Optibiotix Health Share Discussion Threads

[john henry] 23/8/2017 08:34

Someuwin IMHO the seller needs to be out before 70p and above is achieved. Hopefully very close.

[michaelmouse] 23/8/2017 08:21

Just for fun I wonder if investors in Opti would like to guesstimate revenues, profits, free-cash flow and cash remaining when they eventually release interims?

They could also have a guess at full year figures since we're already 9 months into the financial year.

[someuwin] 23/8/2017 08:11

70p+ today imo

[monkeywench1] 23/8/2017 08:08

Lol pudgy. Please stay here and ramp. Cpx has been a great investment for me. Currently slightly underwater here so need your help. As we all know the underlying company is not important.. The Rampers set the share price Go on boy.. Do your best for me.

[trotterstrading] 23/8/2017 07:58

Selling at SBTX has dried up to, fantastic entry level for those interested. All buys yesterday with a tick up at end of day.

[rafboy] 23/8/2017 07:53

Expecting a good day here.

[shrewdmole] 23/8/2017 07:52

Rampers


City am
Telegraph
Investegate


Nice rampy publicity

[pugg1ey] 23/8/2017 07:44

what are you doing here monkey? Get back to deramping CPX:-)

[monkeywench1] 23/8/2017 07:43

More twisting of words by the Rampers.

[parob] 23/8/2017 07:38

And the Telegraph article gets a mention under the 'Wednesday's Papers' section on citywire.co.uk too:

[lukead] 23/8/2017 07:28

AIMHO, of course, naturally and empathetically and with shredded wheat and raspberries, ok

[michaelmouse] 23/8/2017 07:26

Opti issued their interim results on 25th August last year (notice of the results was 3rd August).

Clearly reluctant to give notice this year. Why?

Will they release them tomorrow or Friday perhaps? Just 5 working days left (not including today).

Let's hope it's not this Friday in an attempt to bury them ahead of the Bank Holiday weekend? Surely they wouldn't do that?

It will be interesting to see revenues, profits and free-cash flow to see if they can justify that £50m+ market cap.

I expect will see very little revenues, losses again and significant cash burn. How much money will they have left and will they reveal the true figure after 9 months into the financial year?

For such a small company the interims should really be released within a couple of months. It's not good enough imo.

Aimho of course.

[joyjoy13] 23/8/2017 00:45

Parob
I notice on that link for Sacco they have listed:-

110

Countries selling our products

13280

Different products sold in 2016


mind blowing...
Futures looking good here.


Thank you again today all posters, very much appreciated.
GLA

[slartybartfaster] 22/8/2017 23:42

Here, here, ownmo. Elrico has taken some flack from from some incredibly dim people, some damn right hostile. Elrico have helped me see reason and add when others appeared to be losing their heads. He even does email support. :D

[owenmo] 22/8/2017 22:59

It's far removed from an original bb contribution that I make at this watershed moment; how pleased am I that share price hovered indecisively over many months -enabling me and many lths I'm sure, an opportunity we'd otherwise have missed out on, to build up a very tidy holding in Opti. I'm thankfully comfortably into six figures, with a rake of SKIN alongside. Happy for momentum to take effect from here; my coffers are full. To-day was very exciting for me - not least with glare of publicity gathering apace. And thank you again Elrico for keeping doubting Thomass on the straight and narrow. Wonder what momentum tomorrow offers?

[slartybartfaster] 22/8/2017 22:01

OptiBiotix Health Plc Extends Scale of Commercial Opportunity in New Agreement
Posted by: giles.arbor 22nd August 2017

