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Well done AS!

We need to keep a sense of humour during this period of suspension. Hopefully not too long and a positive outcome for all LTHs

Might help if I'd added the link!!

https://www.dior.com/en_gb/beauty/products/dior-capture-high-performance-anti-ageing-serum-ritual-Y1000070.html

Dior Capture latest iteration launched Dec 2024 with night enhancement last year. Check through the ingredients and it contains the entire Zenakine suite.

Thoughts?

Thanks to the three of you.

All positive stuff but I remain somewhat sceptical about timescales.

Aquae, given your exemplary contributions over recent days I would suggest you are a shoe-in for Croda's next Marketing Director. Or, failing that, a before and after mugshot in Zenakine advertising!

I might just give it a try based on your earlier feedback

Hi Vas,

It's me making assumptions based on the material in circulation. Further, to me, it's a logical outcome that they would use a distributed digital platform for service improvement. However, I'm not the NHS!

I'm also increasingly confused over projects that are ongoing and, potentially, available to FDBK. The NHS is a total shambles, rotten through infighting and politics with diversity yet another subject slowing decision making. It's just not clear what is available to us, what we are chasing and what the timescales/budgets are.

I think the best solution is to sit back, stay healthy to avoid needing the NHS and wait patiently for something to drop for FDBK.

Aquae,

Makes sense but also raises another question. When is, 'eventually'?

Croda is launching a new, highly enhanced version of Matrixyl at Paris 2026 with much trumpeting. Why bother if they didn't believe it still had a lengthy lifespan?

Short term I am sure shareholders are focused on the SBTX internal review and, assuming the shares are suspended on Wednesday, what the future might hold for the company. If the SA legacy is cleared and the revised results are not too horrendous then we can look to a positive future. However, at present that is centred on Croda delivering an increasing royalty stream. If they are muddying the market with what you described yesterday as, 'A new Matrixyl® generation, positioned as a major peptide milestone.' then there has to be an impact on the speed with which the major cosmetic companies release products formulated with Zenakine.

Devil's advocate!!

Vas,

Many thanks for presenting this detail. A very interesting read but, to be very honest, it has left me in a state of total confusion!

I was under the impression that a distributed digital solution had already been agreed in principle for the Neighbourhood Health Service and it was now down to finalising the selection of providers. However, working through your content below it would appear that in the form of written evidence FDBK was actually pitching for a distributed solution for these centres. If that's as far as they've got then there is no hope of a decision and possible contract next month.

However, if there is still a debate ongoing about centralised v distributed then I would suspect a centralised solution to be selected. Why?

In any large organisation, middle/upper management are power hungry. The NHS, being an enormous out of control organisation, is probably one of the best examples of empire building. That's one of the reasons for multiple solution/systems proliferating across the organisation. Management want "their" solution not someone else's!

In the context of the Neighbourhood Health Service, power is a large shiny building over which they have control. They do not have that control when all elements of the system are scattered across departments and locations.

I hope I've got this wrong because if not I see a decision process even more extended and little chance of a role for FDBK.

Thanks guys.

Like you both, I'm a very long term holder of SBTX and getting impatient for a return and a sizeable one at that. We've got enough trouble in-house without potential Croda marketing plans adding to concerns.

Thanks Aquae for conclusion. However, if the Zenakine take-off window is not until 2027 surely that suggests less royalty income for SBTX this year?

Aquae,

Brilliant piece of work. Many thanks.

Crazy

If you're referring to IMM as "a fledgling Pharma company who stumble across a First in class molecule" perhaps time to do some sensible research and post accordingly.

p140 was originally discovered by the immunologist Professor Sylviane Muller at CNRS in France. She most certainly didn't "stumble across it" and CNRS is certainly not a "fledgling Pharma company"!!

Hi Wildbunch,

Won't be going on the 7th. I live in Valencia and too short notice.

However, I will definitely be at the AGM in June. Last year's AGM was invaluable and if we can manage the structure of the meeting as before then I would expect a similar level of useful exchange

Greetings Wildbunch,

Great to see you're stiil around. I'd completely missed any meeting which I believe now is 7th April. However, no idea what it's about other than to approve the recent fundraises via Lanstead and the WRAP. Can you enlighten me as to any other purpose?

OTM

Thanks for your observation.

Given your superior knowledge of the autoimmune drug market can you advise us when the deals you are referring to actually started with negotiations? Thought not!

As has been pointed out by many balanced posters, these things take time. The situation with IMM has of course been complicated by Avion's role something I raised concerns about many months ago.

IMM will get there but will take longer than perhaps we would have wished.

Thanks

Peter, that all looks very interesting. I would have thought that that level of information might warrant an RNS but I don't recollect having seen one. Can you point me in the right direction?

Thanks

Poor pebsi! Are you a long way underwater and wishing you hadn't put your hard earned into IMM?!!

I'm sure you are well aware but in case not, claiming somebody is lying to the market without any evidential data is libellous!

Many thanks Aquae, very reassuring.

I have this vision of you with click counter and clipboard moving from SD to SD. Hopefully in time the SBTX sp will increase sufficiently for you to buy a new pair of shoes!!

P140 is not all smoke and mirrors as many naysayers would have us believe.

Whilst you don't need a clinical trial and FDA approval for a filing, you most certainly have to provide clear evidence of its capability and proof that it works for whatever the target indication and/or application

Yes, Tim presents a good story but last year's patent filing does back it up. Patience for a little longer is what's required.

Some of you need to do some homework re the Lanstead sharing agreement. Of course Lanstead benefits, why would they do it otherwise? But IMM is also a beneficiary dependent on sp movement. Check out last year.