Member Info for elrico

I prefer this approach; it is best to allow people to think I am an idiot rather than speak and confirm I am an idiot. On that note, I will refrain from offering a price post the results. It is not a game I like to play because someone like me can never win at this game, I can only lose and risk being called a ramper attempting to talk up my book.

The SP could get silly very quickly. There is far more going on behind the scenes at SBTX than most think. The focus is on the study, but there are several other commercial opportunities in the mix that could land any day. Then there is the 12 VIP for the launch of the antiaging cosmetic.

I dare say some people will make the mistake of thinking OPTI LP-LDL took years to get to the market. The psoriasis probiotic should be Q3/4 if not sooner. After all, they are already 12 months ahead of schedule. Your £1 will look silly IMHO.

Look, SA is talking of £9.2m from just 25,000 subscribers. (£9.2m is my maths) based on the £1 per day cost. With just the USA association wanting to ''run with it'' and discussion being ongoing for over a year...it is not unreasonable to expect the initial 25,000 to ramp up very quickly. Just 100,000 subscriptions are worth £36m gross. What PE would you put on a company with very little overheads? 20, 30?

Do you see what I mean about it could get silly very quickly, and we haven't even considered the antiaging cosmetics, or other commercial ventures near fruition.

Belgrano,

It is no longer an if. Trust me, this is a dead cert. The only unknown is how many skin conditions SBTX can reasonably target with this probiotic. From what I know, at least 5. All multi-billion markets, some greater than the psoriasis market.

If you read my blog this has already been commented on by Stuart. The USA psoriasis association will ''run with the results'' from the study. What do you think this implies?

Stuart has been speaking with the association for over a year. Why do you think this is? They have over 8 million registered psoriasis sufferers on their book. What do think of the potential? If 25,000 subscribers is worth £9.2m pa do you think its unreasonable to expand on this from what you now know?

A whole new level of stupid! Example, there are a few. hTTps://twitter.com/TheTrut43512839/status/1369787578405257233

If pharma and biotech studies are to be conducted by this fools understand, then every participant would need to be qualified in the specific field to which the studies or clinical trials pertain. In other words, the 265 person study would need to as qualified as Prof Cathy. I doubt the fool actually understanding his own argument.

The same person questioned the 25k soft launch, suggesting I was expecting too much. However, he accepted the company's confirmation the number was correct only to reiterate the same point. He then went on to venture the following...

TheTruthHurts
@TheTrut43512839
·
3h
''The US psoriasis society? Takes many years to build up proof of efficacy and clinical scientific data requires a study with a control. SBTX will have a single consumer study. You think they will advise their users to drop clinically proven treatments for a new probiotic formula?''

It appears he was not aware the study was already in its 4th week. Bless his cotton socks.

Too many inexperienced investors needing a constantly rising share price to offer them some comfort. Nothing goes up all the time. The shares are consolidating as it waits for the next signal from the company. There is a pipeline of news expected from wound care, CleanBiotix and of course, psoriasis and others. As we approach midway I expect to buy pressure as some peeps will take their positions ahead of what I fully expect to be great news to come from the study. Hopefully, this will be accompanied by a strategic plan to commercialise the product(s) I expect to come from this study. https://lemminginvestors.blogspot.com/2021/03/optibiotix-health-or-skinbiotherapeutics.html

Wooli,

I have been investing for almost 40 years - I like to think I have grasped the concept of managing my own money by investing it and accepting the risk associated with my own research and the company/vehicle I invest in. You on the other hand seem to be making the assumption a rising share price is proof of a company's commercial progress and the success of the board's strategy; at least that was the impression I had of you until you suggest otherwise. AIM in particular is littler with examples of contradiction, that we appear to agree on.

I do not know how you arrived at the conclusion I have been wiped out twice? I have never been wiped out. I have lost money on a punt and an investment like most people have or will in their time eventually. It is the law of averages.

I am unsure of the point or points you are attempting to labour? Are you suggesting SOH has not delivered on his business strategy? If the answer is yes, I agree up to a point.

Have certain parts of the B2B taken longer than you or I for that matter anticipated? SweetBiotix spring to mind. Yes, it has taken much longer than I hoped for. But, I also realise my expectations were unrealistic, hence why I adopted a strategy of speaking to each member of the board responsible for the technology; Christina, Per, Fred, SOH, etc. The idea being to deep dive into the whole process from protecting the IP, incorporating it into new products and what this entailed, including regulatory hurdles as well as shelf-life tests. We as investors needed to go on a steep learning curve, and yes, I include myself in this. But, I could always say to myself the company was making progress and always derisking my investment. I am just more patient than you.

