Optibiotix Health Share Discussion Threads

[spike_1] 11/11/2016 08:08

jh - agreed!

[john henry] 11/11/2016 07:55

So they have a product for launch in the spring, they have partners in place. So who they hell are these partners. This is taking confidentiality to the extreme, we are a public company owned by shareholders.

[mazzstar] 10/11/2016 22:56

From the RNS on 26 October: "OptiBiotix has been building an extensive IP portfolio, a supporting scientific evidence base, a brand (LP-LDL TM), a range of product formulations, and a supporting manufacturing, distribution and sales structure with partners to support a product launch in spring 2017 and commercialisation of its technology."

[someuwin] 10/11/2016 22:54

From the 26/10/16 RNS...

"OptiBiotix has been building an extensive IP portfolio, a supporting scientific evidence base, a brand (LP-LDL (TM) ), a range of product formulations, and a supporting manufacturing, distribution and sales structure with partners to support a product launch in spring 2017 and commercialisation of its technology..."

"...This announcement provides shareholders with a scientific and commercial update on its cardiovascular product range which has been the subject of multiple ongoing discussions with partners across the supply chain."

[john henry] 10/11/2016 22:47

Life sciences group OptiBiotix Health plc (LON:OPTI) is targeting spring next year to launch a range of cardiovascular products to reduce cholesterol and blood pressure.Optibiotix says it has a range of product formulations, and a supporting distribution and sales structure with partners to support the launch.Partners ?? where did Proactive obtain that info.

[parob] 10/11/2016 22:31

Psychobiotix in the future?

[judijudi] 10/11/2016 18:15

Expect the unexpected

[1bokke] 10/11/2016 17:04

Quote taken below from Forbes magazine..SlimFast founder S. Daniel Abraham has not slowed down since selling his company to Unilever for $2.3 billion in 2000. The nonagenarian has recently focused his attention on politics, and regularly uses his wealth to advance his personal agenda.I appreciate that this is a few years ago, but it does show the potential of just shakes and bars...

[primal123] 10/11/2016 17:04

Excellent summary risky. Mazz I really don't think you know what you are talking about. Maybe you are frustrated with the share price which we all are. Skin was a bonus and Opti would have a holding.

[riskybusiness1] 10/11/2016 16:54

Opti will be left with the sugar platform which has three arms, market is currently clueless to the potential of this division, the optiscreen platform and the weight management platform. All potentially decent sized companies in their own right. Smallest being weight management which could easily be valued at 10£-20m near future if we get few big retail listings. Skin was only brought in as an EXTRA application area due to the successful progress. Opti will retain a significant holding in skin which will drive the share price of opti in parallel to skin. To say what will opti have left is an outrageously ignorant statement. Sp reached 1£ before the market even knew anything about skin.

[mazzstar] 10/11/2016 16:37

I hope this skin merger does not happen this year or next as that will leave Optibiotix with what exactly? Aside from the sugar development which SOH has confirmed is years away, we will have shakes, bars and a likely food supplement pill. How in anyone's right mind can that justify a £53m share price!

[mazzstar] 10/11/2016 16:30

If there is no MN on board for the cholesterol range then don't expect the share price to rise anytime soon and Gofigure is proof of that. Someuwin I disagree it's all positive if Opti takes a similar startup route in April which I am certain will be the case after re-reading the RNS.

[f3rdinand] 10/11/2016 16:29

I wonder how the skinbiotix demerger is progressing...I'm expecting news soon!

[neftanikoff] 10/11/2016 16:03

they say it went well but if we were expecting any iii buys emanating from this summit, then we have been disappointed, with the odd small pi buy going through currently at 67.74

[john henry] 10/11/2016 15:52

OPTI tweet, said "summit went well" I guess we are waiting on the publication release.

