SkinBioTherapeutics PLC

Croda's Clean Beauty Push

By Alex Langton | 15 January 2025 (*Updated 16 January)

Mike, Elric, and I all have a financial interest in SkinBioTherapeutics.

The article in cosmeticsandtoiletries.com titled, ‘Croda Beauty Highlights PFAS-free Peptides, Commits to Complete Portfolio Transition by 2026’ doesn’t explicitly mention SkinBioTherapeutics or their SkinBiotix® technology or the lyate, but there are overlaps in the themes of skin health, biotechnological innovation, and safety that make it worthwhile to analyse whether there could be a connection or potential competitive implications for the skincare market.

In my view, this appears to be our first clue related to the new cosmetic range launch in April. I broke this down and followed up with a refresher editorial. Most of you will be well aware of what SkinBioTherapeutics is about and why we have been bullish even though the last couple of years or so have been deeply frustrating. The long wait for commercial royalties is over. SkinBioTherapeutics will have had its first invoice by the end of 2024. Sadly, due to the NDA signed with Croda, the market has not had confirmation; again, it is deeply frustrating; hence, share price action is depressed.

First of all, let's break down the article. There are six major components to this, as follows.

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