Optibiotix Health Share Discussion Threads

[riskybusiness1] 22/8/2018 08:15

The majority of the last deals have been for distribution stemming from the global manufacturer SACCO. Meaning these companies are investing a significant amount to launch new products with LPLDL in it. Once this happens and the original deal flow launch and grow in revenues combined with a growing pipeline of applications to put LPLDL in it then it's a pretty simple conclusion. Some of these partners will be rubbish and will be replaced and some of them will outperform expectations. Hence the reason no forecasts have been given because there is no current trading data from these partners. It's quite obvious why the price has recently rerated because the commercial stage is becoming too blatant to miss. The cost base is under £1mpa and the costs associated with growing these revenues coming from the partners own expenditures. Opti will not need to vastly increase the headcount as every one of these companies will have put a team together to sell and market the product. We just need people like Per Rehne and Christina Wood to sign the contracts and everynow and then check to make sure they are on track. Excellent business model.

[woodaldo] 22/8/2018 07:33

VRS has a market cap of 200m+, hardly any revenue yet but lots of deals on a new technology. OPTI to my mind is similar. If it had the revenue now it would be much higher. The whole point of investing in new companies is to look forward hence you get a bargain. This is the same with oilers drilling, the hope that what they find oil and that turns into revenue - often with a COS of only 20%. And often with massive Cash burn.
OPTI has hardly any cash burn, this is a massive plus note. Deals already in the bag, with the likelihood of many more to follow, that will all in the not to distant future will be bringing plenty of cash to the bottom line.

[rayrac] 21/8/2018 23:51

Launched? What’s the point of that without cash in large amounts, hitting the bottom line?!

Hide from the world guys, super bullish out look? That’s been the norm for way too long. The only bullish outlook would be income as above...contracts, not agreements to look.

Get that and it might become believable. But........

[warren1982] 21/8/2018 21:25

Already signed up.

[parob] 21/8/2018 19:16

So AT LEAST 2 RNS will be released over the next couple of weeks:- Half-year report which should have a super-bullish outlook.- Online store launch: "Be the first to know when our site is launched by signing up below" - hTtps://optibiotix.online

[nobbygnome] 21/8/2018 18:54

If you think about the derampers, the problem is they can't look into the near future and see that the revenues are bound to come. That is a bizarre deficiency because anyone with half a brain can see the revenues will come as sure as night follows day. You wouldn't drive looking in the rear view mirror, you drive looking forward.

It is their loss....

[riskybusiness1] 21/8/2018 17:31

One of the Authors Glen Gibson:'Prof Gibson was at the forefront of developing early thinking on prebiotics, instigating the concept in a 1995 paper. Since then, he has continued to lead the field of human gut bacteriology, sitting on 5 advisory panels and publishing more than 400 research articles, 10 patents, and 8 books on the topic. He is the former President of International Scientific Association for Probiotics and Prebiotics and has led more than 120 research projects, as well as supervising 65 PhD students.''Glenn Gibson, Professor of Food Microbiology at the University of Reading, is widely regarded as the UK's leading expert in this field.'One thing very important to note is that the subjects were healthy:'The study was designed to explore effects across a broad healthy population and was not targeted at a high cholesterol group to demonstrate clinical efficacy. It is believed optimisation of the study protocol, dosage timing, and targeting a higher cholesterol population and/or high blood pressure group and potentially combination with a Lactobacillus plantarum targeted prebiotic would further enhance and demonstrate its cholesterol lowering activity of in vivo.Knowing the above and that the dosage was 0.1g of LPLDL and had a better effect than 1.5-3g of Benecol worth £80m is why the value of this IP is where it is. Pharma deal will take this to another level without significant revenues even though these will come considering the 18+ growing deals that are gradually launching.As I will continue to mention if anyone would like to 'ramp' and not be misinformed by those clearly with an agenda then join the below:https://groups.google.com/forum/m/#!forum/lemminginvestors

[woodaldo] 21/8/2018 16:30

Just to add you could add LP-LDL to products that already reduce cholesterol and compound the effect. For example it works in effect with others. This gives it another great dimension, for example it could be used with a reduced statin dosage to achieve the same result as a normal statin dosage.
And whilst mocking Benecol - Raisio though it was worth paying 80m Euro back in 2014. Then what value does a superior product like LP-LDL become worth in todays growing biotic market.

