Member Info for elrico

Almost 60 deals and more to follow very soon by the sound of it. I think OPTI has moved on from the £250k pa deals, they are getting much bigger. There are a handful of those small deals, not many by comparison.

There are a couple of highlights you should listen for, which are very significant in terms of revenues rocketing in the next few months:

1: 2 mins into the interview Stephen O'Hara discusses two separate examples of what could develop if current negotiations come to fruition. In both cases, he uses H&B as an example of the scale of the opportunity. OptiPharma is calculated to be worth 10 x £3-5m pa H&B and other deals worth 30 to 40 times that of H&B. He then goes on to retail prospects in USA, India and China, again, with the usual caveats.

2: 26 mins in Stephen O'Hara discusses the USA., retail product being shipped. He can't announce because they have not given a date for the launch. So, it has been confirmed. If my memory serves me correctly; 20 tons of SlimBiome has been shipped to the as-yet TBC retailer.
https://lemminginvestors.blogspot.com/2020/04/optibiotix-health-raises-one-million.html

It will take OptiPharma c3 months to sort branding and packaging. Production will most likely be plodding on. There will be revenues streams either way. They will be buying the product, then there will be royalties, which will be later if not in H1 2021, subject to payment terms and official launch. There is a big revenue expectation from this partnership.

I don't see the need for OPTI to go below 29.9%. They have raised the capital needed for the provision of product. The SBTX shares alone cover the OptiPharma, then there are the placing monies, which should give them the room for any further unplanned for costs.

https://soundcloud.com/user-957798193-127487236/discussion-on-optibiotix-skinbiotherapeutics

SOH interview on Friday
https://soundcloud.com/user-957798193-127487236/optibiotix-chat-with-stephen

Thanks. Be careful sharing via SP. TW got upset with me on Twitter yesterday after I shared it via his tweet plugging the bearcast.

I have done a supplementary today you may find interesting.
https://soundcloud.com/user-957798193-127487236/discussion-on-optibiotix-skinbiotherapeutics

No, it is not an open offer. It is just under 3%. If there was an open offer I dare say the lemmings would be forward selling and more damage done in the short term. It is also more costly and time-consuming.

I think SOH spelt it out quite well. He can't explain more than he did without breaching regs and NDA's. Look at the agreements signed just this year, all are revenue-bearing, usually with min sales. H&B, for example, has beat OPTI's expectation. Had I done my job a little better I could have teased out how well Alfasigma and others are performing with OPTI's expectations?

55 min podcast with SOH

https://lemminginvestors.blogspot.com/2020/04/optibiotix-health-raises-one-million.html

Updates on the existing agreements will move SBTX very nicely. Savvy investors are lining their draws with SBTX waiting for the inevitable.

https://lemminginvestors.blogspot.com/2020/03/skinbiotherapeutics-chat-with-ceo.html

OptiBiotix products could have key role in virus fight
OptiBiotix Health, which develops compounds to tackle obesity, is looking to expand its weight management products globally following the news that 72 per cent of people in intensive care units with Covid-19 are obese or overweight.

https://www.yorkshirepost.co.uk/business/optibiotix-products-could-have-key-role-virus-fight-2537490

Separately to the above and more generally related to statins prescriptions and other meds. There is a general trend towards deprescription across a range of medicines including antibiotics, antidepressants, and preventative medicines like statins. This has fuelled interest in more natural remedies like exercise, healthy eating, and supplements. This is a global trend OPTI are well-positioned with our healthy ingredients, healthy snacks, supplements, and functional ingredients.

Recommendations for (Discontinuation of) Statin Treatment in Older Adults
https://www.medscape.com/viewarticle/926492?src=wnl_edit_tpal&uac=314189ET&impID=2345169&faf=1

IMHO ignore TW's price predictions. I remember £2 by easter, 2016, Christmas, repeated for the following year.

New accounting rules do not allow this, hence the £514k debtor figure. These are invoiced due.

Sorry to be the party pooper. I really don't see H&B contributing much other than a 50% share of ingredients (SlimBiome) that supply H&B production. I would expect the royalties to be in H2. We may get some of the payment terms are 30-45 day payment terms. If 90 day, then they will all fall in H2. Alfasigma has hit the ground running, but, just as H&B, the payment terms for the royalties could be anything between 30 and 90-day terms.

We know half of H1 had already contributed c£440k in spite of a traditional quiet December. I think it is too much to ask for double plus this figure for the remaining 3 months that followed this, even if we push this to May.

Three stooges goth themselves in a lather about the CLN over the weekend. They got it completely wrong, not just the maths but the accounting dates in which the CLN was done. It didn't stop them trying to lump £250k onto then £808k, thus conspire to accuse OPTI of cooking the books. They were completely wrong, embarrassingly so.

