Elric, I question the wisdom of approaching the Editor of Beauty Independent pre-launch with your article and suggest you re-watch your own Investor Meets interview with SA at circa 6 minutes in regarding giving a competitor a jump on our partner to block the successful launch with an IP of their own. The Croda IP has still not been published and hence the lack of pre-launch marketing material. Croda have already provided VIPs and 500 second tier Customers with the lysate so they are fully aware of its potential and will account for 80% by value of the market so the fact the list of CEOs contributing to the Beauty independent article know nothing about the lysate puts them in the camp of competitor or irrelevant in terms of Croda customer market size.
On a lighter note, I believe Stuart is more a Rugby man than football and I add my home team's hammering of Exeter in the Rugby Union Premiership Cup Final on Sunday to the notable sporting results.
Hi Mark, I appreciate your POV, and would agree but for the facts there is a world of difference between ingredients competitors and mom and pop sized potential clients. The RNSs are a matter of public record.
Dr Kelly’s excitement would have put all Croda/Sederma competitors on alert.
I've had no blowback from Ashman. He has access to the articles we publish.
I happen to know Ashman is a Newcastle fan and a rugby fan.
Elric, have you spoken to Sa and asked him when he is going to let investors in on his secrete ye results?
Elric, I question the wisdom of approaching the Editor of Beauty Independent pre-launch with your article and suggest you re-watch your own Investor Meets interview with SA at circa 6 minutes in regarding giving a competitor a jump on our partner to block the successful launch with an IP of their own. The Croda IP has still not been published and hence the lack of pre-launch marketing material. Croda have already provided VIPs and 500 second tier Customers with the lysate so they are fully aware of its potential and will account for 80% by value of the market so the fact the list of CEOs contributing to the Beauty independent article know nothing about the lysate puts them in the camp of competitor or irrelevant in terms of Croda customer market size.
On a lighter note, I believe Stuart is more a Rugby man than football and I add my home team's hammering of Exeter in the Rugby Union Premiership Cup Final on Sunday to the notable sporting results.
Hi Mark, I appreciate your POV, and would agree but for the facts there is a world of difference between ingredients competitors and mom and pop sized potential clients. The RNSs are a matter of public record.
Dr Kelly’s excitement would have put all Croda/Sederma competitors on alert.
I've had no blowback from Ashman. He has access to the articles we publish.
I happen to know Ashman is a Newcastle fan and a rugby fan.
Nice to have you back Elric, and thanks for the content. :-)
First 10mins an irrelevance.
Need to write down your main points least you forget during the podcast.
The written introduction is extremely good.
Nice work Elrico, let’s hope for some clues to products before the big launch,
With regards to Axisbiotix, have noticed a lot more advertising on Facebook recently.
Acne launch must be imminent, very interested , with regards to how they go about this process.