Member Info for elrico

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.

Aquae,

I think there is a case to argue SlimBiome products are superior to the utter garbage of Slimfast, which verges on empty calories - that's the feeling I had when I compared it with GoFigure. My point is that science-evidence has a more robust market, but the main issue is one of marketing the message more broadly. This is where the B2B will benefit, but as we now know, this route takes longer than some peeps have.

My real concern is the switch to an easy fix, a shortcut by using prescription medication. Too many people are in a rush to get to a result with minimal effort. Cost-effective results will be the ultimate judge.

No more needles for me!

Who would have thought a little fat hobbit is more liberal than moniman. :)

The Licensing-out is what we investors are waiting for. By way of an apology for my earlier conspiracy-denying outburst, I thought I would try to make amends and bend the knee a little. :)

Poolbeg's Licensing-out

Lead asset POLB 001 has shown promise as an immunomodulator for severe influenza; the company is well-positioned to license out its technology to larger pharmaceutical corporations. Talks are ongoing!

Benefits to Poolbeg (Commercialisation)

Licensing allows Poolbeg to generate immediate revenue without the extensive costs and time associated with bringing a drug to market. This revenue often comes in the form of upfront payments, milestone payments based on developmental progress, and royalties from sales.

Risk Mitigation

By licensing out its technology, Poolbeg can transfer some of the risks associated with drug development, regulatory approvals, and market uncertainties to the licensee.

Resource Allocation

Licensing enables Poolbeg to allocate its resources more efficiently. Instead of investing heavily in late-stage trials or global market penetration, the company can focus on its core strength: early-stage research and development.

Benefits to Licensees (Big Pharma)

Access to Innovative Solutions: Licensing allows pharmaceutical giants to access and benefit from Poolbeg's innovative treatments without investing years in research.

Faster Time-to-Market

With a licensed product, pharmaceutical corporations can reduce the time it takes to introduce a new drug, especially if the product has already undergone initial trials.

Diversification

For big pharma, licensing is a way to diversify their product portfolio, ensuring they have a mix of products at different stages of development.

The Potential of POLB 001

Given the significant unmet need in the influenza market, the licensing potential of POLB 001 is vast. Severe influenza has an economic burden of approximately $11 billion in the US alone. With no suitable drug currently on the market for the 3-5 million severe influenza cases reported globally, the licensing value of POLB 001 could be monumental.

Poolbeg's licensing model is a testament to the company's forward-thinking approach. By leveraging its research prowess and offering innovative solutions to larger pharmaceutical entities, Poolbeg ensures a revenue stream and amplifies its impact in the medical world. For investors and industry stakeholders, this model underscores Poolbeg's strategic insight and its potential for sustained growth.

A cash balance of £16.2m as of December 2022 is a testament to its sound financial management. It provides a multi-year runway before funds rundown, meaning the BOD are not in a vulnerable negotiation position. Moreover, with a portfolio approach that advances multiple programs in parallel, the risk is effectively spread out, ensuring a higher probability of success.

Slimfast Demand Slumps as Dieters Turn to Weight Loss Drugs

https://finance.yahoo.com/news/slimfast-sales-drop-dieters-turn-074034777.html?ncid=twitter_yfsocialtw_l1gbd0noiom

You can narrow the spread if you phone your broker. Online quotes will almost certainly result in the worse offer for any volume.

Just for you Moni.

Grab a coffee, relax. Get a pen a paper (for notes) and research the chap on the right. He knows a thing or two. A tad more than Greta, Al Gore or Bill Gates I would wager.

https://www.youtube.com/watch?v=KhCKYvETYDc

Sorry for the off-topic. I am attempting got save a soul. :)

Ria binned him as soon as he showed up on SBTX. He ramped it and left when the penny shifted half a penny against the ramping. This is fragility exposed for what it is.

Moni,

Life is good, even sweat when it is almost taken.

BTW, can you explain your obsessive blathering about global warming and how you arrived at the notion I deny it?

For clarity, and perhaps your sanity, given its fragile nature - I have never denied climate change; it's what the climate does. But wait, don't get too excited; I refuse to believe mankind will be wiped out unless we stop using fossil fuels, and stop cows farting, as we all zip our mouths up and place a peg over our noses, though I see the merits in this for some.

Relax and live as you wish, and stop allowing elitists to influence your every move, especially until they do as they preach.

Why are eco-cultists so illiberal people?

Farris,

Positive results from Acne and Oral will put the SBTX board in a very good heart. It will almost certainly be encouraging for a prospective partner looking to add a natural alternative to a well-being product portfolio within skin and oral care. The SBTX partnership with an MN becomes more attractive for all parties. The ideal partner previously named could strike a deal for Psoriasis, Acne and Oral care - they fit very well inside their portfolio of products in the well-being segments. It would be a highly significant win for SBTX; both probiotics could be commercially viable quickly after the Acne study results, and a natural oral option would be a little further down the regulatory road but still quite speedy compared to existing products because of the natural nature of the IP.

Stuart stated in his interview with TW: ACNE TIMELINE and Posible MN deal - "Answer your question, timeline. I would love to get the deal over the line this calendar year before Christmas will be the best Christmas present for everyone. Is there a chance of that? Yes, there is, but it would require Acne to happen quickly, cleanly, and positively and be successful in its trial.

It appears Oral care results and Acne are due by the end of this month. Very likely to be positive outcomes which should lift the SP higher.

Https://lemminginvestor.substack.com/p/skinbiotherapeutics-plc-c08/comments

In an increasingly complex and dynamic financial landscape, companies that successfully navigate the intersection of technology and responsible investing are poised to stand out. Insig AI’s Final Report announced today showcases its strategic advancements, partnerships, and financial achievements, shedding light on its positioning in this evolving market ESG market hoisted upon us all, whether we like it or not, by Blackrock. There is a, but that is progressing slower and frustrating investors and board members, as you will read. https://twitter.com/LEMMINGINVESTOR/status/1691092985612816384