Loss Prevention, Prevention of Pathogens, and Restoration of Elasticity". In my humble opinion, these developments are just as valuable as those of a Company that produces a cancer drug, particularly with regard to skin care and wound care.
Yesterday, I shared a detailed analysis of a potential game-changing innovation that could disrupt the skin care and cosmetic markets. My focus was on the concept of tight junctions and how the lysate could help in tightening them, thereby transforming the skin care industry. Once more details about the lysate are revealed, its impact on the market will become even more evident.
https://lemminginvestor.substack.com/p/skinbiotherapeutics-plc-51b
Well, this is alarming news but great for SweetBiotix.
Sweetened Drinks Are Linked to Chronic Liver Disease And Liver Cancer
https://x.com/lemminginvestor/status/1697551844925456601?s=46
Nick,
"SA mentioned the possibility of a multinational deal before year-end with the added comment "what a Christmas present that would be." I don't think he would say that if it weren't a reasonable possibility although it isn't wise to raise expectations too much and of course he wasn't saying by any means it is nailed on."
SA has set high expectations without providing enough information at this point. It's apparent that SBTX has had a preferred MN at the negotiating table for quite some time. Additionally, it's clear that the SBTX board has high hopes for a deal with at least one MN that will take them to a significant stage, most likely on a commercial basis, but they need specific results from Acne and/or oral. If that's the case, SBTX is likely to look for upfront payments and potential royalties from sales as a starting point. This solution checks many boxes and significantly reduces the Company's risk while waiting for Croda royalties.