Re: Seed Ah got it with the help of Parob. I have got round to reading....[link]
Re: Seed Mol - Where did you get the II info from? I haven't come across that. Very interesting. Bold US investors.
Re: Slimbiome Mol - this is part of the building of the B2B and then B2c e-commerce site; the latter being behind schedule do to Steve Riley's late appointment. He needs a few weeks to bed in and find his feet. You will have noted there are "shop" links on each product page. The plan is for OPTI's own and partner products to be made available.
Re: Seed Institutional investors include BOLD Capital, 8VC, Founders Fund, Collaborative Fund, Greycroft, The Chernin Group, Box Group, and Cross Culture Ventures.i await with interest the revenues to flow to us - presumably have begun but tis the future which is the most important. Hopefully 6 mths to may 18 will be in and around last week of august this year - they have been consistent with 25-30 august over the last three years re interimsthere's a number of aim companies who don't manage that!mol
Slimbiome just doodling this evening[link] the shop link you obviously get to[link] to shop[link] so fast - out of stock - all 3 bundlesnow of course that all depends on initial stocks......but let's hope supply chain in place and out of stock will not appear on website for too long - if it does - not a good sign at all going forwardmol
Re: Seed now live[link]
Nutrition insight bit of further exposure[link]
PAI, UK OptiBiotix Health - investors like what they see; The latest fundraiser underscores the fact the life sciences business is well supported in the City [link] In the last year, it has inked a deal with an offshoot of Premier Foods that makes Angel DelightThe fact its latest share issue was keenly priced and yet still over-subscribed, tells you all you need to know about OptiBiotix Health PLC (LON:OPTI).Investors like the business, which is using its expertise in the human microbiome to develop food additives and pharmaceutical products that tackle ailments and diseases of our era obesity, high cholesterol and diabetes.Proceeds from the £1.5mln placing, conducted at a modest discount to last nights close, will be used to super-charge progress.It follows hard on the heels of a series of deals that will help propel the business forward commercially. And this progress is at the heart of why OptiBiotix is tapping investors for cash.READ: Today's news in fullOne of the opportunities open to the business is to develop cholesterol buster LPLDL as a pharmaceutical as well as food additive. Potential partners are willing to fund regulatory submissions and clinical studies, but OptiBiotix will be required to invest in developing process controls and quality procedures.The cash injection will also be used to fully exploit opportunities for sweetener SweetBiotix and to promote SlimBiome, its weight loss product."The company has received a high level of partner interest in its technology and products across new application areas and territories that have the potential for significant value uplift," said chief executive Stephen O'Hara."It has become clear that new opportunities, particularly the development of LPLDL into a pharmaceutical product, the high level of corporate interest in SweetBiotix across multiple applications, and the potential for listing a range of health and wellbeing products with major retailers are not achievable in the short term within current resources. No delay to opportunities "Rather than delay these opportunities until OptiBiotix has sufficient revenues to cover costs, the Board has decided to take additional funds to capitalise on these growth opportunities and build shareholder value. "Whilst the subscription was oversubscribed the company has limited the funds received to ensure a focus on value creation and has added new institutional investors to the share register."As mentioned above, OptiBiotix is a pioneer in the human microbiome, which is essentially the bacteria that inhabits the gut and skin.It has found, for instance, small changes to the gut flora can affect the way the human body processes food.After spinning off its SkinBio business as a separately-listed entity last year, the group is now focused on three development areas referred to above cholesterol, diabetes and weight loss.Transition madeIn the last year, it has inked a deal with an offshoot of Premier Foods that makes Birds Custard, Indian giant Tata and Seed Health in the US.finnCap, the OptiBiotixs corporate broker, has been impressed with progress made by CEO OHara and his expanded commercial team.Analyst Mark Brewer in a note to clients pointed out the group has transitioned from being technology-focused to one that inked 16 commercial agreements last financial year and this. This significantly de-risks the business, he added Brewer.The focus for the current year will be to begin to convert these agreements into revenues; the timing and quantum of which remains difficult to forecast. "
