Optibiotix Health Share Discussion Threads

[shazbo] 23/5/2018 19:37

Yes, I got an email today to say relaunching 29th May. New formulation, new packaging, new online store to order from. Will give it a go.

[manc10] 23/5/2018 19:31

on cash burn . opti have 1.2 million as of end of novemember 17. six months on saying opti burn 90k to 100k a month so at present opti have six months of cash eg 600k.that takes opti to the end of the year without funding. also there are two people who have not execised there warrants yet eg adam reynolds and tw .on the bearcast tom said when we execise the warrants that will give opti another 200k cash so opti probably have cash to feb march 2019 so there is no need for a placing

[pglancy] 23/5/2018 19:01

I'm hearing the new line of gofigure is out next week. I believe 2 of 3 flavours had run out. I assume this has been part of the running stock down to make clear for the new line.

[parob] 23/5/2018 18:28

We anticipate both the rate and value of deal flow increasing as we develop new applications, take existing products into new territories, and leverage our technology platforms to develop new product opportunities. We are particularly excited by the interest from partners in developing our products into biopharmaceuticals and see this as an area of significant future development and potential value uplift.

[michaelmouse] 23/5/2018 17:35

Here's a reality check for you all and emphasizes why you should ignore all the b*llsh*t and over-exuberance associated with early stage companies like Opti. Read this RNS release from January 2017 re: Slimbiome



"Our belief in the potential of THWLC is demonstrated by this additional investment which provides funds to invest in marketing, to build stock levels to meet the seasonal demand for weight management products, and to support an increase in retail listings, particularly with major retail outlets. I am sure investors will recognise that given the early success of GoFigure(R) products, which has been achieved without any marketing, there is potential for strong sales growth of GoFigure(R) products over the next few years and substantial value enhancement."

Total revenues for 2017 were 191,000 pounds. How much attributed to GoFigure products? SFA about sums it up. As I said before, sales quickly fell off a cliff and they'd need multi-millions to boost sales to anything like a reasonable figure.

Many of the products with "Opti-inside" will fail, and deals will fall apart i.e. be dropped. Don't expect these partners to be spending all their hard-earned multi-millions on promoting products with Opti's technology inside because it just won't happen.

Do read the RNS carefully and think about what happened next.

There is no indication of cash remaining or revenues for the last six months. You can talk about future sales projections all you like, but the reported figures always tell the true story.

As ever, AIMHO.

[trotterstrading] 23/5/2018 17:13

HLH have done multiple re-orders confirmed by SoH at UKI. Not sure which ones (if any) would have been captured in today's results

[nimrod22] 23/5/2018 17:11

OPTI share price loves to cycle up and down like a yoyo, its a pity that it never actually takes off despite all the news that it generates. Now lower than what it was two years ago, gofigure.

[riskybusiness1] 23/5/2018 14:09

DSM payments would have been booked FY2016. We were told this was a six figure sum. Opti were paid to use they're science to develop GOS for the LGG strain that has only recently been shown to be successful.Today's announced revenues would be pretty much Go Figures and also HLHs pre order in May 17 when LPLDL was officially launched at Vitafoods. There was another few orders from HLH but can't remember if this was before or after Nov17.

[mouse20] 23/5/2018 13:53

Thanks Primal.
Hopefully, with the accounts now done and dusted, Opti can start to motor (share price wise)over the next few months.

[primal123] 23/5/2018 13:50

Mouse - yes he is with GoFigure but doing a different role not as director as GoFigure has been integrated into Optibiotix.

[mouse20] 23/5/2018 13:32

Last year the Gofigure revenue was £80k with less than 12 months trading.
If you assert that this years Opti revenue is mostly DSM, then Gofigure income must be negligible. Does anyone know if Max Tomlinson is still with Gofigure since his resignation as a formal director?

[onedayrodders] 23/5/2018 13:27

ZEBBO .. IMHO SOH has a much higher trade sale price in mind than one that could be achieved over the next year. Although the share price should do well over the next 12 months, it should really accelerate in 2-3 years whereby a healthy premium multiples of today's share price would have to be bid.

I very much doubt SOH is going to let this go cheaply and so quickly when there is no rush and it is a royalties business model with no logistics or manufacturing headaches.

This is a huge cash cow in the making so why sell it as a calf.

ODR

[riskybusiness1] 23/5/2018 13:18

I'm not sure in regards to go figure revenues. As we know go figure is B2C which is not how Optis model is shaped up for. Of course Opti do not have the marketing spend to promote this themselves only through word of mouth which eventually has its limits. Instead they are using it as a promotion (shop window) as one of the many applications that Slimbiome can be used for. Opti need either a high profile retail listing or for a corporate to take on the brand if go figure is to bring in substantial revenues. As we know this method brought in TATA so either way it's paying dividends already. In terms of 'years and months' this was copied directly from the report. This is because they are talking of biopharmaceuticals which is a drug. Meaning the overall value of the IP and value of the deals will step in to a whole new league where 'potential' is valued in the £100ms. AKUM is huge and by the sounds of things Opti have other plans for biopharmaceuticals which will completely transform the nature of the business. Think 4d Pharma but having other companies pay the huge trials and taking all the risk etc. It's an unbelievably astute way of tapping into the huge Pharma market on a ridiculously low cost base. Phase 3 and 4 trials will take not only huge costs and risks but also time. In the meantime Opti builds its presence and revenues in the probiotic market that is already huge (£30bn+) and growing quickly globally.

