The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Thanks Gixer,
I am assuming (hoping!!!!) that some of the studies, that you have recently highlighted in here, represent the results of the "missing" studies from the long awaited "Blue Cap" submission.
Whatever happens next, I for one am becoming more and more positive about the future.
Thanks for your ongoing research and a very Happy New Year.
Slam
"It looks as Dsm are backing off"
Does nobody read RNS's anymore?
• Two new agreements secured with DSM in June 2022 for Fruitflow, to replace the Alliance Agreement: (i)
a Transfer of Business agreement and (ii) a Premix and Market-Ready Solutions supply agreement, both
to take effect from 1 January 2023.
• DSM’s existing and prospective pipeline customers for Fruitflow as a straight ingredient will transfer to
become direct customers of Provexis WEF 1 January 2023, and Provexis will take over the outsourced
supply chain / production process for Fruitflow at that time. The customer transfer process from DSM to
Provexis is currently ongoing, and thus far it has seen a number of positive interactions with customers for
direct sales of Fruitflow by Provexis in 2023 and beyond.
• New partnership with DSM has been agreed relating to the gut microbiome patent, subject to certain
milestones which have been agreed between the parties. Provexis and DSM are keen to progress this
encouraging new technology towards an early commercial launch of products based on it.
Head in hands emoji.
https://k.sina.cn/article_1617264814_606580ae02001jxpl.html?from=health
Agreed. But we won't exist as PXS in 5 years.
Is that your view of what Friday’s RNS will say Naz? All a bit rubbish and no hope?
I feel much more positive and think the next 5 years will see exponential growth.
Sell me your shares then. I will buy 6k off you at the price now. Your constant moaning is driving me mad. 2023 will be a good year for OXS iMO
It looks as Dsm are backing off after all our wishes and hopes have been dashed and we now are going in to2023 with no hope or any success as byhealth doesn't look much positive to raise more funds to by left over stock from dsm
"The Company will need to hold Fruitflow in stock from 1 January 2023 onwards, to sell to new and existing
customers, and the Company has therefore agreed to purchase from DSM the remaining stocks of Fruitflow
which DSM holds on 31 December 2022. It is intended that the Company will pay DSM for this inventory over
the course of a three month sale back period commencing on 1 January 2023, with payments due equally
(amounting to one third of DSM’s 31 December 2022 inventory) on 31 January 2023, 28 February 2023 and
31 March 2023. The amount of inventory which DSM will hold at 31 December 2022 will depend primarily on
DSM’s sales of Fruitflow over the remainder of 2022, hence it is not currently possible to state with any certainty
how much inventory will remain at 31 December 2022, or therefore the amount which the Company would
need to pay DSM for this inventory on 31 January 2023, 28 February 2023 and 31 March 2023.
Under the terms of the DSM Transfer of Business agreement, the Company can elect in the first quarter of
2023 to purchase some but not all of DSM’s remaining stocks of Fruitflow at 31 December 2022, being a
decision which the Company will seek to make in the first quarter of 2023 once the Company has a clearer
understanding of (i) the amount of stock remaining at 31 December 2022, (ii) the best before dates of this
inventory, which are currently estimated to be favourable / long dated in light of recent production runs of new
Fruitflow material in 2022, (iii) likely customer demand in 2023 and beyond and (iv) the Company’s financial
resources at that time.
The amount of stock which will remain at 31 December 2022 clearly remains uncertain as set out above,
although it is currently expected to be in excess of €1m (one million Euros), an amount which - if the Company
elected in the first quarter of 2023 to purchase this inventory in its entirety, which is likely to be in the Company’s
best interests - would require further equity or loan finance. Subject to the outcome of ongoing negotiations
with a third party, the Company might also be able to hold some of this stock on a consignment basis, only
paying for the stock when it was required for sale."
Any thoughts on when and how .much Pxs need to raise to take over FF?
Nice find again Gixer. Hope IF gives a some insight for 2023 in the report due this week. If the MMS mark the share down I for one will certainly top up
The Plant Derived Functional Foods section is written by Konstantina Papastavropoulou and Charalampos Proestos, both from the University of Athens.
Big section on Fruitflow.
https://orca.cardiff.ac.uk/id/eprint/155054/1/ZABETAKIS_9780128238127.pdf
Without purchasing the full publication the information is still limited to what DSM's plans are and will hopefully be more obvious when our patent is published.