Re: PharmaBiota Hi MolAt the risk of sounding like a pompous....It was pointed out to me by a number people I was effectively allowing bullies to take me out of the game. It was never the case, it was the reply's to the baiting dragging a particular BB down. It then became apparent more people simply put the bullies on filter, thus reduced filth posted. The other clown is just my guilty pleasure, if I'm honest. I agree with your view PharmaBiota's part in the revenue buildup will be small, perhaps, at least IMHO, be the smallest contributor. Nevertheless, they will like HLHBioPharma play some small part in LP-LDL becoming the "intel inside" which in turn will add value to the IP and thus OPTI.There three points I think nobody has discussed yet;1. IP value increasing as each platforms IP becomes the "intel inside" thus OPTI's market value (LGG probiotic £73m based on £9 million sales). OPTI have 8 strains2. Once the IP is established in existing household brands (not to be confused with new products) the difficulty the partner will have adopting a new ingredient to replace that of OPTI's.3.Adopting OPTI's IP in an existing established household brand is a huge and significant step for any company. This give OPTI huge leverage over the life of the contract and more so once the initial contracted period is drawing to a close
Re: PharmaBiota thx Elrico for your time and interest in pursuing furtheri note you are back on other bbs and still attempting to converse with a number of .....a complete waste of time - jees i'd rather have eight in a row (not - lol)your transcript below for those perhaps here, like me, aren't into this 21st century social mediaOn Thursday 30th May I had a rather long chat with Peter Lagan, CEO of New Zealand based PharmaBiota. Peter discussed his background in the pharmacy, his passion for probiotics, something Peter had put off developing for 15 year due to other projects. The the probiotic fire was stoked when he hooked up with OptiBiotix Health (OPTI) at the Berlin Porbiota nutritional conference in 2017. He watched with interest CEO of OPTI, Stephen O'Hara delivering the LP-LDL abstract. It's clear from the conversation Peter feels the prebiotic and probiotic markets are going to be significant drivers in human health. Peter's passion for the nutritional health benefits was very evident, he spoke at great length about his experience and looks to the future with excitement.Q: Pete, can you explain to me how you became involved with OPTI, you are after all from the Southern Hemisphere.A: As pharmacist with 35 years interest in health supplements and in probiotics for the last 15 years, I saw SOH at Berlin Probiota conference in 2017. SOH's delivering the LP-LDL abstract and afterward discussing one on one, impressed me greatly.Q: We are now approaching a year since the agreement, so naturally I'm wondering what the process is and if you are on schedule to launch of your cholestero-BiotaA: There had been a delay in launch as I have been busy, being busy. The final formulation wasn't formalised until November, some time after the initial agreement. Peter stressed this was not OPTI's fault, but due in part to business commitments and in part the as NZ regulatory body Medsafe whom were keen to ensure it was a dietary supplement ( and not a medicine ). With an effective product it is sometimes a fine line between it having medical actions and not making claims to those actions overtly.Q: When can we expect the products to be publicly availableA: We took delivery of the products end of April. We are now in the process of a client (pharmacists) B2B marketing campaign, which I will keep low key initially and have the market driven from pharmacist to consumer rather than the reverse . The products are in the market now, it's been with the wholesaler for the past week. We are finalising promotional documentation.Q: Does the NZ regulatory protocol , if categorising LP-LDL as a medicine, make it more expensive than OTC supplementA: Yes, it is hugely more expensive. Currently , however to sell over the counter LP-LDL. We aim for a $1 a day whereas you get state subsidised medicines for $5 for 90 days supply. If you are making a claim (medical) straight away legislative costs would make it unrealistic.Q: Can you confirm your products will be an OTC dietary supplementA: Yes, and I will encourage pharmacists and senior pharmacy staff to oversee the initial salesQ: As well as offering different doses, do you plan to have a combi products for Cholesterol and HypertensionA: This would be difficult regulatory hurdle to target hypertension and as mentioned , any medical claims are not allowed unless you license as a medicine. NZ has tough regulatory structures. (I think Peter was suggesting this is claiming for hypertension is not on the immediate horizon because he has enough with existing products. Cholesterol support however is a softer target).Q: What level of sales volume are you anticipating in the first 12 monthsA: It is very difficult to gauge the level of interest at an early stage. There could be a slower take up, not the quick honeymoon stage as there often is with new glossy magazine advertised products. The LP-LDL will become more established due to effectiveness, patient accep
Re: Evaluation agreement with global dairy c... This is a once in a lifetime opportunity where only a relatively small group of investors understand the business model being built here.I've met SOH many times at presentations and investor shows and am happy to park a substantial % of my investment money in him.We all would like the rewards sooner but in a few years we will all be pleased SOH set up the right deals and not just the quickest.We have to be thankful in a way we are still on AIM where the majority get bored trying to pronounce "microbiome" let alone understand it or think 10 mins is long term.They have provided a year or so of top up opportunities to build what should be life changing holdings in a few years .Keep the faith and watch the news not the daily SP movements.
