Optibiotix Health Share Discussion Threads

[rage0270] 10/4/2017 13:35

4d getting murdered. Is reality hitting in terms of valuation???OPTI more reasonably valued...Need those deals..

[xippy] 10/4/2017 13:22

My view.. opti can't dispose of shares in sbxt for a year. Shareholders in opti in a year's time may be rewarded. The recod date for a distrubution could be last week or in a year's time. In the meantime you can hold, buy more opti shares to take a.dvantage of all the upcoming news and any increase in the value of sbtx vis opti's 40 odd percent holding. I know what I'm doing... adding to my opti holding.Dyor imho.

[joyjoy13] 10/4/2017 11:22

Parob, you just beat me too it,
I particularly liked these paragraphs.....

Materialising value for shareholders is the mantra for the boss of life sciences firm Optibiotix PLC

" The firm’s boss also said he plans to give some more of the value from the SkinBio float back to Opti shareholders in the future as well, in a way that is best for both firms.

Overall, O’Hara’s aim is to further the commercialisation phase of the business, increasing revenues organically, but is also exploring the opportunity to make a strategic acquisition as well, which may be the only reason for the firm to raise any further cash, give its healthy balance sheet.

Certainly, Opti has provided shareholders with value, with the stock having jumped to a level of around 80p today against a flotation price in August 2014 of 8p a share.

If its boss can deliver on his plans that value could be very much enhanced. "

[...]

[rage0270] 10/4/2017 11:18

Looks like the SBTX excitement is over...Both down today...

[branboyd1] 10/4/2017 11:08

4D Pharma (DDDD) dropping again today. Now around 375p. I remember when it was £10 only last year. This is now on my watchlist as a potential in-and-out recovery play in the near future.

[parob] 10/4/2017 10:50

Article on ProactiveInv today:

10:26 10 Apr 2017

Materialising value for shareholders is the mantra for the boss of life sciences firm Optibiotix
Stephen O’Hara created Opti as a company all by himself in 2012 as a business focused on the rapidly growing microbiome space, which harnesses the positive benefits of microbes that live on the human body

Materialising value for shareholders is the mantra for the boss of life sciences firm Optibiotix Health PLC (LON:OPTI), and the recent listing of its skin care business as SkinBioTherapeutics PLC (LON:SBTX) has helped kick that off handsomely.
SkinBioTheraputics made a strong debut when it floated on AIM last Wednesday, April 5, with the shares rising from an offer price of 9p each to close at 13.25p on the first day of dealings, giving the new firm a value of around £14mln.

‘House’ broker FinnCap, which initiated coverage on Opti at the end of January, pointed out in a note that as it still owns a 41.9% stake in SkinBio after the float that represents around 7% of Opti’s current market cap of about £65mln.
The SkinBio business was created when Opti acquired exclusive rights to intellectual property developed by the University of Manchester around a year ago, and Opti injected £650,000 in to develop the business to give it a 77% holding prior to the float.

So Opti shareholders have clearly seen value created from that move, and chief executive Stephen O’Hara has plans to continue doing that.
O’Hara created Opti as a company all by himself in 2012 as a business focused on the rapidly growing microbiome space, which harnesses the positive benefits of microbes that live on the human body.

Microbiome model …

Opti is focused on using microbiome technology to tackle worldwide health issues such as obesity, high cholesterol and diabetes, and looks to partner up with food, health and pharma companies that have established routes to market to distribute its products.

With the SkinBio spin-off, the group is now focused on three development areas – OptiScreen, which is developing gut bacteria to help in lowering cholesterol; OptiBiotics which is developing SweetBiotix, its natural sweet fibre to help with diabetes control; and Slimbiome, its weight management product.
The firm already has commercial partners in place for all its platforms with global brands.
At the end of 2016, Opti partnered with Indian giant Tata to develop various weight management foods and products that contain its SlimBiome technology.
In March 2016, OptioBiotix also signed a deal with Sacco, one of Europe’s leading probiotic manufacturers and raw ingredients suppliers to manufacture and supply OptiBiotix's cholesterol reducing strain, LPLDL, in Europe.

While it waits to secure further deals, the company is on a steady financial footing. At the end of the last financial year, Opti had around £3mln in the bank and an annual cash burn of around £1.2mln.

To give an idea of the size of the markets Opti is working in, FinnCap analyst Alex Pye estimates that the functional (diet) foods market is worth US$200bn annually.

Further action …

Having created value from the SkinBio spin-off, O’Hara recently told Proactive Investors that his target is to build each of the three divisions into separate legal entities and possibly list each separately on London’s AIM market.