"The results of the successful gut microbiome human study will be submitted in due course for publication
in a peer reviewed scientific journal. The patent application (i) states that the results of the human study
strongly support the use of Fruitflow for modulating gut microbiota to confer a number of health benefits,
and (ii) sets out some potential new uses for Fruitflow in treating a wide variety of human health conditions,
beyond Fruitflow’s existing established use in heart-health."
Conclusion
Our results support earlier findings that polyphenol-rich extracts can lower plasma TMAO in overweight and obese adults related to gut microbiota modulation.
So higher TMAO level is associated with development of CVD. So it seems like more evidence that FF can prevent development of CVD.
Asim
https://www.gomantaktimes.com/news/goa/renowned-medical-scientist-visits-bits-pilani-goa-campus
"A water-soluble tomato extract rich in secondary plant metabolites lowers trimethylamine-n-oxide and modulates gut microbiota: A randomized, double-blind, placebo-controlled cross-over study in overweight and obese adults"
https://www.sciencedirect.com/science/article/abs/pii/S0022316622131275?v=s5
That's good news Gix. That is one of the best companies we have had to date making another product with FF. That should add some revenue growth.
Here is another from Sery Box.
Serycut Moro Orange Vitamin C
https://www.serybox.com/shop/detail.php?pno=BF2FB7D1825A1DF3CA308AD0BF48591E&rURL=https%3A%2F%2Fwww.serybox.com%2Fshop%2Fbig_section.php%3Fcno1%3D1005&ctype=1&cno1=1005
https://www.xiaohongshu.com/discovery/item/639c2bdb00000000180118c0
Dr_H, I suppose it would be regulated by food safety and standards authority of India.
https://www.fssai.gov.in/
No Knowledge of anything else other than I was aware that I haven't seen any Indian products with FF yet.
New regs were introduced in India at the end of 2016. FAQ Page:
https://apps.fas.usda.gov/newgainapi/api/Report/DownloadReportByFileName?fileName=FSSAI%20Publishes%20Frequently%20Asked%20Questions%20on%20Functional%20Foods%20-%20Health%20Supplements%20and%20Foods%20for%20Special%20Medical%20Purposes_New%20Delhi_India_05-29-2020
Can only assume that FF got caught up in this, as it did in the EU and later in China.
But as it is coming to India, that means that Provexis or another company is in the process of obtaining the associated health claims. Or has it already?
The India news is something I was not really aware of. Any idea why it is not already in India and what has changed, who would be releasing products and/or distributing, or what regulatory hurdles have been passed?
Prof. Asim K. Duttaroy
Nadia’s boy who decides who wins the Nobel Prize in Medicine
https://www.getbengal.com/details/the-boy-from-nadia-who-decides-who-is-awarded-the-nobel-for-medicine
https://trendeepro.com/nadias-boy-who-decides-who-wins-the-nobel-prize-in-medicine/
Public lecture
Title: Development of functional ingredients from tomato (Fruitflow®) that improve bloodflow and blood pressure
14th Dec 2022
https://ssagcpernem.in/wp-content/uploads/2022/12/Asim-Dattaroy-Public-Lecture-Abstract.pdf
International Conference on Recent Advances on Health Science
27th & 28th Jan 2023
Speaker
Dr. Asim K Duttaroy MD
https://icrahst.com/
"Fruitflow is now sold in more than 55 countries by DSM and Provexis. Fruitflow is now regarded as one of the best inventions by 500 year old famous Aberdeen University. Fruitflow will soon be introduced to India and China"
https://icrahst.com/
Thank you to those of you that have posted useful information (especially Gixer who I have appreciated on here for years for all the information that is posted) - I will once again stop posting on the board and leave you to it.
Hi Alfista, the "New" poster, I did say that I am a very poor trader, so I have not been able to make the most of the opportunities over the years - but, in truth, my average at one point was actually, believe it or not, 13.5p (2013). I bought on the dips to get the average down to just under 6p (partly by selling my SiS shares back in the day). I am well aware that we make out own choices and nothing is compulsory - you don't have to get 'holier than thou' with me because I came on here to ask for opinions. I have held on to my shares for a long time with plenty of hopeful false dawns. I am not 'bemoaning' I just want what I hope everyone wants - which is to make some money out of this 'investment' rather than where I am now. I certainly am not looking to make enemies...
I agree with that summation Dr H, precisely because anything other than those already notified issues would represent price sensitive news and would have to be notified when it happened. An annual statement can't really spring surprises.
The "new" poster, bemoaning the "long wait" and the "high average" should really reflect on the opportunities that have been available in the years that elapsed to buy more shares at much lower levels than today's sp. We all make our own choices, nothing is compulsory.