Optibiotix Health Share Discussion Threads

[loungeact] 25/10/2017 23:09

I wonder how many times Monkeywench1 has mentioned the words "Ramping, ramp, rampy, ramppylicious, ramptastic". I'm thinking at least 85% of his posts consist of at least one of those words.

[monkeywench1] 25/10/2017 22:44

I suppose this share proves that ramping is ineffective. If we get meaningful revenues then the share price will take care of itself.

[opodio] 25/10/2017 20:20

wouldnt want to hold these on the next results
look at what happened to DEFX when forecasts are missed

loses 50 per cent

[elrico] 25/10/2017 20:02

Who knows what will move the share price north with any real momentum? I doubt it will be a UK retailer, surely we are not so blind to the potential? Some of you that have been to the investor presentations may well be familiar with OPTI's e-commerce strategy - for those that are not; OPTI are free to negotiate agreements with other companies for their strains. Part of the thinking is to using GoFigure as a shop window as it allows them to build an e-commerce website with stocking and distribution etc. Then copy this and use to sell its products in the UK. This is to meet the demand for products like LP-LDL from within the UK.

As OPTI develop formulations with partners these products can be available for consumers via the website for multiple products direct to consumer. This has little no extra cost and creates another sales opportunity at higher margin. These type of sales are expected to make up 10-12% of revenues. The aim is to build the B2B channel but also give consumers a B2C option. SOH say this strategy is to continued integration of THWLC into OPTI including utilisation of its online platform and commercial relationships as part of a natural evolution of both companies.

We should also keep in mind, the latest deal with Galenicum creates revenues from SACCO as well as Nutrillnea....minimum of three revenue streams PER PRODUCT.

[fathenry] 25/10/2017 19:42

fancs dire, i give you avote for that, up apenny tomorow?fat andlong

[dire cons] 25/10/2017 19:32

Fat AND short, no wonder you're having a melt-down!

Keep up the good work fatty, always good for a giggle.

[fathenry] 25/10/2017 18:06

lol givemn you a vote loungeact yep uk shop neededd

[1bokke] 25/10/2017 17:41

Loungeact my bad, what I meant to say was...:-).. Innit

[loungeact] 25/10/2017 17:21

Think we need a UK retailer announcement to move this up. A little surprised we've not had one yet, but I guess SOH is busy securing the best deal. Meanwhile we'll just have to sit, wait and entertain ourselves by seeing how long it takes for Fathenry to compile a full sentence, in English :)

[onedayrodders] 25/10/2017 17:02

closing at 70p+ bid seems like trying to climb mount everest in Flippers and wearing Marigold gloves.

:O)

[fathenry] 25/10/2017 16:11

dont it ever go up down or stuck

[diamond fibre] 25/10/2017 15:35

Well said Judi. DIAMOND.

[elrico] 25/10/2017 14:19

Galenicum have launched Cardiocare at CpHl (see yesterday.

[someuwin] 25/10/2017 14:11

GoFigure Diet‏ @GoFigureDiet · 4 minutes ago

We are delighted to announce thar #Slimbiome (the key ingredient in our shakes)has made it to the short list for @FoodMattersLive Awards!

[monkeywench1] 25/10/2017 13:59

Thanks for the ramping.

[pglancy] 25/10/2017 13:57

me also, thank elrico and parob.

[rafboy] 25/10/2017 13:49

Thanks Elrico, feeling very comfortable with my holding.

[1bokke] 25/10/2017 13:05

Below is an extract from Galenicum's 2015 press kit and it makes for good reading I think. The Galenicum project's solid reputation has translated into excellent financial results, reporting a turnover of 84 million euros in 2014. The forecast for the next two years is one of consolidation, thanks to major investments in strategic products. Turnover is expected to truly take off from 2017 as a result of the agreements reached with some of the biggest multinationals in the pharmaceutical sector.

[parob] 25/10/2017 12:21

Cheers Elrico. One thing to note. Galenicum may have double digit growth, but Galenicum Special Ingredients (who this deal is with/STOP&GO products) expected 30% growth last year according to this article I found yesterday:

[elrico] 25/10/2017 12:17

Good spot Astrix - I missed it. Corrected. Thanks.

[asterix96] 25/10/2017 11:54

elrico :- "Galenicum, have a track record of doubt digit growth" I hope you mean double digit!

[elrico] 25/10/2017 11:36

Raf, et al - Back to business and apologies for the unsavoury picture portrayed earlier. ;)

A brief exchange with SOH this morning on the subject of Galenicum.

Seemingly another potentially exciting commercial agreement with Galenicum. In the RNS its states Galenicum " has market presence across the world including the Unites States, Peru, Chile, India, and China, the company has a global reach in pharmaceutical and nutritional markets." then later states "this agreement expands OptiBiotix's sales into the Middle East and Latin America."

I assume this is a limited license and other partners are in the pipeline for USA, and Chinese markets, or some of these territories?

There are something like 30 latin American countries - Is Galenicum limited here? It also seems you are being quite deliberately cautious with your expectations in terms of revenues by bracketing Galenicum with HLH and PharmaBiota, (REVENUE RANGE) whom have a much smaller commercial footprint. This appears to have dampened the positive effect I hope for.

Per's linkedin comment is encouraging. One down on to the next. Positive chap.


SOH :- We have multiple discussions and our stated strategy is to create multiple opportunities across multiple territories and channels with different formulations and presentations. We are negotiating hard to make sure we restrict agreements to specific formulations and don’t give up territory exclusivity or access to large markets like the US and China until these partners PROVED their worth, or pay a PREMIUM. The deal with Sacco is an example where we limited their reach initially to Italy, then Europe, and then extended it once they proved themselves. This limits the companies risk and allows us to have multiple deals within a country for different formulations or presentations, creating multiple revenues.

You are correct that Gallencium has a much larger commercial footprint and has a leading position in Spain. As stated in the RNS, and outlined in our interims, our strategy is to target the leading pharma groups in their country with established brands which we can leverage to gain market access. This is quicker than having to build a new brand. You will also note that many of the companies we are working with - Sacco, Nutrilinea etc, and now Gallenicum, have a track record of double digit growth and are rapidly building their businesses, and hopefully will continue to do so on the back of LP-LDL sales.

I am sure that investors have also recognised that that this now the sixth deal since June (not all LP-LDL) which even with conservative figures will start to add build into a large revenue stream, with little increase in operating costs. This is consistent with our stated strategy. As Per indicates, one down, onto the next one. I am sure investors will also note that this is just one product amongst our portfolio.

The cautionary statements are provided by the regulator as a requirement of release in the absence of sales figure which partners are reluctant to release. To be fair this is consistent with the approach we have always taken of building long term sustainable value rather than hyping the market.