Optibiotix Health Share Discussion Threads

[f3rdinand] 10/11/2016 16:29

I wonder how the skinbiotix demerger is progressing...I'm expecting news soon!

[neftanikoff] 10/11/2016 16:03

they say it went well but if we were expecting any iii buys emanating from this summit, then we have been disappointed, with the odd small pi buy going through currently at 67.74

[john henry] 10/11/2016 15:52

OPTI tweet, said "summit went well" I guess we are waiting on the publication release.

[john henry] 10/11/2016 15:41

Excellent post, risky. Out of interest have you heard any feedback from the Summit presentation on the 3rd/4th

[riskybusiness1] 10/11/2016 15:07

The fact we have had an offer on the table and not thrown everything at it to me shows great confidence by the board. Even more so with recent shareholder frustration. The commercial update was the first actual indication given for the launch of its lp-ldl strain by the company itself. This strain was only screened and selected a few years ago using technology that had just been invented. A platform that has been validated through its finding of a proven cholesterol reducing strain. With the dose at a minuscule 0.1g, In its current state the company believes this biological effect is equivalent to or better than 3g dose of stanols. Though very good in its current form questions remain: what is the cholesterol reducing effect when the dose is increased? What is the effect on groups that have extremely high cholesterol levels - believe we had up to 36% reduction in the first trial within this group..what is the cholesterol reducing effect when lp-ldl is combined with the optibiotic prebiotic sugar platform that has recently showed a threefold reduction in a gut model on the cholesterol strain? The potential on this product is much much bigger than first imagined. Havnt even mentioned the reduction in blood pressure which opens a whole new market. If these questions get answered proving the potential of this strain we're looking at a natural statin replacement which changes everything. It will also prove that the less risky food nutrition route turns out to be a master stroke.If the mn is png which originally came from tom winnifreth then a company of such calibre will probably not want to commit its resources at such an early stage - too risky for them. They would prefer to let minnows like opti take the risk themselves especially with such new tech. Getting the brand out LP-ldl and through sales will hugely decrease this risk which is then when the multi nationals will scramble with good reason to commit resources. Lp ldl isn't a product it's an ingredient therefore a launch may consist of a multiple products through multiple revenues which has always been the plan. Take this and repeat with a diabetic supplement - not even touching on the other areas opti are working on we have a company positioned for massive growth. Other companies in this field are going down the pharma route and are around 5-7 years off these types of products. if you look at seres health and what happened in their phase 2 it reinforces the thinking behind derisking through the food supplement route before going down the much more lucrative pharma route which I believe opti will enter in the future.

[someuwin] 10/11/2016 12:24

I suspect you are partly right mazzstar - and its all positive.

Gofigure has shown the way that OPTI can use their incubator model to partner up to develop new products and get them to market, whilst at the same time discussing licensing deals with large corporates. So Gofigure products are a small but growing source of revenue (already profitable) but they are building up the brand (SlimBiome®) making it more valuable to the big players like Slimfast and other food and pharma multinationals.

Similarly with the cardiovascular, I suspect they will partner with a smaller co (maybe Venture Life?) to get initial product(s) out there to establish the brand (LP-LDL™) whilst progressing discussions with big global players like Procter and Gamble etc.

This makes sense to me as OPTI will be getting increasing revenue flow, developing more product lines and increasing the brands' valuations whilst holding out for major license deals.

Of course while that might be OPTI's strategy (and its only my interpretation) there's nothing to stop a big player making a pre-emptive strike for any part of the business at any time.

[1bokke] 10/11/2016 12:20

I don't think we should rule out the mn option. Last year the company I work for supported a publicly traded mn on a new product that was being launched, everyone signed an NDA. The secrecy was such that staff not directly involved in the discussions weren't told what was happening until the right time. We would have loved to be able to go public as this would have allowed us to win further customers, and there were opportunities for us to do this. The reason for telling you guys this is that it may be that Opti are in the same position and cannot disclose any specifics yet so as not to alert competitors. My opinion on this is that if it were an Opti controlled launch then it wouldn't hurt to announce that now and it might even have a positive bearing on the share price But I might becompletely wrong....

[john henry] 10/11/2016 10:53

As clear as mud.

[mazzstar] 10/11/2016 10:42

An RNS confirming the product but not the partner is why I assume Opti are not going with big pharma on the cholesterol range and may also explain why SOH has been saying for months that he was still looking for the right deal. Perhaps he thinks it is better now for Opti to retain control and either go it alone or partner with a minority stake company. Either way, I suspect this will be another Gofigure start-up.

