Member Info for mol42

Per's wife Laura still notes herself as a senior consultant to us on her linkedin profile

Consultant

Rehne consulting

Feb 2019 - Present 5 years 4 months

bishops stortford

OPTIBIOTIX HEALTH PLC

Senior Consultant

OPTIBIOTIX HEALTH PLC

Jan 2018 - Present 6 years 5 months

https://find-and-update.company-information.service.gov.uk/company/11704034

mol

Booth: P56

ProBiotix Health launches new innovative InstaMelt formulation to support cardiometabolic health.

ProBiotix Health Plc (‘ProBiotix’), a life sciences company that develops finished probiotic formulations to support cardiometabolic health, has launched InstaMelt – a newly developed food supplement that offers innovative features for health brands and retailers to rebrand as a full turn-key solution.

Featuring two science-backed and natural ingredients, the InstaMelt formulation contains the company’s proprietary ingredient LPLDL®, a patented probiotic strain with proven efficacy from multiple independent human intervention studies to significantly decrease LDL and increase HDL cholesterol levels, and Thiamine (Vitamin B1), which supports heart function.

ProBiotix has a keen interest in healthy ageing solutions that not only add years to life but add life to years. With global life expectancy rising, health spans must also rise to meet that expectation.

Niels Peter Bak, Head of Product Management at ProBiotix, commented: “Our InstaMelt formulation uses InstaMelt technology, a unique dosing technology to help health brands deliver the patented strain in a novel and convenient way. Its superior organoleptic properties, combined with natural fruit flavours, make the InstaMelt formulation a great addition to any heart health and wellness portfolio.”

Available in redberry and peach flavours, visitors will be able to taste InstaMelt at stand P56, alongside viewing the company’s full product range.

mol

I note Shiraz Butt appointed a Director on 01 January 2024

mol

Oops meant to also post

https://www.probi.com/annual-report/en/

mol

Stephen has mentioned Probi a number of times over the years so I thought I would just do a bit of doodling

and their relationship with clasado biosciences seems to be going from strength to strength

https://www.probi.com/search/?query=clasado

I recognise at least three of the team at Clasado

https://clasado.com/corporate/

just a bit of info

mol

A further US patent granted 20 February 2024

https://patents.justia.com/patent/11903979#history

albeit doesn't at moment seem to have been assigned to pbx though i'm no expert in these matters and it is not the first according to list below

https://patents.justia.com/inventor/stephen-patrick-o-hara

mol

We now have the undernoted

https://optibiotix.com/wp-content/uploads/2024/04/Slimbiome-Soup.pdf

in addition to

https://optibiotix.online/products/snacksmart-soups

nothing like different marketing messages ............

who is responsible for this i wonder?

perhaps i'm being a bit harsh as one is under snacksmart and the other isn't

nah - lol

mol

It would be very helpful to have a similar presentation this year - especially as Graham now in position - prior to year end audited results generally late May/June

https://www.walbrookpr.com/docs/librariesprovider48/default-document-library/investors/optibiotix---investor-presentation-may-2023.pdf

mol

Sbtx a very useful addition afterwards as it basically became a vehicle to raise funds to continue the main thrust which i don't think even Stephen had anticipated nor intended at outset of its separate existence

mol

Oh come on martinu we've only had 10 years to date from listing (12 in total)

OptiBiotix has established a pipeline of microbiome modulators that impact on energy harvest, appetite

suppression, and lipid and cholesterol management. The development pipeline is fuelled by its proprietary

platform technologies including:

OptiScreen ® : A proprietary high throughput screening and optimisation technology platform designed to

identify microbes within the human microbiome with metabolic pathways which can interact with human

physiological processes and bring health benefits.

OptiBiotic ® : A proprietary platform technology which generates novel compounds and screens them for

their ability to modulate the human microbiome and its microbial end products. This creates the potential to

influence host metabolism and physiology for the prevention and management of disease.

These platforms have been validated in development programmes which have established a pipeline of

compounds which modulate the human microbiome to bring health benefits, including:

● 3 microbial strains which have demonstrated the ability to reduce cholesterol by 71 per cent.,

78 per cent., and 82 per cent., respectively, in laboratory studies;

● An ingredient formulation scientifically formulated by its international key opinion leaders to support

and sustain weight loss in overweight and obese patients. The formulation has been developed so

that components act differently in both their mechanism and site of action; and

● A compound which can selectively enhance the growth of specific microbial species in the human

microbiome. Selectively enhancing specific microbial species creates the capability to modify the human

microbiome specific to health needs.

In summary, the research programme to be followed by OptiBiotix is expected to include:

Cholesterol and lipid management product

The three strains shown to reduce cholesterol in the laboratory will be tested to confirm the absence of

antimicrobial resistance and virulence factors, and to assess gut survivability and manufacturing scale up

capability. On completion of these studies the product will be tested in a human nutritional study to assess

the ability of the product to reduce human cholesterol in at risk populations. Following analysis of the data,

the results will be published in clinical journals.

Microbiome modulator generation and screening

High throughput screening of numerous microbial strains will be used to identify strains with the enzymic

capability of producing novel sugars. Microbial strains with high enzymic activity will be selected and reaction

conditions created to produce sufficient novel sugars for an assessment of their commercial potential,

including:

● identification of novel non-digestible sugars with a sweet taste, low calorific value, and an insulin

independent metabolism with commercial potential as sugar substitutes;

lpldl slimbiome and sweetbiotix

sbtx a

Attending

https://exhibitors.vitafoods.eu.com/live/figlobal/event46.jsp?site=47&type=company&eventid=496&map=false&name=probiotix+health&SugType_val=303&RecordId_val=317513

https://www.ingredientsnetwork.com/47/company/31/75/13/exhibitor317513-496.html

mol

A recent article written by Stephen

https://nmc-magazine.com/is-there-a-more-sustainable-approach-to-weight-loss-than-injectable-drugs/

i'm back to doing a bit of doodling

bw all

mol

Perhaps i should say

optibiotix-ir.com accessible as optibiotix.com still not on firefox

nevermind the important info re shareholding available and other investor info

mol

Sorry martinu

I was away at time

but selling they were

mol

Website now accessible

and i note as of today

Shares In Issue

As at 28 March 2024, the number of shares in issue was 97,943,161.

