Another commercial deal for OPTI, this time with Seed Health, backed by PayPal's Peter Thiel, Cameron Diaz and Jessica Biel. Today's deal in the 13th commercial deal since OPTI started it's transition from an R&D to a commercial entity. With PLC cost under £1m pa, every deal drops to the bottom-line.
Traders will do what they do worse; more fool them. If any of them are expecting revenue guidance, then they have bought themselves a pup. I have said before, the very earliest SOH will venture these will be at the interim stage; more likely 12 months from now. The risks are just to great.
1: BOD will not want to guess sales volumes for new products in a new market with new science
2: Risk being at the mercy of partner product ETA slippage
3: Any official guidance falling 20% guidance would result in a profit warning
4: Longer term effect of said profits warning would be far worse than waiting another 12 months
Seed will result in much earlier revenues from SACCO, distribution and royalties. They also have plans for a male probiotic. I would imagine traders have taken some funds off the table ahead of results. Key for me is remaining cash, anything over £1m will be a huge plus. The big hope is a dynamic forward looking statement and commercial update. IMHO there is room for SOH to push through a more bullish statement, above and beyond YE break even, to one of profitable within the current year. He would need to offer numbers; that could be enough for those seated on the sidelines peering over the fence wondering if the grass is lush?
US will not be so aware as we, because non of the partnerships have been with PLC's. However, given Peter Thiel's record for investing in new technologies, I wouldn't surprise to see him sniff around OPTI. I'd be very disappointed if he didn't.
"OptiBiotix Health plc (AIM: OPTI), a life sciences business developing compounds to tackle obesity, high cholesterol, diabetes and skin care, announces that it has entered into a non-exclusive agreement with Seed Health ('Seed') to produce, promote, market, and commercialise products containing LP-LDL® in the USA. OptiBiotix previously announced (RNS: 1 May 2018) that it was in commercial discussions with Seed in response to media reports on the launch of its LP-LDL® product in the USA. This announcement confirms the successful conclusion of those discussions.
Seed (seed.com) was cofounded and is led by Raja Dhir and Ara Katz to pioneer the application of microbiome science to improve human and planetary health. In collaboration with leading microbiome scientists and a global network of partners and experts in biofermentation, stabilisation and testing, Seed state they have developed a new standard for a pipeline of effective, scientifically-validated probiotics that target the human microbiome.
This agreement is a strategic step by OptiBiotix to access the US probiotic supplement market. The US is one of the largest and fastest growing probiotic markets in the world, with supplements alone accounting for $2.06 billion sales, with a projected 55% growth to $3.3 billion by 2021*.
LP-LDL® will be commercialised by Seed in an innovative product concept which combines multiple strains of different probiotics which have been selected because of strong clinical trial data. OptiBiotix's LP-LDL® strain has published human data demonstrating statistical and clinical significant reductions in cholesterol and blood pressure, won best scientific abstracts at both ProBiota 2017 and ProBiota 2018, and was finalist as ProBiotic of the year at Vitafoods 2018.
*Market data from 'TRENDS, INNOVATIONS AND OPPORTUNITIES DRIVING THE GLOBAL PROBIOTICS MARKET' (Euromonitor International June 2017).
Stephen O'Hara, CEO of OptiBiotix, commented: "We are pleased to announce this agreement with Seed which extends the sale of LP-LDL® into the USA, the world's largest and fastest growing probiotic market. We chose Seed due to our shared vision of commercialising products with strong scientific and clinical data, their innovative product concept, and their ability to access the large USA consumer goods market. We are pleased that our strong science, successful human studies and international awards at major scientific conferences has attracted international interest in our products leading to continued regular deal flow as we build multiple revenue streams from partners across the world." "
OptiBiotix Health plc (AIM: OPTI), a life sciences business developing compounds to tackle obesity, high cholesterol, diabetes and skin care, announces that it has entered into a non-exclusive agreement with Seed Health ('SeedTM') to produce, promote, market, and commercialise products containing LP-LDL® in the USA. OptiBiotix previously announced (RNS: 1 May 2018) that it was in commercial discussions with SeedTM in response to media reports on the launch of its LP-LDL® product in the USA.
This announcement confirms the successful conclusion of those discussions.