Evaluation agreement with global dairy company [link] Health plc (AIM: OPTI), a life sciences business developing compounds to tackle obesity, high cholesterol and diabetes, announces that it has entered into an evaluation agreement with a global dairy company for its SweetBiotix® calorie free sweet fibres. The agreement grants a non-exclusive license for an evaluation period to explore the potential for using the SweetBiotix® technology to reduce the sugar content in a range of its dairy food products.OptiBiotix has previously announced (RNS: 27 March 2018) that the five successful human taste studies on the SweetBiotix® product development had created interest from a number of corporates with expertise in the manufacture and commercialisation of speciality ingredients and/or consumer products. This agreement reflects interest from one of these companies in exploring the use of SweetBiotix® in its branded dairy products.The company is a global brand and one of the world's largest providers of dairy products with an annual turnover exceeding $10bn. The details of the evaluation and terms of the agreement are confidential and no further details can be disclosed. A further announcement will be made in due course.Stephen O'Hara, CEO of OptiBiotix, commented: "We are pleased to announce the signing of this agreement for SweetBiotix® with one of the world's largest dairy companies and such a well-known global brand. This is part of a strategy of working with global partners who have the capability and expertise to manufacture speciality ingredients like SweetBiotix® and well-known consumer brands who have the specialist application expertise to incorporate this technology into their own branded breaded, dairy, cereal and beverage consumer products. This approach provides a low risk way to fully exploit the wide range of opportunities offered by our SweetBiotix® technology."For further information, please contact:OptiBiotix Health plcStephen O´Hara, Chief Executive www.optibiotix.com"
Re: RNS Evaluation agreement with global dai... I have said many times, Patience Required.Share price in 3 to 5 years time will be something to behold.
RNS Evaluation agreement with global dairycompany Not displaying here yet31 May 2018 OptiBiotix Health plc ("OptiBiotix" or the Company" SweetBiotix®: Evaluation agreement with global dairy companyOptiBiotix Health plc (AIM: OPTI), a life sciences business developing compounds to tackle obesity, high cholesterol and diabetes, announces that it has entered into an evaluation agreement with a global dairy company for its SweetBiotix® calorie free sweet fibres. The agreement grants a non-exclusive license for an evaluation period to explore the potential for using the SweetBiotix® technology to reduce the sugar content in a range of its dairy food products. OptiBiotix has previously announced (RNS: 27 March 2018) that the five successful human taste studies on the SweetBiotix® product development had created interest from a number of corporates with expertise in the manufacture and commercialisation of speciality ingredients and/or consumer products. This agreement reflects interest from one of these companies in exploring the use of SweetBiotix® in its branded dairy products. The company is a global brand and one of the world's largest providers of dairy products with an annual turnover exceeding $10bn. The details of the evaluation and terms of the agreement are confidential and no further details can be disclosed. A further announcement will be made in due course. Stephen O'Hara, CEO of OptiBiotix, commented: "We are pleased to announce the signing of this agreement for SweetBiotix® with one of the world's largest dairy companies and such a well-known global brand. This is part of a strategy of working with global partners who have the capability and expertise to manufacture speciality ingredients like SweetBiotix® and well-known consumer brands who have the specialist application expertise to incorporate this technology into their own branded breaded, dairy, cereal and beverage consumer products. This approach provides a low risk way to fully exploit the wide range of opportunities offered by our SweetBiotix® technology." mol
Nexexchange btwwe are also traded here[link]