Optibiotix Health Share Discussion Threads

[slartybartfaster] 31/8/2017 13:13

Not just me then.

[slartybartfaster] 31/8/2017 13:13

elrico, its just crashed on me. The download option also fails. Help!

[someuwin] 31/8/2017 13:10

Sounds good but I cant get the link to work.

get 'Exceeds download count' error.

[jch18] 31/8/2017 13:08

With regard to cognitive issues. In some areas of the medical profession they believe that 90% of depression is due to the microbione.Another very large area. Many thanks Elrico - it puts much in perspective.

[slartybartfaster] 31/8/2017 12:57

You cheeky barsteward. You got more front than Brighton pier.

FANTASTIC AS EVER ELRICO. So, the 980k loss was actually 560k in cash terms and the burn rate has been reduced to 95k from 120k per month.

That sacco deal looks mindblowing. New products in the pipeline for the LA gig.

[michael1mouse] 31/8/2017 12:51

It wasn't so clear on my device. Do you have a transcript of it elrico. Much appreciated.

[pglancy] 31/8/2017 12:49

Outstanding work again elrico. I had to listen via my bluetooth speaker because the pc and mobile are not so good. Thank you.

[elrico] 31/8/2017 12:30

Peeps - SOH was very gracious with his time this morning. We conducted a Q&A session which I recorded and is available ON soundcloud.

Topics in no particular order;

1 - I am wondering what market segments your new product launches are aimed at? You mention dairy, beverages. Is there a particular interest, priority for BOD?
2 - What sort of research and development has already took place?
3 - LP-LDL Formulation?
4 - SACCO's role seems to have expanded into research and development and funding thereof. I am guess they are as excited as OPTI BOD. Would I be correct in assuming this could result in even lower cash burn than currently?
5 - Cognitive health. You have previously indicated your interest in obtaining IP in this space. Is there anything of particular interest, like autism as an example?
6 - Dealing with large corporates and getting your own way.
7 - Misconception of interim losses
8 - Cash burn and funding

Written will replace due to issues.

[jestercat2] 31/8/2017 12:20

Looks like this one wants to close back above 70.

[moormoney] 31/8/2017 12:14

I read recently an article about using microbiotics on premature babies who are very vulnerable to sepsis, which is the biggest threat to their survival. A trial was conducted and was so successful at preventing sepsis it was stopped part way through because it was felt wrong to deprive the babies who did not receive the treatment.
I have tried to find it to be more accurate but if this is as effective as reported it could be aanother massive market for opti.

[rafboy] 31/8/2017 11:53

Looking quite good so far today. Volume small but if it heads north I shan't worry!

[1bokke] 31/8/2017 11:42

Having another look at the interim report and it's good to see that Christina Wood has taken the helm at THWLC, another example of SOH putting the right people in the right place..

[elrico] 31/8/2017 07:50

OptiBiotix Health plc Most promising and lucrative frontier
Posted by: giles.arbor 30th August 2017

OptiBiotix Health plc (LON:OPTI), a life sciences business developing compounds to tackle obesity, high cholesterol and diabetes, announced today its results for the six months ended 31 May 2017.
This period reflects the transition of OptiBiotix from a research and development company to a commercial business with the appointment of a commercial team, product launches, and a number of sales agreements signed at the end of the period providing future revenue streams.
Highlights
· Joint product agreement signed with Tata Chemicals, one of India’s leading suppliers of food ingredients, to develop weight management products containing SlimBiome® for the Indian market
· Key Board appointments in Per Rehne as Commercial Director and Christina Wood as Sales & Marketing Director to support the commercialisation and global expansion of OptiBiotix products
· Profit sharing agreement with Sacco S.r.l., one of Europe’s leading probiotic manufacturers, to manufacture and supply OptiBiotix’s cholesterol reducing strain, LPLDL® in Europe
· First sales of LPLDL® to HLH BioPharma Vertriebs GmbH, one of Europe’s leading suppliers of probiotics to the pharmacy market
· Launch of OptiBiotix’s SlimBiome® and LPLDL® products at the Vitafoods Europe tradeshow in Geneva in May 2017
· Non-exclusive agreement with Nutrilinea, one of Europe’s fastest growing providers of food supplements, for the production and commercialisation of products containing the LPLDL® strain in Europe
· Admission of OptiBiotix’s majority owned skincare subsidiary, Skinbiotherapeutics (formerly SkinBiotix), to AIM with an associated £4.5m institutional and private client fundraise
· Profit after tax of £3.2m reflecting an adjustment of £4.1m for the change in value of the investment in Skinbiotherapeutics following the listing on AIM in April 2017
Post-period end highlights
· Supply agreement for LPLDL® capsules with HLH Biopharma GmbH
· LPLDL® supply agreement for New Zealand & Australia with Pharmabiota Ltd
· Successful human taste studies on SweetBiotix® showing sweetness of between 140X and 223X that of sucrose at equivalent concentrations
· Global manufacturing and supply agreement with Sacco S.r.l.
Stephen O’Hara, CEO of OptiBiotix Health Plc commented: “OptiBiotix has made significant progress in the last six months developing a pipeline of innovative products with a strong scientific and clinical evidence base. This has stimulated industry interest from both national and multinational companies in selling our products in both consumer health and pharmaceutical markets around the world. The microbiome has been described by commentators as healthcare’s ‘most promising and lucrative frontier’. As OptiBiotix’s microbiome modulating platforms generate products and multiple revenue streams from royalties and supply agreements, there is potential for a significant enhancement in the value of the Company. Finally, we are pleased with the admission of Skinbiotherapeutics plc to AIM in April 2017, generating a £4.1m return on our initial investment. I would like to thank our investors for their support, and look forward to an exciting and rewarding rest of 2017.”

