The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
From CU who has reviewed various items on 21 occasions apparently
but here just a number of days ago
have suffered from psoriasis for 58 years years and tried most products but this is the Only product that has improved my skin and kept it improved normally products only work for a short time .with subscription the product is automatically delivered monthly I have recommended this product to other people
Date of experience: 02 January 2024
previously
Have taken out a subscription and it has worked really well down to my last 2 sachets and the next month arrived
Date of experience: 21 August 2023
prior to that i believe nowt to do with axisbiotix - i took the trouble to review previous posts
because i'm just generally a cynic- lol
but yet another overall positive response which our BOD should be expanding on more than they are
and i don't accept at all that they ( sa and mr ) are very busy - i never have and really don't expect ever will be
the above opinion was of course trashed by some apologists on here previously
but seemingly that view ....
https://www.youtube.com/watch?v=XFFya104Hps
mol
The power of the board - no not them - this bb
now updated - i'm taking the credit - lol
jees but other things going on behind the scenes which most on here (presumably) have no clue about nor some of the people concerned
mind
i was never privy
i never signed up - to any subscription sites btw
i didn't base my investment decision (gamble - let's be honest) on same
and i hope no one else did
mol
Updated analysis at 5 january 2024
https://www.londonstockexchange.com/stock/OPTI/optibiotix-health-plc/analysis
mol
Up
There was no guidance for the second half. Costs have been reduced- at the December meeting O’Hara mentioned that the board had been slimmed, the CEO removed and director salaries cut 20%. The company only employs 10 people of whom half are a shared admin resource with quoted subsidiary Probiotix.
mol
Recent Developments
Last Updated: 13/12/2023
We met founder/CEO Stephen O’Hara on 13 December for a catch up. Optibiotix had released a commercial update on 1 November, building on the July announcement of their Sweetbiotix additive product range, which created a certain amount of interest and was followed by a sharp rise in the share price.
The discussion added emphasis to some of the matters covered in the 1 November release, which gave (unusually for Opti) some numbers including a £116,000 order from a US sports nutrition brand, four new partners for Slimbiome who together are anticipated to provide £150,000 of revenues in 2024. O’Hara reiterated the planned Boots 2024 launch (previously suggested as for Q1), the product listing at Costco, and a US launch of own-brand products in 2024. He also mentioned ongoing discussions for products containing Slimbiome in India in 2024 – this came with forecast sales to Optibiotix of £1.2m in year 1 rising to £6.7m in year 5. The company in November mentioned its e-commerce plans saying that with investment (unquantified) the e-commerce channel “will…become a significant contributor to revenues in 2023 and beyond”- wording was not so emphatic today. He did stress the potential importance of the company’s unnamed US marketing partner, and the potential for DSM/Firmenich to step up production should discussions with companies such as Kellogg, Coca-Cola and Tate and Lyle come to fruition. FMCG manufacturers are very concerned about product stability over potential multi-year shelf lives and he revealed that they had had to reformulate to stop their product sedimenting out of a liquid (presumably Coca-Cola…).
Perhaps more importantly, O’Hara seems to have realised that the AIM market wants to see delivery and profitability, and said that he sees all the main pillars of the business becoming profitable over the next year and the whole company becoming profitable not so far behind. He insisted that there was no point making any sort of detailed guidance since he could not rely on his customers to provide meaningful forecasts of sales themselves – which is not unreasonable. However, until some of them start delivering meaningful numbers it will be hard to assess success.
In late October the company announced a licence agreement with Tata Chemicals to incorporate Tata’s Fossence into Slimbiome and LeanBiome for the Indian market, replacing an ingredient used elsewhere. Fossence is an established branded ingredient in India, so this will presumably help with marketing.
Half year results released on 27 September showed a 195% increase in sales YoY, but still only to £351,000. Admin expenses were cut by 17.3% and the company managed a gross profit of £158,000. Overall loss at the pretax level was £1.854m, which came out as 2.09p/ share. Cash stood at £893,000 so a further sell down of shares in one or both of the quoted subsidiaries seems likely. There was no gu
Cheers Aquae
Hadn’t thought of Australia - was hoping for US
mol
If it is this company (which Elric presumably thinks it is ) and it's holding company
jees the latest update
https://find-and-update.company-information.service.gov.uk/company/09064486/filing-history
https://find-and-update.company-information.service.gov.uk/company/03235514/filing-history
anyone who believes that it takes over a year to do due diligence on the above company and its holding company (in house apparently for most of it - to save costs - jees these two are probably more expensive, given the time taken, than just appointing an outside firm of accountants and solicitors from the outset - and of course still required for sign off - lol)
hasn't obviously been through the process
mol
Such a simple thing to update and get right
https://axisbiotix.com/pages/team
jees entering fourth month since Claire left
really not impressed at all
mol
Just noticed blog subjects on right hand side
obviously a WIP as any i've clicked go back to 2019!
jees just wish Shiraz and designer could get it right before going live
mol
Nothing as yet from a search for slimbiome but perhaps we need to know the partner and product though if slimbiome incorporated i would think a search should reveal as it is a registered tradmark
https://www.costco.com/CatalogSearch?dept=All&keyword=slimbiome
mol
Https://optibiotix.online/blogs/health-wellness-blog/how-to-incorporate-wellbiome%C2%AE-into-your-healthy-daily-routine
lets hope all these blog updates translate into substantial increased turnover for the six months to June 24
whilst of course we have the annual report before then and of course still await the second generation update
This update seeks to capture the progress made with first generation products since the restructuring of the management team in March in each of these areas. An update on second generation products will be provided separately in due course.
