AUGUST 2019
OptiBiotix Health (OPTI) management have often spoken about commercial traction building in H2 2018, and break-even YE 2018. We are told break-even turned out to be almost three months early, most of the commercial traction is coming from the ProBiotix technology platform. There is the expectation for an acceleration in commercial traction in 2019, thereafter, exponential growth in 2020 as more of the much larger agreements with multinational partner begin to come on stream, all of which falls to the bottom-line.
We have seen new product launches with Galenicum, Olliscience, and Muscle Form, and Aragan, being the latest find and yet OPTI did not see fit to notify the market, or at least this is the allegation from some quarters. With the exception of Galenicum, where OPTI did notify the market, we will see a growing number of new product launches before the year is out and into 2019 as OPTI distributors sell SlimBiome and LP-LDL products to their clients. These partners will absorb 100% of the sales and marketing spend, not OPTI. The beauty of this is the fact revenues will be building in the background without the wider market realising until it is too late...the patient and the savvy investor will be aware of course.
Partner and Home Brand Product Listings
On Tuesday 19th March Stephen O'Hara confirmed the "majority of partners are generating revenues." The company is already profitable, and more and more of the larger deals signed-off 9 months ago will soon be adding to a rapidly upward revenue trend, which will certainly accelerate into 2020, and yet there even larger deals pregnant.
Partner and Home Brand Product Listings
On Tuesday 19th March Stephen O'Hara confirmed the "majority of partners are generating revenues." The company is already profitable, and more and more of the larger deals signed-off 9 months ago will soon be adding to a rapidly upward revenue trend, which will certainly accelerate into 2020, and yet there even larger deals pregnant.
The question is, how many more are out there or about to launch? What we witnessing is the green shoots of the business model developing under the radar.
I'm hoping for a clear sign the hockey stick effect is well ahead of the curve and we get a positive forward-looking statement and promptly reported FY or worse is to come.
I'm hoping for a clear sign the hockey stick effect is well ahead of the curve and we get a positive forward-looking statement and promptly reported FY or worse is to come.
In the meantime, I would like to remind investors of the value adding and growing product pipeline that is building momentum, with science-backed and award-winning products.
Products launched and on sale;
 |
The current list of partnerships across the value chain; (updated periodically).
The evergrowing global geographical spread significantly reduces macroeconomic risks associated with each region; Brexit being a prime example.
It is worth noting that each partner is not restricted by said country of origin if they have established international exports they can in some cases distribute outside their home country. Example, Galenicum commercial footprint reached the Middle East, Europe and America's. Some of the agreement is exclusive.
Below is a list of existing agreements (34 - not including the 2 SweetBiotix agreements until signed off) across the commercial supply chains, from manufactures, formulations, and distributors, with the focus being business to business. These agreements have been identified as small ( up to £250k pa), medium (c£500k - £750k pa) and large (£750 - £1m + pa), and multinationals (huge) where estimates could be in excess retail deals once fully operational. These figures are purely intended as a guide to the potential revenues as each one comes on stream. The huge deals with multinationals, like TATA, unnamed US pharma, and retail deals yet to been announced which are expected to yield c£5-6m pa, classed as huge.
It is worth noting that each partner is not restricted by said country of origin if they have established international exports they can in some cases distribute outside their home country. Example, Galenicum commercial footprint reached the Middle East, Europe and America's. Some of the agreement is exclusive.
Below is a list of existing agreements (34 - not including the 2 SweetBiotix agreements until signed off) across the commercial supply chains, from manufactures, formulations, and distributors, with the focus being business to business. These agreements have been identified as small ( up to £250k pa), medium (c£500k - £750k pa) and large (£750 - £1m + pa), and multinationals (huge) where estimates could be in excess retail deals once fully operational. These figures are purely intended as a guide to the potential revenues as each one comes on stream. The huge deals with multinationals, like TATA, unnamed US pharma, and retail deals yet to been announced which are expected to yield c£5-6m pa, classed as huge.
Updated - 47 Commercial Agreements as of AUGUST 2019
PARTNER & HOME BRAND PRODUCT LISTING HERE.
39ytu Capsa Food - Spain (small) LP-LDL
39ytu - IENP - Capsa Food (large) LP-LDL (available in El Corte Inglés stores in Spain)
Agropur - Canada, Mexico, USA, (SlimBiime) (large)
Akums Drugs and Pharmaceuticals - Pakistan (medium) LP-LDL
Alfasigma - Italy (medium) LP-LDL
ARAGAN - France (small) LP-LDL
Aviform Ltd - UK (small) SlimBiome
Bened Biomedical - Taiwan (small) LP-LDL
BioEnergiser (SlimBiome Medical - UK distributor)Biolat - Estonia, Latvia & Lithuania (small)(LP-LDL)
Biovagen Healthcare - Vietnam (small) LP-LDL
Cambridge Commodities - UK (small) SlimBiome
Cereal Ingredients Inc - USA (medium) SlimBiome
CTC Group - Greece & Cyprus (small) LP-LDL
DKSH - Italy & Spain (large) SlimBiome
Eiwan Trading Co. Ltd - Japan LP-LDL
Extensor - Poland (GoFigure) (small)
Fine Foods & Pharmaceuticals - Italy (medium) LP-LDL
Formulation Creations - South Africa (small)
Galenicum Special Ingredients - Spain (medium) LP-LDL
GoFigure (The Healthy Weight-loss Company - Majority owned by OPTI) UK (medium) SlimBiome
Gold Coast Ingredients* USA (medium)
HLH BioPharma - Germany (small) LP-LDL
John Morleys - UK (small) SlimBiome
KAPPA Bioscience (small) (LP-LDL Vitamin K2 distributor, 27 countries Europe plus Russia and Singapore)
Knighton Foods (Premier Foods PLC) - UK (small) SlimBiome
Maxum Foods (medium) (SlimBiome - Australia and New Zealand)
Nutrilinea X3 - Italy (large) LP-LDL
OlliScience - Switzerland (small) LP-LDLParadise Fruits - Germany (small) SlimBiome
Pharmabiota - New Zealand (small) LP-LDL
Primo Trading - Thailand (small) SlimBiome
Seed Health - USA (large) LP-LDL
Sacco Systems - Italy (large) LP-LDLSilvexpo - Russia and Kazakhstan (medium) CholBiome
Tata Chemicals X 2 (Slimbiome and LPGOS) India (huge)2 x
Trigen Pharma - Pakistan (medium) LP-LDL
US Pharma Lab Inc - USA (huge) LP-LDL
Velinoff Pharma - Bulgarian (small) CholBiome
Zeon Lifescience - India (large) SlimBiome
Unnamed global corporate ($100bl+ turnover) for SweetBiotix manufacturing & distribution (huge)
USA pharmalab (cholesterol strain) (large) investing c$50m for phase III LP-LDL
Unnamed Bulgarian CE Mark Medical SlimBiome (small)
Mystery US SlimBiome customer thought to be *Gold Coast Ingredients (medium)
DCIT - LP-LDL China (large)
Early adopters list of products already on the market and generating revenues via partnerships for "intel inside" and home-brand products.
Thanks to AJS for his detective work uncovering many of the unannounced products/partners