[parob] 31/8/2017 07:50

Agree rafboy, for me this stock is lower-risk-but-potential-very-high-reward proposition.And with each deal it gets de-risked further.Good to see it tipped on Motley Fool nevertheless.

[rafboy] 31/8/2017 07:41

Is it just me but I no longer see OPTI as "high risk". I see a company with a plan that it is executing in fairly good order. The recent deals and the ones to come can only mean increasing revenues going forward. Most importantly, the science is now proven or there would be no deals at all so for me OPTI is not a high risk share any longer.

[parob] 31/8/2017 07:27

1 emerging growth stock I'd buy and one fallen dividend hero I'd sellOn AOL Money/Motley FoolBy The Motley Fool 30 Aug 2017, 16:22Updated: 30 Aug 2017, 16:31hTTps://www.aol.co.uk/money/2017/08/30/1-emerging-growth-stock-id-buy-and-one-fallen-dividend-hero-id/Today, I'm looking at a 'risky' emerging growth stock I'd be happy to buy, and at a one-time 'safe' dividend stock I'd sell because it looks far too risky.Multinational, multi-sector prospectsShares of AIM-listed Optibiotix Health(LSE: OPTI) are trading down about 3% today after a decent run-up in advance of its half-year results, which were released this morning.With a pipeline of patent-protected products, which modulate the human microbiome to tackle such things as obesity, high cholesterol and diabetes, Optibiotix has stimulated interest from national and multinational companies in both consumer health and pharmaceutical markets. Indeed, it has already penned agreements with, among others, Tata Chemicals, one of India's leading suppliers of food ingredients and HLH BioPharma Vertriebs, one of Europe's leading suppliers of probiotics to the pharmacy market.Commercial take-offToday's results for the six months ended 31 May showed revenue of a mere £75,000, compared with cost of sales of £35,000 and administrative expenses of over £1m. Nevertheless, the company reported a statutory profit of £3.2m. This was due to it de-merging and giving a separate AIM listing to its majority-owned skincare subsidiary, Skinbiotherapeutics, leading to an uplift in the value of its investment.While the income statement showed a profit and the balance sheet a nice increase in net assets, the cash flow statement recorded cash burn of £1.2m. Nevertheless, Optibiotix retains cash of £1.9m, which it says is "sufficient to cover the delivery of existing development and commercial plans."With the company targeting a number of "large markets (>£100m) where there are high growth opportunities (CAGR >10%) and a large unmet need" this £54m cap company -- at a current share price of 68.5p -- could grow rapidly as current and future commercial deals take off. The shares look very buyable to me as a higher-risk-but-potential-very-high-reward proposition.

[elrico] 30/8/2017 22:38

IMHO I don't see OPTI expanding on what they have on their plates right now, it would be too much of a distraction. However, sometimes opportunities arise where you cannot risk not taking them up before another party beats you to it.

It's very difficult to gauge just how busy OPTI BOD are because the share price suggests they're not. RNS's don't give much of an indication either. As has been stated before, SOH does not give a running commentary on commercial progress because this does more damage than good. TW's update suggested there is a great deal in the pipeline. However, LTH's have heard similar before. That said, SOH has indicated similar, so I am more inclined to be more relaxed about imminent newsflow - Will it rerate the SP, well, lets wait and see on that one. I care not for the short haul, I'm invested for the long haul, that is where the real rewards are. Paul Scott is correct of course, when he says many AIM companies fail just before commercial reality...or words to that effect. However, these failure are usually one trick pony's - OPTI have a stable full of gelded stallions.

[parob] 30/8/2017 21:14

Elrico,

I've always wondered if OPTI will acquire IP from the APC Microbiome Institute at University College Cork. There are some fantastic cognitive studies coming out of there.



Look at their partners on page 4 of this brochure:



Would make sense.

[joyjoy13] 30/8/2017 20:48

Evening all,
Well we seem to have got a bit more coverage, which is always good, so I'm happy with progress so far., thanks for posting views and articles, always appreciated.
Yeap...lots of folk looking at this all wrong!
heyhoe, nothing changes.
Still happy I'm in, patience is the key
GLA

P.s.
Diamond!
You are a card!
Sorry about your Barclays fiasco but at least you got some compensation, but all the same, very frustrating!

[jimmylufc] 30/8/2017 20:41

Ok thanks Elrico that makes sense - at the end of the day SOH is very switched on so any acquisition can only be for the benefit of OPTI

[lukead] 30/8/2017 20:40

Of course these people are not deranged. One of the reasons is to discredit the Mouse. He should ask himself , why do these people do this? But then why has this creature set up his own thread to trash a share he has no investment in, no short. He has wasted his life on this share, just repeating the same things over and over again. It is he who is deranged and sick and in need of a doctor.

[elrico] 30/8/2017 20:36

SOH has always maintained he is open to the right opportunity, similar to the SkinBiotix acquisition, that came with a CEO an existing lab with IP and plenty of research data, saving many years of research costs. I doubt we are talking millions here, if at all. SkinBiotix stands OPTI mere £660k and now worth £4.1m. If I remember rightly, he is thinking of cognitive health as the likely area to invest. IF there is an acquisition, it will be a frugal one.

[jimmylufc] 30/8/2017 20:22

An acquisition?!

Surely they will be busy enough with their own products ?!