O’Hara said he hoped any listing would be planned sometime by the end of this year and the beginning of next, once each division has built up its IP, development programs, and commercial partnerships.

The firm’s boss also said he plans to give some more of the value from the SkinBio float back to Opti shareholders in the future as well, in a way that is best for both firms.

Overall, O’Hara’s aim is to further the commercialisation phase of the business, increasing revenues organically, but is also exploring the opportunity to make a strategic acquisition as well, which may be the only reason for the firm to raise any further cash, give its healthy balance sheet.

Certainly, Opti has provided shareholders with value, with the stock having jumped to a level of around 80p today against a flotation price in August 2014 of 8p a share.

If its boss can deliver on his plans that value could be very much enhanced.

[branboyd1] 10/4/2017 08:44

Waiting patiently to buy SBTX at the right price.

[joyjoy13] 10/4/2017 08:35

Loungeact & Elrico
Wow, that's quite an audience it's been mentioned to in the FT, should gain more investors in MHO.

[elrico] 09/4/2017 22:24

Thanks to loungeact

Pharma investors put less skin in the game as risk appetite wanes Focus is on leaving marketing, manufacturing and global distribution to others

Turning lab research into gold is not easy. Just ask Allied Minds, the IP commercialisation company that lost about a third of its value last week on a big writedown of its investments. So academics swapping lab coats for suits tend to have limited ambitions these days. Take two flotations on Aim in recent days, both aiming to make us healthier and more beautiful. Integumen raised £2.25m by listing a 27 per cent stake. It creates gels, creams and devices for the integumentary system, which is made up of the skin, nails, hair and teeth. It already has three products in development. TS1 is a tongue cleaner used by dentists, Visible Youth a skincare range and Labskin a three-dimensional skin equivalent for testing treatments. Another four are at the research stage. Labskin was developed by Evocutis, a University of Leeds spinout that spent £10m creating a business before running out of money. Venn Life Sciences, the former parent of Integumen, acquired its assets for just £210,000 in 2014. Venn still has 26 per cent of Integumen, which is based in Dublin but does its lab work in York. Declan Service, chief executive of Integumen, said Evocutis’s fate held lessons for other spinouts. “Evocutis didn’t do any business development. If you were GSK and you wanted to buy some Labskin the answer was no.”

Integumen will instead license its products to companies that already have a marketing, manufacturing and global distribution capability. It won’t try to build a sales force to compete with them.
“We are not going to be the next Johnson & Johnson. We are not going to be building factories,” Mr Service said. He said that big medical companies such as Reckitt Benckiser and J&J were looking for innovation in start-ups that they could then acquire or pay royalties. “Investors asked how our anti-ageing cream would compete with L’Oréal. We won’t compete with L’Oréal. We want to get interest from L’Oréal.”
The next to hit the shelves could be Clarogel, an acne treatment. The diversified portfolio lessens the risk for investors, Mr Service said. “Every six to eight months we aim to get something new to the commercial stage. Each should take no more than £200,000.̶1;
In part that is because it is sticking to cosmetic or medical devices, rather than the highly regulated pharmaceutical market. Labskin could be useful for the other debutant last week,

SkinBioTherapeutics.
The University of Manchester spinout relies on the trimmings from plastic surgery — tummy tucks and facelifts — for its research raw material. Co-founders Cath O’Neill and Andrew McBain wondered whether the probiotics found in yoghurts — known as friendly bacteria — could work when applied on skin rather than eaten. They found one that could. SkinBioTherapeutics is working on three possible applications using probiotic extract. They are cosmetic, an anti-infective and an eczema treatment. All work by boosting the skin’s role as a natural barrier to water and germs.

The cosmetic is likely to be a cream that will give skin a younger look with fewer wrinkles. The spray would stop infection by pathogens, particularly hospital acquired infections spread by hand contact such as MRSA. About a fifth of children worldwide get eczema and the new product could lessen their symptoms. The company listed a 42 per cent stake, raising £4.5m. Ms O’Neill said: “The money will develop our pipeline and scale up our formulation and human studies. Then we would partner with a bigger commercial organisation to make and market our products.”

The founders have 9 per cent, OptiBiotix, another listed business, has 41 per cent, investment house Seneca 14.6 per cent and the university 7.2 per cent. The company is, like Integumen, targeting areas that are cheaper to enter, though any eczema treatment would require pharmaceutical approval. Ms O’Neill also emphasises partnership. “It is very difficult to become the next big global business. One of the bigger companies will try to acquire you. Our business model is to be lean and mean and partner with bigger companies.”

