Optibiotix Health Share Discussion Threads

[parob] 27/3/2019 07:20

Commercial UpdateThe Company has a strategy of creating interests and commercial agreements with multiple companies who have expertise in the manufacture and application development of high value speciality ingredients. This has led to agreements with two companies (RNS: 31 May 2018 and 26 June 2018) looking to explore the potential to reduce the sugar content in a range of applications, including dairy. In addition to ongoing discussion with existing partners, OptiBiotix has reached non-binding Heads of Terms with a US company to license OptiBiotix's high intensity derived sweeteners. This company has funded the pilot scale up and supply of two batches of high intensity derived sweeteners. Once a binding commercial agreement has been reached, this will be announced to the market. Late stage discussions are ongoing with another global partner to jointly develop a finished product which allows claim for sugar and calorie reduction whilst limiting any cost increase in the final product to 10%.

[trotterstrading] 27/3/2019 07:19

I think it's a PR Company error (Walbrook)

[whitegold1] 27/3/2019 07:18

Yet another rns - will it ever end? Due a big rerate surely. share price could go down if Meuller has mentioned Opti and Trump (buffoon) in the same breath. Did we collude with the Putin to get this deal into the Soviet empire? Optigate is real. Lol. Big jump today ...surely!!!

[nw99] 27/3/2019 07:14

This agreement is a strategic step to build the distribution sales channel for CholBiome(R) products in Eastern Europe and we expect such agreements to be delivering earlier on revenues and that we would see the first sales in 2019."Earlier revenue nice

[parob] 27/3/2019 07:06

Here's the correct releasehttps://walbrookpr.sharepoint.com/clientsites/OPTI/Shared%20Documents/Logo/OptiBiotix-logo-450-dpi.jpg27 March 2019OptiBiotix Health plc("OptiBiotix" or the "Company") SweetBiotix®: Scientific and commercial update OptiBiotix Health plc (AIM: OPTI), a life sciences business developing compounds to tackle obesity, high cholesterol, diabetes and skin care, provides the following scientific, manufacturing and commercial update on its sweet fibre (SweetBiotix®) technology platform. Scientific UpdateOptiBiotix has a number of development programmes creating natural sweet fibres (SweetBiotix®) with the potential to meet the needs of both the natural high intensity sweetener and bulk sugar markets. These markets are collectively forecast to reach $112bn by 2022 (Mordor Intelligence, 2017). OptiBiotix's products are differentiated from other natural sweeteners and sugar substitutes on the market in that they been developed:- To be dietary fibres proving no contribution to sugar intakeHave low glycemic indexEnhance the gut microbiome providing additional potential health benefitsHave intense sweetness (High Intensity Sweeteners) or sweetness similar to sugar (depending on product) Recent gut model studies have shown that OptiBiotix's high intensity derived sweeteners enhance the gut microbiome, significantly increasing the number and activity (short-chain fatty acids -SCFA) of bacterial species typically associated with good gut health when compared to current natural sweeteners (e.g. stevia, mogrosides). SCFA's are the body's molecular messengers widely known for their importance in gut health & immunity and are one of the main ways in which the gut microbiome contributes to better health. These results, presented at ProBiota 2019 (RNS: 20 February 2019), are to the best of our knowledge, the first reports of high intensity derived sweeteners impacting on the gut microbiome. This functionality, published at a major scientific conference, has stimulated interest from a wider range of partners looking for functionality and health benefits in their products. Commercial UpdateThe Company has a strategy of creating interests and commercial agreements with multiple companies who have expertise in the manufacture and application development of high value speciality ingredients. This has led to agreements with two companies (RNS: 31 May 2018 and 26 June 2018) looking to explore the potential to reduce the sugar content in a range of applications, including dairy. In addition to ongoing discussion with existing partners, OptiBiotix has reached non-binding Heads of Terms with a US company to license OptiBiotix's high intensity derived sweeteners. This company has funded the pilot scale up and supply of two batches of high intensity derived sweeteners. Once a binding commercial agreement has been reached, this will be announced to the market. Late stage discussions are ongoing with another global partner to jointly develop a finished product which allows claim for sugar and calorie reduction whilst limiting any cost increase in the final product to 10%. These discussions with multiple, often competing partners, are taking place against a background of continued development of the science which is identifying new functionalities and creating new opportunities. This creates a complexity in negotiating separate manufacturing and application rights for both high intensity sweeteners, bulk sugars and combinations of both. These discussions are with corporate partners within a corporate process and timescale, and are often subject to strict confidentiality clauses. Frederic NarbelWe are pleased that Dr Frederic Narbel commenced his employment with OptiBiotix on 1 March 2019 as Managing Director of the Prebiotic division, which includes SweetBiotix®. Fred will bring additional, expertise, capability and capacity to the team to support the complex and time consuming negotiations with multiple potential partners. Stephen O'Hara, CEO of OptiBiotix, commented: "The Company believes it is making strong scientific and commercial progress with its SweetBiotix® development programmes. This has generated interest from a number of companies with capabilities in the manufacture or application development of similar high value products. This is part of a strategy of working with global partners who have the capability and expertise to manufacture speciality ingredients like SweetBiotix, and consumer brands who have the specialist application expertise to incorporate SweetBiotix® into a wide range of breaded, dairy, cereal and beverage consumer products. The commercial challenge is to negotiate terms with a combination of partners, against a background of continued development of the science, which maximises the opportunity to fully exploit the wide range of opportunities offered by our SweetBiotix® technology." This announcement contains inside information for the purposes of Article 7 of EU Regulation 596/2014. For further information, please contact: OptiBiotix Health plcwww.optibiotix.comStephen O'Hara, Chief ExecutiveContact via Walbrook below Cairn Financial Advisers LLP (Nomad)Tel: [phone]Liam Murray / Jo Turner / Ludovico Lazzaretti finnCap (Broker)Tel: [phone]Adrian Hargrave / Scott Mathieson / Kate Bannatyne (Corporate Finance) Tony Quirke (Corporate Broking) Walbrook PR LtdTel: 020 7933 8780 or [e-mail] DunphyMob: 07876 741 001 Anna Dunphy Walbrook PR LimitedDirect: 020 7933 8786Mobile: [phone] www.walbrookpr.comtwitter.com/WalbrookPR

