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One way of guessing if the CRODA news is going to be good is to look at the share price (and associated technical analysis) before any news becomes public ...

When the CRODA deal originally hit the news we know the optimistic price was about 75p....

We are currently up to 25p from 10p - so even though the optimistic counter has increased its no where near the 75p range ... However other problems (share issues?) etc have occurred since then so 25p is not a bad start.

Then we have the RSI index.... Depending on what site you look at its between 45 and 65.. This is mid table and suggests its neither oversold or over bought.... The market is "unsure" which way its going. This implies if the CRODA news turns out to be good there will be a lot more share prices to come. If its bad it could go back to sub 20.

We are on the cusp of some super volatility - in either direction...

How to boost the AIM (government / stock exchange) meeting was reported on by BBC Radio 4 this morning.

You could argue - because of the international troubles, tariffs, etc, investors will turn their eye from the FTSE , DOW and NASDAQ to small minnows on AIM - the investment location for the next generation of companies...

So SBTX might do well: n the current tide investors are fleeing the FTSE but some might get caught in our eddy, and head towards "startup" companies. I know as I am one of those investors.

And another April Fools joke - this time not quite so funny.

Come on PGlancy - if it was a serious deception he would have lead with the joke about handbags (it would have made a good journalistic heading) - to dope someone you start with the joke first then gradually get more serious. You dont start serious and get more and more absurd if you want to dope someone . And its easy to look up some of the scientific terms using google - many dont exist or relate only to cats.

And the all time winner for the two most cryptic posts ever recorded on LSE goes to pompeygs.

👏👏👏👏

April fools.

😀

Very good..

Thanks for posting...

For investors its a self evident fact that Tariffs are irrelevant for now. All we want to know is do we have a blockbuster or not. After that we can worry about Tariffs.

Chatgpt that this area is also very important for Parkinson’s disease and schizophrenia and the production of Dopamine....

That would be the Holy Grail for cosmetics - if they could be part of a "cure/preventions" for Parkinsons and Schizophrenia (and related mental health conditions).

From chatGpt:

4. Dopamine’s Role in Skin Health

Dopamine influences immune function and inflammation in the skin.

Some neurological disorders (e.g., Parkinson’s, schizophrenia) that involve substantia nigra dysfunction are linked to skin conditions like seborrheic dermatitis (oily, flaky skin) due to altered dopamine regulation.

AuaeSulis01: Thanks. Can they be complimentary or are they aimed at totally different sectors of the market?

Cheers Net

I wonder if this is a clue to the name: SphingoCare

The earliest dates I can find for this ingredient are 2024.... Some of the marketing appears to overlap are ingredient..

SphingoCare is a RANGE of ingredients - not a specific ingredient: https://www.in-cosmetics.com/global/en-gb/exhibitor-directory/product-directory/product-details.exh-b41db3d4-6ddb-4f11-84e0-e7144a67c972.sphingocare.pro-7fbd9500-a63e-4f7c-9c88-0c086175c788.html#/

This will be the cosmetic ingredient show in Amsterdam

https://www.in-cosmetics.com/

The SBTX team will be there (I am hoping that the Manchester Professors (who "invented" the ingredient) will be there too.

Apparently our CEO and PR team will be on various message board promoting the product - I hope they will be on BLUESKY not TWITTER as cosmetic people who are centre and centre left dont really use twitter - but I guess twitter will do if nothing else available.

Those days should be brilliant news for SBTX

Thanks for the link Toyin,

From your link there is another link which might be more of a worry - touchwood it will not be:

https://www.personalcareinsights.com/news/eu-beauty-tariff-exemption-us-cosmetics.html

Thanks for pointing out the date FoxForks but of course both are within the SBTX-Croda tie-up....

I can only pass on what the chatbot gave me.

You could have a go - ask for a 2025 (or 2024) pdf......

Cheers Net...

PS - and this document too

https://www.croda.com/mediaassets/files/corporate/biotechnology/finalbiotechnologyreport.pdf?la=en-GB&hash=EDA77D6704FEA50DB2179AE951E5DDF4

Dustinbin101:

Thanks for the link.

On the link I had a long chat with their chatBot (it might have been a human difficult to say definitively) anyway the long and short of it is we will not be allowed to see the clinical data unless we are a customer however there is an exception - in presentations they do give the information out.

So its possible SBTX will pass on the information from presentations (as they have stated already). The bot then did pass me another PDF which does also have some interest.

The clinical data will probably come to us as summary data via either SBTX and or Croda's cosmetic customers.

https://www.croda.com/mediaassets/files/corporate/biotechnology/biotechnology-personal-care-market-report.pdf?la=en-GB&hash=5D02C56229F271BD33CE5BA2712094ED

Dustbin101:

That underlines my point. In order to get that margin they will need to PROVE the relative efficacy of their ingredient compared to "rivals" and their customers (cosmetic companies), in order to charge high prices will need to advertise the clinical trials prove XYZ.

Thus, come the launch I am hoping (looking forward) to hearing more about the clinical trials because, in a sense, its these trials that are the "be-all-and-end-all" of this ingredient(s).... And yes -Croda might well make more than one type of ingredient using the same underlying science.

PGlancy:

I'm not entirely sure you're being serious with me....

(I did right at the very start - first line - say "INGREDIENT" - an ingredient is a product..... That product/ingredient with have to "prove".... etc etc..

I'm sure you were jesting, but you never can tell...

😀😀😀

The product will be sold GLOBALLY and thus will need to meet the highest standards: chatgpt says if they use phrase "clinically proven" they will have to prove it.... This will almost certainly involve at least a summary of the trial data.

egulatory Requirements:

In the U.S., the Federal Trade Commission (FTC) and the Food and Drug Administration (FDA) regulate advertising claims. The FTC requires claims to be truthful and substantiated, meaning the company must have reliable scientific evidence (e.g., clinical studies) to back up their statement.

In the EU, cosmetic claims are regulated by EU Regulation 1223/2009 and Commission Regulation (EU) No 655/2013, which require claims to be truthful, evidence-based, and not misleading.

In the UK, the Advertising Standards Authority (ASA) ensures that claims are substantiated with adequate evidence.

I think we've got that. A big selling cosmetic ingredient in 2025 needs:

a) to do what it says on the label

b) be green

c) have greater efficacy than other products

d) and be available when you want it

Hopefully CRODA-SBTX have the right product. All the signs are good. Its going to be a great summer.

Unless the guy is a medical research scientist I'll take his view with a pinch of salt....

And even if he was such a scientist my view is still my view... It cant be wrong as a view is a personal opinion/recollection of an event not a statement of fact that can be right or wrong.