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Sorry Sir:I will obviously ask permission from you as to when and what I can post KOK X No need to reply as I have now filtered you š
Groan !!!
DSM are applying for new IP patents regarding gut health.
We HAVE been informed of that.
Years away from commercial products appearing.
Your wish to have the last word is a bit tiring.
Obviously nothing of financial interest in the DSM deal then?
Received this email today , seems to be a big deal in China ! "...........China's Registration Channel of Health Food Reopens
as Disclosed by a Series of Key Regulations
š£ Recently, China has released a series of key regulations to develop the Chinese health food industry. Let's take a look!
On August 28, 2023, the State Administration for Market Regulation (SAMR) of China published Detailed Rules on the Implementation of Technical Evaluation on New Functions and Health Food with New Functions (Trial), with immediate effect. This Regulation introduces a new management model of new functions for health food in China, aiming to encourage industries to engage in functional innovation and product R&D.
Just one day after, on August 29, 2023, BYHEALTH (걤č£åå„), one of the giant health supplement companies based in China, submitted an application for the new healthcare function "helping maintain normal platelet aggregation function, which is beneficial for blood flow health", being the first mover under the new management mechanism.
Later on August 31, 2023, SAMR published five regulations concerning health food with immediate effect, they are:
- Health Function Catalogue Allowed for Health Food Claims Non-Nutrient Supplement (2023)
- Evaluation and Testing Method for Health Food Functions (2023)
- Technical Guideline for Evaluation and Testing of Health Food Functions (2023)
- Ethical Review Guideline for Health Food Human Consumption Test (2023)
- Interpretations on Health Function Catalogue Allowed for Health Food Claims Non-Nutrient Supplement (2023) and Its Supportive Documents
The release of these regulations signifies the reopening of the registration mechanism by Chinese authorities, which is highly beneficial for health food enterprises, as product filing has been the predominant method for market access to health food.
š£ To help you better understand these regulations, ChemLinked prepares English Translations of the most noteworthy ones, as well as insightful upcoming webinars to allow you to apply your knowledge in real-world situations. Don't miss out on this opportunity to gain a competitive edge!
Not so.
If there was something of significance financially, then the company has a duty to report that to the market.
You know how these things work, you've been around long enough.
Even if it was "bolted on"know one will know the deal!!
If it was "bolted on" then it wouldn't be this price.
Would it.
Hopefully profit making this year:hopefully the deal with BH is better than the deal with DSM:Shame we won't know until financials are reported
Time is the best thing to tell the truth and for that you need a very good character called PATIENCE.
Isn't 14 years enough for you DP64 . As for Lucas we don't know want he is worth or if it is all his own money , there are loads of eccentric people around. Things will get going here if the Sunday Mail or IC run with a positive story but ATM who knows how long SAMR will take? Then there is the fear of another product that is better being discovered, so it not bolted on ATM and worthy of caution.
Boring Bernie hope you are OK
Especially on the holding he took at sub .30
If the SP gets to 2 pence:he has made a handsome profit!
Alf,
Thanks for your thoughtful post. I am very sure it is going to happen. SL and family will not invest millions of Ā£ if they did not see a wonderful retrun.
Don't see why DP should be abused for his view. Although it is optimistic, large volume increases created by the type of aggressive marketing which has enabled ByHealth's stellar growth could feasible support that kind of valuation. It would create the circumstances where a sizeable dividend could attract the type of value buyers looking for a good return,
Added to that, if DSM's IP registration for gut health becomes a commercial reality would certainly add considerably more value.
As an aim, I'm not sure, I have the feeling that many a long termer would have exited long before, but it will be news driven, as always. No news leaves us down at these levels, we are data starved, relying only on the excellent info provided by gixer. He's a star.
Think you should be a patient waiting for 18 pence š
Time is the best thing to tell the truth and for that you need a very good character called PATIENCE.
As bad as each other Nazir1234, DP69.
Poster said Buy out for 18 pence a share =Circa Ā£400 million!!
Gixer,
Great post. Everything is gearing up for a super launch and towards 18P.
BTW damn right no PnD only one trade so far today a 41k sell Ā£239 worth.
Ā£400 million investment?
What ! I dispute that over all $40 Mn has been invested in RnD , not seen any evidence just talk.
It's a nice headline, 'major opportunity'.
Good article from Nutraingredients-asia and mentions Provexis.
https://www.nutraingredients-asia.com/Article/2023/09/05/china-set-to-approve-new-function-claims-for-health-foods
This one from By-Health Institute of Nutrition and Health
https://zhuanlan.zhihu.com/p/654190826
https://zhuanlan-zhihu-com.translate.goog/p/654190826?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp
How long do you think it would take BH to "recoup" their Circa Ā£400 million investment? (18 peƱce)
No P&D this time. Consider the Chinese market size inside China and worldwide. BH would not spend huge amount of money and eight years of their time if they do not see that they could not sell enough to make profit. So 18P will be a cheap option.
DSM still holding tight !!
I expect SLās mates hold a chunk also