Lemming Investor update12 Feb 2021 07:44
You could do yourself mischief by trying to trade!
I understand the excitement building around SkinBioTherapeutics Plc (SBTX) psoriasis probiotix developed in partnership with AxisBiotix and Winclove, not least because even the low-ball numbers from 25,000 subscriptions alone rake in £9.2m pa at c70% margin. We know this figure will quickly ramp up as full-scale launch in 2022 sees the constraints lifted as the whole supply-chain has been rigorously tested. Stuart talks of subscriptions as high as 500,000 per month. So, yes, it is exhilarating; but let us not lose sight of the 6 late-stage discussions for CleanBiotix, another low-hanging fruit expected to yield milestone and or one-off payments, further boosting the cash at the bank. Plus, wound care and antiaging cosmetic are expected to be launched in Q3/4 via 12 global VIP clients.
The shares are consolidating due to Seneca selling; once they are done, I fully expect the momentum to return as traders and long term investors as well HNWI I am aware of seeking entry do so ahead of the psoriasis results which will help thrust through the recent 52-week high by a considerable margin. Don't forget, even without further commercial development news, shortly after the psoriasis paper we will be looking for news updates on the cosmetic launch(s) and of course, who is who within the fortunate first movers 12-VIP clients. Would you want to be sitting on the sidelines hoping to get in lower when L'Oréal, Neutrogena, Olay, ROC, La Prairie, Lancôme, etc.?
I only name 7 households global brand all have antiaging cosmetic skin creams. I may well be wrong ad non-feature in the first 12. This is not my point, it is the scale of the initial launch that is. While some investors may be thinking the official global launch for the antiaging cosmetic is not expected until 2022, the fact there will be 12 VIPs will be like attaching 12 rocket-boosters to the share price.
Btw, have a gander at some of the brands and price tags. When you do, remember Stuart talks of double-digit margins. He also confirms the first to launch are likely to be premium margins due to the nature of first-mover advantage over the several 1000s left outside the initial 12.
Don't allow a troll to distract you from your goal. Just be thankful the troll did not have the same intelligence you have that seen you invest instead of window licking.
https://lemminginvestors.blogspot.com/2021/02/skinbiotherapeutics-do-not-lose-focus.html?m=1