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gixer,
Many thanks for the wonderful research work always to put in this board. Without your constant update, this board will be dead many years back. With all these updates, hope we will see some profit very near future.
Wow, thanks gixer. Impressive as always. Let's hope By-Health will be better at converting the opportunity into revenue (and profit) than DSM has been.
Todays articles.
BY-HEALTH's scientific research results published in an authoritative magazine again: Qingluosu improves platelet function in middle-aged and elderly Chinese
https://www-xhby-net.translate.goog/qyzx/202301/t20230103_7793661.shtml?_x_tr_sch=http&_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp
Based on a large number of clinical data of middle-aged and elderly Chinese, BY-HEALTH proves that Qingluosu protects cardiovascular health
https://digi-china-com.translate.goog/digi/20230103/202301031206186.html?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp
BY-HEALTH continued to promote multiple researches on Qingluosu, and recently obtained new results
https://www-jxyuging-com.translate.goog/fzdt/gundong/2023/0103/239061.html?_x_tr_sch=http&_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp
BY-HEALTH's new news: New progress in the research of qingluosu may improve the platelet function of Chinese people
https://www-southmoney-com.translate.goog/caijing/gongsixinwen/202301/34746792.html?_x_tr_sch=http&_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp
and the Chinese links
http://www.jxyuging.com/fzdt/gundong/2023/0103/239061.html
http://www.xhby.net/qyzx/202301/t20230103_7793661.shtml
https://digi.china.com/digi/20230103/202301031206186.html
http://www.southmoney.com/caijing/gongsixinwen/202301/34746792.html
I don’t think the board will have any trouble raising funds ,if they believe there will be a problem would they make this statement from the results ,”Considering the success of previous fundraisings and the current performance of the business, the Directors have a reasonable expectation of raising sufficient additional equity capital or new loan finance to continue in operational existence for the foreseeable future. ” I also think the 3rd party will come good .imo
Not that reassuring given were on the hook for DSM stock and payments due Jan, Feb and March.
Hopefully if they need to raise funds it'll be a relatively small open offer...
https://uk.finance.yahoo.com/news/were-not-worried-provexis-lon-075819587.html
How many over weight or obese people are there in the world?
Read this to understand the DSM TMAO opportunity.
https://consultqd.clevelandclinic.org/tmao-producing-enzyme-shown-to-regulate-obesity-in-humans/
Happy New Year to fellow Pixies
Yes HNY gixer. please keep up your excellent posts. Got to be a big year for PXS.
Happy New Year everyone.
Welcome to day one were DSM don't have exclusive global rights to Fruitflow anymore.
I do my frustration at the AGMs. The board are fine listening to our frustrations but not so keen online as they can't reply back. So for all the people rubbishing or moaning should go to the AGM and do it there. Plus it's a good day out and you get to meet a lot of genuine share holders. Of course I understand some can't come due to cost
Thanks gixer, I can't help having a moan every 3 or 4 years because this share has been #1 on the list of frustrating holds over the years for me. Nevertheless there are people on here who can see no wrong, regardless of the fact that after all this time the turnover is still less than that of an average corner shop. Anyway, another year, another blank, better luck next year - or the year after, or the year after that, perhaps...?
Krusty, It goes without saying that DSM sales will fall significantly as of the 1st of January as Provexis takes over DSM’s existing and prospective pipeline customers for Fruitflow as a straight ingredient.
Predicting how long it will take to see any benefit from the new patent is difficult but we are told that DSM are keen to progress this encouraging new technology towards an early commercial launch of products based on it.
As for the existing deal with DSM. IMO sales of Fruitflow haven't been as expected (by me anyway) but to say there has been zero benefit would be wrong. PXS probably wouldn't exist atm if it wasn't for them and we wouldn't have such a good patent portfolio.
The existing deal with DSM has delivered zero benefit to shareholders (share price lower now than it was, no dividend payments, ongoing cash calls...)
How long are you predicting it will take for us to see any benefit from the new patent application?
