Optibiotix Health Share Discussion Threads

[investordave] 21/11/2016 16:08

There's nowt to see here or get excited about. Move along please.

[mrcleverdick] 21/11/2016 11:52

Is there a problem with this thread? The last post I can see is 17444 from 18 Nov.

[onedayrodders] 18/11/2016 18:14

It's also easier to spike when your market cap us sub 10m

[someuwin] 18/11/2016 13:47

Patience kipper.

OPTI has been working with DSM for quite a while now. Product deals or partner commercial deals could come at any time. Expect a huge percentage gain then.

[kipper1960] 18/11/2016 13:35

This RNS from PXS is not dissimilar to the one OPTI issued to announced the DSM deal; i.e. plenty of talk about the potential market opportunity but no hard commercial numbers - jam tomorrow. And yet the PXS share price jumped 40% on the announcement, whereas OPTI's jump was sweet FA. Strange.

[someuwin] 18/11/2016 10:53

Yup - PXS only have one product (A tomato extract).

We have multiple products.

(and we're already partnered with DSM too)

[woodaldo] 18/11/2016 10:50

Yep indeed Someuwin, pretty big news for PXS, partnering with a 2b Chinese MN. Wonder what happenes if OPTI does have a deal with PG - a 200b MN. I drool at the thought of it...One day....

[someuwin] 18/11/2016 10:24

Provexis plc (LSE:PXS) interesting news today.

PXS use Tomato extract for their functional food ingredient. This is the sort of announcements we'll be getting from OPTI at some stage - hopefully...

"Provexis plc ("Provexis" or the "Company"), the business that develops, licenses and sells the proprietary, scientifically-proven Fruitflow(R) heart-health functional food ingredient, is pleased to announce that the Company's Alliance partner for Fruitflow(R), DSM Nutritional Products ("DSM"), has entered into a strategic collaboration agreement for Fruitflow(R) with BY-HEALTH Co., Ltd ("BY-HEALTH"), a substantial listed Chinese dietary supplement business.

The strategic collaboration agreement between DSM and BY-HEALTH will focus on the development of new products that contribute to cardiovascular health, to include the establishment of relevant evaluation and testing procedures to accord with Chinese technical and regulatory standards.

The development process will target the creation of new products for people who are at risk of cardiovascular disease, particularly to include those over 40 years of age. There are already more than 230m people in China who are thought to have cardiovascular disease, and a significant increase in cardiovascular events is expected in China over the course of the next decade based on population aging and growth alone.(1) The Company believes that Fruitflow(R) has the potential to play an import role in primary prevention in the Chinese market."

[fozdad] 17/11/2016 23:40

Totally agree RB1, after reading SOH's email again, it's clear that the plan is for LP-LDL to be an ingredient in numerous products. If it goes into a MN's big seller (or big sellers), we'll be very happy.

It sounds like we could be selling the ingredient to some partners and others will be manufacturing it and presumably, we would receive royalties or some form of licence fee.

I much prefer this route, let the big companies do the marketing and we can reap the rewards.

[riskybusiness1] 17/11/2016 23:31

I suspect we'll see multiple deals with multiple partners next year. Lpldl will be more like an ingredient rather than a product that can be presented in multiple formulations. This hugely de risks this opportunity within the optiscreen platform increasing the divisions growth prospects through multiple recurring revenue streams. Do this with diabetes, cognitive, bone health etc this division alone will be very lucrative. Point 5 of sohs email gives the perfect explanation to why it's not always best relying on one company and shows his thinking (for the last time - ab life DuPont example once again comes to mind). It's still very much possible opti is sitting on a potential natural statin replacement in this product alone. I would rather the company retain some kind of control.

[fozdad] 17/11/2016 22:46

Mazz, read post 17433, 2 up from your question, it's in there

[mazzstar] 17/11/2016 22:29

Parob, where is your source for this? Your own words? "The RNS highlights that we have a number of partners, including multinationals we are working with on this product opportunity. Some want consumer rights, other pharma rights, other manufacturing rights across a broad range of interlinked product opportunities."

[fozdad] 17/11/2016 21:36

Parob, where did the statement in 17426 come from please?

[elrico] 17/11/2016 21:28

JH - Don't confuse delivery (products) with IP. OPTI have many patent & IP, thus many routes to commercial products. Each company OPTI speaks with will have their own specific strategy (products) to monitise. I am sure there will be crossovers, so companies will be guarded. All the area's OPTI are capable of entering are highly competitive. OPTI MUST respect NDA or credibility and trust will be damaged.

[john henry] 17/11/2016 21:21

OHara in his own words has had companies knocking at his door interested in potential JVs it cannot be that much of a secret within the industry.

[john henry] 17/11/2016 21:16

Parob I cannot find the sentence in the RNS that mentions multinational.

[elrico] 17/11/2016 21:11

JH - It is quite clear OPTI have signed a commercial deal for the cardiovascular venture, which included manufacturing, distribution and I would assume, a shelf somewhere in the retail world. This was reiterated to me today. We can only assume it remains is P&G, though I doubt very much it will be announced until launch. Why would they? I am sure P&G would not want a rival knowing its strategy at this stage. This is something we as investors must learn to live with.

[parob] 17/11/2016 20:35

"4. The RNS highlights that we have a number of partners, including multinationals we are working with on this product opportunity. Some want consumer rights, other pharma rights, other manufacturing rights across a broad range of interlinked product opportunities."From the info we've been given, why would one surmise there is no MN?

[john henry] 17/11/2016 20:26

Risky a deal or deals have obviously been concluded in order to announce a launch date, however the structure of these deals etc is being kept under wraps. Have we signed with a MN, etc etc

[riskybusiness1] 17/11/2016 20:20

I highly doubt the launch will be anything like go figure, partners are essential to the main business model. Go figure has always been a quick entry to market for optis active ingredient slimbiome. Owning 51% of the healthy weight loss company was just a shrewd move. As I have mentioned many times before the DuPont ab life example would be a perfect example to why soh would want to make sure he gets the right deal.