The platform becomes real through strategic partnerships.
Crobe owns the system logic. Specialists accelerate each proof point.
Biofoundry / CRO
Build and test strains
Industrial sites
Supply carbon and context
CROBEBiology • IP • integration
DSP specialists
Recover and qualify
Market partners
Formulate and distribute
ACT III / WHY CROBE
28
One microbial operating system. Multiple product pathways.
We do not reinvent the factory for every molecule.
VARIABLE INPUT
Industrial carbon
→
≈
UNIVERSAL CHASSIS
A prolific host, rewired by programme
→
HA
Neu5Ac
MK-7
Surfactin
γ-PGA
The chassis translates chaotic, variable carbon into ordered, predictable performance.
ACT III / WHY CROBE
29
Capital-light is an architecture, not an absence of assets.
Own the layers that compound. Partner the layers that specialise.
Own
Core biology
Strain and process IP
Platform data
Customer specification
Partner
Final polishing
Specialist equipment
Application testing
Distribution
Scale
Site modules
Operating playbooks
Field-of-use licences
Shared upside
ACT III / WHY CROBE
30
Every deployment makes the next design better.
The IP moat is the loop between biology, process and market evidence.
Feedstock data
Strain learning
Process learning
Application proof
Customer demand
↻↻↻↻↻
COMPOUNDING PLATFORM
ACT IV / COMMERCIAL PROOF
31
The cost of losing performance.
Replacing an ingredient is easy. Rebuilding its performance is the expensive part.
~25%
of cosmetic products are upgraded or completely reformulated each year
87%
of industry respondents reformulate regularly or occasionally
Ingredient restriction or supply change
→
Formula redevelopment
→
Stability + safety testing
→
Claims revalidation
→
Manufacturing trials
→
Changed consumer experience
€14.7bn
UK beauty and personal care market, every forced reformulation puts established performance, claims and customer loyalty back at risk.
Sources: 2025 cosmetic-product reformulation review; industry reformulation poll; Cosmetics Europe market data. Figures are sector indicators, not Crobe revenue forecasts.
ACT IV / COMMERCIAL PROOF
32
Performance earns the right to win commercially.
Sustainability strengthens the decision. It does not replace it.
Equal or better performance
+
Defensible claims
+
Supply resilience
+
Competitive economics
= a reason to switch
ACT IV / COMMERCIAL PROOF
33
The first portfolio proves the range of the platform.
Five fine chemicals. Multiple performance systems.
HA
Hydration • lubrication • matrix
Neu5Ac
Recognition • nutrition • bioactivity
MK-7
Calcium direction • longevity
γ-PGA
Water retention • film formation
Surfactin
Foaming • emulsification • biocontrol
ACT IV / COMMERCIAL PROOF
34
We enter markets through applications, not molecules.
The same biological output can create value in different performance systems.
Beauty
Hydration Barrier support Mild cleansing
Nutrition
Bone and heart Healthy ageing Early-life nutrition
Medical
Wound care Ophthalmics Biomaterials
Agriculture
Biostimulants Biocontrol Wetting
Industrial
Cleaning Water treatment Process aids
ACT IV / COMMERCIAL PROOF
35
Growing demand gives us room to scale beyond our initial capacity.
Three different numbers. Three different questions.
£12.9bnCategory universeAll markets surrounding the five molecules
£2.1bnRaw-ingredient TAMManufacturer-level spend across all applications
£0.8bnSAM
£6–8mInitial annual SOM
Universe = end markets | TAM = ingredient value | SAM = accessible demand | SOM = planned output
Scaled year-five SOM: £40–60m annual, conditional on flagship and licensed capacity.
Sources: public category market reports; Crobe raw-ingredient and capacity models. Figures are working estimates subject to commercial validation.
ACT IV / COMMERCIAL PROOF
36
Scale comes from replication, not one giant plant.
Each deployment adds capacity without centralising every risk.
DEMO
→
FLAGSHIP
→
LICENSED NETWORK
Common biology and operating logic. Local carbon and site economics.
ACT IV / COMMERCIAL PROOF
37
The next milestones turn thesis into evidence.
Every milestone closes a commercial or scientific gap.