[john henry] 10/11/2016 15:41

Excellent post, risky. Out of interest have you heard any feedback from the Summit presentation on the 3rd/4th

[riskybusiness1] 10/11/2016 15:07

The fact we have had an offer on the table and not thrown everything at it to me shows great confidence by the board. Even more so with recent shareholder frustration. The commercial update was the first actual indication given for the launch of its lp-ldl strain by the company itself. This strain was only screened and selected a few years ago using technology that had just been invented. A platform that has been validated through its finding of a proven cholesterol reducing strain. With the dose at a minuscule 0.1g, In its current state the company believes this biological effect is equivalent to or better than 3g dose of stanols. Though very good in its current form questions remain: what is the cholesterol reducing effect when the dose is increased? What is the effect on groups that have extremely high cholesterol levels - believe we had up to 36% reduction in the first trial within this group..what is the cholesterol reducing effect when lp-ldl is combined with the optibiotic prebiotic sugar platform that has recently showed a threefold reduction in a gut model on the cholesterol strain? The potential on this product is much much bigger than first imagined. Havnt even mentioned the reduction in blood pressure which opens a whole new market. If these questions get answered proving the potential of this strain we're looking at a natural statin replacement which changes everything. It will also prove that the less risky food nutrition route turns out to be a master stroke.If the mn is png which originally came from tom winnifreth then a company of such calibre will probably not want to commit its resources at such an early stage - too risky for them. They would prefer to let minnows like opti take the risk themselves especially with such new tech. Getting the brand out LP-ldl and through sales will hugely decrease this risk which is then when the multi nationals will scramble with good reason to commit resources. Lp ldl isn't a product it's an ingredient therefore a launch may consist of a multiple products through multiple revenues which has always been the plan. Take this and repeat with a diabetic supplement - not even touching on the other areas opti are working on we have a company positioned for massive growth. Other companies in this field are going down the pharma route and are around 5-7 years off these types of products. if you look at seres health and what happened in their phase 2 it reinforces the thinking behind derisking through the food supplement route before going down the much more lucrative pharma route which I believe opti will enter in the future.

[someuwin] 10/11/2016 12:24

I suspect you are partly right mazzstar - and its all positive.

Gofigure has shown the way that OPTI can use their incubator model to partner up to develop new products and get them to market, whilst at the same time discussing licensing deals with large corporates. So Gofigure products are a small but growing source of revenue (already profitable) but they are building up the brand (SlimBiome®) making it more valuable to the big players like Slimfast and other food and pharma multinationals.

Similarly with the cardiovascular, I suspect they will partner with a smaller co (maybe Venture Life?) to get initial product(s) out there to establish the brand (LP-LDL™) whilst progressing discussions with big global players like Procter and Gamble etc.

This makes sense to me as OPTI will be getting increasing revenue flow, developing more product lines and increasing the brands' valuations whilst holding out for major license deals.

Of course while that might be OPTI's strategy (and its only my interpretation) there's nothing to stop a big player making a pre-emptive strike for any part of the business at any time.

[1bokke] 10/11/2016 12:20

I don't think we should rule out the mn option. Last year the company I work for supported a publicly traded mn on a new product that was being launched, everyone signed an NDA. The secrecy was such that staff not directly involved in the discussions weren't told what was happening until the right time. We would have loved to be able to go public as this would have allowed us to win further customers, and there were opportunities for us to do this. The reason for telling you guys this is that it may be that Opti are in the same position and cannot disclose any specifics yet so as not to alert competitors. My opinion on this is that if it were an Opti controlled launch then it wouldn't hurt to announce that now and it might even have a positive bearing on the share price But I might becompletely wrong....

[john henry] 10/11/2016 10:53

As clear as mud.

[mazzstar] 10/11/2016 10:42

An RNS confirming the product but not the partner is why I assume Opti are not going with big pharma on the cholesterol range and may also explain why SOH has been saying for months that he was still looking for the right deal. Perhaps he thinks it is better now for Opti to retain control and either go it alone or partner with a minority stake company. Either way, I suspect this will be another Gofigure start-up.

[f3rdinand] 10/11/2016 10:41

Mazzstar I agree...it's surely the only possible answer! It will mean far greater profits, but also greater costs with advertising etc

[someuwin] 10/11/2016 10:36

...Depends how big the gofigure brand becomes.

Slimfast had to start somewhere.

[f3rdinand] 10/11/2016 10:27

As products will be on the shelves in the spring one can ascertain that multiple deals have already been agreed! Why these haven't yet been released to the public is confusing...considering we are a PLC? I understand that these companies don't want competitors learning of their products going to market, but surely some details are obliged to be released under RNS rules?