Optibiotix Health Share Discussion Threads

[joyjoy13] 17/8/2017 08:57

OptiBiotix Health PLC Q&A with CEO Stephen O’Hara (LON:OPTI)
Posted by: Amilia Stone 17th August 2017



OptiBiotix Health PLC (LON:OPTI) Chief Executive Officer Stephen O’Hara caught up with DirectorsTalk for an exclusive interview to discuss the recent share price movement, their deal pipeline, the 39 potential RNS’s that could be announced in the following months & what this all means for investors

Q1: Just recently, there’s been a fall in OptiBiotix Health’s share price, how would you explain the share price performance?
A1: There has been some volatility in the share price, the first thing I wanted to do was to reassure investors that there’s nothing wrong. If you look back at where we are now to where we were say 12 months or so ago, the share price was higher 12 months or so ago but undoubtedly, we’re in a stronger position today than we were when the share price was trading at 80p. Even more importantly, if we look towards the future, there are a lot more opportunities we are progressing which are at a later stage, we touched on in previous RNS’s, and are entering the commercialisation phase. We do recognise there is uncertainty in small caps in general, and that’s across the board, and we do have a large retail investor base so we will get peaks and troughs, some shareholders just take profit and there’s also some uncertainty in the external environment which means that some retail investors start to take a shorter view.
I would say that if you look at where we are with the company, we’ve just entered a commercialisation and I believe this next stage of growth, there’s a potential for share growth which will come when we gain commercial traction with our products. Based on the high level of interest and lots of ongoing discussions, this look extremely promising and investors who attended my investor share results presentation earlier on in the year will recognise we have a structured plan and that’s the reason we appointed a new Commercial Director, Per Rehné and a new Sales Director in January 2017. They joined us at the end of March and as planned, we launched products in May and as I reported in previous RNS’s, there’s been a lot of interest, extensive interest, from our launch of Vitafoods in the middle of May, we’ve been working hard to close out deals from those discussions.


We have closed out 2 deals, one with HLH and one with Pharmabiota, both these are privately-owned pharmaceutical companies so they are far quicker in decision making. As people are also aware, HLH they had an initial order of 100,000 and last week they ordered another 200,000 units so you can see that it’s not just signing deals, HLH for example signed a deal, put the products on the market and now re-ordered twice the number of units they ordered initially. We have a number of agreements in our pipeline, 4 private companies like HLH and Pharmabiota but also some larger corporates, we hope to see these agreements start to close out after the summer break.

Q2: You mentioned the deal pipeline, when can investors expect to see these cross the line?
A2: OptiBiotix Health do have a strong deal pipeline, it’s very difficult to give accurate timelines for deals because, as I’m sure investors can appreciate, it’s a two-way negotiation and once any partners suspect you’re working to a time limit, this can give them leverage in any negotiation. You’ve just got to think of situation where you’re trying to buy and sell a car, if you’re trying to sell your car very quickly, the price changes.
However, to give our investors flavour of the amount of interest in OptiBiotix Health, we’ve had large interest since Vitafoods but a number of discussions prior to Vitafoods. As a team, we review the potential news flow going forward and we estimate that there are 39 opportunities for RNS’s between August of this year and the end of year so that’s an awful lot of opportunities. Now, not all of these will turn into RNS’s, as often there are 2–3 companies looking for deals in the same territory, investors will note that our deals with Pharmabiota and HLH are non-exclusive deals so that creates opportunities for maybe 2 or 3 companies in the same territory. Generally speaking, particularly with larger corporates, they want a single territory or a single continent so it would exclude others but hopefully those sort of numbers, we’re sitting on opportunities that we’re looking at, maybe not all of them will develop but it gives investors flavour about the amount of activity taking place and the scale of the opportunity.


So, there’s an awful lot going on, that in itself creates a challenge of the breadth of capability within the team, particularly over these summer months when people are on holidays but we hope to be closing out a number of deals as we exit the summer holidays.