[judijudi] 21/8/2018 16:29

UKOG's racing away today!!
:)

[slartybartfaster] 21/8/2018 16:22

Guess who was shot down, YET AGAIN! If there was a price for the village idiot...Ray would be well in the lolly.

[andyhayward1990] 21/8/2018 15:40

LPLDL (optibiotix.com/wp-content/uploads/2018/04/poster-1-lp-ldl-probiota-2017.pdf)

Compared to placebo, TC (baseline to 12) weeks was reduced in all
active groups. In the ≥ 6.0 mM group, TC significantly reduced by
36.7% (P=0.045) between baseline and 6 weeks.

LDL-C was reduced between baseline and 12 weeks in all the ac9ve
treatment groups and not in the placebo group. LDL-C reduc9on was
on average 7.2%, reaching 13.9% (P=0.03) in the TC < 5.0 mM group.
HDL-C increased in the all-subject group by an average of 6.5%.


BENECOL (www.benecol.co.uk/benecol-works)

Enjoying 1.5 to 2.4g of the plant stanols found in Benecol® foods daily is proven to lower cholesterol by 7-10% in just 3 weeks*.

[rayrac] 21/8/2018 15:09

1bokke. One is in the oil business and the other, supposedly in the microbiome sphere. Trying to compare them isn’t the action of an intelligent boy.

The test shown, performed only over 12weeks and the result no better than Benecol cholesterol drink. And This study was supported by Optibiotix Health plc. Optibiotix Health plc provided support in the form of salary for author Sofia Kolida, as well as the probiotic used within this research. This does not alter the authors’ adherence to all the PLOS ONE policies on sharing data and materials.

Completely independent?!

[slartybartfaster] 21/8/2018 14:32

Look up GRAS you fool, including the fool voting Ray up. It shows the level of stupidity involved with the naysayers. Clueless and they expect to be taken seriously. Tip, start from the position of credibility before playing your hand. :)

[1bokke] 21/8/2018 12:41

Just for you Ray, you wanted proper science here is some of it. BTW if it's to complicated for you to get to grips with then you can just go to the conclusions bit :-) http://journals.plos.org/plosone/article?id=10.1371/journal.pone.0187964The reason this company is going to succeed is that they did all the DD and can demonstrate the science, they also have a highly qualified bod( with skin in the game) who have delivered contracts and as a consequence there are now products on shelves which will lead to revenues. The best bit for investors IMV is that Opti don't need to exponentially increase headcount or floorspace in order to grow sales, which means costs and growth aren't linear. Say what you like Ray but any bod in the world would snap your hand off for a business model like that. Can you same the same for Ukog?

[2350220] 21/8/2018 12:33

Ta Oilchemist1
that link worked.

John

[judijudi] 21/8/2018 12:05

Any tankers turned up at HH yet?
Think its going to all end in tears at UKOG

[rayrac] 21/8/2018 12:03

Proof of product, ie, if its going into our food, then test it in a phase 1/2/3 trial. Not pick some obscure science of the microbiome and say it’s been tested in some vague way.
Proof that agreements are not just that and, instead, contracts for cash in £millions...otherwise it looks dodgy in my view.

[oilchemist1] 21/8/2018 12:00

hxxps://optibiotix.online/

[thebigchap] 21/8/2018 11:13

gotta love the filter button!

most of you guys seem like sensible chaps and chapesses can some one please explain why these trolls are being given a voice? if you don't rate their opinions and views as relevant then banish them into silence..

DONT FEED THE TROLLS!

Im Sure I will get some troll feed back on this ...but do you know what...I wont actually have to read it;-)

[imnotlong] 21/8/2018 11:02

Rayrac, I think all serious investors know the financials won’t be great yet.
But I expect you to ignore that and continue with your sad existence on this site.

[2350220] 21/8/2018 10:50

Couldn't get that link to work Parob.
John

[rayrac] 21/8/2018 10:41

They had better be good mu...not more distant promises!

Financially good!