Optibiotix Health Share Discussion Threads

[aspex] 26/5/2018 19:52

Pharmabiota appear to have an emphasis on the Australian market for their products so the result is not surprising.

[dire cons] 26/5/2018 11:33

That New Zealand order was 30k boxes. If they were white-boxed at guess between 5 and 10 quid a box, that's quite a substantial first order from a relatively small player.
Any thoughts?

[asterix96] 26/5/2018 10:22

aspex

RNS Number : 1577L

OptiBiotix Health PLC

17 July 2017

LP(LDL) (R) supply agreement for New Zealand & Australia with Pharmabiota Ltd

[aspex] 26/5/2018 01:04

No sign of anything available in NZ.

[monkeywench1] 25/5/2018 22:24

I think we all agreed ramping doesn't help the share price

[bobalot] 25/5/2018 16:21

SBTX has been in break out mode all day and has risen from it's last retrace...OPTI will now follow that trend imo.....next week will be interesting to view as an investor.

Start considering 23p on the share price for SBTX and another approach to 77p for OPTI....in my view, both scenrios are on the cards.

[malreid] 25/5/2018 16:18

just couldn't resist another 4166 for me

[rafboy] 25/5/2018 15:54

Think they need to move the bid up.

[dire cons] 25/5/2018 15:52

Yes Paul, thanks.
Having re-read the email, and to be fair, she did state;

"Thank you for your email. The products are not yet available in the UK but there are plans to introduce them later in the year. Licencing deals take time unfortunately so we’re unable to rush this process.

Shall I add you the distribution list so you are kept up to date?"

The thing is, the email was 14th Feb, so it is taking an awful long time.

[paulhoodwinked] 25/5/2018 14:50

Dire, i'm sure someone on here said partner products will be available on the new online store. Perhaps hlh's products will be available once the store is fully functional. The new guy, Steve Riley only just started so it may take a little longer than planned. elrico finally responded and gave me some info that may explain the delay in the new gofigure launch on the site now. He expects it to be next week, explaining part of the delay is down to outside UK sourced packaging having a lead time of 10 weeks. Apparently, there will be another new gofigure design in august.

[imnotlong] 25/5/2018 14:19

Oh yes, I forgot about that deal in a KEY territory.

[asterix96] 25/5/2018 13:47

imnotlong :- New Zealand had a batch early on!

[dire cons] 25/5/2018 13:36

It's about time they got a UK distributor for LPLDL. When I contacted them with a whinge about postage costs from Germany, they said something like, 'We hope to launch in Uk soon, however, Licensing agreements tend to be long drawn out legal affairs etc.

[imnotlong] 25/5/2018 13:22

That last line is new to me - already available in other key territories across the world.

[mouse20] 25/5/2018 12:51

Study shows novel probiotic reduces cholesterol more effectively than plant sterols/stanols

The results of a research study published in a poster last week show that a new bacterial strain, called Lactobacillus plantarum LP-LDL®, significantly reduces both cholesterol and blood pressure with no observable side effects. The poster, authored by a collaborative team from the University of Reading, University of Roehampton, University of Bologna, Imperial College London, and OptiBiotix Health was presented at the Vitafoods Europe conference in Geneva last week.

The randomised, placebo controlled, parallel- group, double blind study found that LP-LDL® reduced total cholesterol by up to 36.7%, lowered LDL cholesterol by up to 13.9%, and increased HDL cholesterol by up to 6.5%. HDL cholesterol is often referred to as ‘good cholesterol’ because it helps to carry harmful LDL cholesterol away from the arteries and back to the liver where it is broken down and passed out of the body. Studies have linked low levels of HDL cholesterol to an increased risk of heart disease . Plant sterols and stanols are often recommended as natural aids to lowering cholesterol. However, figures suggest that they only lower cholesterol by up to 10%, and must be taken in optimal doses and as part of a diet low in saturated diet to be effective.

In addition to its cholesterol-lowering effect, LP-LDL® was also found to reduce blood pressure levels by up to 5.1%. Both high cholesterol and high blood pressure are established risk factors for coronary heart disease, which is one of the leading causes of death across the world . This study was conducted in 49 normal to mildly hypercholesterolemic adults over a 12-week period. Participants ingested an encapsulated form of LP-LDL® twice a day before breakfast and dinner.



