Optibiotix Health Share Discussion Threads

[pglancy] 17/1/2018 15:47

I hope your right elric. I think you have nailed it.

[elrico] 17/1/2018 15:41

Martin - Hopefully, Adnan's comments, as reposted by PG will assist in the NHS question. However, I would add, this is NOT a process OPTI expect to engage in at this stage. I cannot find my note as to the reason why and I don't want to misquote SOH.

Q3: I'm not sure what you mean, "Should I presume that other opportunities are restricted by this?"

[trotterstrading] 17/1/2018 15:36

I would also speculate that these potential deals are at an advanced and sensitive stage, if that were not the case then I suspect SoH would have run an interview giving more insight into the RNS. Clearly he is limited to what he can say

[elrico] 17/1/2018 15:16

PGlancy - We can only speculate at this stage. One thing is for sure, Chr Hansen, DSM and OPTI have collaborated. OPTI have been given access to LGG for a reason. OPTI have enhanced/improved LGG, a world leading probiotic. It is natural to expect there will be a progression to utilising this improvement in existing and or new probiotics. Will they be with Chr Hansen, DSM or both? It's not too much of a leap is it! The fact OPTI are presenting the abstract at ProBiota, suggests all 3 parties are very pleased with the results and want to use it to promote their wears, and demonstrate to key decision makers they are at the front of a revolution in probiotics.

Today's news is fantastic.

[pglancy] 17/1/2018 15:00

MARTIN, Q2 from a gps perspective

adnanwolf - 14 Aug 2017 - 21:44:48 - 25833 of 30889 OptiBiotix - Better Science, Better Health. Better buy some! - OPTI
Hi re prescribing on NHS

1. Any company or distributor would apply via ACBS (Advisory committee on borderline substances)
2. They generally do not consider nutraceuticals unless specific indication and fairly robust evidence
3. I think LP LDL has a good chance of being accepted
4. Generally they would not accept a product which has a medicinal equivalent but in this case LP LDL lowers cholesterol and BP with no side effects which is fairly unique
5. I suspect a product will be on shelves while an application is in process
6. I don't think this is a statin replacement per se rather an add on or mono therapy for those intolerant to statins and a massive help in primary prevention especially for ethnic minority patients with bad genetics.
7. Remember statins have robust morbidity and mortality data whilst we can infer similar benefits this is not proven. Statins also have anti inflammatory properties that help the anti plaque forming process

adnanwolf - 10 Aug 2017 - 11:30:14 - 25618 of 30889 OptiBiotix - Better Science, Better Health. Better buy some! - OPTI
Have recommended Lactobact LDL to a couple of patients already who were asking of a natural way to reduce cholesterol as they had side effects to statins. Would be good if available directly in UK

Should be soon

Adnan

[pglancy] 17/1/2018 14:54

Yes i see now nick. ta

Elric, do you see lpldl being used in hansens lgg products now?

[m4rtinu] 17/1/2018 14:43

I'm still trying to learn about this company and its products; have been a holder for 3 months. A modest holding given some posters comments.

A couple of points/ questions. I'm fairly thick-skinned, so please feel free to shoot down.

1. As far as today's RNS is concerned: is this new development a way off commercialisation stage and something for the future?

2. If LP-LDL is a good replacement for statins; indeed a GP posts occasionally about it. What would it take for GPs to start prescribing/ recommending it? Or put another way, how does a product get on the NHS's book?

3. OPTI has chosen to go down the partnership route, eg TATA, CII etc. The benefits being making use of large companies' infrastructure. Should I presume that other opportunities are restricted by this?

Thnaks MU

[elrico] 17/1/2018 14:27

It's difficult to say what today's RNS means for OPTI. IMHO it is extremely positive. Some conversations I have had are confused (or I am) and seem to think OPTI are strengthening Chr Hansen's LGG strain at the detriment to OPTI's LP-LDL. I don't agree with this view. LGG is the leading probiotic, and OPTI's science has been able to improve on it. OPTI will now be able to shout from the roof-tops about this significant development at ProBiota, where key decision makers will be in attendance in their droves. Brilliant PR, IMHO.

Essentially, OPTI are servicing notice they have the ability to improve/enhance existing probiotics with their science as well as produce their own. I think it's called, "having your cake and eating it."

