Member Info for Mathurin

Competition - given the huge necessity for a cheap treatment I know there are other products undergoing clinical trials - does anyone have firm dates for such competing products to come to market ?

I am bewildered by the majority price predictions expecting a lower gold price by end 2022 -However given the likely rapid inflation and despite higher interest rates - I am still waiting for the bull market promised by soothsayers as a result of vast money printing . Can anyone quide me ?

That’s an excellent resume - I always forget that Skinbio has just 7 employees doing the work of 50 employees in the equivalent French biotech . ‘ Mean & Lean’ is the company’s philosophy- but we must be close to a turning point in both staff uptake and cash required before revenu starts to arrive.

Belgrano- assuming the final price per product is agreed by mid August , I assume Stuart can then start his marketing - but this presumably will take a few weeks to see the result - let’s say by year end . So no reason for the SP to move much until then.

Hopefully the international psoriasis associations will be shouting the news to their members - but how is supply assured and no price yet decided .

Given the likelihood that momentum has been halted for time being I try to envisage the value put on the SP by any new institutional investor - with no estimate of revenue until they see proof of the number of subscribers I guess they are going to wait and see .

I can see from recent messages that a degree of frustration has entered the forum. Clearly we are now entering a three month period when we won’t hear much on progress except for any news on the Croda deal .

Direcons- thanks and I also checked out the Proactive interviews with Stuart who confirms the launch in Q4 and they will be deciding on price within 90 days. My impression on marketing is his likely tie ups with the Psoriasis associations throughout Europe plus the USA .

Are you satisfied that Stuart has the setup to market the product and have all regulations been obtained to go full steam ahead ?

For any investor the crux question now is how long to get the first 10000 subscribers and how exactly is this being achieved.

Marx: your concern on patent is very relevant - are you satisfied on the replies from this forum or do not yet have firm proof ?

I guess there is a large chunk of day traders who may have bought at 65p and happy / obliged to get out .

Belgrano- I recall your wise prediction of a possible retrace down to 60p after result of the testing . You were the only experienced member of the forum to have an objective view . The SP is currently 69p - How do you view the likely base before the serious long term investors start to come in ?

Belgrano- congratulations for your constantly wise and positive mails during the past weeks. Hopefully your prediction of a retrace of the SP will not take place before £1.

Bravo Belgrano for all your wise informed mails during past weeks .

Belgrano- Do you have any explanation for the poor Optibiotix share price given their holding SBTX ? How do you view Opti over the next 6 months - I imagine you know what’s going on ?

As a recent shareholder I have been interested to note that this forum seems to be of a much higher quality than the ABVN forum which consists of schoolboy banter .
I don’t know the exact breakdown of the shareholders but obviously a share which has tenbagged over the past 52 weeks has attracted hundreds of momentum participants- only looking at immediate profit and not seriously looking into the product . If I had £100000 to invest in just one share - how would I be looking now at Skinbio? Apart from the upcoming results I would have no idea of the likely number of subscribers . Seemingly we are told that there is no cure for psoriasis. Sufferers also seem very disabused by other remedies . So it will take a truly revolutionary result for a rush to subscribe.
Such is the joy of investment - the anticipation - but the only ones capable of knowing the reality are the likes of Cathy O’Neill . The rest of us go on hope .

Te: ADM - their trial in 2019 was a six month double blind clinical trial to show the efficacy of using their probiotics strains to enhance the use of corticosteroids used . They have not yet put this into production but shows the serious research being done by major companies.

What we are hopeful to see is the confirmed efficacy of SkinBios strains and a low rate of relapse .

Your mail is very relevant . On 22 March I wrote that the American group ADM had successfully researched gut to skin probiotics but had not yet brought these to market . They are building a large production facility in Spain due for completion in 2022.

It doesn’t take much to move the SP -,given the number of smallish sales today I suspect the lack of a RNS this morning prompted the traders to offload.