The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Maybe something else By-health should look into . https://www.dailymail.co.uk/sciencetech/article-9749419/Aspirin-cut-risk-death-cancers-20-study-finds.html
I don't think Eamon has heard of us
https://www.youtube.com/watch?v=Hr1hJ1R3zio
W$
Slam01, "Have you been able to eek out any additional information on this?"
I will post anything of interest that i find on Blue Cap (or other) but tbh its just a waiting game.
Huge market potential if By-Health Fruitflow related series products approved for marketing in China and globally
https://m.binh.cn/minio/resources/upload/20201204/409be98c9ad445bc89c1925734a03bea.pdf
DSM is our commercial partner, so everyone benefits if China comes good.
PXS's exclusive manufacturing agreement with DSM is our security I imagine , have BH been allowed to make FF in China ? I forget.
Gixer,
From the same interims it was stated that ByHealth were planning to undertake 9 separate studies (as part of the Blue Cap application process). It is really frustrating that the Company have not provided any further updates on progress since January. Have you been able to eek out any additional information on this?
I was impressed by the statement that you extracted from the ByHealth Website: "the company has taken "Fruitflow® (water-soluble tomato concentrate)" as its main direction, focusing on the development of new functional products that help maintain cardiovascular health." I presume that this was a translation from the original Chinese but it nevertheless shows a real drive by ByHealth in our direction.
I was also impressed by the abstract recently posted on the Provexis website, indicating a potential number of other uses for WSTE and possibly even indicative of use within mainstream medicine.
Like Krusty, I am feeling much more confident in this share than I have for a number of years - but, my god, it is a frustrating share to follow with its lack of updates.
I do wish the MMs would stop playing games with the sp though. Bid 0.80, ask 0.90, mid 1.00??? Oh and there we go, as I speak, a buy at the full ask 0.90 and now shows a change of -10%. Manipulation, we can do without it.
It feels like this could be a really exciting 12 months ahead for PXS. It's been a long time coming, and the lack of news drags the life out of you sometimes, but there really could be good times ahead. I'm hoping we don't get taken over, at least until we've established what represents fair value if/when the By Health research comes good.
Thanks to you Gixer , I am feeling much better about PXS now.
Just to add...
The studies are not only for Blue Cap.
This is from the interim results.
"The five completed studies showed excellent results in use for Fruitflow, and they provide strong evidence for
By-Health in its blue cap and other regulatory submissions to the SAMR for Fruitflow, supported by the
Company’s existing European Food Safety Authority (‘EFSA’) health claim for Fruitflow."
What these "other regulatory submissions" are is still unclear (at least to me) but I have a theory.
From the 2019 results
" The planned launch of a number of Fruitflow based products in the Chinese market, with potential volumes at a significant multiple of existing Fruitflow sales, is progressing well, with activities driven at present by the need to obtain ‘blue cap’ health claim status for Fruitflow as a dietary supplement with the State Administration for Market Regulation (SAMR), a new Chinese market regulator which has taken over the responsibilities of the former China Food and Drug Administration (CFDA). "
Is SAMR the regulator for Blue Hat? If so then I assume the other trials are still outstanding. If not, then aren't By-Health waiting on both SAMR and Blue Hat or are they alternative retail channels?
AKA CCCP , they all want their cut.
Could be on the money there , it could be explosive as a generous buy out would still be peanuts for BH. Thanks for research Gixer.
state administration for market regulation
Hi gixer,
Thanks for your thoughts. What does SAMR stands for? Is it the Chinese regulator?
100% Gixer. We will then very quickly be offered a buy out by them
IMO all By-Health is waiting on is the green light from SAMR.
Hi gixer,
So it seems there is no conclusion. So what do you make of it?
From By-Health Institute of Nutrition and Health website.
"Research progress
In recent years, the company has taken "Fruitflow® (water-soluble tomato concentrate)" as its main direction, focusing on the development of new functional products that help maintain cardiovascular health.
The project brought together domestic authoritative scientific research resources such as the Institute of Chinese Materia Medica of the Chinese Academy of Chinese Medical Sciences and the School of Public Health of Sun Yat-Sen University, and adopted By-Health ® Xinluo Su Tablets (the main functional ingredients are the same as those approved by EFSA, all are water-soluble tomato concentrates). Experimental samples, refer to domestic and foreign literature and methods approved and published by EFSA, and conducted in-depth investigations around related issues, and finally determined to establish a new function of "help maintain normal platelet aggregation and contribute to healthy blood flow". Animal function test evaluation of health food Methods and evaluation methods of the population test.
At present, this method has been repeatedly verified in Beijing Hospital, Peking University Third Hospital, Dongzhimen Hospital of Beijing University of Chinese Medicine, China Academy of Chinese Medical Sciences, Sun Yat-sen University and other domestic research institutions. The test results prove that the method has wide applicability, easy operation and detection. The results are reproducible. The project seeks safer antiplatelet substances to maintain normal platelet aggregation, reduces the risk factors for the occurrence and development of cardiovascular diseases, and makes an effective exploration for the research on new functions of health foods and the profound significance of maintaining public health."
https://www.binh.cn/aboutUs?id=713b66daab974fafab39d8b09002b2e3&title=%E5%85%B3%E4%BA%8E%E6%96%B0%E5%8A%9F%E8%83%BD%E7%A0%94%E7%A9%B6&navTitle=%E9%A6%96%E9%A1%B5%20%3E%20%E6%96%B0%E5%8A%9F%E8%83%BD%E7%A0%94%E7%A9%B6%20%3E%20%E5%85%B3%E4%BA%8E%E6%96%B0%E5%8A%9F%E8%83%BD%E7%A0%94%E7%A9%B6%20%3E%20%E8%AF%A6%E6%83%85&menuItemId=b04733902fc64eaa80a0b7e54e39a200
the company (By-Health) has taken "Fruitflow® (water-soluble tomato concentrate)" as its main direction, focusing on the development of new functional products that help maintain cardiovascular health.
Says it all really.
Hi all , same old here then Lol !
Re "By-Health has made a significant investment in nine separate clinical studies in China"
BH make lots of money to them it was pennies and it is not a signal that they are about to launch a nationwide FF product , IMO . It's the CCCP that decide what is going to fly out there , it's all a huge gamble.
I wonder who benefited from the purchase of 3 shares yesterday, and what their trading costs were.