[f3rdinand] 10/11/2016 10:41

Mazzstar I agree...it's surely the only possible answer! It will mean far greater profits, but also greater costs with advertising etc

[someuwin] 10/11/2016 10:36

...Depends how big the gofigure brand becomes.

Slimfast had to start somewhere.

[f3rdinand] 10/11/2016 10:27

As products will be on the shelves in the spring one can ascertain that multiple deals have already been agreed! Why these haven't yet been released to the public is confusing...considering we are a PLC? I understand that these companies don't want competitors learning of their products going to market, but surely some details are obliged to be released under RNS rules?

[mazzstar] 10/11/2016 10:20

The 'partner' has yet to be confirmed. I don't think it's going to be Proctor & Gamble or a big pharma company otherwise we would have had an RNS and I suspect it will likely be another tie-up with a small 'health' company like Gofigure. SOH seems intent on control over each division/products.

[john henry] 10/11/2016 10:05

Mazzstar they are supposed to be releasing Cholesterol products in the spring. (Thats release) with whom ???

[mazzstar] 10/11/2016 09:49

The last RNS all but confirmed there will be no deals in November and that the company is now focused on the 2nd quarter of next year. This is just my opinion but I think SOH was doing damage control by releasing the commercial update in the last week of October so shareholders will not panic (i.e. sell in droves) when nothing materialises this month.

[meganxmas] 10/11/2016 09:40

re posts above on The HEalthy Weight Loss Company. Was incorporated Jan 16 and Opti took stake Jul 16. Founding directors were Max Tomlinson ... google him he is involved of lots of weight loss stuff ... and Ana Maia. Both remain as directors along with Stephen OHara and Robert Laird of Opti. I looked at other directorships AND previous directorships of above and no obvious links although both Max and Eva have been jointly directors and owners in a number of companies ... all look not to have come to much ... including Natural Weight Loss Company. The Natural Weight Loss Company was incorp Jul 15 and dissolved May 16. The crowdfunding re this company was July 15 NOT 16.So all in all this is a new venture with a couple who have tried to get going a few times ... but perhaps key this time is Optis patented Slimbione? Future sales will tell us if successful. I didnt pick up anything untoward but please feel free to point out if I am wrong ... with facts. Go and read the website www.gofigurediet.com for some good bacground info as well.

[judijudi] 10/11/2016 09:39

I'm pretty sanguine aboout it all

[john henry] 10/11/2016 09:27

I know Someuwin, becoming so frustrating waiting for the CEO to deliver on his words.

[neftanikoff] 10/11/2016 09:26

I can understand JH's frustration. We were led to believe, i think, that there will be some deals announced in by November. We are 1/3rd way through now, so there is still time. There should be some further rns's this month. Of course these things take a considerable amount of time to come to fruition. It is annoying when other shares are going up. 2017 could be good, but we were med to believe that 2016 was going to be exciting. Maybe it was to the boss (SOH), but certainly not in share appreciation terms. I am still very hopeful that we have a winner here and that when something tangible is released, we will have a good lift off and an initial scramble to buy.

[someuwin] 10/11/2016 09:13

"john henry 7 Nov '16 - 11:37 - 17215 of 17262

Anyways no more comments from me until positive commercial news or 2017 when I will sell."

[john henry] 10/11/2016 09:11

Apologises for the rant, but my patience is wearing a little thin with this CEO and his failure to deliver on his words. Almost 3 months since interims

[joyjoy13] 10/11/2016 09:05

BARRIEB
Thank you for posting all those links, much appreciated all your time and effort.

[john henry] 10/11/2016 09:02

All blue apart from one. Yep you've got it. Continued weak performance.

[barrieb] 09/11/2016 22:44

Yes someyouwin £75k but 4 directors in total. Interesting to see what other companies they (the other 2 directors) have recently been linked with as all old mates it seems.
Interestingly their other company The Natural Weight Loss Company tried to do a crowd funding in July last year for £55k but not sure if it was successful or not as now dissolved. So perhaps OPTI stepped in and offered them £75k for a better option?
meganxmas. Not inferring anything just wondered what was known.
The following links will help.

Firstly confirmation of the price paid:-


Edit. If the above link does not open go to the 'filing history' link below (top entry).

Then more company info:-






Just some background to the JV that appears to be doing very well at such an early stage but not sure of the other directors real attributes as difficult to research.
Hope you find it helpful and you can increase our understanding of what the other two directors bring to the JV.