Q3: Can you tell me what all this means for OptiBiotix Health investors?
A3: I think it looks very promising for investors and of course, I am probably the largest single private investor and my family have a large stake holding in the company, many of those bought at 75p and we’re below that now. So, as I said at the start of this interview, I want to reassure investors that the fluctuation in share price don’t worry me but in terms of what it means for investors, you need to look at this across the board.
We’re in a really exciting space, the microbiome, we’re building not just a single product technology platform but we’re developing a number of product platforms and these are at different stages of development and I created this purposely as it spreads investor risk across a number of opportunities. Of course, those earlier platforms, the SlimBiome and the OptiScreen platform that creates the cholesterol product LPLDL, they’re now entering the commercial phase of development with the launch of Vitafoods in mid-May of this year so early stage of commercialisation. As mentioned earlier, these products have stirred up a lot of commercial interest and I think there’s a number of times now, that this is probably the greatest interest I’ve had in any product and we hope that these will come to fruition in the next few months.
Investors should also note, if they look up Biopharma or Pharmabiota, these companies have a very good reputation for investing in scientifically validated products which they sell into the high-value pharmaceutical market. It’s the growing trend in both small and large companies in Pharmabiota products of this type so these are products that are natural products, that have a strong clinical evidence base and a lot of science behind them.


From OptiBiotix Health’s point of view, we are establishing early sales in these pharmacies and this helps build credibility in the science and consumer acceptance as pharmaceutical products. This opens up opportunities then to larger retailers to maybe recognise the opportunity there in terms of the science behind these products and the traction in the pharmacies will then build into their sales pipelines going forward.
I just hope investors can start to see the momentum building up as we create multiple partnerships across multiple territories with each partner starting to contribute small amounts but incrementally increasing to grow revenue. We see this as a very low risk, low cost approach to accessing multiple healthcare markets and pharmaceuticals markets across the world which, if we’re successful in this, we can generate 7-figure revenues in the forthcoming years.
So, we can see a lot of opportunities with the early stage and that early stage development, as I touched on earlier, creates the opportunity for substantive share growth. So, initially, we we’re in early stage of scientific development and now we’re in the early stages of commercial development and there’s a lot of activity taking place which have the potential to create substantial value. Now, we hope that investors will see that and stick with us as we go forward.

[joyjoy13] 17/8/2017 08:55

OptiBiotix Health PLC Q&A with CEO Stephen O'Hara (LON:OPTI)

www.directorstalkinterviews.com/optibiotix-health-plc-qa-ceo-stephen-ohara-lonopti/412733774

I managed to copy it below...

Wow, sounded really encouraging, delighted I topped up this morning.
Schools go back within few weeks, so not long to wait now

[scotty1] 17/8/2017 08:54

hxxp://www.directorstalk.net/qa-stephen-ohara-chief-executive-officer-optibiotix-health-plc-lonopti-9/

[joyjoy13] 17/8/2017 08:48

Just spotted new directors talk interview, posted 15 minutes ago ,on google finance website.

Will go read it and try and post it

GLA

[rafboy] 17/8/2017 08:48

Good point slarty and a big hint of what to expect on the gofigure front in the near future.

However, I am not expecting any real news for a couple of weeks but is that any time at all? Of course not.

[joyjoy13] 17/8/2017 08:44

OMG
Can't believe I've just topped up again.
Did it to lower average
I've used spare funds for the first time in my life I shouldn't of.
I'm either a fool or wise
Time will tell

GLA LTH

[slartybartfaster] 17/8/2017 08:41

Nobody picked on this little darling from elrico post yesterday?

No3. 'We announced at the AGM that we were expanding our operations to scale up supply of both of SlimBiome and GoFigure. This is a precursor to any large retailer launching products and should give an indication of our confidence levels in this product. Large retailers who may have 2-3000 shops tend not to partially launch but require stocking and supply to all sites which requires scale up to deliver successfully on the opportunity. Christina has been working on this since March and we would hope to be able to announce any new commercial partners in the near future.'

The focus has been on lpldl yet we could be blindsided by slimbiome scaleup as well as the tata deal. We are in danger of grasping how much is going on behind the scenes just because of the 'radio silence.' This suggests the uk retailer, boots was it? wanted assurance of supply chain before committing Christina has been working this through.

[slartybartfaster] 17/8/2017 08:33

Fair point scotty. Nobody knows if TW bought 1k or 10k worth. I think most agree elricos work set the foundation ahead of TWs buy by addressing a number of concerns which gave me confidence to top up with 5k.

Elrico, give us a head up next time, i missed out on the turn. lol

[john henry] 17/8/2017 08:29

Morning Mar :-))) added a few yesterday.

[bobdown2] 17/8/2017 08:15

When talking charts it's easy to forget what makes the share price move and that is positive news flow. Soh wrote yesterday to watch the upcoming newsflow so you could get a better idea of what the market capitalisation should be. So I bought a few more !!

