Member Info for AquaeSulis01

Rest of the truncated post...

Sometimes you have to read an article more than once to understand the significance of the words.

https://www.sofw.com/en/news/interviews/5241-unlock-and-reveal-the-power-of-skin-s-chronobiology-to-combat-cortisol-damage-with-zenakine

Both Zenakine and Matrixyl reduce wrinkles by their interaction with Longevigenes™. Clinical studies show improvements in vertical wrinkles—like nasolabial folds and frown lines—after just six weeks of use of Matrixyl; after just 1 month of use,Zenakine™ restores skin firmness by 13.3 % (p

Agree Lord but not sure price is the issue as their Golden syrup alternative is £1.30 per pot and to buy a week's worth would cause real storage issues as it is bulky. Slimexpert porridge has been on a buy 2 get 1 free offer costing £20 for 30 sachets at circa 66p and is easy to store so can be bulk.

https://www.hollandandbarrett.com/shop/product/bio-me-gut-loving-golden-syrup-flavour-oat-porridge-pot-65g-6100006217

More worrying is that the Slimexpert shots (equivalent of the Slim medical product) have been discontinued for some time despite the tailwind of the news surrounding the weight loss drugs; the question is why has Opti been unable to work with H&B to make the SlimExpert brand a lasting success in their stores?

Slimexpert not slickest interpretive text at its best

Lord, the issue is at a time when H&B , who were Opti's biggest Customer, are increasing the number of Stores and own product brands in the healthy food range, they appear to be phasing out their slickest brand altogether. "The high street and communities – including making strong progress across store estate, opening 36 new stores and transforming over 320 existing locations as well as launching new partnerships and concessions with existing and new partners both across UK and Ireland, Netherlands and Belgium and our International division;

3. Products and service innovation – including expanding own-label range with an additional 400 products, taking the total to over 1,000 new science backed efficacious products over the past two years such as the revamped healthy food range, which saw a huge 34% increase in sales. "

Https://corporate.hollandandbarrett.com/news/15-05-2025/

H&B turnover increased 10% last year and profit o erofit over £500m

It's a nightmare Friedman, nothing else as healthy and tasty out there. I have submitted a question to optibiotix enquiring whether they have any plans to reintroduce porridge to their GoFigure Range as H&B appear to be discontinuing porridge altogether

Not a healthy state of affairs especially with my breakfast favourite now confirmed as discontinued

https://www.hollandandbarrett.com/search/?query=slimexpert

https://www.hollandandbarrett.com/shop/product/holland-barrett-slimexpert-golden-syrup-flavour-porridge-sachets-60043961

The top brand relates to Dr Morepen as a company not lightlife. Sales running at 50+ last m9nth probably best guide

Zenakine in at 21 with an overall score of 9.4 out of 10

https://www.trendhunter.com/trends/croda-beauty

What facts have I misrepresented? At least you are using the correct salary figure in your response rather than the incorrect figure used by soh in his IM response.

Lord I guess it depends on whether you feel it is tight and proper to include salary costs from a different Company as a comparator in tge circumstances, after all if the 2023 RNS salary reduction statement was intended to include PBX as well surely Stein and his fellow directors should have been covered by tge same Board statement?

Letitrun,

A reminder of the statement from the Sept 2023 RNS "The Board took decisive action in December 2022 and in H1 2023 to reduce Board, management and advisory costs in order to ensure each part of the business and subsequently the Group achieve operational profitability as soon as possible. These actions included the termination of joint brokerage with Cenkos Securities plc at the end of March 2023, the stepping down of Rene Kamminga, CEO of OptiBiotix Ltd, who left the business on 28 February 2023, and a voluntary 20% reduction in all directors' salaries from 1 January 2023. "

Note the word Salary and I leave it to others whether they believed the reduction was to be targeted at Opti only as a Company.

Now the IM QA response contains two inaccuracies one a typo £63k should be £53K (but the £191K total is correct so irrelevant, but the second error is that the 2022 Salary figure should read £143K not £151K which was the total compensation, hence the Salary reduction SOH actually took across both Companies was 18% not the 20% declared (£233K v £191K).

"The board reported they voluntarily introduced a 20% reduction in salary in 2023. Its difficult to see in the annual report and some boggers are syaing that no reduction took place. Can you clarify.

Thank you for your question. Its difficult for investors to see in isolation as SOHara and Sophia Kolyda's salaries were split between PBX and OPT and so you have to look at directors remuneration in both reports to see the reduction. For example, if you take SOHara's salary in 2022 it was composed of £151K from OPTI and £90K from PBX, a total of £241K. If you look at 2023 it was composed of £138K from OPTI and £63K from PBX, a total of £191K. The difference is a 20% reduction."

Obsidian's post was the most interesting and relevant post of the weekend. Pointed out that the debate should focus on the alleged misrepresentations and governance issues raised rather than attacking the individuals that flagged them up.

Noting the reporting restructure to separately account for therapeutic skincare and the fact they don't have a probiotic product line for skincare, possible future partner / suitor?

