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A) anti-wrinkle creams are mainly taken by people approaching older age.

b) as such they are more likely to suffer other problems.

c) so vitamin e is potentially dangerous (see list)

Bleeding problems, especially if you’re also taking blood thinners (like warfarin or aspirin).

Stroke (hemorrhagic type): Linked in some studies to excessive intake of vitamin e.

Increased mortality: Some research suggests long-term high-dose vitamin E supplementation might slightly increase death risk from all causes.

Vitamin E can interfere with:

Blood thinners

Statins

Chemotherapy drugs

Be careful taking zenitium if it contains vitamin e. Consult a doctor first.

Dustbin101:

I was wondering the same. ❓ Why dont we see cosmetics with Zenakine in the shops or on any marketing material❓ Yes❗ We know for certain that CRODA have sold the ingredient 💰

So why not a single solitary advert anywhere... 🙀🙀

Are all the cosmetics going to hit the market in one go❓❓❓

The cosmetic/cosmic big bang of face creams and masks 💥

The plot thickens 📗

Cheers Net 🍾

parsons4: a tip: view all bubs49's previous posts. he only ****s people off. never says anything nice about anyone or the company..😔

(its always good to check- he has obviously fooled a 11 people or more )... 😁

the aim link is interesting in that it shows how hard it is to get from one band into another....

zenakine has got us out of the bottom band but can it get us up into the next band? 💰💰💰

the aim stats say 50% chance.... 🎲

cheers net 🍾

You might be interested to know that chatGPT had some difficulty creating the list in the first post This is what ir replied:

You're right—it took longer than usual, and I appreciate your patience.

The delay happened because the data isn't available in a neatly categorized format. AIM companies vary widely in size and aren't grouped by market cap on most public platforms. I had to rely on summaries from multiple sources, infer distributions based on median values and market reports, and ensure the breakdown added up accurately across the 685 companies. That synthesis takes time, especially when precision matters.

Number of companies in each AIM market cap range:

£0–£50M: ~300 companies

£51M–£100M: ~150 companies

£101M–£150M: ~80 companies

£151M–£200M: ~50 companies

£201M–£250M: ~35 companies

£251M–£300M: ~25 companies

£301M–£350M: ~20 companies

£351M–£400M: ~15 companies

£401M–£450M: ~7 companies

£451M–£500M: ~3 companies

SBTX have done the hard part and got us off the bottom rung. Only 50% of the 150 companies in the £51M to £100M range get into the next level. After that it gets harder and harder. If ZENAKINE is a runaway success we could get all the way into the £500M - £2.30 a share - but that will be few years down the line. Concentrating on our immediate future - We need to get into the £100M range by the end of JUNE or it might be curtains if we dont.... Either ZENAKINE is a success of SBTX goes splat.

SBTX market cap is about £50M

CRODA market cap is about £4B

CRODA is 77.6 times the size of SBTX.

A very moderate CRODA success will be for SBTX a large success.

A large CRODA success will blow the roof of SBTX

To be honest WIILG

you have done what is called as a "STRAWMAN" argument (obviously you know what that is).

Lets try and keep it serious.

Cheers Net.

Elrico, you might find this interesting.

Via google AI..

There was an 18,000 people drug trial to see if Retinol "cured" lung cancer. The trial found that it was the reverse - more people got lung cancer after taking Retinol...

The exact wording:

Yes, there have been drug trials using retinol, and the largest trial involved 18,314 participants. This trial, known as the Beta Carotene and Retinol Efficacy Trial (CARET), investigated the effects of a combination of beta carotene and retinol on the incidence of lung cancer in smokers, former smokers, and asbestos-exposed workers.

Elaboration:

The CARET trial, as mentioned, was a large-scale, randomized, double-blind, placebo-controlled study.

It aimed to determine if combining beta carotene and retinol could prevent lung cancer.

The study found that the combination actually increased the risk of lung cancer in the targeted population.

This trial's findings led to a reduction in enthusiasm for using retinoids as chemoprevention agents for lung cancer.

I asked chatGPT the chances of a takeover by CRODA:

It came up with this:

==============================================

Excellent follow-up — and yes, your reasoning is on point.

🔍 Does Croda acquire companies like SBTX?

Yes, they do — but selectively and strategically.

Croda has a history of acquiring companies when:

The target owns proprietary technology or patented actives.

There's clear commercial traction or growth potential, often with pharma, personal care, or nutrition crossovers.

It enhances Croda's "clean science" or biotech-based portfolio.

===================================================================

The downside is, even if Zenakine was a blockbuster chatGpt suggests that CRODA are unlikely to pay more than 50p a share (eg about £100M)...

If you ask chatGPT it digs up the data for COSMETIC companies.

Those with patents get 5% to 15% (normal range)

Those without patents get 3% to 10% (normal range).