Always great to have things finally confirmed and ahead of results tomorrow
Mol - I have been very critical of the perceived role Seed Health have played in the leaking of two articles, linked to there launch. IMHO they have not covered themselves in glory. The business Insider was pulled, no Vogue, both within hours of me contacting SOH about them. Coincidental? I portion no blame to OPTI BOD, if they have been instrumental in having the articles removed, they have done so to protect their business and professional contact in the eyes's of investors and regulators. However, yet another article emerges, this time co-founder Raja Dhir. See extract, which clearly suggests a launch next month. OK, no specific ref to OPTI or it's probiotic, unlike the business insider article which pointed readers to the scientific abstract which ref's OPTI. http://www.ncbi.nlm.nih.gov/pmc/articles/PMC3424311/
Before you jump to the conclusion that all prebiotics are bad, Raja Dhir, the co-founder and co-CEO of the new microbiome startup Seed, launching next month, says not all prebiotics are the same. One of the most exciting new developments in microbiome research is looking at novel non-fermentable prebiotics and how they are converted into health-promoting compounds (metabolites) by the gut microbiota, he says. http://www.wellandgood.com/good-food/how-prebiotics-and-probiotics-work/
The entrepreneur Ara Katz would like to clear a few things up. All probiotics are not created equal, and some products touting probiotic labels arent probiotics at all. Katz is seated at the whitewashed Venice headquarters of her latest venture, Seed, an innovative consumer-health company focused on the microbiome of the gut that is poised to shake up the wellness industry when it launches its own novel take on the supplementone based on hard science and developed by the leading minds in the fieldnext week.
Probiotic popcorn and probiotic chocolate . . . people claim that every single food they grow bacteria in is somehow a probiotic, Katz continues. A few may [be], but in order to be a probiotic, a live microbe must be studied and shown to have health benefits. Disturbed by the amount of misinformation and gimmickry surrounding the wildly popular category of probiotic health supplements, which is projected to exceed $64 billion by 2023, she has been on a mission to cut through the proverbial well-washing since 2016.
Thats when Katz, a successful fashion entrepreneur who launched companies such as the revolutionary but now defunct e-commerce group BeachMint (of StyleMint fame) and the LVMH-backed shopping start-up Spring, and held advising roles for powerhouse brands from Violet Grey to Tamara Mellon, found herself unexpectedly plunged headlong into the business of probiotics. Not long after giving birth to her son Pax, she recalls, she started to have trouble creating enough breast milk. Like many new mothers, she considered formula, which led her to research what exactly an infant needs for proper development, which eventually landed her on the human microbiome. The way that women end up learning about their body is through pathology or pregnancy, she says, shaking her head at the delayed process of self-discovery.
Soon, Katz had teamed up with scientist Raja Dhir to create one straightforward and scientifically sound pill that would combine the best of probiotics and prebiotics (a combination formally known as a synbiotic). For the task, they also enlisted chief scientist Dr. Gregor Reid, coauthor of the scientific definition of probiotics for the U.N. and World Health Organization in 2001.
We are only half human, insists Katz, whose hip-grazing waves, makeup-free razor-sharp jawline, and sea-glass green eyes are argument enough for taking care of our other halvesthe approximately 38 trillion microorganisms (bacteria, viruses, and fungi) taking transient residence on and inside us at any given moment. Seeds daily Synbiotic for women includes 24 potent strains of bacteria that have been clinically proven to not only ease digestion and significantly increase folate production, but to also contribute to cardiovascular health and improve dermatological health. There is an accompanying male-focused formula as well, and both are painstakingly formulated with plant-based prebiotic compounds from sources rich in probiotic-feeding polyphenols including Indian pomegranate, which is capable of converting to cell-cleansing and muscle-recovery assisting urolithin A. We took a research-first approach, says Dhir, who outfitted the companys superstar advisory board with members of the White Houses Human Microbiome Project and lead researchers from Harvard, MIT, and Baylor College of Medicine.
The finished product will debut on Monday and be available for order from the companys website, a months supply housed in a handsome apothecary-green jar with an accompanying travel vial shipped right to your door. And its only the first of many health contributions on Seeds horizon. Things like reinventing infant formula are on our roadmap, says Katz. Were thinking about vaginal health and womens health, and mother and infant health, too. With the microbiome, the possibilities are only just making themselves knownand Dhir and Katz are funding their own clinical trials to help encourage development. I w
This is part of the problem PI's have with OPTI. It requires extensive reading; new science, development of new products, business strategy, etc. It's a big learning curve for most people. It took me months to get to grips with it.
The Vogue article has been pulled, same as the business article was a couple of weeks ago. It seems Seed Health have a leaky ship and did show due respect to OPTI by clearing it with them.
Sofia Kolida is one of the scientists. I'm sure you are aware of who she is and her link to OPTI.
Near the foot of the page;
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. The funder had no role in study design, data collection and analysis, decision to publish, or preparation of the manuscript.
At the risk of telling you how to suck an egg I'm sure it won't be lost on many how important the award, (second) will prove for the commercial development of SlimBiome. There will have been many potential partners at Vitafood seeking out such a product to complement their range, for a healthier drive and boost their sale-ability and drive for profits. They will have noted 2 awards are not handed out by PR people, but by panelists with a background in the industry. Of course, the added bonus, SlimBiome is backed by independently verified strong science. These points will have acted like a hungry beers to salmon in a shallow river.
