Optibiotix Health Share Discussion Threads

[judijudi] 15/12/2016 13:35

Reading that last bit I doubt there wll be any more news this side of the New Year

[parob] 15/12/2016 12:32

Transcript of recent interview:



OptiBiotix Health PLC Q&A: Joint Product Agreement with Multinational
Posted by: Amilia Stone 15th December 2016

Optibiotix Health PLC (LON:OPTI) Chief Executive Officer Stephen O’Hara caught up with DirectorsTalk to discuss their joint product agreement with a multinational and other potential commercial progress.

Q1: Now Stephen, you’ve announced today a pretty exciting RNS, can you tell me a bit more about the agreement with this multinational?
A1: Yes, sure, it is pretty exciting. So if we go back to the end of November, Optibiotix announced a scientific commercial update which discussed a number of commercial partners across all its technology platforms and this announcement is as a result of ongoing discussions with one of those partners and it creates an opportunity to take Optibiotix’s SlimBiome technology into the Asian market with a major corporate whose name will be well-known to investors. The agreement allows the development of food and over the counter products containing the SlimBiome technology for the Asian market which I’m sure everyone would appreciate is a very large market with both India and China ranked second and third in having the highest number of overweight people in the world. So this agreement is a very exciting agreement and is a great opportunity to take our technology to a major market with a well-known international brand and is really good news for shareholders.

Q2: Why can’t you tell investors the name of the multinational?
A2: This is always very difficult, I’d love to be able to tell the investors the name of the corporate because they’d be excited by it but there’s a number of reasons why this tends to happen, it’s not that uncommon with large corporates for a number of reasons.
he first point is that this is a product development agreement, we’re creating new products for the Asian market and, as you might expect, any company who’s launching new products into a market they’ll want to maintain commercial advantage informing competitors of the launch plans for new products reduces that advantage.
Secondarily, corporates spend many years and millions of dollars building up their brand name and creating brand recognition and when the name eventually comes out people will certainly recognise the name. They don’t really want to see other companies like Optibiotix leveraging their brand name for their commercial gain. Just to put this in context, we have an agreement, it’s covered by confidentiality clauses and if we did break those clauses for whatever reason and that could lead to termination of the agreement. Commercially we’re in discussions with the same company for other products so we’re also discussing our cholesterol supplement and our sugars so it’s our commercial interest to respect confidentiality with this agreement.
In addition, as a company Optibiotix has built up a very good reputation with our partners and the industry in general and we wouldn’t want to risk reputational damage by releasing confidential information so whilst it would be great to tell shareholders I’m afraid in this case, certainly for the time being, we can’t release the name of the corporate.

Q3: Can you give us an update on other potential commercial progress for OptiBiotix Health PLC?
A3: Yes, there’s a lot going on and as we announced previously we’re in late-stage discussions with quite a number of partners across all our platforms and there continues to be a lot of interest in our technology across all our platforms. I created deals for companies over many many years and this is a really exciting area, we‘ve got lots of companies interested across all our technology platforms, that’s fairly unusual and a number of these discussions have been going on for many months.
Typically they go through a process where there’s interest then they extend it to due diligence of our science which goes to the technical stage, you then have a due diligence on the technical property and often the partners, particularly if they’re global partners and they have opportunity across a number of different continents and countries, the partners want to assess the opportunity in each of those countries. So that can take often 6-7 months to actually go through this particular process so we’ve lots of discussions taking place and we’d hope that a number of these agreements would conclude in the new year.
For now we’ve got a great agreement with a great company and it’s a good end to 2016 and we hope to have a very successful 2017.

[diamond fibre] 15/12/2016 11:57

Monkey, I will give you odds of 10_1 that we are above 60p on January 1st, You fancy a grand?

[elrico] 15/12/2016 11:03

The takeover is obviously an option at these levels, especially when you consider where the IP derisking is and the respective markets. It is something I have given some thought to, given SOH stated strategy of spin-off companies and Skinbiotix being the first. SOH thinking may be that OPTI vulnerable in it present state - He clearly thinks its a better way of unlocking value, so spinning the company into 4 protect OPTI's IP from a predator looking to obtain our science on the cheap is a strategy to protect IP and unlock value. I don't want this at this stage, I would much prefer OPTI prove its commercial strategy, which will underpin our real worth for any future TO. Obviously, acquisitors don't think this way because they know the later the TO the more money they have to put on the table.

[judijudi] 15/12/2016 11:02

I doubt very much this will be taken over anytime soon

[woodaldo] 15/12/2016 10:52

Interesting hypothesis someuwin, however if there are other MN's ready (possibly 5 others) to sign I doubt SOH would be giving OPTI away cheap. A few more announcements and the product on the shelves and this mcap will be a long and distant memory and his negotiating hand would be that much stronger.

[rafboy] 15/12/2016 09:50

An interesting thought someuwin. I believe SOH sold his previous company but I think he feels OPTI has a long way to go still so perhaps any MN taking a decent sized stake is more likely. I would certainly think that any MN would want to preserve their advantage in some way. That along with a potential disposal as well as other deals will make 2017 a very interesting year for OPTI.