mol
G Myers appointment confirmed 27 Dec 23 at companies house albeit our website to catch up
mol
Https://www.dksh.com/vn-en/home/media/news?id=en-2fbb8064-beb5-43dc-8522-f0849299996b:1-lt
and we know that
https://www.loreal.com/en/press-release/research-and-innovation/loreal-acquires-research-firm-lactobio/
what will become of our commercial director?
mol
Many thanks martinu
much appreciated
mol
Efficacy of Cholesterol-lowering L. Plantarum on Cardiometabolic Health Biomarkers in Coeliac Disease Patients
Study Purpose
Recent studies have also shown that 30% of the world’s population carries the susceptibility genes for coeliac disease and that only 2-5% of these individuals are really affected, however, studies suggest the existence of other factors capable of contributing to the onset of the disease, such as intestinal dysbiosis. We have also seen how each of us has a specific microbiota, defined as an individual human enterotype, which depends on our background and can be modified by the diet. Recently, much interest has been directed to a strain of lactobacilli, called Lactobacillus plantarum (LP-LDL®) capable of reducing cholesterol and preventing the reabsorption of bile salts in the liver. The efficacy of this bacterial strain has been confirmed in 3 different human studies demonstrating the efficacy of LP-LDL® in patients with high baseline cholesterol (TC> 6mmol / L). This is a food supplement that has been commercially available in multiple formulations in Europe for over 3 years. LP-LDP is a probiotic strain, safe to use, selected for its high bile salt hydrolase in vitro, and in vivo cholesterol reduction activity. The intake of 2 Å~ 109 CFU encapsulated LP-LDL twice daily, significantly reduced LDL-C (13.9%), total cholesterol (TC) (37.6%), TG (53.9%), and significantly increased HDL-C (14.7%; in subjects >60 years of age; 6-12 weeks) in normal to mildly hypercholesterolaemic subjects. In a recent double-blind placebo-controlled human study published by the Journal of Functional Foods (2022) and carried out by the University of Roehampton (UK), LPLDL showcased statistically significant reductions in multiple cardiovascular risk biomarkers, including total cholesterol, LDL cholesterol, non-HDL cholesterol and apoB. No adverse effects were noted throughout the study. We are here proposing a pilot human intervention study to evaluate the effectiveness of the LP-LDL® probiotic in reducing cardiovascular risk factors inclusive of cholesterol in the blood in people with coeliac disease.
Recruiting in Italy - UK still to recruit
https://clinicaltrials.gov/study/NCT06178107
also noted on
https://trials.celiac.org/trials/NCT06178107
mol
Anyone here on linkedin and can then let us know who this is?
liked by cs and apparently joining in Jan 2024
https://uk.linkedin.com/in/chrisstephenson2020
mol
Whilst a cash outflow of only £60k over the period is to be applauded a reduction in gross margin from 75.5% to 35.5%
and a dramatic increase of £203k in debtors ( financed in part by increase in payables of £130k) isn't
jees what terms are they offering to achieve sales?
just a few initial observations
mol
Jees another one
https://optibiotix.online/blogs/health-wellness-blog/the-ultimate-guide-to-healthy-ageing-with-wellbiome
best wishes all for 2024
mol
Blog continued
Posted Fri 22 Dec 2023 12.50 by JH2020
Day 9 of axisbiotix. Some of the inflamed redness in areas (such as face around nose) has reduced now a more darker brown colour same for parts of my legs and arms knees elbows.. Hopefully this is really working and it’s starting to kick in FYI for disclosure I am also still using steroid creams protopic for face enstilar + dermovate for body. However before I was taking axisbiotix I was finding the redness reduce for a day (after the steroid) or so then come straight back. also I’ve not noticed any new areas of flare ups. Still no side effects.
Posted Fri 22 Dec 2023 14.11 by Wayne'0'
JH2020 I hope you continue to see improvement however small. I believe Axisbiotix recommend a two month period to see lasting results..
I have been using it for just over 4 months now and am extremely happy!!
posted Sat 23 Dec 2023 06.36 by Chris7319
Hi all i am on my 3rd box now i find that the redness goes quite quick or has for me but i still have psoriasis bad. I do find it helps with my stomach tho as i take pantaparzole since taking axisbiotics i havent had an upset stomach once. I will be moving over to aciterin next week last shot for me that
Posted Sat 23 Dec 2023 09.26 by Toyin
Hi Chris, I have been taking Axis for over three years now, what I would say is, it takes time, I don’t know how long you have had psoriasis but the skin cycles every month so that’s only three cycles. It took me over twelve months to be about 90% clear, it’s a slow process and everyone is different.
All the best.
Posted Sat 23 Dec 2023 10.36 by JH2020
I will definitely be trialling this product for 2/3 months. Ciclosporine took 1 month to see any real changes and maybe 4-6 months to fully clear my psoriasis. This product only inhibits two ILs so i expect this to be a much slower treatment then immunosuppressant
mol