[aspex] 27/3/2019 07:05

RNS for Sweetbiotix but showing details for Cholbiome?Funny!

[slartybartfaster] 26/3/2019 22:28

Raywhack, we know your stupid. You don't need to prove it several times a day. Oh go on then. :)

[lodger] 26/3/2019 22:09

I was in ARM from the days of Acorn, I multi-bagged on the way up, fingers crossed it will be the same here. You just don't know when the blue touch paper will be lit, and it's almost impossible to get volume when it's on the move, so best to wait and endure the boredom/monotony/drops on announcements. What I would give for a very steady slow rise!

[pol123] 26/3/2019 20:48

Loger, same happen to ARM (for those that remember) went sideways for almost 5 years, with the exclusion of brief period where it doubled and subsequently fell back to the 5 yr trend. Then earnings became more visible and the rest is history (ended up 20 bagging and bought out)

We have a very similar business model where earnings are in the rear view mirror. Feels like we are nearing the end of that trend and earnings will become visible soon enough

[jamesrs1] 26/3/2019 20:09

Well said Belgrano.

[belgrano2] 26/3/2019 19:35

it is frustrating lodger, but we are moving forward every month, just seems we've been here a while and likely to be a fair bit longer. Still on course for a decent multi bagger. At least we have a good position, some plonkers spend hrs here and don't even own shares.

[rayrac] 26/3/2019 18:52

I can’t see where an exit clause can be in Opti‘s favour. If a partner doesn’t pull its weight, then that probably means they are not interested in the agreement or Opti’s product. Anyway, I can’t see it being a plus!

Still can’t!

[lodger] 26/3/2019 16:49

Surely I'm not the only one who finds it frustrating that this share spends 98% of it's time trending down whilst still maintaining it's avarge price over the last 3 years. It feels Chinese torture...

