Member Info for Bk2011

What would be the Probiotix share on $200m sales?

A 1 billion dollar plus sale looks to be on the cards for Probiotix Health biggest customer.

https://ca.news.yahoo.com/probiotics-maker-seed-health-explores-164523574.html

The recent IMC mentioned 20k / month as a projection

I agree. A pbx rns on this would have provided a boost to the flagging share price. I hope they atleast mention it in the results whenever they are announced.

If that is the case, then why does the slide 43 show forecast revenue on the chart for 2024 totalling approx 1.5m excluding license fees?

India is shown as 400k and not 1.7m?

Revenue excluding sweetbiotix and microbiome modulators won't be anywhere close to the £3m. Likely you say 1 full year with Morepen won't synchronise with the OptiBiotix full year.

Based on one of the forecast slides, I'm expecting close to 1.5m.

Presented this week

https://www.prnewswire.com/news-releases/seed-health-to-present-new-clinical-data-on-ds-01-daily-synbiotic-for-both-antibiotic-recovery-and-ibs-at-digestive-disease-week-2024-302149850.html

He also mentioned roles, which are manufactured by Nestlé with the exception of USA where Herschey makes them for Nestlé.

Coca-Cola logo front and centre

The description has been updated-

SnackSmart Slimbiome Indulgence Chocolate Peanut Bar - Prebiotic, Good for Gut Health, High Protein, Low Sugar - 12 Bars x 35g

£25 a bar seems a bit expensive

1.5m in orders in the first 6 months. We have no way to know if they were all delivered and invoiced in 2023.

They have to announce results by the end of June so not long to wait now.

Sales up to the end of June 2023 for H1 were 550k. I don't understand where the 750k comes from?

The online sales must be going well

Amazon now have the new leanbiome version back in stock

It's about time Kelloggs embraced sweetbiotix to reduce the sugar content

Google says 1 crore is 10 million rupees.

Https://www.gloucestershirelive.co.uk/news/health/20p-day-supplement-boosts-brain-9135552

Could Opti cash in on these benefits?

We know the standard royalty % with the US partner is 5% plus another 5% for the MTA partners. I think it's safe to assume that OptiBiotix royalty with DSM Firmenich is 5%.

I don't think it'll be too far off that figure

The actual text was > 100k tonnes and this is for only DSM Firmenich.

The US partner will most likely have similar forecast with any few of the big 11 global MTA partners signing up for sweetbiotix. I think this is in the early stages of a major re-rate of the sp.