SkinBioTherapeutics might have struggled without Seneca, which used a fund deploying the tax-friendly Enterprise Investment Scheme to invest. Douglas Quinn, chief financial officer, said: “EIS really helps deals to get over the line when people are looking at the risk benefit.” There are capital gains tax and loss reliefs that make it less likely to lose money.

The company has 18 patents and seemingly bright prospects. But even in a world of low returns it is hard to get investors to take a punt on a potentially world-beating technology. They may have lessened their risks — but also their rewards, some of which will be reaped by the sort of blue-chip investor that steers clear of Aim.

[loungeact] 09/4/2017 21:50

- I was able to read the piece from a Google search but now it's not showing the content. Still, good article in FT today.

[loungeact] 09/4/2017 21:15

Goes on to talk about Skinbiotix -

[tightfist] 09/4/2017 21:14

Risky,

I agree entirely with your view on the cross-trading last week between OPTI and SBTX; the charts on Thursday were a mirror image!! IMHO the news flow opportunities from OPTI are considerable, so my guess is that this week the market will re-adjust, and I may help it on it's way.

[42% of SBTX shares are owned by OPTI. One day, but not in the next 12 months, OPTI may decide to reward it's then shareholders by either a cash dividend (funded by the broker-controlled sale of some SBTX shares) and/or the in-specie distribution of those shares to OPTI shareholders pro-rata. If so there will have to be a future record date. That's the way I see it].

Cheers, tightfist

[lukead] 09/4/2017 20:55

Ok, in view of limited info from the company, the best we can come up with is 1) we will possibly get shares if you held OPTI, as of the date of ipo2) we don't know how many, but they may well be able to calculate how long you have held OPTI abs this will have a bearing on the final total, maybe3) if we sell OPTI after ipo date , will we still get the shares

[nicktopten] 09/4/2017 20:29

I have an opinion, and I agree with ODRodders... or would like to. Many thanks to Elrico et al for all input on this subject (and others), but Im still without the facts....as Primal stated, proactive investors interview this week, so hopefully some clarification... but I doubt it somehow.... I completely understand the value of Opti holding back on this info, but its a tad frustrating ..........

[lukead] 09/4/2017 19:54

Wh12, and?

[whl2] 09/4/2017 19:43

Answers only in English please !

[lukead] 09/4/2017 19:32

'have' an and 'or' not 'of'. Now come on Judi, a bright spark like you surely could have worked that out. Now, no offence but I don't have you down as one of the gurus on here, but nevertheless , what do you think in relation to my questions, do you have an opinion ?

[judijudi] 09/4/2017 19:06

Simple English please?

[lukead] 09/4/2017 18:31

Do you think so, maybe the experts an opinion of possibly they don't

[onedayrodders] 09/4/2017 17:03

Surely it would be up and until the IPO date ?

[lukead] 09/4/2017 16:04

I think the majority believe that Opti shareholders will receive a reward of sbtx shares at some point. And so We don't know when, yes/no?We don't know the cut off point, when do you think that will be, at sometime before the 5th April 2017 ? If you sell your Opti shares, you will not receive any benefit, of course yesAnswers on a postcard !

[elrico] 08/4/2017 22:05

One last comment on the subject of Michaelmouse v elrico. I think I have demonstrated his motives, agenda and of course highlighted his deceits and flawed logic; so with this I will sign off and rest my case because I think any credibility Michaelmouse may think he had has been crushed as far as OPTI investors and potential are concerned, which was the logic behind the "Michaelmouse school of investing and fraud thread."

[elrico] 08/4/2017 17:09

Pglancy - Let me put one of Michalemouses inaccuracies in the light of truth. He accuses me of being a multi-handle troll.

1; he has no proof just his word I have more than one handle/username and in any event, there is not logic to me having more than one username, if as we assume it is to attack him. I set up a thread in my own name, why not one of a plethora of others I have been accused of having?

2; He is the troll, not I - he followed me from the AVN and INTQ threads where I was honest enough to declare I was short (bet against the share price going up) because BOTH companies had committed fraud. He then followed me to OPTI, it was not the other way about. He also accuses me of lying on the fan thread I set up for him. How would he know I posted lies if I am on his filter list. As I said before, if there are lies they are based on his lies.

Why you ask him questions given his history of twisting the truth to fit his agenda, is quite frankly beyond comprehension. You said you sold 10,000 share due to his lies. Staggering!