RE: Not thinking big costs investors dear.12 Dec 2024 22:13
Bill, calm down, for goodness sake. Unless I've missed something, Croda has already blown through five of the 20-year agreement.
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.
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