RE: Opti over 400%26 Jul 2023 20:32
Thomas,
I think SOH has expressed significant revenues from SweetBiotix for 2025. There is hope for at least one soft launch with one of the named partners for this year. This will be via a second r third tier product rather than a blue-label first-tier product for obvious reasons and will be limited to a small territory. I suspect this will be to avoid potential lousy PR, such as Irnon Brew had when AG Bar changed its sweetener.
The clinical trials for Croda won't commence until November and will continue for 3-4 months. It remains uncertain as to how fast Croda will enter the launch phase. I anticipate that Sederma will supply their customers with the lysate as the scientific papers are being prepared since they are vital in making the "specific claims - enhancements" that distinguish the new products from the present ones.
I think there will hardly be any requirement for a soft launch of any new skincare or cosmetic products once the scientific papers endorsing sales literature are accessible. It remains to be seen if the VIPs launch first or ROW simultaneously.
I have suggested this be a line of enquiry for the future so we have an idea of the timeline. It's a tad early at this stage.
Probably, SBTX will quicker generate "blue touchpaper" revenue than SweetBiotix, due in part to the regulatory obstacles faced by SweetBiotix as a consumable product, which requires much more preparation and care than Skincare topicals; on the other hand, does not face the same restrictive hurdles.
SweetBiotix has an extensive range of products as the intel inside, so when traction does build, it could be highly significant. Ultimately, it will come down to sales volumes and tiered royalties.
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