SkinBioTherapeutics (SBTX) has delivered a “Business Update” including that the commercial launch of AxisBiotix-Ps is on track for Q4 and has further encouraging potential, that SkinBiotix manufacturing scale-up with Croda (CRDA) is progressing to schedule and 30th June year-end cash totalled £4.6 million. Sounds good.
AxisBiotix-Ps is now regulatory compliant in the US, UK and EU and to be launched as a probiotic food supplement to help alleviate the symptoms of psoriasis. It is detailed that the product will be marketed on a subscription basis and priced per sachet in the US at $2, in the UK at £1.50 and in Europe at €1.80 and sold in boxes containing 28 sachets, initially on a controlled basis to both test the supply chain and ensure continuity of supply for subscribers. We previously noted this daily supplement should be well above 50% margin business for SkinBioTherapeutics and even a medium-term 25,000 customers would mean £13.5 million+ of that high margin revenue annually. There is potential for significantly more – and that is even more so with further analysis of the data set from that study showing encouraging results also from those self-identifying as having eczema, acne or rosacea. It cautions that the number of those was relatively small but that the results give it the confidence to undertake additional studies and commence the development of additional potential products targeted at assisting in alleviating skin conditions such as those.
There is then the deal using its 'SkinBiotix' platform technology as the foundation for an active skincare ingredient with FTSE-100 company Croda. On this, it updates “the project is progressing through the increasing levels of manufacturing scale-up which is now at 600 litres and will then move to 20 cubic metres (final step for the worldwide market) in September 2021 and in line with the agreed project plan”. We’ve noted on this £25 million+ per annum, almost 100% gross margin, revenue potential.
With more than sufficient cash to see it to commercialisation in Q4 this year, there looks clear further upside potential from a current 65.5p share price, sub £103 million market cap, here despite the shares already so far up from our 17.75p offer price recommendation only in May last year. With the high margin profit potential moving materially closer, still though at least a strong hold, as Tom Winnifrith continues to do. We see 100p+ by Christmas.
This article first appeared on the N50 website which Tom Winnifrith runs with Steve Moore & Lucian Miers. To access the website for a new share tip from Tom & Steve OUT JUST LAST FRIDAY AFTERNOON and a new shorting piece this week click HERE
Filed under: SkinBioTherapeutics, Marechale Capital, Abingdon Health, Ariana, Panther Metals, N50 website
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