Member Info for martinu

Oke, I am a LTH, but with modest investment, though down plenty. FWIW, I would consider Opti a buy at these levels, but as a possible ST punt. There is always a risk with Opti where forecast revenue is concerned. I doubt Morepen will meet theirs. But Hydroxy and Meelung seem to be doing OK. As always, as Aquae S says, seeing is believing. I am hoping the trading update (exp later in Mar) will confirm improving numbers **. But if not it will be one step forward... And even with improved numbers, still quite a way from profitability.

Last two HY revenues were c. £600k. I'd hope for a good uplift on that for HY2 in 25. So perhaps even as much as £1.5m for FY 25. But that is indeed a hope and figures could easily disappoint again.

SweetBiotix is the unknown , not least in terms of coming to market.

One good initiative by the company is their new Q&A facility on the website. Prompt responses to most questions. So they're not hiding away which shows a degree of confidence. Cheers. MU.

Thanks, FS. Similar to you, they didn't answer your question re the vote. I was pleased they share the view that PBX are close to profitability, thus not appearing to need further fund raising.

On AIM v Aquis , I don't really know much about exchanges, but it does seem accepted that AIM is more liquid. One issue , that another poster mentioned, is that were PBX on AIM it might be easier for Opti to sell down their stake, like they have done with SBTX. As it looks like Opti will need further funding going forward. At least as far as can be seen and until Sweet is commercialised.

But a good service for shareholders to be able to do Q&As. Cheers.

FS, what did you think of your response from Opti, re PBX (not) moving from AIM?

FS, fair comment. Perhaps I haven't given enough weight to the possibility of taking PBX private. I would certainly agree the SP is disappointing given the way sales are progressing.

FS, on your points. I agree that this exchange , even after the move to a different segment of it, isn't helping the SP.

But, as the company is approaching profitability, I see no reason for further fund raises, so I'm not worried on that score.

I accept that trust was tested and depleted with the sale of c. 20% of the company to Fred B. But I think Steen and his team are doing a good job now. I hope my renewed trust is borne out.

Ox, as you mentioned Opti, I just checked their online store. They still sell eg CholBiome for the spinoff PBX (PBX doing pretty well, close to profitability) but they don't sell (have never sold) AxisBiotix products. Which they might be persuaded to do. AxisBiotix products very much like Opti's so called 1st generation products (far from profitability). And SweetBiotix the holy grail, akin to Zenakine. Opti did manage to get several milestone payments for Sweet but seems still some time from commercialisation. Unlike Zenakine, which we believe to be close.

Ox you are right from a business and revenue point. Which i guess is all the most are interested in. I got the feeling that, given SBTX beginnings, there was a certain amount of wanting to do good by Ps and Ac sufferers. And no doubt to make some money on such products.

Skid , I take your point that the trial might not be big enough to match all characteristics, but I expect they'll try and match both groups as far as possible. The overall sample size of 30 in each group is sufficient to be able to test for statistically significant difference between groups. But not for sub groups.

Lord, although apparently small, this is a usual sample size of two groups of 30. It just means that the difference in any effect between placebo group and those taking WellBiome will need to be bigger than if a larger sample size was used.

Click on Q&A tab at foot of page

This in response to "will there be an update for FY 2025 sales in the next few weeks?" 17/2

https://optibiotix.com/7326843#question-156441

Sp1. No you haven't really missed anything. Though recently (last year) Opti gave some numbers for what Dr Morepen were forecasting. And these seem more than a bit optimistic. And it is the overoptimism that has been part of the problem. In the early days of commercialisation of SlimBiome, etc we were told to expect partners in 3 groups of revenue. £250k, £500k and £1m / year brackets. These haven't materialised in any great numbers. And more importantly, we haven't held on to many partners, so revenues haven't been cumulative.

The other issue is the long awaited "imminent " commercialisation of SweetBiotix. A product backed by science and trials but never quite seeming to get to market.

In addition, due to admin costs and lack of appreciable revenue, the company is far from profitable. Based on last FY Opti would need £3.5-4m revenue to break even. So they have had to sell down the stake in SBTX. Not necessarily a bad thing but not popular with LTHs. Given the drama at SBTX over the last week, this avenue is closed for the foreseeable.

It does seem like the 1st generation products are gaining more traction. But I'm awaiting confirmation of this in FY update, likely in March.

One positive is the ability to ask questions directly to the company through a Q&A tab on website. Very prompt responses. And worth a look to see what's been asked so far.

I haven't given up on Opti but many have. I'm down a fair bit on my modest holding 20k shares left. Good luck. MU.

Yes. All positive here. Good communication. Growing revenue.

Croda deal may be locked in but can we be sure we know the actual terms.

Surprised SA is not under an NDA from company. Perhaps resignation preclude.

Some excellent posts. Opti still quite a way from self funding but looking to be more positive. Next update will confirm or not increasing revenue.

Very professional from PBX. They are making excellent progress. I would buy more if I had the funds. They are guiding towards £1m per qtr revenue this year. If order book translates to sales

Must have wondered what she's walked in to?

AS, thanks for clarifying that. The question was a bit above my pay grade. :)

Because the progress on Sweet has been so slow with the big partners , possibly due to non prioritisation, I was hoping SOH would pursue Sweet with smaller partners with perhaps more focus on Opti. I think that was a "yes" from SOH. So fingers crossed.

FS, it's not a summary it lists all questions and answers and is too long to cut and paste. You will get the same info if you go to the website. Though you do have to go through the menu to find Q&A.

I couldn't submit questions on phone as the submit tab dropped out of sight. But no problems using laptop. Good luck.