[asterix96] 23/5/2018 12:59

ZEBBO :- They will need to pay a lot of money to takeover OPTI!

[zebbo] 23/5/2018 12:32

number of approaches from potential acquirers interested in assets in specific divisions.

Thats why we will not exist in 12 months

[riskybusiness1] 23/5/2018 12:30

Not really strapped though are they Rayrac. £6m current asset which they used £700k last year to produce. Nearly a 1000% profit that is in a year. Either Opti have £2m in cash left end of year 2017 or they have £6m as a current asset in SBTX and £1.25m as it shows. What do you thinks better for the company? The rate of transition from R&D to commercial is without a doubt rapidly increasing. Revenues will show this later this year as will forecasts once a trading history has developed with enough partners.

[zebbo] 23/5/2018 12:26

Yeah, no surprise on share price movement. Its the usual trend for most companies on reporting day. Would have needed fresh news to push higher. However, there is a lot to read through and progress has been very solid.

Onwards and upwards

[mouse20] 23/5/2018 12:21

Risky, what do you think Gofigure sales were for a full year?
Also is It a typo to say month and years ahead? If so a potentially very mis-leading typo. If not then great!

[rayrac] 23/5/2018 12:17

“they've shipped some decent weight this year and I'm sure there will have been license fees paid on some of the deals.”

They’d let the market know if they had. Strapped for cash, no doubt about that. But they might have a friend? Sahara desert comes too mind.

[riskybusiness1] 23/5/2018 12:16

About what is expected from results today. We know revenues are only from a few orders from HLH and Go figure alone. Last years revenues came directly from DSM to carry out the LGG Work rather than product sales which are now building. We know around £700k of the costs are from SBTX Ipo alone which is now a current asset worth around £6m to Opti. The expenses also take in group losses which has no impact on Optis cash standing whatsoever. £1.25m in bank from Nov is about right. At the higher end of operating costs of £100kpm (even tho soh has stated they usually are around £65k with a £20k variable each month) Opti have over a year left in cash if they didn't get a single sale all year. We know these are building from multiple deals with higher value deals coming online since Nov. Seed has the backing to put us in profit on its own. Someone also mentioned warrants too that have been exercised since, from memory roughly around £200k and you'll also have tax credits too which will be added to current cash balance.All in all as SOH stated many times before no need for a placement whatsoever to carry out existing plans through to profitability later this year. If they desperately needed cash they could sell some SBTX which will probably be in the 25p - 30p range soon if they complete clinical trials successfully. Below I believe are some of the most significant pieces in results:'In April 2017, OptiBiotix's majority owned skincare subsidiary, SkinBiotherapeutics (formerly SkinBiotix), was admitted to AIM with an associated £4.5m fundraise, supported by institutional investors. This is part of OptiBiotix's strategy of building value in each of its divisions with some of this value, when realised, being returned to shareholders and reinvesting some of the gains to develop other divisions so they, in due course, can become separate legal entities with the potential for a separate public listing.The deal announced with Akums in May 2018 is an early example of such a deal whereby the partner provides all funding for drug registration, phase 3 and 4 clinical studies, in return for exclusivity and royalty payments based on future product sales. We anticipate future high value deals for use of  LPLDL® as a biotherapeutic in other territories in the month and years ahead.We believe the Company has now significantly de-risked scientific, clinical and manufacturing risk across its platforms. This changes the risk reward ratio leading to an increase in value and the Company and its assets becoming an attractive proposition for corporate partners. This has led to a number of approaches from potential acquirers interested in assets in specific divisions.'

[rayrac] 23/5/2018 12:07

“they've shipped some decent weight this year and I'm sure there will have been license fees paid on some of the deals.“

Don’t worry, if they had a sniff of a licence deal with cash attached, they would have let the market know!

Strapped is my reading of the situation.

[rafboy] 23/5/2018 11:50

Yes, it looks like it. Be good to hear what SOH has to say.

[rathean] 23/5/2018 10:04

Interesting reversal in share price behaviour, previous resistance to good news now support for meh news. Was hoping to double up at a lower price but maybe the potential baked in now is enough to sustain the current share price levels?

[monkeywench1] 23/5/2018 09:58

Lol I have never known a chilled ramper.

[shrewdmole] 23/5/2018 09:45

pglancy,

technical error. I phone said it hadn't posted it!!

im chilled don't worry.

s