The authors concluded that, “This study confirmed the safety of L. plantarum LP-LDL® and demonstrated that it can positively impact on lipid profiles and blood pressure, both very significant cardiovascular risk factors. Results, in an un-optimised product and in healthy adults, suggest efficacy similar or greater to 1.5-2.4g/day plant sterols/stanols.R21;

There has been considerable commercial interest in LP-LDL® following the strong from this study. OptiBiotix Health, which developed the LP-LDL® probiotic strain, announced on Tuesday that it has entered into a non-exclusive agreement with Seed Health (‘Seed™’) to produce, promote, market, and commercialise products containing LP-LDL® in the USA. LP-LDL® will be commercialised by Seed™ in an innovative product concept which combines multiple strains of different probiotics which have been selected because of strong clinical trial data.

Seed™ was co-founded and is led by Raja Dhir and Ara Katz to pioneer the application of microbiome science to improve human and planetary health. In collaboration with leading microbiome scientists and a global network of partners and experts in biofermentation, stabilisation, and testing, Seed™ state they have developed a new standard for a pipeline of effective, scientifically-validated probiotics that target the human microbiome.

Stephen O’Hara, CEO of OptiBiotix, commented: “It is great to see that our strong science, successful human studies, and international awards, including best abstract at ProBiota 2018 and finalist for Probiotic of the Year at Vitafoods 2018, has attracted international interest in our LP-LDL® product. Seed was an ideal US partner for us due to our shared vision of commercialising products with strong scientific and clinical data.”

LP-LDL® is already available in Europe as bulk capsules through HLH Biopharma’s market-leading Lactobact® brand, as well as in other key territories across the world.

[trotterstrading] 25/5/2018 12:35

Slarty, I think a trade sale is unlikely unless someone (TATA perhaps) offered a huge sum for the business. An IPO is far more likely IMO

[slartybartfaster] 25/5/2018 12:19

TT, if a trade sale of a platform was serious enough it warranted an offer, this would be put shareholders. The power there is with SOH and YSF which is a concern from me because i would like to see sweetbiotix and optibiotic mature and the value of the IP increase. I not keen on a trade sale, it would smell of a firesale, unless the price tag clearly stated otherwise.

[trotterstrading] 25/5/2018 09:28

I don't know if folks missed my post but there have been significant developments in the Probiotics division.. the Company feel the division is now sufficiently mature to start the process of splitting out as a stand-alone entity (most likely IPO but could also be via trade sale) the first part of this process is pitching the division to investors and potentially interested parties, which was done at Microbiome Invest on the 23rd May. There were prebooked meetings and Ad-hoc Meeting with multinationals and Big Pharma. Any IPO/trade sale news should be a huge value inflection point when you consider the 10x uplift we have had in SBTX. IMO we will get an announcement later this year, early next.

[monkeywench1] 25/5/2018 09:12

Belgrano stop ramping.

[belgrano2] 25/5/2018 09:10

Fair comment slarty, as our products become more sold, the base product strains become more valuable, and we know what what some companies might pay for a comparable and probably inferior product to our own. Seems some savvy investors are already taking advantage of the large dip yesterday with some recovery already this morning.

[slartybartfaster] 25/5/2018 09:00

belgrano, investors like yourself always make the same mistake when valuing a company, you always forget the IP & TMs, these have real value to and this value is growing with each commercial deal. The most savvy quote Hansens LGG probiotic as a benchmark and they point out OPTI LPLDL has the potential to be even more valuable because its more functional, etc. You can't ignore IP value. Part of the widening losses was purely the transfer of OPTI IP to SBTX, in other words, its value.

Tanks TT. I sent it to elrico, he said he had already sent it to Christina. I guess she is going to be hit with a wave of emails. lol

[belgrano2] 25/5/2018 08:44

The results for me were what I expected, when you consider the time period for which they are reporting and that the majority are only just starting product launch, and some not even that far by several months.
When the factual realisation sinks in its little surprise that we’ve seen price drop, as apart from probably some new contracts that’s it for another year.

Not everyone can invest in these longer term time scales so now is the ideal opportunity to reduce holding or withdraw completely. They are not foolish investors..just cannot operate in longer time scales.
I actually take the point with investors pointing out that the current price does seem a little high based on actual current revenue, they would be right. However we all make investment decisions based on potential looking forward returns as well as current returns. I would encourage those who cannot wait 18months or so to sell up, because I will be buying soon.