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Anyone noticed a sleep improvement with FF? Sounds like another potential market.
https://www.nutraingredients.com/Article/2023/01/19/the-emerging-opportunity-for-microbiome-modulation-to-improve-sleep
Another thing I just remembered is that we are apparently launching in India soon, although we have absolutely no idea who, how, when. Inside DSM agreement, outside that agreement? I have no info on it.
Oh, good point alf. Potential for some significant upward movement here once patents/approvals received in various countries/continents.
There was zero research back then on gut biota, that has only just been identified, and has yet to be patented, approved etc etc
Dr H,
Great. Good old Unilever. Probably they should realise now what a mistake they did not including FF not in their product 10/15years back. Now they have to pay a premium price to include FF in their product.
THE GUT-BRAIN AXIS
The microbiota-gut-brain axis, that bi-directional interaction between the gastrointestinal tract and the nervous system, has created numerous opportunities to impact mental health, mood, sleep, stress management, cognitive performance and much more. This session will search for answers to a number of questions, including what the science actually says. We’ll hear from Nestlé and Unilever on their interest in this space, and we’ll also explore how Probiotics may be therapeutics for neurodegeneration.
Sponsored by Atlantia and DSM.
https://probiotaevent.com/live/en/page/home?utm_source=NIE-Web-Billboard&utm_medium=banner&utm_campaign=PB23
Good timing!!!
Yes but not all of them. He was waiting for the right moment and now has 2.5 million shares
Thanks again for the excellent research guys (gixer, Dr_H), definitely contributing to a feel-good factor here for the first time in ages. GLA.
looks like we are now moving in the right direction,very good vibes comming through .
So it seems a lots of delayed trading is reported here today? kievsky are all these from your colleague or someone is building a stake here?
Dr H,
Many thanks for your useful research. Hope PXS will be profitable very soon.
Not FF, but related.
https://medicaldialogues.in/cardiology-ctvs/news/high-levels-of-trimethylamine-n-oxide-increase-risk-of-cerebral-infarction-and-mortality-in-af-patients-105838
Nice finds again Dr_H and a good start to the week from DSM. Long may it continue.
Would have been nice if Provexis got a mention in the articles but sales of FF is what counts for the short, medium and long term.
:)
I remember a couple of things that Moon told us years ago that I keep in mind.
1) FF is a high margin product, becoming very high margin when produced at high volume
2) The DSM agreement was based around the model where DSM take the lions share, but as the volumes increase more money goes to PXS. This was later updated to give PXS a little more, but I still think that explains why there is massive stock, but we saw little of the profit.
IMO there will be no bidding war. All 3 companies have been working together for quite a while.
I don't want a buyout, I want FF and PXS to do very well and build a company with at least £50m profit per year. If our understanding is correct, we will be making our way there.
We have DSM that are we assume will have their own gut health products, whilst selling to other players in the gut health market. That could be major. PXS are selling the ingredient to them outside previous agreements and should make good profit.
We have an existing DSM prospective pipeline of sales that currently stand at substantial multiples of existing annual sales. So that that was previously to DSM, not the PXS share. Given the RNS structure, I feel this statement does not include BH.
We have By-Health that are launching a sport related product or two. They have the Team China relationship, so I expect it will do very well. Then they will launch their main platelet aggregation based product that will create a lot of attention in the industry given the health claim approval. Then we know there will be more. On top of that, we understand from press articles in China that BH have received strong interest from a large number of multinational food and beverage organisations for the commercialisation of FF. One article said 'strong interest' where another article said a large number have 'agreed to help with the commercialisation of FF'
Then we should get additional sales / income from FF+ Omega and eventually FF+ Nitrates.
Then there are additional sales opportunities now we are outside the DSM agreement. Will be interesting to see how that goes.
I certainly expect the next 5 years to be stellar growth, but as we always say, WTFDIK.
IMO there will be no bidding war between them.
Hi gixer,
Many thanks for the wonderful research. It seems DSM will include FF in their gut and heart health product. Probably IF realised this and he is gambling here to have bid war between BH and DSM.
Yes it was posted a while back but just thought it was more relevant now.
The Biocarecph one has been there for a long time. I imagine that will be reworded with the latest evidence.
DSM snippets continued.
BioCare from DSM
"Health from the gut is the gateway to overall health"
https://www.biocarecph.com/en_us/home.html#:~:text=Health%20from%20the%20gut%20is%20the%20gateway%20to%20overall%20health&text=DSM's%20Targeted%20Health%20Solutions%20include,solutions%20that%20take%20you%20further.
"Feed your gut for metabolic health"
"Cardiocare
Selected probiotic strain with bile salt hydrolase (BSH) activity impacting cholesterol levels1, vitamin B1 and Fruitflow®. Fruitflow® is a bioactive anti-thrombotic tomato concentrate to help maintain normal platelet aggregation, which contributes to healthy blood flow. Vitamin B1 contributes to the normal function of the heart."
https://www.biocarecph.com/en_us/product-concepts/metabolic-health.html
DSM snippets. (no mention of FF but)
"DSM partners Sun Genomics precision probiotic brand Floré"
By Nikki Han****s
12-Jan-2023 - Last updated on 17-Jan-2023 at 20:45 GMT
"In the coming year, DSM will launch Health from the Gut (HfG), a redefined health benefit platform for its dietary supplement customers.
"The new platform will lead the way with an innovative range of purpose-led and personalized solutions that enhance gut health to support immunity, digestion, brain health, stress management, metabolic health and more," ?adds Porter.
"This pioneering platform will leverage DSM’s full capabilities across not only high-quality products such as probiotics, but with premix and market-ready solutions that can be personalized for a range of consumer groups to fast-track our customers’ innovations?.""
https://www.nutraingredients.com/Article/2023/01/12/DSM-partners-Sun-Genomics-precision-probiotic-brand-Flore
DSM's Health from the Gut Solutions at Probiota 2023
February 6-8, 2023
Barcelona
https://www.dsm.com/human-nutrition/en/events/dsm-at-probiota-2023.html
But many other doctors will be needed to save your life I’m afraid ...............https://www.msdmanuals.com/en-gb/home/injuries-and-poisoning/poisoning/aspirin-poisoning
https://from.ncl.ac.uk/research-an-aspirin-a-day-keeps-the-bowel-doctor-away