OptiBiotix Health plc (LON:OPTI), a life sciences business developing compounds to tackle obesity, high cholesterol, diabetes and skin care announced today that, further to the European manufacturing and supply agreement with Sacco S.r.l., (“Sacco”) announced on 8 March 2017, the Company has entered into a new agreement to cover the USA and the Rest Of the World (“ROW”).
The agreement grants Sacco an exclusive licence to manufacture and supply OptiBiotix’s cholesterol and blood pressure reducing LPLDL® strain in the US and ROW, in return for 50% of the profit, with a guaranteed cost of manufacture and minimum sales price per kilogramme to secure against discounting. The agreement brings the following benefits:-
1. Access to the US, the worlds largest probiotic market, with an estimated retail value of $7.1 billion per annum
2. Extension of LPLDL® into dairy applications utilising Sacco’s network in the dairy industry to develop commercial opportunities identified by them in the global $35.5 billion probiotic dairy market
3. Economies of scale, significantly reducing the manufacturing cost of LPLDL®, increasing OptiBiotix’s profitability, and opening up new application opportunities
4. Long-term security of supply with Sacco’s ability to produce at different locations from multiple facilities
5. A commitment from Sacco to support the funding of further developments of LPLDL®, including marketing and human studies, to expand the commercialisation of LPLDL® into new markets
This agreement is a strategic step to access the US probiotic supplement market, and to extend the opportunities offered by LPLDL® into dairy applications, with one of the largest and internationally respected supplier of probiotic ingredients. The US is one of the largest and fastest growing probiotic markets in the world, with supplements alone accounting for $2.06 billion sales, with a projected 55% growth to $3.3 billion by 2021. Extension of LPLDL® into dairy applications widens the commercial opportunity by accessing the $35.5 billion probiotic dairy market.
Market data from ‘TRENDS, INNOVATIONS AND OPPORTUNITIES DRIVING THE GLOBAL PROBIOTICS MARKET’ (Euromonitor International June 2017).
Stephen O’Hara, CEO of OptiBiotix Health Plc, commented: “This new agreement with Sacco significantly extends the scale of the commercial opportunity open to LPLDL® to new application areas and territories, and reflects growing confidence from both companies in LPLDL®’s market potential. We chose Sacco as we have been impressed by their ability to introduce LPLDL® to a global network of distributors and believe extending our partnership with them provides the best opportunity of quickly building revenues and developing LPLDL® into a global brand. In addition, the ability to supply competitively priced ingredients from a single manufacturer across world markets simplifies the supply chain and contract negotiations with corporate partners.”

[parob] 22/8/2017 21:32

And now covered in tomorrow's City A.M!


Optibiotix shares rise after agreeing distribution of cholesterol lowering product in USA

[elrico] 22/8/2017 21:30

In light of SACCO expansion to their original agreement which now includes dairy products with LP-LDL as a key ingredient, it is worth reminding investors how the licensing model works and its potential valuation by industry standards.

Licensing Model
Optibiotix license a strain to the manufacturer who has the license to
manufacture and distribute the ingredient for a 50% of the profit. This is similar
ProBi’s functional food model above, but Optibiotix have a higher margin.
Optibiotix also license the strain to producers who will buy the strain from the
manufacturer and incorporate it into their own products using their own brand
and in house capabilities. They will license the IP (patents and trademarks) and
pay royalties on all products sold. Optibiotix will also partner to produce products
incorporating ingredient in different formulations for different markets (e.g.
health ageing) and presentations (soft gel, hard gel, capsules, tablets etc.).
These tend to give lower percentage royalty levels (7-10%) as Optibiotix’s strain
is just one component but have a higher net price giving a nice return. This is
similar to ProBis consumer model where we would expect to see these products
sold online by consumer partners and in retail outlets like Wholefoods, Boots,
and Pharmacies etc. The overall aim of this approach is to appeal to as wide a
range of partners and access as wide a range of channel outlets as possible. This
takes longer to develop than a single license deal but spreads the risk and tends
to give higher returns over time. If one area is progressing faster than the other
e.g. on-line sales, then the focus on that area to progress. Deals will require LPLDL
® or Slimbiome® trademark to be shown on all products building up the
brand (e.g. Intel inside). Optibiotix will support this with further human studies in
overseas markets and extend the application areas. If this works well the
company should be able to build up revenues in the £20-30m region in the
future giving a valuation for Optiscreen division alone under current industry
examples in the region of £200-300m. Perhaps this seems wishful. However,
ProBi’s valuation of £500m at today's value on £25m sales in 2015 accounts.
Valuation on Probiotic market on 10-20x industry .

[elrico] 22/8/2017 21:27

Very interesting 1bokker, Parob. The collaboration incorporates CSL and SACCO, both tied to OPTI.

[parob] 22/8/2017 21:20

This link posted by 1bokke earlier may have been overlooked as the link to the mobile site didn't work - worth a read:

New Italian-Swedish biotech network promotes probiotics

By Annie-Rose Harrison-Dunn+ , 17-Oct-2016

Four companies have come together to form the biotech network Sacco System, with probiotic quality one of their core focus areas.

[incanus] 22/8/2017 21:12

Wouldnt you think someone that has seen his investment wealth go down the toilet after investing in frauds and companys needing to restate accounts would know better to gloat at other peoples losses. What a loathsome person.

[judijudi] 22/8/2017 19:52

Wait for the sugar substitute to start getting some proper press and deals