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Looking good. Can't believe we can still buy under a penny
Hi gixer,
Thanks for sharing the great find. It seems BH is doing a lots of background work to launch their product. Looks very +ve future.
Small random selection from last week.
https://www-vodjk-com.translate.goog/zonghe/220713/1733242.shtml?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp
https://health-eastday-com.translate.goog/a/220712161840257771963.html?_x_tr_sch=http&_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp
https://yangsheng-eastday-com.translate.goog/a/220713112652006717699.html?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp
https://tech-ifeng-com.translate.goog/c/8HaMRgwrFw5?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp
https://tech-ifeng-com.translate.goog/c/8HZ8ct3OP5F?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp
https://tech-ifeng-com.translate.goog/c/8HZ2yoAF1SP?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp
https://www-lyxunlong-com.translate.goog/lxjk/39135.html?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp
Hi gixer,
I think they saw a very good opportunity to sell Fruitflow as ingredient. I know the Chinese will not put any money if they did not see any opportunity to make profit. Probably time will tell whether my assumption is right or wrong.
Interesting to see the BH Exploratorium.
https://www.trip.com/travel-guide/attraction/zhuhai/by-health-nutrition-exploratorium-64673617
If they don't, it makes you wonder why a leading VDS brand like By-Health is changing its business model to become a distributor for Fruitflow.
I'm not aware of any.
Could be why By-Health want to be a distributor for Fruitflow as an ingredient as well as launching their own "Fruitflow based functional food and dietary supplement finished products."
"By-Health will also have exclusive rights to act as the distributor of Fruitflow as an ingredient in the Territories, selling Fruitflow as an ingredient to other businesses in the Territories which wish to use Fruitflow to manufacture and sell their own Fruitflow based finished products in the Territories."
Out of curiosity, is anyone aware of any other ingredient that By-Health are distributor for because I have been unable to find any?
"At present, many multinational food and beverage companies have expressed their intention to cooperate, which may provide new choices for the general public."
Oh I do hope they cooperate!!
From today
https://baijiahao-baidu-com.translate.goog/s?id=1737411645533407707&wfr=spider&for=pc&_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp
and tomorrows
https://k-sina-com-cn.translate.goog/article_1664221137_6331ffd102001598j.html?_x_tr_sch=http&_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp#/
Hi gixer,
Thanks for the post. It seems BH realy loves the FF and doing all the advertisement. Probably they did more advertisement than DSM in last few years. I am sure they know more than us about the FF. A very good time ahead of us.
https://baijiahao.baidu.com/s?id=1736973080228002274&wfr=spider&for=pc
https://www.sohu.com/a/562157133_120311575
Occasional one still popping up.
https://allbusinessadvice-com.translate.goog/health/233.html?_x_tr_sl=zh-CN&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp
wellsite,
I have a feeling that primary prevention might be a direction that China will aim towards but who knows.
hi gixer
Primary Prevention. Just noted this at DSM for 2019.
Solutions that don’t cause adverse side effects, however, can provide a new alternative in antiplatelet ingredients. Therefore Fruitflow® is a practical solution for a primary prevention-led approach.
https://www.dsm.com/human-nutrition/en/talking-nutrition/5-ways-fruitflow.html
W$
From By-Health BINH
"In 2017, based on more clinical studies, scientists reviewed the water-soluble tomato concentrate again, not only to further prove its effectiveness and safety, but they also believed that the water-soluble tomato concentrate could help people who are prone to cardiovascular disease. Primary prevention"
https://www-toutiao-com.translate.goog/article/7106720978700485158/?log_from=59789336fe39f_1654677816567&_x_tr_sl=zh-CN&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp&wid=1654678073954
Those 2 little word again "Primary prevention"
The doc says that it is a framework agreement. Then they will agree contracts under the standard framework. The agreement is with DSM China. DSM (China) Co., Ltd. is a wholly-owned subsidiary of DSM Group in China. It provides management services to more than 30 DSM Group companies in China.
DSM were one of the funders of that research paper that was recently published. I forget what it was called.
It was funded by BH, DSM, Chinese Nutrition Society, and Scientific Research Foundation of Chinese Nutrition Society.
That sort of ...kinda...suggests that they are still involved.