"7 July 2025: Haleon plc (the "Company" or "Haleon") today releases the historical proforma category financial information, aligned with the announcement at the Capital Markets Day on 1 May 2025. Haleon will now be reporting six categories: Oral Health; Vitamins, Minerals, and Supplements (VMS); Pain Relief; Respiratory Health; Digestive Health; and Therapeutic Skin Health and Other.

Compared to previous reporting, the new structure:

Splits out Digestive Health & Other into Digestive Health, and Therapeutic Skin Health and Other"

https://www.londonstockexchange.com/news-article/HLN/historic-proforma-category-financial-performance/17121176

Haleon doesn't directly market a specific probiotic product line explicitly for "Therapeutic Skin Health". However, they do have brands that address skin health concerns, and they have explored the potential of probiotics for gut health, which can indirectly impact skin health. Their focus in skin health includes brands like Fenistil, Zovirax, and Bactroban, which offer solutions for soothing, cold sores, and antibiotic ointment respectively. Haleon also has a history of research and development in probiotics, including a study on a specific probiotic (Puraflor) and its impact on the gut-brain axis, which can influence mental health and potentially skin health.

Here's a more detailed breakdown:

Therapeutic Skin Health Brands:

Haleon's brands in this category include:

Fenistil: A soothing antihistamine product for skin irritation.

Zovirax: A cold sore cream.

Bactroban: An antibiotic ointment.

Probiotics and Gut Health:

Haleon has been investigating the potential of probiotics for overall health, including the gut-brain axis and its connection to mental and potentially skin health.

The study on Haleon's Puraflor probiotic (containing Bifidobacterium longum R0175, Lactobacillus helveticus R0052, and Lactiplantibacillus plantarum R1012) demonstrated changes in brain morphology and "subtle" effects on sleep and depression.

This research suggests that probiotics, particularly those impacting the gut-brain axis, may have indirect benefits for skin health by influencing the body's overall well-being.

No Direct Probiotic Skin Line:

While Haleon has a strong presence in skin health through their brands and research, they don't currently market a specific probiotic product line specifically for "Therapeutic Skin Health". Their probiotic work is primarily focused on gut health and the gut-brain axis

Good job SA has the knowledge and experience of the ex Dermatonic's staff to draw on to make sure the deal struck is exactly the right one for Axis-ps and Axis-ac

Wonder if this means US treating sunscreen as a cosmetic rather than a drug? If so means croda can incorporate zenakine into sunscreen under the current cosmetic agreement with sbtx; previously a grey area. https://www.personalcareinsights.com/news/fda-sunscreen-reform-safe-act.html

With you on that friedman. The presentation comprised of 41 slides taking up 56 minutes leaving just 2 minutes for questions; death by powerpoint! Questions over whether SOH was or was not in a Coma when he was supposed to have put his name to a RNS were glossed over with the glib comment that "I am fit and healthy now" which doesn't address the seriousness over governance and continuity issues and how they will be addressed in the future which all shareholders should be concerned about.

Lord, cholbiomebp contains; L'Arginine, Coenzyme, LPLDL, and Thiamine and originally attracted me because my blood pressure was higher than it should be and post taking Cholbiomebp is now within normal parameters. If you read the technical literature, then LPLDL alone is credited with lowering cholesterol significantly as follows;

"During the six-week, double blind study, volunteers were randomly assigned to either consume 4×109 CFU per day of LPLDL®, or a placebo, both in identical DR capsules. Each group was assessed at week three and six, with those on LPLDL® showing statistically significant results versus the placebo as early as the third week.

The results of the study highlight that after taking LPLDL® daily for six weeks, it can reduce total cholesterol by 34.6%, the ‘bad’ low-density lipoprotein (LDL) by 28.4%, non-HDL cholesterol by 17.6% and apolipoprotein B by 28.6%, all key CHD risk biomarkers.

Stephen O’Hara, CEO at OptiBiotix, commented: “The results of this study are remarkable and firmly establish LPLDL® as the probiotic for heart health. Our previous human intervention studies have highlighted LPLDL® as an excellent candidate to reduce cholesterol across different patient groups and countries. Now, with the statistically significant results of our latest study, both partners and consumers can rest assured they are using a science-backed probiotic that not only reduces total cholesterol, but multiple risk factors associated with CHD. "

https://optibiotix.com/lpldl-from-probiotix-health-showcases-statistically-significant-reductions-in-multiple-coronary-heart-disease-biomarkers-in-hypercholesterolemic-adults/

Regarding Red Yeast, which contains monacolin K (lovestatin) yes it does strike me as being the same as taking statins except that as a food supplement it is not prescribed and hence its effect monitored by a Doctor hence its ban in USA above trace levels and the EU have now reduced the ingredient levels as well. Also, regarding X3 claimed cholesterol reductions "CholBiome®X3 users reported total cholesterol level

reduction of up to 35%." it doesn't seem to add much value to LPLDL as an active ingredient. https://optibiotix.com/wp-content/uploads/2021/02/CholBiomeX3-A4-Leaflet-2020.pdf