#OPTI thread summarising my conversation with CEO yesterday:
✳️ SALES
➖Sales going well
➖1st Qtr ahead of same period last yr
➖single largest order placed in 1st Qtr
➖Focus shifting to large partners/bigger orders/trend set to continue
➖Confident sales will beat forecast
✳️ SALES
➖Sales going well
➖1st Qtr ahead of same period last yr
➖single largest order placed in 1st Qtr
➖Focus shifting to large partners/bigger orders/trend set to continue
➖Confident sales will beat forecast
⚠️TIMELINES INDICATIVE ONLY
✳️SWEETBIOTIX
➖7 products (inc. dairy, cereal, beverages etc
➖Highly disruptive tech set to transform $112bln market
➖3rd study in Peer review due H1
➖11 partners (inc. household names), anticipate 1 OR MORE major corporate agreement signed in H2
✳️SWEETBIOTIX
➖7 products (inc. dairy, cereal, beverages etc
➖Highly disruptive tech set to transform $112bln market
➖3rd study in Peer review due H1
➖11 partners (inc. household names), anticipate 1 OR MORE major corporate agreement signed in H2
⚠️TIMELINES ARE INDICATIVE
✳️LPLDL-dairy
➖Test bed launch in Uruguay has attracted a Major dairy Co
➖Major dairy Co (recognisable brands)now testing LPLPDL in its products
➖Shelf life testing 2-3 mnths
➖Anticipated interest will result in dairy product launches in H2
✳️LPLDL-dairy
➖Test bed launch in Uruguay has attracted a Major dairy Co
➖Major dairy Co (recognisable brands)now testing LPLPDL in its products
➖Shelf life testing 2-3 mnths
➖Anticipated interest will result in dairy product launches in H2
⚠️TIMELINES ARE INDICATIVE
✳️LPLDL-Pharma
➖3rd clinical study in PEER REVIEW with high impact medical Journal
➖outstanding results on par with statins
➖It’s Anticipated there will be further product launches in the US market with major Corporate in H2
✳️LPLDL-Pharma
➖3rd clinical study in PEER REVIEW with high impact medical Journal
➖outstanding results on par with statins
➖It’s Anticipated there will be further product launches in the US market with major Corporate in H2
⚠️TIMELINES ARE INDICATIVE
⚠️SUBJECT TO POSSIBLE COVID DISRUPTION
✳️Partner progress
🔸Actial
➖LPLDL in VSL3 sold into Pharma/GP’s & OTC product
➖Launch anticipated in H1
🔸Optipharma
➖Product launches successful
➖Looking to expand in APAC region
➖newsflow anticipated in H1
⚠️SUBJECT TO POSSIBLE COVID DISRUPTION
✳️Partner progress
🔸Actial
➖LPLDL in VSL3 sold into Pharma/GP’s & OTC product
➖Launch anticipated in H1
🔸Optipharma
➖Product launches successful
➖Looking to expand in APAC region
➖newsflow anticipated in H1
🔸AlphaSigma
➖LPLDL finished product into High value Pharma/GP’s and Hospitals
➖Enzimega3 branded product with LPDL launched early 2020 but launch hit by COVID
➖Sales now building with partner indicating they expect to double sales of Enzimega 3 this year
➖LPLDL finished product into High value Pharma/GP’s and Hospitals
➖Enzimega3 branded product with LPDL launched early 2020 but launch hit by COVID
➖Sales now building with partner indicating they expect to double sales of Enzimega 3 this year
🔸Holland and Barrett
➖HB very pleased with initial launch of 3 products
➖Range extended from 3 to 9 products & ‘Slim Expert’ brand created, strong endorsement of Slimbiome & good indication of growing sales
➖Sales UP on same period last year and new products are selling well
➖HB very pleased with initial launch of 3 products
➖Range extended from 3 to 9 products & ‘Slim Expert’ brand created, strong endorsement of Slimbiome & good indication of growing sales
➖Sales UP on same period last year and new products are selling well
⚠️TIMELINES ARE INDICATIVE
✳️US Retail Interest
🔸Agropur ($6bln p.a. turnover)
➖They have created a range of applications with Slimbiome and marketing them to their client base (household names)
➖It is anticipated that some of this interest will crystallise in deal flow in H2
✳️US Retail Interest
🔸Agropur ($6bln p.a. turnover)
➖They have created a range of applications with Slimbiome and marketing them to their client base (household names)
➖It is anticipated that some of this interest will crystallise in deal flow in H2
✳️Slimbiome/LPLDL – Sleep, Anxiety New Application Areas
➖Genetic sequencing of LPLDL suggest it could activate pathways associated with sleep and anxiety and immune health
➖OPTI are working with academic partners to explore LDLDL/Slimbiome
➖More newsflow on this expected ByQ1
➖Genetic sequencing of LPLDL suggest it could activate pathways associated with sleep and anxiety and immune health
➖OPTI are working with academic partners to explore LDLDL/Slimbiome
➖More newsflow on this expected ByQ1
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