Optibiotix has made significant progress over the last 12 months, yet the market has not factored this into the value of the company. For investors with patience and a long term vision this has been a blessing, though there has been signs of impatience and or little understanding of the nature of business-to-business dealings. There can be little doubt the next 12 months will be significantly different from the previous 12.

This time next year we will be offered a glimpse of Optiscreen®
OptiBiotic® Slimbiome® potential as there should be c6 months of sales data
for the LP-LDL® and a full 12 months of Slimbiome® sales. I now learn
Optibiotix are further down the commercial track with it's sugar IP. “Given the
growing concern over sugars we are looking to fast track our sugar development
and get early SweetBiotix® products to market at the end of this year, start of
next.”

Optibiotix report

Per has already indicated Sacco has developed interest from a number of companies wanting to use OPTI IP. It's worth noting "Sacco System" is a biotech network of four companies; Caglificio Clerici, Sacco, CSL and Kemikalia. Sacco System provides its customers with healthy, natural and functional products, designed to improve the culture of food and life: customized projects, on a small or large scale, based on lactic acid bacteria, food microorganisms, probiotics, animal rennet and other enzymes for fermented milk and cheese. The group currently exports to more than 110 countries.

Sacco and OPTI will be launching new products for the dairy markets, as well as showcasing existing LP-LDL products launched at Vitafoods. Within the family group of companies it has a dairy specialist - Swedish company, Kemikalia. My money is on Kemikalia being the in-house, family product launch. One of the key reasons OPTI broadened the Sacco deal from European to global, was to extension of LP-LDL into dairy applications utilising Sacco’s EXISTING NETWORK (client list) in the dairy industry to develop commercial opportunities identified by them in the global $35.5 billion probiotic dairy market and Kemikalia is the market leader in the developing, manufacturing and marketing of ingredients destined for the dairy food industry in Sweden, the Nordic countries and other EU nations and of course with Sacco's expansion now global, I would expect Kemikalia reach be global.

All speculation on my part, but makes Kemikalia a perfect and obvious fit. Just for fun - Sacco have obviously had a history of acquiring companies that fit within and compliment their business - I would not be surprised if Sacco took a shine to Optiscreen. If I was running Sacco I would be looking to acquire Optiscreen way ahead of it gaining real commercial traction - SOH would have to be a willing partner in this case and Sacco would have to offer a significant premium while Optiscreen is protected within the OPTI group. The other option would be for Sacco to go gungho if OPTI demerged Optiscreen.

Sacco & Tata exhibiting at Food Ingredients & Natural Ingredients on 28 - 30 November 2017 Messe Frankfurt, Germany

Stand No
Fi Europe
General
08.0A21


TATA
Stand No
Fi Europe
Stepping Stone
11.0H54SSP

Manufacturing, supply & profit sharing agreement.

http://www.moneyam.com/action/news/showArticle?id=5725408

Worth noting:-

OptiBiotix Health plc (AIM: OPTI), a life sciences business developing compounds to tackle obesity, high cholesterol, diabetes was notified today that Neil Davidson, Non-Executive Chairman of the Company, today acquired 165,000 ordinary shares in the Company via his SIPP, representing 0.21% of the Company's issued share capital, at a price of 60 pence per share.

Previously to this notification Mr Davidson did not hold any shares in the Company.

Marked down this morning.

Slimmer share price, the nature of the day and the product!😃

Per proactive interview looking excited and sounding bullish.

http://www.proactiveinvestors.co.uk/companies/stocktube/9335/optibiotix-scoops-award-for-weight-management-ingredient-of-the-year-9335.html

Very strong commercial progress identifying revenues by group size.https://twitter.com/LEMMINGINVESTOR/status/989841331177512961

OPTI's SlimBiome featured in retail trands https://twitter.com/LEMMINGINVESTOR/status/997451994175590400

I'm expecting Seed Health announcement soon. Backed by Peter Thiel, Cameron Diaz and Jessica Biel. More: https://twitter.com/LEMMINGINVESTOR/status/997617255952388097

Another commercial deal for OPTI, this time with Seed Health, backed by PayPal's Peter Thiel, Cameron Diaz and Jessica Biel. Today's deal in the 13th commercial deal since OPTI started it's transition from an R&D to a commercial entity. With PLC cost under £1m pa, every deal drops to the bottom-line.

Business Insider - SEED Health using OPTI's LP-LDL


Traders will do what they do worse; more fool them. If any of them are expecting revenue guidance, then they have bought themselves a pup. I have said before, the very earliest SOH will venture these will be at the interim stage; more likely 12 months from now. The risks are just to great.

1: BOD will not want to guess sales volumes for new products in a new market with new science

2: Risk being at the mercy of partner product ETA slippage

3: Any official guidance falling 20% guidance would result in a profit warning

4: Longer term effect of said profits warning would be far worse than waiting another 12 months

Seed will result in much earlier revenues from SACCO, distribution and royalties. They also have plans for a male probiotic. I would imagine traders have taken some funds off the table ahead of results. Key for me is remaining cash, anything over £1m will be a huge plus. The big hope is a dynamic forward looking statement and commercial update. IMHO there is room for SOH to push through a more bullish statement, above and beyond YE break even, to one of profitable within the current year. He would need to offer numbers; that could be enough for those seated on the sidelines peering over the fence wondering if the grass is lush?

US will not be so aware as we, because non of the partnerships have been with PLC's. However, given Peter Thiel's record for investing in new technologies, I wouldn't surprise to see him sniff around OPTI. I'd be very disappointed if he didn't.