Independent human studies by Oxford Brookes University have demonstrated that if you compare control and test groups who take SlimBiome® or a placebo, the SlimBiome® group: -
· Feel fuller and are less hungry
· Have less food cravings
· Change their food choice so eat less sweet or fatty foods
This contrasts with current products on the market which often lack strong scientific evidence or clinical studies and typically rely on customers' self-control to restrict calories and as a consequence have a high failure rate. Independent consumer studies have shown that 100% of customers who used SlimBiome® in OptiBiotix's GoFigure® products lost weight, on average 2-3lbs per week. Most importantly these customers found the products relieve hunger pangs leading to easier dieting.
The award for Weight Management Ingredient of the Year at Vitafoods is the second industry award for SlimBiome®, following on from winning the award for 'Best Functional Ingredient for Health and Well Being' at Food Matters in November 2017.
I have put together an itinerary of partnership agreements, dates, global footprint and estimated revenues based on size of company; small, medium and large. TW used part of this in one of his updates...credibility of sorts, but more importantly, agreeable with SOH and liked on Twitter by OPTI.
Assuming YSF got in prior to 2016 they have done quite well. But the share price has been on a gradual down-trend since then. About 90p then to 70p now.
For me, the disappointment is that YSF are clearly not expecting any great improvement in results soon [but plenty of 'jam tomorrow'] or they wouldn't be selling.
"OptiBiotix Health plc (AIM: OPTI), a life sciences business developing compounds to tackle obesity, high cholesterol, diabetes and skin care, announces it has entered into a five year agreement with Akums Drugs and Pharmaceuticals Ltd ("Akums") to exclusively manufacture and supply products containing OptiBiotix's cholesterol and blood pressure reducing strain LPLDL®, in India.
The agreement is a strategic step with the leading contract manufacturer in India to extend the opportunities offered by LPLDL® into India and Southern Asia.
Under the terms of the agreement, Akums will manufacture and supply products containing OptiBiotix's LPLDL® throughout India to maximise the financial return for both parties. In return for exclusivity, Akums will provide undisclosed and in-kind contributions and will explore the opportunities to utilise LPLDL® with OptiBiotix for biotherapeutics in India, including the authority registrations that would be required. Akums will contribute to human studies if required for product marketing purposes or by the Food Safety Standards Authority of India ("FSSAI") as part of product registration into food. The agreement does not have any minimum sales orders and the Company will update the market on sales in due course.
Akums is the largest contract manufacturing organisation in India, a manufacturing partner of choice to more than 600 companies, such as Abbott, Novartis, P&G, Sanofi and Sandoz, in the pharmaceutical and food supplement space. The company has 11 world class, WHO-GMP certified manufacturing facilities with US-NSF, NABL, FSSAI, HACCP and other accreditations, which cater for all major dosage forms (e.g tablets, capsules, syrups, suspensions, sterile parenterals, creams-ointments etc.). The company offers more than 3,500 supplement and pharmaceutical formulations across key health areas such as cardiovascular disease. Akums offers significant manufacturing capacity and supplies more than 12% of all food and drug supplements consumed in India.
India has a population of 1.3 billion people with cardiovascular disease accounting for up to 26% of all deaths, and 21% of the population suffering from hypertension (WHO). 80% of the population have abnormal lipid levels with 72% having low levels of 'HDL' or 'good cholesterol' (The Times of India June 8, 2014). Products containing LPLDL® have a unique ability to increase 'HDL' and reduce both bad cholesterol (LDL) and blood pressure, providing a clinically proven natural product to help reduce cardiovascular risk factors in countries with a high prevalence of these conditions.
Stephen O'Hara, CEO of OptiBiotix, commented: "We are excited to announce this agreement with Akums which expands manufacturing and sales of LPLDL® into Asia. We chose Akums as they are the largest contract manufacturing company in India for both food supplements and pharmaceuticals and have extensive experience in manufacturing products for some of the biggest food and pharmaceutical companies in the world. This agreement is a strategic step to add manufacturing to the supply chain in the Asian probiotic supplement and pharmaceutical market and extends the commercial reach of OptiBiotix's LPLDL® strain into Southern Asia. This allows OptiBiotix to offer multiple product solutions to consumer health and pharmaceutical companies within the region. This agreement is another step in a strategy designed to build multiple revenue streams from ingredient sales, white label and own label branded consumer and pharmaceutical products, across multiple channels, with leading industry partners from around the world.""
Crikey ... the RNS is effectively tipping off investors that we are about to do a deal with a company backed by a shrewd billionaire and influential A List celebrities, for a ground breaking scientifically proven new Probiotic that guarantees multiple heath benefits.
Somebody pich me I need to know if I am actually just in hyper sleep and the above is just a dream and not really happening.
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