Significant Shareholders

As at 29 April 2024, significant shareholders that hold more than 3% of the share capital of OptiBiotix Health Plc, and shareholdings of any other directors are detailed below:

Number Ordinary Shares %

Stephen O'Hara (Director) 10,212,986 10.43

Finance Yorkshire Seedcorn Fund (FYSCF) 5,713,314 5.83

Stephen O'Hara holds 6,099,135 shares under Option

Directors' Shareholders

Number Ordinary Shares %

Stephen O'Hara (Director) 10,212,986 10.43

Neil Davidson (Director) 503,000 0.51

Sean Christie (Director) 150,000 0.15

Graham Myers (Director) 125,000 0.13

So FYSF have reduced their holding by 1375000 between 16 Feb and 29 Apr 24

mol

Opti online was never off on firefox but optibiotix.com is still unaccessible even after clearing my cache files

mol

As opposed to tick tock

https://www.tiktok.com/@optibiotix

i'm no expert re tiktok/instagram/facebook etc

but the numbers following etc the above are pathetic after all this time

and i cannot access the optibiotix website on firefox since my return from holiday

The page you are trying to view cannot be shown because the authenticity of the received data could not be verified.

Please contact the web site owners to inform them of this problem.

nothing on boots either

jees some things never change with opti

as i have previously noted - i'm giving him to end of this year - at the latest - tick tock

mind not that he will give a ........... and nor should he in response to a BB and his latest placing to keep the lights on

nevermind the gloss put on it within the rns

mol

I Have a Dream, a song to sing

To help me cope, with anything

If you see the wonder, of a fairy tale

You can take the future, even if you fail

I believe in angels

Something good in everything I see

I believe in angels

When I know the time is right for me

I'll cross the stream, I Have a Dream

I Have a Dream, a fantasy

To help me through, reality

And my destination, makes it worth the while

Pushin' through the darkness, still another mile

Didn't I would be tempted to post the above and obvious to the thread

But couldn’t help myself lol

mol

Recent Developments

Last Updated: 22/03/2024

SBTX accompanied their half year results on 22 March with an interesting Investor Meet presentation, which can be found on the site, and featuring alongsideCEO Stuart Ashman the CFO, the Sederma (Croda) trials director and the CEO of the recent Dematonics acquisition. Revenues remain low (£107,000 + 38%), but they have signed up a new partner to market their psoriasis product via Amazon. Key points from the RNS and presentation included:

Final clinical trial stage to complete May/June of 5 year work with Sederma- now not binary, but a question of whether they can launch with clinical claims and correspondingly higher price point or not.

Marketing deal for Axisbiotix with World Products via Amazon, who they have got to know through Dermatonics acquisition

Dermatonics has high but as yet unquantified hopes for sales in Asia via the Umesh Modi group.

They are looking at cutting raw material costs.

Will launch an acne product this year. The data for the 220 person study backing this up was released in an RNS in February.

Unwinding CLN arrangement but say they now have potential of alternative funding lines for other acquisitions.

CEO and CFO have taken 20% pay cut after criticism of their pay.

Operating loss was £1.39m vs £1.35m, cash at end December £2.84m vs £1.31m at end June, after a £3.3m gross placing in November.

SBTX announced a new six-month research project (“Epidem”) at Manchester University on 18 March, which they are co-funding, to look at the use of non-pathogenic bacteria in wound healing. It will be run by two professors. At the same time they announced that their (Manchester-based) CSO, Professor Cath O’Neill, is stepping back from her role to “return to academia” but will remain as a Scientific adviser.

mol

By another

Investment Case

SkinBioTherapeutics is potentially well positioned to be a leader in the skin health probiotic market. The company has two active developments arms: SkinBiotix is a partnership with Croda in developing new anti-ageing products (the collaboration contract was extended for 12 months in October). AxisBiotix is a food supplement to treat psoriasis sufferers which was introduced to the market through a pilot launch both in the UK and the USA in November 2022. The company is targeting significant markets with its lead opportunities but so far has not yet made material progress, so positive consumer reviews are encouraging. As well as psoriasis and cosmetics applications, SBTX has in the past referred to other potential applications for their formulations, including wound care (Medbiotix), oral health and acne – where progress on the patient study has now been reported.

The Direct-to-Consumer launch of AxisBiotix in late 2021 did not initially generate the hoped-for sales in the UK and the company acknowledged that it needed to change its marketing strategy and is looking for a global distributor. Launches in Europe are being done directly by the company. The timing of progress with Croda is very reliant on Croda’s internal processes. SBTX remains a very small company tackling very large categories and success would be transformative but is dependent on take-up by larger companies.

Brokers Cavendish has June 2024 forecasts of £1.1m revenues (so a big ramp up from H1, but starting to show the benefit of Dermatonics), £2.4m loss at EBITDA level and net debt of £600,000. For the next year the key will be for when and to what extent royalties start flowing from the Croda relationship. Cavendish revised its numbers after the Dermatonics announcement to a target of 48p, slightly down taking into account the new convertible note. As things stand this seems very distant and the company will need to provide clarity on future funding, as well as meeting the now heightened expectations of a launch with Croda.