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Sirona Biochem Corp V.SBM

Alternate Symbol(s):  SRBCF

Sirona Biochem Corp. is a cosmetic ingredient and drug discovery company with a proprietary technology platform developed at its laboratory facility in France with a specialization in the stabilization of carbohydrate molecules. The Company is exploring the areas of diabetes, dyschromia, anti-aging, anti-cellulite and antiviral therapies and relies on a business model of licensing patents to large organizations in return for up-front and milestone payments as well as royalties. Its two most advanced programs are the cosmetic skin lightener and diabetes drug. The Company's TFC-1067 is for the treatment of Dyschromia (Dark spots on the skin). GlycoProteMim is a novel anti-aging compound. GlycoProteMim is based on the naturally occurring glycoproteins found in Antarctic fish, known to protect them against environmental stressors. It is focused on three current antiviral categories: Neuraminidase Inhibitors, Nucleoside Analogs and Iminosugars. Its wholly owned subsidiary is TFChem S.A.R.L.


TSXV:SBM - Post by User

Post by forhandlarenon Jun 03, 2024 6:17am
191 Views
Post# 36068758

Premature exercise of stock options

Premature exercise of stock options

This morning I read the MDA for the tree months ended Jan 31st 2024 posted Apr 1st 2024. The subsequent events caught my eye.

65K options was exercised at 0.07 
1010K options was execised at 0.10 

The exercise price was at best on pair with the current share price on the market, but most likely higher.


The same goes for the private placement -  sure, it was not fully subscribed - but the participant(s) obviously put faith into company to deliver at make profit on the warrants attached (0.15 year one and 0.25 year two).

All in all I think that this is encouraging.


The costs for manufacturing, product launch and possibly the product clinical trial will most likely be covered by the subsidiary. Reading the accumulated deficit of 44M+ where anti-aging represent a significant part it will not be very hard to maintain a majority owership for the parent company.

The burn rate per month was about 160K. So let's use that for the rest of the year. 7 x 160K = 1120K. Tax return might be 420K (maybe more, please feel free to calculate). That leaves us with 700K that must be financed somehow. 

In order to keep the parent company lights on until royalty revenue stream I assume the subsidiary to pay a licensing fee - and/or a milestone could be triggered by an Abbive product lauch.

Basically I'm not very concerned about the cash position. For every stage that is passed to the product launch, the risk is mitigated and will attract a subsidiary partner.

I think that everyone that analyze their investment should stop the unreflected non-constructive bashing. We're stuck with Howard as the CEO and need to look beyond him, at least he contribute with loan to the company. Yes, one might argue that he is obligated to offer the loan because of being a naive and junior CEO - but it is what it is. Shareholders should now be occupied with how we all could help the company to spread the word and make the product launch a success - for our own benefit.

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