Member Info for Adyan9200

Thanks letitrun and Fried.

Really wished I could have been there. For those that were there, please continue to share you impressions etc. Very much appreciated.

AquaeSulis01, Opti are already looking at this with wellbiome.

See RNS - Clinical trial to evaluate the effect of WellBiome® on surgical outcomes and NHS cost savings

"This double blind, placebo-controlled study of up to 60 patients is designed to evaluate the effect of six-week pre-operative supplementation on time spent in intensive care, length of hospital stay, and the incidence of post-operative complications. The study includes a cost savings analysis to identify any potential cost savings to the NHS and inform the future use of prebiotics like WellBiome in improving health outcomes and cost savings."

Hopefully we hear results of the study in next few months.

I've always said splitting off "LP-LDL" never made sense to me and never should have been been split into PBX, it should have just continued in OPTI. LP-LDL was the ingredient that was making decent money and was increasing, and I do believe OPTI could have been profitable with no need to raise anywhere near the amount of cash they have had to. Instead they've had to rely on Slimbiome which has been a big disappointment.

Instead it was split, the money LP-LDL was bringing in was now having to cover a new CEO pay and all the other staff the new company entailed. Instead keeping it within OPTI and just hiring someone who would dedicate their time on LP-LDL would have been a much better option.

I lost all trust in PBX when Steen diluted by ~33% when the share price was at it's lowest and I've never seen any reasonable explanation of why they needed the money and that amount. And from what I can tell from the final result on 30 March, they still haven't yet had to dip into the money raised (cash balance of £1.27m). Now would have been a better time to raise money if they needed as share price is much higher.

When I originally invested, LP-LDL and Sweetbiotix where the 2 main reasons (Skin was to a lesser extent, as that was really early stage then). Therefore I've never understood why so much effort was put in Slimbiome in all that time. When the others where much more likely to succeed.

Anyway, I hope there is now a big turnaround and therefore I will hold any further judgement until after 25 June when we should find out more on Sweetbiotix and it's commercialisation.

It does seem like they should be able to break-even this year, if they manage to make the £500k-600k savings and if the record start to the year continues. Would have been nice to hear if ecommerce had managed to increase sales this year so far or not.

And this is without any of the sweet commercialisation (apart from the annual payment they get each year). Looking forward to hearing more about Sweet and commercialisation plans in June.

I've personally brought a small amount, mainly to bring down my average (I really hope I don't regret it).

I've mentioned previously I don't expect the SP to shoot up yet, market will wait for the taste session in June and what comes out of that will help guide the market. Also we had plenty of false dawns in the past, therefore until there is something solid, it's a wait and see.

One thing we do know is that when the OPTI share price moves, it can move very fast. Like others, I really hope this is a genuine turning point and not another false dawn.

This is excellent news, seems like solid progress has now been made with Sweetbiotix.

I'm hoping we'll see a massive re-rate, though that might not happen until the June meeting and what comes out of that.

I would have loved to attend the meeting, but as it's in London, a bit far for me.

AS, good point about novel food approval.

Another OptiBiotix ingredient (OptiXOS prebiotic fibre) did obtain EFSA novel food approval in 2018. So I'm hopeful that is on their radar and that they are on top of that for Sweetbiotix.

It'll be off‑market private transfer. I assume they found someone who is willing to buy 7.5m shares, and therefore they would have carried out a off‑market private transfer.

OPTI has just sold quite a few shares, this was as they needed money and I don't believe reflects on what is happening at SBTX as such.

OptiBiotix Health plc (AIM: OPTI, OTCQB: OPTBF), a life sciences business developing products which reduce hunger and food cravings, enhance the gut microbiome, and sweet fibres as healthy sugar substitutes announces that it has disposed of 7,500,000 ordinary shares in SkinBioTherapeutics plc (AIM:SBTX) ("SkinBioTherapeutics"), generating cash proceeds of £675,000 which will be used for the Company's general working capital purposes and are expected to provide the Company with working capital runway into H1 2027.

Following the disposal, the Company's shareholding in SkinBioTherapeutics consists of 5,700,000 ordinary shares, representing 2.2% of the total issued share capital of SkinBioTherapeutics at the date of this announcement.

OptiBiotix Health plc (AIM: OPTI, OTCQB: OPTBF), a life sciences business developing products which reduce hunger and food cravings, enhance the gut microbiome, and sweet fibres as healthy sugar substitutes announces that it has disposed of 7,500,000 ordinary shares in SkinBioTherapeutics plc (AIM:SBTX) ("SkinBioTherapeutics"), generating cash proceeds of £675,000 which will be used for the Company's general working capital purposes and are expected to provide the Company with working capital runway into H1 2027.

Unfortunately it seems they have had to raise the money via the SBTX share sell.

Following the disposal, the Company's shareholding in SkinBioTherapeutics consists of 5,700,000 ordinary shares, representing 2.2% of the total issued share capital of SkinBioTherapeutics at the date of this announcement.

