Member Info for Mathurin

Belgrano- I was interested by your comment that a 10% improvement result would be positive - would this be sufficient in your opinion to start the marketing and production ? I suspect that many investors are hoping for a ‘spectacular ‘ result and so your 10% figure is reassuring but possibly not enough to get to the 75p SP target .

It’s interesting to see no buyers pre results .I guess small investors are hedging and bigger investors wait to see results .

Looking at the figures produced by the Psoriasis Assoc I was struck by their estimate that 10% of sufferers in the UK have considered suicide . Assuming this comes down to 500000 sufferers it still gives a figure of 50000 or 10% who are terribly affected psychologically. The current study only concerns moderate cases but this horrifying figure underlines the hope pinned on a very positive result to the trial .

Belgrano - I second the appreciation of your posts . What of course I would love to know is how on your original investment you were able to judge the efficacy of the Skinbiotix product ?
My first impression of SKINBIO was struck by three things :
1. The low staff and research costs
2. The clear video presentation by Cathy O’Neill combined with a courteous immediate reply by Stuart to my Email .
3. The ability to test the product without a laborious clinical trial .
All this contrasted my previous French biotech experience with huge running costs , endless clinical trials and very poor management communication with the retail small shareholders.
So Skinbiotix truly has the chance to be not only a blockbuster but the chance of following a very rare penny share success story .

Belgrano - from the forum comments it seems an assumption that the results will be good - but Is this not already in the current share price ? What no one knows is the number of buyers of this product - seemingly sufferers to date have been somewhat unconvinced of lasting results and so it may take time before there is a real result to justify a great immediate gain in SP . After all SKINBIO has already had a stellar rise and I would not expect an immediate post-result of more than 20% taking us to say 80p -

The present volatility in the SP seems very sane so that the speculation pre results doesn’t get overcooked .

Great extract . Also seen on the online health site ‘ Healthline’ in March 2020 re ‘ Latest Psoriasis treatments ‘ the following comment :
“ Despite all the therapies available studies show that many people receiving treatment for psoriasis are dissatisfied with their treatment “.

Following your message I took a quick look at the Psoriasis website to see what research they had done . My clear impression from sufferers was the lack of psoriasis expertise from dermatologists and a lack of awareness for the psychological damage which flare ups can create . What is absolutely clear is the fact that sufferers at the present time have no real solution and great difficulty to get advice . In conclusion if the results of the study are truly positive - then game over .

I have spent much time on the French biotech market where research and trials run into years requiring huge patience. What interests me to know is what competition is lining up to produce probiotic products which have the enormous advantage of not requiring trials .I realise that the current Skinbiotix product has taken very many years to research and so we are at a very fortuitous moment in time .

If the current tests show a help for rosacea it may be a chance for SKINBIO to get a royal warrant . Meanwhile May 13th is my guess for fame and fortune .

Belgrano - I would be interested in your opinion on the new anti psoriasis drug highlighted this morning on the ADVN forum ?

It’s very reassuring that the SP holds steady with no special news or press comment to spur buyers -

Belgrano - Thankyou for your wise inputs.
I was listening to a presentation by a company developing an anti skin cancer sun cream for topical use - I know Cathy is also researching for the sun cream market and I am wondering if the buyers prefer a topical use product or whether the use of ingurged products is fine. I am thinking of whether any effective topical use cream is being planned versus skin problems and which might compete with SKINBIO.

Since the SP has upped by 30% in the past fortnight I guess the small retail buyer might invest now but suspect any institutional buyer will wait for results . Obviously all contributors to this forum have a vested interest to be sure of success but the shrewd investor is probably hedging .
90 percent of anyone investing over 10k £ is going to be very prudent - which leaves us gamblers!

For those who subscribed at 9p or 15p it must be an interesting decision whether to cruise with the hope momentum at present or sell at 70p and reinvest after results confirm hope .

A moment in time to savour.

Many thanks Belgrano for your info. It will be fascinating to follow the final outcome .
Meanwhile it would be very interesting to know the category of small shareholders -
How many are in for the medium term and how many are short term . After the results in May there is likely to be a very volatile period with the day traders piling in .
I am personally a skin sufferer after too many years in the sun - born in India and forty years in South France . So happy to stay long term to follow the story .

Belgrano - what we don’t know is how many of the 1 million psoriasis sufferers are mild, medium or severe . I assume most of them simply put up with their condition which comes and goes .
So the word gets out that by drinking this powder you will get relief - it’s worth a try at £1 a day which is still £360 p.a. and why doesn’t the National Health pay for it .
Let’s say the medium sufferers represent 300000 people and 10% are sufficiently motivated to try - back to 25000 .
How much please of the £1 goes to the Dutch manufacturer and how much for the delivery ?
And if it’s so performant let’s hope for 100000 buyers before the competition arrives - so the crux is where is the competition?

rebarm : thanks and I am reassured that Stuart has substantial options at 9p .

Of course the proof of the pudding will be how many psoriasis buyers will buy and what revenu the company will make in 2022 inc the Croda deal. What else does Cathy McNeil have up her sleeve? - I have total confidence in her ability to develop other products . By the way with the SP rise over the past year does anyone know whether Stuart has share options as part of his salary package ?