[imnotlong] 26/3/2019 16:13

Its the 27th March tomorrow. One year ago, on the 27th March 2018, Opti released an RNS which stated amongst other things....

Re Slimbiome

This creates a wide range of revenue generating opportunities and the potential to either extend the GoFigure range of online products or create a 'health and wellbeing' own label brand for one of the major supermarkets. Late stage discussion are currently ongoing with three supermarkets.

Sweetbiotix

These studies have created interest from a number of corporates with expertise in the manufacture and commercialisation of speciality ingredients and/or consumer products. In March 2018 the Company met up with teams of scientists and senior executives from each of these companies. It was clear from our meetings that OptiBiotix are global leaders in targeted microbiome modulation and sweet prebiotics/fibres.

We are pleased to report that every company has expressed strong interest in partnering or investing in OptiBiotix to access our technology. This high level of interest now needs to be turned into tangible deals which, subject to any corporate confidentiality clauses, we can disclose to the market. Investors should be cautioned that negotiations with large corporate partners is a two-way process which has to fit into a corporate process and timescale and are often subject to stringent confidentiality clauses. However, it's clear that OptiBiotix is in the right space (microbiome, sweet fibres), and has a structured approach to development appealing to corporate partners, allowing it to attract the high level of interest from these global brands.


Surely there must be something soon on these fronts.

[anderson3] 26/3/2019 13:43

RiskAny date for the food unwrapped program, could be a welcome boost to the share price thanks

[riskybusiness1] 26/3/2019 13:06

Mike no chance that happening here. The partners only keep exclusivity if they perform, if not, deal automatically drops to non exclusive. Opti are in complete control with the current strategy which mitigates reliance on any single partner. This is longer & causes frustrating share price cycles because of the lag in visibility of revenue as it builds but ultimately opens up the opportunity for greater future value & revenue potential.Some point in the future a corporate will come knocking & buy out the licence for well over the current market cap, way way more if pharma development proceeds well and they will buy out the rights to all these agreements. If they do not buy the strain outright they will want exclusivity globally, with all these agreements in place & growing the global exclusivity fee for the corporate will keep on rising. SOH is creating a seriously strong negotiating hand for when, not if, this happens. See LGG for an example of pretty much exactly what Opti are doing but with far superior science & knowledge on the potential specific health benefits LPLDL can bring to people. When LGG do clinical trials it's a bit of a stab in the dark because there is no known mechanism of action. Complete opposite with LPLDL, this is why LGG has never been called upon for biopharmaceutical development, which is another blatantly obvious example of LPLDL superiority over the top selling probiotic worldwide.

[mikethebike4] 26/3/2019 11:28

Reckless Kelly
26 Mar '19 - 05:17 - 47769 of 47771
0 9 2
What the hell, let's waste our time and sign an agreement with opti because we're not interested in anything they have to offer, and we've nothing better to do with our time.

If you look at FUM you will see that most of their 'deals' for CSD500/Blue Diamond were signed with 'distributors' whose only interest turned out to be keeping FUMs excellent product off the market so that it did not compete with the distributors existing sales lines. These distributors did it so effectively that the only country you can get it in now is Saudi

CSD500 by the way is an erectile gel in a condom - and very effective !

[anderson3] 26/3/2019 11:10

It's now spring, anyone got a date for the Food Unwrapped program. Sweetbiotix?

[shrewdmole] 26/3/2019 07:26

Opti products are science backed hence the time delay slightly.

Soh has said that as the microbiome market grows there will be a lot of products out there hence they’ve taken a longer term view and spent a couple of years getting slimbiome medical ce marked and medical device status and lpldl gras certified in the US.

It is these behind the scenes activities that makes Opti stand out.

[reckless kelly] 26/3/2019 05:17

What the hell, let's waste our time and sign an agreement with opti because we're not interested in anything they have to offer, and we've nothing better to do with our time.

The intelligence of this man is breathtaking.

LOL !

[rayrac] 25/3/2019 22:23

I can’t see where an exit clause can be in Opti‘s favour. If a partner doesn’t pull its weight, then that probably means they are not interested in the agreement or Opti’s product. Anyway, I can’t see it being a plus!