Optibiotix Health Share Discussion Threads

[chrisg11] 24/10/2017 12:31

That's a reasonable point but we want to see £££; committed to make £££;...We need to see if this stuff actually sells as talk is cheap.

Interestingly the timing is very opportunistic as a report has just come out showing that GPs are only prescribing to 20 per cent of the patients that would fit in to NICE guidelines for a prophylactic statin.

This is likely due to fear of side effects,over medicalising a well population and budget concerns.

This opens up the opportunity for patients to obtain their cholesterol lowering via a more acceptable method.

If the science holds up to scrutiny then the world is our oyster.

The risk here is that the science won't fulfill the promise and that's why it's generally classed as a high risk play and that's why the share price has been static for 2 years.

This share talks the talk but we need to see it walk the walk.

Many on here thinks that is a certainty,I'm hopeful but not so sure.

[parob] 24/10/2017 12:10

Per on LinkedInOptiBiotix will be at the CPhI in Frankfurt the next 3 days to meet our partners and client and explore new opportunities. If a natural way to reduce blood pressure and cholesterol, with next generation targeted probiotics has your interest lets meet at the show. Only a few time slots available but happy to make it work.

[loungeact] 24/10/2017 10:53

“Any really big name which is what we are waiting for will still need further convincing re the science before they get onboard and risk big money and big reputation.” - Forgetting that one small company no one had heard of called Tata Chemicals.

[riskybusiness1] 24/10/2017 10:52

This deal with galenicum involves another partner creating a product and selling It. 100% margin to Opti. Few more (8ish) of these small deals we have £2.5m straight to the bottom line with revenue building from Sacco too. Not taking in to consideration a deal with a biggie. We then have the prospect of TATA slimbiome and TATA LPGOS and the sweet sugars etc all coming through. Sacco and TATA have committed significant amount of money to commercialise our products and would have done their due dilligence to prove the science. Take TATA for example, they clearly realise LPGOS is on another level to the FOS they currently sell.

[smarner] 24/10/2017 10:32

My take is Opti are selling the licence to manufacture & sell so very little in the way of logistics to worry about. 'IF' the partners do what they are already doing with our patented ingredients the Opti make money. Little risk of actually losing money but big upside if successful

[chrisg11] 24/10/2017 10:02

Slowly putting the pieces of the jigsaw together in a quiet way is the chosen pathway and indeed a very promising.

Observing this happen is mind numbingly boring so there is little investor excitement other than on here.

The market wants to hear that Opti have actually managed to sell something.

Any really big name which is what we are waiting for will still need further convincing re the science before they get onboard and risk big money and big reputation.

Links with companies nobody has heard of won't cause a rerate but hopefully things will change but it's slow and slower st the moment.

[diamond fibre] 24/10/2017 09:59

Nice meaty deal, just around the corner? DIAMOND.

[judijudi] 24/10/2017 09:55

PJ 124 Oct '17 - 08:53 - 28304 of 28309 1 1
Patience wearing thinner here. The Co's well aware the Market wants figures.....

Who says the company are not planning?
What are you on about logistics for? We are not a courier company!
I was simply saying that the company can't give exact figures to the market as they would be guesstimates
The company needs hard figures (that will come in the future) from these new deals so that they can then give an informed opinion "to the market" on the future company sales figures/growth projections
At the moment it would be like plucking any figure out of thin air
SOH will not do that

[onedayrodders] 24/10/2017 09:54

Devonlad .. just heard that was a fat finger .. they meant to sell

[devonlad] 24/10/2017 09:46

Hold on, someone actually bought some shares, yay!

[deeppockets] 24/10/2017 09:22

It does seem that 2018 will be the year that hard revenues start to come in and the company starts to show quite substantial profits. if the products start to take off, who knows where we will go. And that's just LP-LDL! news on Sweetbiotix still awaited and lots of others. I think newsflow up to Xmas will be regular!

[parsons4] 24/10/2017 08:56

I agree with john henry. There are a lot of stale bulls and with a market cap of over £50m there will have to be RNS's that would lead to decent income in the near term to get the shares going.

[judijudi] 24/10/2017 08:55

How can they give figures when they don't know?
Its all new science
Its a new frontier
Its not like selling a barrel of oil, a gold bar or a 2 acre plot of building land!

[pj 1] 24/10/2017 08:53

Patience wearing thinner here. The Co's well aware the Market wants figures.....

[2350220] 24/10/2017 08:52

Good point BernieBoy.
All adds to the picture.
John

[judijudi] 24/10/2017 08:47

Patience is a virtue and will be well rewarded
We are building a potentially massive company
Little and often deals with a biggy in every now and again will do me
Very short sighted to sell at this stage in the companies growth
People should be buying
imho

[fathenry] 24/10/2017 08:40

dont it ever go uppp

[john henry] 24/10/2017 08:37

The share price recovered yesterday probably due to the RNS logged. However news was not as expected hence back down.
The share price has also gone nowhere for nearly two years now so im guessing there a few stale bulls continuing to lighten their exposure here.

[bernieboy] 24/10/2017 08:36

John had you heard of Bened, Sacco, Pharmabiotica or HLH? I hadnt. Unless you work in the food supplements field it's very unlikely I would say.

[john henry] 24/10/2017 08:34

Its another tie up with a small player.Im guessing the market wants to see a more high profile player contracted.
Earnings visability is an obvious problem the market has with valuing Opti at the moment.

[rafboy] 24/10/2017 08:34

What is it with the selling? This is positive news with a cautious income forecast.

[2350220] 24/10/2017 08:25

Nice to have a positive RNS,
but has anyone here heard of Galencium?

Thanks Risky, let's hope that you're right.

John

[riskybusiness1] 24/10/2017 08:22

Looks like a decent tie up. I wouldn't underestimate Bened as they have turned a £1m sales in the first year on their phychobiotic strain. Opti have the rights to sell this strain in Europe and the US which would give Opti decent sales on this too. Think this has been missed.Personally I'd expect at least a £1m from Bened distributing LPLDL in Asia over the next 12-18 months once up and running. I'd also expect opti to gain £200-500k from the distribution rights in Europe and US for Beneds phychobiotic strain. The deal today could easily be in the £ms but is impossible to predict taking a new product to market. Between HLH and Galenicum they should easily cover 6 months Opti cash burn (£600k). Remember Opti get revenues from Sacco too so is starting to look nice.