I think some investors are comfortable accepting they got their timing wrong or are running out of patience and move on. Others like to deflect the blame and take no responsibility - The former will be more successful.

Wooli,

I never said you do not have a right to complain. I merely point out the fact you are always critical and always moaning.

I do not read you moaning about £15m of equity-free ride OPTI has in SBTX and which almost certainly set to multi-bag from current levels again. This is a significantly discounted OPTI and is nothing short of an insurance policy. The fact the market has no respect for this just yet is probably down to the fact there are a few more peeps like you that can't see the blinding obvious.

We also have to accept OPTI has become overvalued on both occasions it breached £1. Harping on about the historical SP only serves to punish yourself.

Do not misunderstand me. I can tell I have been sourly frustrated on occasions. However, I do remind myself of my stated strategy, so whining about the SP instead of taking advantage of the opportunity is my own fault, not SOH. Has he made mistakes, hell yeah, name me a CEO that has not. Name me an AIM SP that has not spiked and lost 13/rd or more of its value. It happens more than you perhaps think, more so with growth companies where most of the investors are retail and not II. Something the company needs to work on.

Good luck.

From AxisBiotix

''Finally, can we politely remind you to keep your feedback and photos about the study to yourself and avoid the temptation to share any of this on social media – we need this study to be as objective as possible.''

I suspect they have also requested psoriasis moderate NDA breaches. The last thing the company needs is the FDA suspending the shares because some fool thinks it's smart PUMP the SP by sharing what should be sensitive information on a publicly accessible forum.

There is such a thing as an NDA, market abuse, and just maybe, the psoriasis forums are respecting the company stance on ethics.

SBTX sent a reminder about this after the pictures were uploaded on SM.

You are right to be warned of unethical ramping from people that may or may not be part of the study. As for risk, it is not anywhere near as risky as you portray. SBTX will have at least one probiotic for the treatment of psoriasis, probably other skin conditions, and definitely antiaging by Q3/4 this year. It is an acceptable risk if you are invested for a min of 12 months onwards.

Peeps,

https://lemminginvestors.blogspot.com/2021/03/optibiotix-health-or-skinbiotherapeutics.html

You owe nobody an apology. Good luck.

I hope you didn't take SOH numbers seriously. The 10k subscriptions at 50% is miles out. I have much improved numbers and I know the margins are "significantly" higher than 50% Stuart quoted to TW, which he seems to have forgotten.

https://lemminginvestors.blogspot.com/2021/02/skinbiotherapeutics-optibiotix-ramping.html?m=1

Wooli,

I often wonder why people like bother wasting your time on these forums, the realise the irony of me wasting my time wondering about you wasting your time. ????

I think our perceptive of ''hype'' is very different. There are very few financial outlets ''hyping'' OPTI. Me, ************* and IMC being the latest. There is very little noise around OPTI on SM sites. So, please do explain where all the hype is?

If you are a frustrated investor you have a really simple decision to make. If you do not believe in key proponents of the B2B working as SOH explained in the IMC presentation yesterday, move on, There literally 1000s of option in the UK alone. Twitter is full of overhyped companies you can gamble on. What OPTI is doing is building a sustainable business on a shoestring budget. Sure, we can ***** and moan about progress, but have any of us run a complex company?

You can harp of a bleet about the company's progress over the past 6-plus years, but you will do so ignoring the commercial traction did not really start until 2019. You will also ignore the incredible achievement of made in spanning 120 countries with c80 agreements across the whole value chain and all on a total £8.5m raised, which included the IPO. You may as well ignore the value of SBTX NOW ON THE BOOKS FOR ZERO.

You may as well ignore the covid impact for good measure.

Yup, much to ***** and moan about.

I put the link in the header of today's update. The update has a few belated footnotes (4) specific to new products and one pending.

https://twitter.com/LEMMINGINVESTOR/status/1366855594678837249

Look up. ????

Hi,

Overview from today's IMC presentation.

https://lemminginvestors.blogspot.com/2021/03/optibiotix-health-imc-presentation.html?m=1

CholBiome ????

https://mobile.twitter.com/LEMMINGINVESTOR/status/1364942151411511297

Plus Seed exposure

https://mobile.twitter.com/LEMMINGINVESTOR/status/1364937700869103618

https://mobile.twitter.com/LEMMINGINVESTOR/status/1364888003345317889

Plus

https://mobile.twitter.com/LEMMINGINVESTOR/status/1364915999879942148

https://mobile.twitter.com/LEMMINGINVESTOR/status/1364915999879942148
Plus

https://mobile.twitter.com/LEMMINGINVESTOR/status/1364888003345317889

https://lemminginvestors.blogspot.com/2021/02/optibioti-health-have-you-finished.html