29 April 2026 - the Board of SkinBioTherapeutics plc, (AIM: SBTX), the life science business focused on skin health, announces that FRP Advisory is in the final stages of its forensic investigation and is expected to provide its report to the Board in the coming days.

Once the Board has had the opportunity to review the findings, taken appropriate advice from its external advisers, and considered the regulatory and governance implications of the investigation, it will finalise the HY26 results with the restated (unaudited) FY25 results as soon as practicable.

I think there are positives coming out now:

1. OPTI - Record order book to start 2026 off. If they have managed to continue this progress, we have a chance to reach profitability for this year.

2. From the Q&A, it seems Sweetbioix is on track for investors to try out before H1 end.

3. PBX - They have also had a record start to the year and saying "During Q1 2026 the Group has achieved profitability".

4. SBTX - Once things settle there and they release interim trading update, we should have clearer picture. I'm one of the positive ones on that.

Regarding today's specific RNS:

1. £500k-600k per year expected saving from marketing and selling costs.

2. reduce the cost of producing SlimBiome by 31% in Q2 2026 orders with further changes anticipated to lead to a final cost reduction of 48%

Rather than "each business unit tasked with covering their costs by end of 2026", it would have been nice to see it say "each business unit is on schedule to archive profitability by end of 2026". I guess it's too early to know that yet, maybe September update will be able to tell us if they are on track for that.

Unfortunately no new info around Sweetbiotix. But I think we can give until end of H1, where we should get a chance to taste sweetbiotix, which should be a boost to the shareprice.

It's worth reading the answer to the question someone asked yesterday and answered at 03:25PM 04/03/2026 on the Q&A.

It seems they've done a lot of work with partners to see if sweetbiotix can handle certain PH levels, 170C temp etc. The holdup has been manufacturing reliably in large amounts, which hopefully the new process should now be over-coming and progressing much faster.

I'm really hoping we'll be pleasantly surprised with sweetbiotix progress and actual get a launch this year. I'm not going to make the same mistake as I have with SBTX and expect partners launching products in quick time once we start manufacturing Sweetbiotix to sell.

That is reassuring. I don't have an issue with them using currently, as you cannot totally rule it out and no company would ever say I 100% won't sell SBTX shares for X years or such.

Though I've not been keen on them selling the SBTX shares, I do think it has greatly prevented us from being diluted otherwise with the low share price that OPTI has been for over the past year and more, it could have been a significant dilution.

The big issue has been:

1. The DSM Merger, which really delayed work on Swetbiotix. Meant new teams etc.

2. DSM were trying to go straight to a 100 ton batch rather than working their way up.

Because of the long time they've taken, it does seem SOH has decided to try and partner with some smaller suppliers in case DSM keep delaying and taking so long. This is the right thing to do, imagine if we had done that before, we could have had sweetbiotix fully commercialised a long time ago.

Interesting article about increase in gallbladder removals with people saying they have taken weight loss injections.

https://www.bbc.co.uk/news/articles/cm24evgyyzpo

@skid35 - The RNS did confuse me too at first, but on second read it made sense.

Generally, when customers place orders they won't be recorded in our accounts until delivery. By adding that line, it clarified that:

1. The Nov order won't show in the 2025 account

2. It is instead included in the the £800k order confirmed for 2026, which should also be delivered in 2026.

This actually is being more open, as they could have easily not included that line and investors could have easily assumed the Nov order will be in the 2025 accounts and all the £800k announced are all brand new orders not mentioned before.

"e.g. H1 represents a 48% increase on last year’s H2, multiplied by SOH’s inside leg divided by the number of RNS’s issued over the past decade.", lol, that gave me a chuckle.

I'm not going to get my hopes too high as I've done that with this share too many times. I'm happy to wait and see now, what is another half year when you've been a LTH for many many years and many false dawn's.

As I mentioned in previous post, there are 2 very positive developments: Direct Q&A with Shareholders and providing proper numbers in RNS. These steps are massive improvement, and hope it will continue.

I see there was around £300k Morepen orders in 2025, let's hope they place some soon for 2026.

This is good news, however it did mention "and includes the low six figure order received in November 2025" so it's not orders just received this month so far. But I assume it's all confirmed order for delivery in FY2026 that can't be cancelled etc.

Looking forward to trading update for 2025, I'll like to know if Morepen succeeded in reaching the Year 1 figures SOH showed us (the 5 year estimate plan).

I quite like the new website, mainly the Q&A, which have been good to read answers to.

Positives

1. New site with Q&A, where SOH has been answering questions.

2. An RNS with actual figures, which is fantastic to see. Too often we don't get figures.

3. Good start to year in order book, but important that we get many more orders to get anywhere near profitability.

4. Q&A answers around Sweetbiotix.

We've had positive RNS' in past, which all look great and think we have finally turned a corner, and then nothing happens. I really hope as a Long term share holder, that this year is the year. I still very much believe it all depends on Sweetbiotix.

If you go to the announcement https://optibiotix.com/announcements/7326843 once you have registered, on the left side you should see a Ask a question box, start typing and the [Post question] button should turn green for you to press.