Member Info for rebarm

Phat,
...and how do you know, 'everything else is running on schedule' You haven't a clue!
...and, 'we can see the marketing campaigns really working' Where's your evidence? The only way you can judge that is through improved sales figures. No evidence of that yet.

Fact is, the big SBTX hit last year was going to be AxisBiotix. A dismal flop despite best efforts of the ramping community to brush over. This year it would appear AxisBiotix is being parked in preference for other product opportunities that the rampers can pump to their little hearts content because there is no information to challenge their spurious claims.

As for the, 'in SA we trust' camp. Sorry to disappoint you and others, but trusting in SA is not going to deliver results as we have already seen. Start talking about trusting him when, and only when, he delivers tangible growth results and we see that reflected in the SP.

Good luck Phat with your 'top ups'!!

They may well work for the NHS but in no way does that stop them being a bunch of self-righteous, attention seekers with no interest in anything other than headlines that might support their campaigning. Also let's not forget that NHS doctors don't spend time with patients anymore so have plenty of time producing stuff like EveryDoctor!

Why should Stephen Hammond do anything for OPTI without some form of compensation? That's how the world works or used to work!!

Unfortunately, thanks to social media, we have to put up with noise like this and hope that it doesn't have a negative impact on investors, both PIs and IIs, and potential clients.

Chest cleared.....for now!!!

Phat,

15 - 40% of what? I can't see any revenue forecasts or is that the ramper's crystal ball working overtime? Also yesterday your miss was 25 - 40%. What's that crystal ball going to show tomorrow? Could be a typo I suppose!

Toyin,

Thanks for detailed response.

With regards to no budget for press coverage, probably not relevant as media would have had an interest if results were proven and newsworthy. It would have been free! Not convinced results are proven yet. As far as I am aware there is no published data around AxisBiotix sales increases so until such time as we see an RNS from SBTX with that data it is not fact!

With regards to Croda, I'm sure the lysate is being scrutinised by their clients and no doubt in the goodness of time we will see the proverbial puff of white smoke as and when a client decides to use. However, my point is more why Sederma is still investing significant time and funds into matrixyl.

For what its worth, I've been invested in SBTX since IPO and am still in profit. I have faith in SA but my confidence is nowhere near as strong. Suspect that is no different from most others at this moment

Oleric,

Excellent posts - balanced and objective. Reaction from the rampers yesterday was not surprising as they cannot/will not tolerate any comments, no matter how accurate, that contain anything that might be deemed negative.

The launch of AxisBiotix was a damp squib and, so far, there has been nothing by way of factual evidence, for example meaningful sales data, to change that position. I am reasonably confident that we will receive more positive news later in the year but as for it being some sort of universal panacea for psoriasis and any other skin ailment you care to think about as suggested by the ramping crew then....NO!

If AxisBiotix was as beneficial as has been frequently suggested then it would have been plastered over the UK media....nada. Not even a token squeak in the Daily Mail that I'm aware of!!

AxisBiotix was last year's big story and, conveniently, we now have the Croda initiative to take our attention. I would urge all/any investor to check-out Croda's investors presentation 29th March 'Accelerating growth in Consumer Care'. Some time talking about Sederma's continued research and investment into matrixyl. It's significant . Yet no mention of the SBTX lysate which has been bigged up as the next great skin care treatment, certainly by the ramping crew, and supposedly due for launch later this year. A missed opportunity or what??

Thanks Skid. An excellent summary.

Fredelm, where did notice of this meeting come from. I would like to attend. Thanks

Excellent! Thanks for posting

Try yesterday's RNS!!!

Elric,

If you haven’t done so already I would recommend you catching up with yesterday’s Croda Consumer Care seminar (probably available in their IR archive).

They covered much on future plans including the beauty care part of business in which resides Sederma. You will know full well that Matrixyl is their critical skin care ingredient and that there has been much speculation that the sbtx lysate is the natural replacement given the supposed investment by Sederma.

Peptides are the Matrixyl ‘magic’ element and there is much development activity in that space with the stated intention of enhancing Matrixyl but no mention of microbiome, pre or probiotics as part of their development.

Do check it out

Belgrano, control your excitement, it's Tuesday 29th 09:00. Like you I'm really looking forward to it

I beg your pardon? Are you suggesting I can't tell the difference between a surface with or without writing? Also that Matt's friend similarly can't tell that difference. Or perhaps we are just deramping for the sake of it? Because you have received products + instructions it doesn't mean that everybody else has so a little less of the rudeness.

The packaging is the responsibility of Axis as it should have had sufficient structure and strength designed in to withstand any undue pressure. Given the assumption the packages are sent with others and not loosely packed with heavier items. Was it tested or just a rush job?

No doubt we shall learn more of progress next week

Apologies, Matt not MB!

Matt, I recommended to a friend who suffers from psoriasis. Whilst some limited signs of benefit the order/delivery process that they experienced was farcical. Delivery, pre Christmas, took 3 weeks despite cheery message from Axis on receipt of their order that it was on its way. On eventual arrival, flimsy package crushed, no instruction leaflet, no instructions on the box and no instructions on the individual powder packets. It could have been anything!

Whilst some could argue 'early days' this amateurism does not endear Axis/Skin to customers particularly when Axis are expecting/hoping for long term relations. SBTX has presented itself in a very professional manner since IPO days so a shame to spoil with what I assume was an over enthusiastic rush to get product to market.

MB I hope if your friend decides to continue with Axis that the product is better presented and you friend is given an insight into contents!!

.....of course she can't prescribe it! It's not an approved, prescription drug. However, her personal and professional credibility is such that I'm confident psoriasis sufferers will listen to her entire message and then act accordingly. All she's saying is, 'give it a try'!

Thanks for posting this link Elrico.

I would urge everybody to watch this video. Dr Emma Wedgeworth is a consultant dermatologist with a Harley Street clinic. A very well qualified 'influencer' and if SBTX can engage similarly well qualified influencers both here in the UK and, most importantly, in the US then I believe significant sales should follow. For example, she is recommending that it is tried for a minimum of 3 months!

LLOL, in the unlikely event of that happening I do wish that SOH would present himself in a more professional fashion.

The tatty office with the tulip patterned strip of curtain and ancient Gareth Bale poster plus him in the same old white shirt (well it was white originally but been washed so many times it's turning grey!!) really does give the impression that Opti operates out of a shed in the middle of a field.

Also perhaps he could change the camera angle so that the viewer is not forced to look up his nose and also find a synonym for 'partner'!! It would pay dividends if SOH watched some of SA's presentations over on SBTX. Slick, professional, enthusiastic delivery from a smart office. Not too difficult!

An alternative of course would be to hand over some of the communication duties to another, more presentable board member. I suspect that SOH's ego is such that nobody can do anything better than him with regard to Opti

Skid, what do you need translating? I speak Spanish after a fashion.

Derampers are a fact of life, whether you like it or not. They will continue to rubbish a share in order to achieve their objectives. So, instead of trying to work out who is commenting on the PA site or, indeed, any other than could promote the benefits of AxisBiotix do something about it.

How many regulars to this board have referenced 'friends' or 'contacts' who have supposed to benefit from AxisBiotix? If these claims are true, why don't you get them to post on the PA site. Sufficient positive commentary is the only way to counter the negativity and help psoriasis sufferers, the company and our investments.

So stop moaning and speculating and do something constructive.

Leapfroggy

Exactly why comments from individuals who have had positive results using AxisBiotix are needed to counter the de-ramping, anti brigade. An ignorant, spiteful group doing no end of harm in many spheres including where people are hesitant about covid vaccinations. The PA is a soft target