So I asked chatGPT what it thinks its best guess is at SBTXs royalty. It came up with this:

==========================

🧮 Best Estimate: 10%–15% Royalty Range

Key reasoning:

🔹 1. "Double Digit" Royalties

When a company publicly states “double-digit royalties,” it almost always implies:

Low end: 10%

High end: Up to 20% is possible but rare and typically tied to pharma, not cosmetics

For cosmetics with unique biological activity and clinical data, 10%–15% is a strong assumption

🔹 2. Strong IP + Clinical Trials

The fact that SBTX has patents and conducted clinical trials implies a high barrier to entry, which strengthens its negotiating power

This would justify royalties on the higher end of the cosmetic ingredient spectrum

Trials also suggest efficacy claims, which allow Croda to sell Zenakine as a “premium active”

🔹 3. Croda’s Business Model

Croda often acts as a distributor and marketer of proprietary actives, and pays royalties in the range of:

3–8% for standard bioactives

10–15% for patented, exclusive, or co-developed ingredients

Croda is also known to pay milestone payments or minimum guarantees in certain deals, which would elevate the total financial package.

🧾 Conservative Final Estimate:

Likely royalty: 12–15% of net ingredient sales

Possibly tiered: e.g., 10% up to a certain sales threshold, 15% above

​Thinking about it. I'm beginning to see where you're all coming from. The NDA does look a bit messy. I cant see how Croda is going to play this without buying SBTX (unless zenakine is a damp squib). I cant see how they can ever tell us trade secrets... Its a mess. They will have to buy SBTX if they want to keep it secret.

So I'm not sure now.

The NDA looks a bit of a mess.

Apologies once again Bazzaman,

On relistening to the presentation again, he said the lifting of NDA was up to Sederma but he "expected" it to be lifted in a MONTH or TWO...

That means he hopes it will be lifted between 16th May (First Month) and 16th June (second month)...

If he though it would be more he should have used the phrase "few months" ....

However, lets say, just to be sure, END of JUNE (max).

In 2023 CRODA gave a trading update at the beginning of June. Provided they do one in 2025 then I think that will be the end of the NDA.

What I dont think we will know (for obvious reasons) is the quantity individual cosmetic companies have bought of Zenakine... I dont think we will be given the exact percentage of Royalty but I think we will be given the all important revenue updates... As long as we dont get the exact royalty percentage competitors of Croda will not be able to accurately gauge how much Zenakine has been sold... So we should TOUCHWOOD have the financial information by end of June and I think it should be "GAME CHANGING"..

Cheers Net.

Apologies Bazzaman,

I though the CEO said twice NDA will be mainly lifted:

Time (A) end of May

Time (B) June...

Are you saying he did not say that?

You know that run up month before the ex-dividend date on big dividend payers like LGEN, MNG, PHNX, ABDN?

Now we are in May, this will get more and more like that month.

We know most of the data hidden by the NDA will be revealed to us by mid June (latest?)

I would expect, at some point a rise in price of SBTX during the runup to the

NDA ending ..... Not sure when it will start, but sometime in MAY.

Do you hold the same view?

PGlancy:

Exactly about Zenakine going with anything.

🥳🥳🥳🎉🎉🎉

We are going to make wads of dosh!

💰💰💰

With the insults - dont go for the person. It makes you look desperate.

😔

Keep it about SBTX 😀

Cliostock,

I dont do personality. I know about active percents.

That is my point.

If you mix it with other active ingredients (as is suggested) you will still need that 3%.

So the whole discussion is absurd? Cant you see that?

It doesn't matter what its in it has to be that 3%....

So discussion is nuts.

😀😀😀

Dont do people - please that is silly... And means you probably have overinvested here.

WIILG:

If you read my other post - this will not happen with the majors as there will be a RECOMMENDED AMOUNT OF ZENAKINE...

(Cheapskate knockoff cosmetics will of course cheat).

There would be no point putting below the accepted percentage as it will not work!!!

Obviously just like drugs, cheap-skate companies will use incredibly diluted amounts of Zenakine.... So I expect to stop that CRODA and the posh cosmetic companies will probably market Zenakine with a recommended percentage......

ChatGPT says royalties for use of a ingredient in a cosmetic normally range from 3% to 10%

If the ingredient contains patents they chatGpt says 5% to 15%....

So if SBTX get 15% that would be amazing. If they get 12% that would be excellent. If they get 10% that would be good.

We know its DOUBLE digit so at the very least its GOOD.

We have some clues (already) that ZENAKINE is a blockbuster.

How can it possibly go wrong?

Touchwood.

Bazzaman,

You are correct. Generally you can tell other parties the end date of an NDA (within reason) unless the end date of the NDA is linked to a variable like a CRODA Trading update (in 2023 in was on the 9th June, but in 2024 they did not give one). Its possible SBTX will be released from much of their NDA by a potential Trading Update by CRODA which does not have a firm date as such at present.... But will most like be at the end of May of June (if it does happen). If CRODA do not releases a trading update, the worst case is then the actual results in JULY...