Are you saying DSM sales will increase in the next 6 months? 12 months? I'm going to predict they will fall, significantly, again. Let's see.
In the mean time, I see real opportunities in the tie-in with By Health which I'm sure everyone invested here hopes will rescue us from tediously waiting for "the day".
"A decrease in the net income received from the Company’s Alliance Agreement with DSM, which fell by
28% to £97k in the period (2021: £135k). The decrease was primarily due to short term lockdowns and
other COVID-19 disruptions in some of the growing markets for Fruitflow in the Asia Pacific region, leading
to more erratic demand in the short term"
But we all know Covid restrictions are now being lifted.
We are all allowed our own views but it doesn't sound like DSM are giving up to me.
That's rather confusing.
A large proportion of the RNS is devoted to explaining the future collaboration between Provexis and DSM, their filing of a new patent application for Fruitflow's beneficial effect on gut biota, with the aim of producing a whole new generation of products aimed at that gigantic market.
And you decide that is evidence of DSM giving up?
Really??
"A decrease in the net income received from the Company's Alliance Agreement with DSM, which fell by 28% to £97k in the period (2021: £135k)". 28% DOWN on the previous year - are you saying that's good news then?? If so, how??? I've read the RNS thank you, & I don't like what it says about the revenues generated from the DSM alliance. And I think it CLEARLY shows they've given up the ghost. Ignore it if you wish (you've ignored every other bit of bad news for the last 11 years, and there's been plenty...) but the RNS has stated the FACTS.
I take it you could not visit Stroud. Fancy a phone chat
With more people in China catching covid then they might be looking for something to help.
Or -
#### We do know what's going on in China. The whole country has been grumpy as chuff about being banged up at home by an over authoritarian government, but signs are improving that, although more peeps will have to suffer the sniffles, normal life should return in 2023. This will give By Health a chance to complete and submit all studies, and launch new products in to a more optimistic consumer market
Again just IMHO
Reading between the lines....
"The Company also announced the filing of a new patent application in June 2022 relating to the use of Fruitflow to confer health benefits in modulating the gut microbiome of humans. This followed the completion of a successful human study, the results of which strongly support the use of Fruitflow for modulating gut microbiota to confer a number of health benefits, to include a reduction in TMAO (trimethylamine-n-oxide)."
### we are going after a slice of the Statins pie because it's market over 5 x that of aspirin - yer just need to increase the daily FF dosage.###
"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. "
#### we expect to shift a million euros worth of stock over three months. Over a year current sales are around 4 million euros. At this stage we won't tell yer our profit margin, but it's gonna be better than DSMs cos we ain't a big corporation (that seems to have lost its way if its share price is anything to go by). Stuart put a spreadsheet together for us that showed we could make more money if we went it alone. But we have good friends at DSM and we ain't got the cash to pay for the Prof's latest wheeze on statins so we're going keep working with them 'cos we like collaborations and it gives Niamh something new to do.###
"The Company's supply and distribution agreement for Fruitflow with By-Health, which was announced in November 2021, will take full effect from 1 January 2023. By-Health will file its regulatory submission to the SAMR for Fruitflow at the appropriate time, seeking to obtain a new permitted health function claim for foods such as Fruitflow that can demonstrate an anti-platelet effect. If By-Health is successful in obtaining a new permitted health function claim, it is currently expected that this would result in some significant orders for Fruitflow, potentially at a multiple of current total sales values."
###we dunno what's going on in China, but Felix still says it's all going fine. We also don't know what is going on with Nitrates either but the Prof has updated his wiki page so he must be expecting more views which could be linked to a launch of a new product that we won't keep a secret.###
aimho
Happy New Year !!
W$
We
The Company expects that the new gut microbiome patent application, and the other significant changes announced in June 2022 to the sales and supply chain structure for Fruitflow, will have a strongly beneficial effect on the current and future commercial prospects for Fruitflow and the business worldwide.
I think the funding will almost certainly be taken up by SL and group. Or maybe a third party. But all IMO if course
Yes for stock.
We all know that's a possibility.