[someuwin] 15/12/2016 09:38

We don't know the identity of this new JV partner. It may be T*t*, it might not be - it doesn't really matter. What matters is that it is a super major player with a multi-billion turnover with many recognisable brands.

We know they are going to be launching products containing Slimbiome next year into China & India plus other asian countries?

We also know this partner is in discussions to produce products using OPTI's Sugar and Cholesterol ip too.

Now if I were making a big investment (in time & money) to launch multiple products based on a small UK company's IP, I would want to be certain of safeguarding the supply of the base ingredients.

So imo, they will either have to make a full takeover bid or (more likely) take a strategic stake in OPTI and install one of their bods on the board.

"...Discussions are ongoing and it is hoped a further announcement can be made in due course."

Watch this space.

[parob] 15/12/2016 09:32

On Twitter yesterday evening:

Bhavik Patel ‏@BhavikAnilPatel 11h11 hours ago

It was a pleasure to host and share research ideas with @OptiBiotix. Looking forward to a sustained partnership #microbiota #probiotics

Bhavik is a “Reader in Clinical and Bioanalytical Chemistry at the School of Pharmacy and Biomolecular Sciences at the University of Brighton.”

[elrico] 15/12/2016 08:47

Owenmo - IMO anyone selling now is either protecting profits from early entry, a forced seller that took a gamble news would be much earlier than we now know or Christmas funds required. There are many possibilities, impatience is a key one and fear of conspiracy theories...we are an AIM company, so it's to be expected.

2017 will be a year we get a real tangible glimpse of potential and 2018 will be a year where we see hard evidence of financial wealth our IP bank is capable of.

[owenmo] 14/12/2016 23:43

Why thank you for belated birthday greetings Elrico, I'm coy about admitting to over-exposure to AIM fortunes; hopping, somehow, that the compelling story that OPTI is, presents as a life changer. If i felt otherwise for a second, not least in light of persistent selling, I'd change tack fortwith. Who wouldn't My concern, of course, is pinning hopes on an AIM gamble - however, it is compelling, isn't it? So let's go for broke. I just wish sellers would exit the scene (for fear they might know something we don't; otherwise why sell at this strategic time?)

[1bokke] 14/12/2016 23:39

Risky, I stand corrected as I said copied straight from the site.

[riskybusiness1] 14/12/2016 22:31

'IP: 45 patents / 15 families, 8 strain deposits, 7 trademarksCommercial partners in place for all platforms with global brands'Actually 45 patents from website think they've missed that bit out where you got that from

[1bokke] 14/12/2016 22:16

Whether there is an rns tomorrow or not( or before Xmas for that matter), it's worth recapping on what the company has achieved so far... The following is taken straight from the website. "Increased R&D, expenditure offset by joint development income. Substantive increase in IP portfolio. Five to 11 patents. Three to eight strain registrations. Three to seven trademarks. Commercial agreements in each platform"Obviously we can now add the recent announcement. I for one intend to add as funds allow..

[whl2] 14/12/2016 21:29

You guys are weird!

[monkeywench1] 14/12/2016 21:26

No. It will drift lower over Xmas.

[parob] 14/12/2016 21:24

The last time we saw a closing price above 66p was over 3 weeks ago.This morning the offer price kept rising despite the sells and then the 37K buy popped through.No sign of the seller today.Excellent news yesterday and plenty expected in the New Year.As Neft said yesterday evening, have we just hit the turning point?Just an observation...

[elrico] 14/12/2016 19:07

Happy belated birthday oweno.

[owenmo] 14/12/2016 16:52

I'd have thought that the absence of buyers in any volume today debunks the 1p pre-RNS hypothesis; doesn't mean I won't check my emails as a priority in the morning. Thought it was my birthday on Tuesday: "announcement of MN deal" or words to this effect.

[diamond fibre] 14/12/2016 16:03

Not privlieged to that info boys. But soon.

[elrico] 14/12/2016 15:02

Ref news this year. Anything is possible as there are clearly a number of negotiations ongoing at a "late stage" so a possible 1 - 5 plus Skinbiotix demerger. Personally, I would hope OPTI hold back on the commercial news until New Year, perhaps just an update on the Skinbiotix listing - this would leave us with a potentially strong newsbank into the New Year when traditionally investors are cheerful bunch as long as they have not been bought socks and slippers for Christmas.

We would then come spring looking to hear more compelling cholesterol and hypertension news, so there is much to anticipate well before H2 when Tata commercial update is expected.

[judijudi] 14/12/2016 14:31

Warren,
It went through at 11.04.52
The 1 code is a load of shyte
imho

[john henry] 14/12/2016 14:08

RNSs are logged before release. Therefore any insider knowing an RNS has been logged can communicate to the market. I have been in stocks where they have Always been 100% correct, other stocks the exact opposite.