They had one in January. However, SOH has recently indicated he may produce another ahead of the now extended FY accounting period for May. I suspect he may give us a TU at the usual FY announcement usually the last week of April.

In the meantime, you can have some fun with Google Patents

https://patents.google.com/?q=OptiBiotix&oq=OptiBiotix

I have a spreadsheet with them on another PC, not synched. I will see if I can get the answers. I have a list of patents, trademarks, and IP and regions. Though I am unsure I put the dates in the spreadsheet.

I have been wondering how long it would be before anyone picked up on the OptiPharma 10,000 retail/online deal arrived way ahead of the USA agreement.

I find it odd we are still waiting for the US retailer and yet we have the Aussie, potential blockbuster deal if this pans out as I suggested in my update...this was not even hinted at in an interview I did, or TW or Proactive. This didn't just drop into SOH's lap, this would have been ironed out when Fred flew out in February.

My point being, there is always more going on with OPTI than we know.

IMHO H&B staff have a fair grievance in the current climate. I wholeheartedly back them, why should they remain open when the group has a very strong online store? As for the markets, they will remain volatile for some time yet. OPTI has recently proved they can carry on regardless.

I accept some PI's won't grasp this fact.

Thanks. OPTI can't sit on news if said news is price sensitive. Clearly, there is a lot going on behind the scenes, as well as what we hope will be updated on; a certain Indian company would be nice, NASDAQ listing, ProBiotix IPO, SweetBiotix commercial traction would be even better because it is likely to be bulk production and supply to, for...inside, = to royalties.

nig54
17:48 (55 minutes ago) Via google groups
https://groups.google.com/forum/#!topic/lemminginvestors/xtiASDq4FAk
There's a very interesting video presentation given last week by Dr Shiva Ayyadurai. He graduated with a PHD from MIT (USA), in biological engineering and studied how to integrate traditional medicine in South India with modern biological systems. His theses focused on modelling whole cells.

He describes as "fake science" what he sees as a globalist attempt to shut down a country's economy for the benefit of Big Pharma. He feels Covid-19 is being used to suppress dissent and support mandated medicine. He believes that Governments are working in concert with Big Pharma which makes its money through diagnostic testing, vaccines and drugs.

He maintains the picture becomes more opaque because the WHO generates royalty revenues from companies that conduct diagnostic tests and therefore has a vested interest in promoting and sponsoring policies which favour Big Pharma.

He believes there is no need to shut down the entire economy or to quarantine all citizens. He suggests those tested positive should be given large doses of Vitamins A and B and those hopitalised should in addition receive a large dose of Vitamin C- this is symptomatic of the treatment hospitals have been applying to victims of this virus.

He advocates the way forwards is a "systems approach" which focuses on the Immune System and this is where Optibiotix enters the fray. There is a complex system based around the existence of the innate immune and interferon systems, the adaptive immune system, the microbiome that models gut bacteria, the virone of nearly 380 trillion viruses and the gut-brain axis.

According to him, when people have a compromised immune system -as many in the Western hemisphere have due to poor diets, insufficient exercise, poor lifestyles and imbibing too many pills and drugs - the body's defenses overreact and attack its own cells. This can occur after the immune system detects parts of an invader, like the novel coronavirus, left over somewhere in the body. This overreaction is called a "cytokine storm". Those who possess strong immune systems can handle this.

This plays into Optibiotix's hands as their online mission is to provide health and well-being focused products that are scientifically supported and offer real evidence-based results. They aim to harness the power of the microbiome for improved gut health and maintain their products are superior to their competitors because they provide health benefits that are supported by both scientific and consumer results.

This virus provides Optibiotix with a marvellous opportunity to get its message across to consumers.Better informed consumers are more likely to commence using the company's unique range of products in circumstances where science can demonstrate the potential benefits of being more likely to fight infections such as or similar to Coronavirus in the future.

Laboratoire has impressive weight management options; which include turn-key formulas and rehydratable powder meal replacement preparations such as milkshakes, soups, omelettes, and Food supplements, Meal replacement, Protein snacks, High protein powder, and Sports nutrition.

It should be noted Solina Group has 18 production sites all across Europe, including the UK, Russia, Turkey, Belgium, Holland, Spain, Sweden, Estonia, Finland, Denmark, Moldovia, Romania, Poland, Norway, and for good measure, Shanghai. Clearly, this strategic step is a masterstroke because it lends fantastic capacity in multiple regions as demand grows.
https://lemminginvestors.blogspot.com/2020/04/optibiotix-health-walk-before-you-run.html