Dr_H, Re: DSM BH Innovative Strategic Cooperation Agreement November 18, 2016
https://data-eastmoney-com.translate.goog/notices/detail/300146/AN201611180110071912.html?_x_tr_sch=http&_x_tr_sl=zh-CN&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp
"the main content of the agreement 1. Cooperation objectives and content According to this agreement, the two parties will make full use of their respective advantages and characteristics in developing new nutritional ingredients, developing new functions of existing ingredients, production technology, market operations, brand resources, etc. Development and mutual assistance, including: joint research and development in new nutrients, new functions of existing nutrients and functional end products; development of new functional products using "Qingluoxu" in China; Registering functional ingredients; and cooperating with third-party research structures/groups, etc. to carry out R&D projects. 2. This agreement is valid for a period of two years and will take effect from the date of signing by both parties. If the two parties are still willing to continue to cooperate after the expiration of the period, a new agreement will need to be signed. "
If the agreement had to be signed every 2 years it may have already expired or could be due to be re signed at the end of this year?????
So what we do know is that:
DSM and BH previously signed an agreement to deepen research on FF and take it to market, that would be the first of a series of products they would work on under the collaboration agreement.
Then we had PXS sign a MOU and eventually a collaboration agreement to work with BH and developing the science behind FF. Now PXS have a new contract with BH to start in January 23.
The manufacturing of FF is done by a 3rd party that has been put in place by DSM and at the end of the DSM/PXS contact, PXS gain direct access to that 3rd party and can order FF direct from them.
To me, It seems unlikely that DSM have been totally cut out of the deal in China.
Perhaps DSM and BH have an agreement to develop the new product together, then BH will sell it in China and DSM will use it's global network to market and sell/distribute the product elsewhere around the globe?
That would make more sense that DSM collaborating with BH for several years, then being cut out of the deal.
Dr-H, I am sure, other than what you pointed out, BH will be buying other ingredients from DSM. IMO DSM won't want to make an enemy of BH.
Gix,
Do you have any clues on the relationship between DSM and By-Health. Is there an ongoing relationship? DSM were previously working with BH to take a number of products to market, FF being the first.
I think all we know is that PXS will sell FF direct to BH, but there may be a working relationship between DSM and BH in the background. That may affect if they can sell/distribute prior to the BH contract being in place with PXS.
Thanks Gixer, I thought I had made both of those points, but you have put it much better than I did.
There was one other point that I forgot to include:
In my mind there are two issues that could be transformational to the SP. I mentioned the first - being the gradual move to long term profitability of the Company in it's existing markets.
The second, would be a potential rerating of the value of our underlying Patents. To my mind, the confidence shown by BH in the product itself indicates that the underlying value of the Parent Patents is significantly greater than the current SP. I hope that investors will come to make a similar observation.
Slam, just an observation on point 2.
No matter what the outcome of the new agreement with DSM, "Provexis will be responsible for the manufacture, supply and sale of its Fruitflow heart-health functional food ingredient to By-Health"
Another point.
6) By-Health is working on an extensive regulatory submission to the SAMR for Fruitflow, seeking to establish a new permitted health function claim.
Another article published today.
https://www-163-com.translate.goog/dy/article/H96RS1U80552DNJF.html?_x_tr_sl=zh-CN&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp
Like Gixer, I am not sure what the rationale with the apparent bombardment of new articles but it is interesting that they appear on a number of different platforms ( from dietary supplement platforms, clinical research platforms to Investment Platforms).
I agree with Gixer, that they all appear to emanate from BH even though they are not all credited to them. My main thought is that BH are simply using it as a "brand awareness" campaign probably prior to a launch in 2023. Obviously they still need to achieve blue cap status before they can full launch any new products into the Chinese market - maybe they are also trying to convince the authorities about the efficacy of the Fruitflow product AND to push the "platelet aggregation" issue in an attempt to obtain official approval for a new food supplement function under SAMR.
But who knows?????
The one thing that I have taken the most heart from is that it seems apparent that BH seem confident in the product - both as an efficacious dietary supplement (even with the potential to incorporate it into mainline medicine) and presumably as a profitable future income stream!!!! It is such a shame that neither Provexis nor DSM could have given us this amount of brand awareness in the existing marketplace.
As a LTH, I always been looking for an event that would be transformational for the SP. We have ground on for years with very little information forthcoming but the last 18 months have made me a little more confidedent that something might happen and we now have a few more developments that could provide the key that we have needed:
1) We are very slowly approaching profitability in the current market
2) We are awaiting a new arrangement with DSM - but we know that this could involve taking over the production of the product itself.
3) We are awaiting the grant of Blue Hat status in the Chinese Market
4) As a result of (3) we are also awaiting the launch of new products into the Chinese Market - possibly the biggest market for Holistic medicine in the world
5) We are awaiting details of the final agreement with BH.
But, again as Gixer says, WHO KNOWS!!!!