[marnewton] 17/8/2017 08:14

'Morning jh;¬)

M

[john henry] 17/8/2017 08:11

Chart wise the share price needs to recapture above 60p and hold. 60p was very strong support and may well develop into strong resistance.

[f3rdinand] 17/8/2017 08:07

I would imagine lots of the sellers in the last few weeks were 'long term' investors that didn't like the look of the chart and so wanted to pick up more shares at a lower price! Must admit I sold 30% in the low 60's when low 50's seemed inevitable and bought them back (and more) yesterday with the plan to keep them long...so hopefully not too many traders offloading at a 10% profit.

[1bokke] 17/8/2017 08:06

Bit like your IQ then, try doing some research on the company idiot..

[bobdown2] 17/8/2017 08:05

Marnewton...is very good but I am hoping that the news flow will make the share price rise a bit more elastic...

[bobdown2] 17/8/2017 08:02

First trade of the day ..mine 2000 @ 59.88 news within weeks and months...it was rude not too..

[marnewton] 17/8/2017 08:02

Thanks Parob;¬)

We still need to punch back through 60.00p, which is now resistance.

I had thought we'd go a tad lower yesterday. Paradoxically that would have given an even better recovery, more 'elastic', if you will.

M

[john henry] 17/8/2017 07:56

Maireid, if the intra day recovery was bought by buy and hold investors then the low has probably been put in. If mostly traders buying prompted the recovery then low 50s will probably be revisited when they take their 10-20%. We shall see over the next week or so.Elrico fantastic work m8 appreciated.

[scotty1] 17/8/2017 07:48

Hope we continue the rise today,but to be honest and lets face it the buying didn't start y'day until TWs piece came out which stopped the rot,he also bought in the market and admitted he didn't know if the seller had stopped,as this given the seller the opp.to continue selling,TW wont be buying every day but it looks like the seller is selling everyday,until he as no more to sell that is.

[moneytree1] 17/8/2017 07:47

lower lows
lower highs

looks like a downtrend.....

[malreid] 17/8/2017 07:45

The question I keep asking myself about yesterday is, was this the final capitulation and weak holders are gone? If so this is only going one way. And as a relative newbie I WAS panicking as this is 25% of my folio but i believe in the research and appreciate the very helpful posters here especially Elrico

[parob] 17/8/2017 00:30

SOH:"I know a number of the more experienced investors I spoke to today felt this was a great opportunity to top up as with news flow an opportunity at this price may not happen"SOH knows what's coming!!

[parob] 17/8/2017 00:26

Just a repost of Dalester's excellent post from the LSE bb back in March (he was responding to Percival/mazzstar):Having spent a number of years working in FMCG for Procter & Gamble, I didn't put my hard -earned in here to make a few quid from the first product in what looks to be developing as a massive portfolio of products suitable for addition to an vast range of products, many of which are currently unimaginable. For perspective, there are over 100 food and beverage producing companies in the UK and Ireland with turnovers of £100m or more. There are probably a1000 in the USA. and 10s of thousands around the world. Opti is not just producing a new yoghurt, or a new flavour, it is developing a whole new category of much-needed food and drink products which will have a lasting beneficial effect on the health of billions of people.Of course, distributors will be required, more-so than individual producers. Who in their right mind would allow a single company to gain exclusive use of a product capable of being licensed to 100s? Why would you put eggs as valuable as these in one basket? Think of any major food producer and you will recognise an opportunity to place OPTI products inside their tins, packets and bottles. "OPTI inside" will, in time, become as ubiquitous as "Intel Inside". Opti products offer huge differentiation to thousands of producers, all of whom spend millions advertising small changes in formulation or packaging and for whom there is genuinely little actual product difference. OPTI is a game changer. Getting started may be the equivalent of kick-starting a jumbo jet, but once it starts to roll down the runway it will eventually climb like an F15 on steroids.

[shrewdmole] 16/8/2017 23:23

Van

Many miss how prudent the management are.

Largest single private shareholder and family bought in at 75p.

Soh gave very inadvertently a window for traders and shorters mentioning the summer holidays. That's what we've seen and it was met by an absolute wall of buying.

I must admit following the comments I ought we may drift further but the size and frequency of some the late trades shows some serious money sniffing here.

It's £2 a share by June 2018 imho. Hence why I'm a buyer, several of the smaller buys were mine today. If it takes a bit longer then it does but it's based on extremely strong foundations so it's purely a when not an if for me.

S