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Just grabbed another 301k . Never thought I would buy again at below 0.70.
DP64, alfista is correct. DSM outsourced the manufacture of Fruitflow and as of the 1st of January we are now in control of the manufacturer.
" DSM will help facilitate the transfer of its wholly outsourced supply chain / production process for Fruitflow from DSM to Provexis with effect from 1 January 2023"
https://www.investegate.co.uk/provexis-plc/rns/half-year-report/202212300853083258L/
DSM have never produced Fruitflow.
The contact with the manufacturer is longstanding . Absolutely no change whatsoever, Provexis will buy all Fruitflow to sell.
gixer,
I have a very simple question. Who will produce FF in future when DSM's current stock finish. If it is DSM's machinery then they will mark a price to produce it. I do not think PXS has the ability to produce FF. Another option is BH will produce FF under the license of PXS. May be IF need to update what is in his mind about the future direction!!!
Yes, By-Health entered a collaboration agreement with DSM in November 2016 just about the same time as China tightened its regulations on suppliments :(
It wasn't until August 2019 that PXS and By-Health entered into a collaboration agreement enabling both parties to conduct a number of different projects. These projects were to be at By-Health's sole expense.
November 2021, Provexis entered into a long term strategic co-operation framework agreement for Fruitflow with By-Health. The agreement gives By-Health exclusive supply and distribution rights to commercialise the Company's lead Fruitflow heart-health technology in Mainland China, Hong Kong, Macau, Taiwan and Australia.
Yes it has taken a long time but with the tightening of Chinese regulations, the removal of DSM from future revenue and By-Health paying for all the work, studies, and regulatory approvals themselves. I don't think we can complain. Well not too much anyway :-)
As long as it takes. We've all tried guessing timelines and completely failed. The studies were supposed to be completed by the end of June 22, but here we are 10 months later with no indication that they have completed. Then when the studies are completed, we don't know how long the SAMR process will take. Then when it is approved, we don't know what the forecast order from BH will be. Then when they do order, we don't know how much profit the company will make from it. Then when we do make money from it, we don't know that the company will be transparent with the financials.
That aside, the main thing is that they go from losing money to making good money, then the risk goes down and the share price goes up.
Thanks for info. It is nearly May'23. It is a long time (~7.5 Years) since they signed the agreement. How long need to wait?
That one even made it into Chinese.
https://0xzx.com/2023042322063395618.html
https://0xzx-com.translate.goog/2023042322063395618.html?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp
Small mention of FF/Circulease.
https://www.revyuh.com/news/lifestyle/health-and-fitness/a-drug-free-solution-to-lower-your-blood-pressure-according-to-nutritionist/
I would say actual. If not for their own ff product yet then they will be as a distributor.
The biggest question being , are By-Health a prospective or actual customer at this moment in time !
Exactly sphinx, The company is waiting on information from both actual and prospective customers with regards to demand and from Indena, the manufacturer of FF, for the results of the stability tests on the existing Fruitflow inventory.
PXS cannot control the timing of either but it is crucial information to help judge how much FF the company will need to hold in stock and what the funding requirements might be. No point buying stock from DSM for it to go out of date.
I suppose the response of the customers including By-health of their need for ff over the coming 12 months could be crucial to how much we need to raise , if By-health are ready to launch the demand could be far more than what DSM hold so another production run will be needed and that will cost a lot more than the €200k to pay for existing stock .So the next few weeks could be crucial to the future of Pxs ,let’s hope it’s good news and the sp will respond accordingly .
IF needs to step up ,think he might need a set of stilts to reach the next one.
My regular packet arrived yesterday, on the dot efficiency. I wouldn't have the time to be trawling around looking for a discount. Need the China demand to give the home market the funding to properly expand direct sales. I thought we may see By Health launch properly this springtime, but nothing yet.
Ok fair enough , I think we are all a bit peeved with the time it’s taking and it is true that carrot dangling seems to be part of IFs strategy , also keep in mind that they have to raise funding of some sort ! so a low sp at the moment might make that easier . I hope we get the update soon on the way they intend to raise that money (or not) my preference is that the new income is enough to cover the €205k needed .
sph
Maybe, I wasn't impressed at all with the last update. Full of excuses, partial information (e.g why lump number of current and potential customers together, why not say 25 current, 25 prospective). and now we have "Truely" replacing transformational. Nothing has changed in the jam tomorrow narrative. IF needs to step up and start delivering value which, atm, he isn't. Look at the sp and empty FF+ shelves.
Of course, could all change tomorrow with a killer RNS, but we've been living on this hope for the last 5 years.
Rant over, have a good weekend
W-:-(-$
Wellsite you’ve gone a bit negative lately , have you sold a few by any chance !
The only sure thing is the stock H&B are selling has been on the shelf 11 months longer than the stock PXS are selling. Read into this what you will
W$
And we make more profit
If, and there is no evidence atm to suggest this, H&B were to stop stocking. Then surely regular users of FF+ from H&B would move to ordering directly from Provexis.
Why do you say that they had offers of buy one get one half price quite often over the last few years. Same as buy 2cget one free. But agree trying to use last stock of batch expiry July 2023
Just got me cheap FF+ from H&B. Use by JUL 23.Obvs clearing out stock, likely not to restockW$
Sounds more likely you don't get tongue in cheek...obviously there's no correlation between everyone on the board complaining about a tooth ailment and FF.
Dr_H, Spermidine.
Cant say I have heard of it before.
Try the original link.
https://www.163.com/dy/article/I2KIFBK405328ZJ2.html