OPTI relationship with DSM is strengthening and are active in a number of areas OptiBiotix is leading in.

[elrico] 17/1/2018 14:13

Thanks to Roger - LSE

High street chains including Costa,McDonalds, and Greggs are promising to cut the amount of sugar in their products. They have signed up to a code of practice including a pledge to cut sugar in their food and drinks by 20% by 2020. This will mean a change in their recipes of many products and the addition of low sugar items to their menus.
(Daily Mail 17/2)

[trotterstrading] 17/1/2018 13:38

I find it absolutely inconceivable there is not considerable II interest in OPTI given their market leading position and best in class technology. II's are invested in plenty of stocks that are absolute dross, therefore i have concluded that either a) the interest is there but they want block entry via placing (typical route) or b) the share price is being held in a range to allow II's to accumulate on the down low, facilitated by MM

[judijudi] 17/1/2018 13:30

One day in the not to distant future all those who have sold will rue the day they did

One day in the not to distant future all those who have brought will thank the day/s they did

imho

[siennadelekat21] 17/1/2018 13:13

So basically, Opti could in theory have their fingers in all (or alot) other probiotic makers pies with this optibiotics arm?Sienna

[diamond fibre] 17/1/2018 13:09

Good shout Trotters, or take us over? Would have to be around a fiver a share with all our hard work in development. DIAMOND.

[mouse20] 17/1/2018 12:28

Won best abstract award as well

Our abstract, which was accepted for ProBiota has won the best abstract award. This is the second year running we have won this award at ProBiota; probiotaevent.com

[trotterstrading] 17/1/2018 11:53

Every strain is different, they have different methods of action and produce varying health benefits, so its not direct competition. This demonstrates the multiple revenue stream model in action (low risk, high reward, multiple products, multiple partners - revenues from all)

[nicktopten] 17/1/2018 11:38

Also not necessarily the same product, as I imagine each probiotic would need a particular blend of prebiotic to make it an optibiotic! only my basic understanding so please correct me at will !

[rafboy] 17/1/2018 11:34

I think what we are seeing is a much quicker route to market with decent market share. Probably equates to faster revenue generation for OPTI as well.

[nicktopten] 17/1/2018 11:32

they are using it for their own horse... Lpldl.

[pglancy] 17/1/2018 11:25

Is it just me thinking this collaboration with chr is at the detriment of optis own products? Its a bit like one stable feeding a rivals race horse with the best nutrients on the market with its own product but not using the same product for their own horse. Its left me a little confuse about the strategy now. I thought it was explained really well, now im not so sure.

[shazbo] 17/1/2018 10:52

Surely you (SOH) wouldn't/shouldn't/couldn't mention DSM Culturelle unless this is where it's going??

[asterix96] 17/1/2018 10:37

So what percentage of the $46.5Bln will Opti have in 2020?
Even 1% is a lot of money. No wonder Soh wants to spread it around to the shareholders!

[trotterstrading] 17/1/2018 10:37

SoH is the master of subtle hints, you have to work the grey matter to join the dots in the RNS's, but it's all there (not by choice I add, I think he is constrained by NDA's).

The DSM and Culturelle name drop is an obvious example, IMO he alluding to OPTI and DSM working on a reformulation of Culturelle, however until the full terms are agreed it cant be announced.

Obviously those of us who can put 2 and 2 together have the advantage of buying at a depressed share price ahead of THE blockbuster RNS confirming it.

The bigger picture is even more staggering, OPTI have a PROVEN technology (LPL and now LGG) to improve the health benefit of Probiotics - the implications of this are massive, its a $46bln market and growing, and OPTI have the fairy dust to improve these probiotic products. Let that sink in folks

[nicktopten] 17/1/2018 09:42

I think todays news is fascinating . It never occurred to me that Optibiotix would be developing optibiotics for strains other than their own! As SoH has previously stated this technology is a first in the field of microbiota. It seems if nothing else that this news does put Opti at the cutting edge of this new science.

[trotterstrading] 17/1/2018 09:32

Indeed Elrico, SoH Is full of surprises. I'm hoping he will elaborate on a Proactive interview to help translate today's RNS in terms of the bottom line for investors