Rainbow Rare Earths Phalaborwa project shaping up to be one of the lowest cost producers globally. Watch the video here.
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Dr. Robert E. Steinert, Principal Scientist at DSM comments: “DSM is committed to helping people improve their gut health and use this as a gateway to overall wellbeing. The results of this study are incredibly encouraging and support earlier findings that polyphenol-rich extracts can lower TMAO concentrations through a targeted and beneficial modulation of the gut microbiota. We’re looking forward to working with our customers to develop new dietary supplement solutions targeting the gut-heart axis. Looking ahead, this study paves the way for future research into the gut-brain axis, especially age-related cognitive decline. This is an exciting time for gut-health research.”
Good find Doc.
Shows some commitment to the massive gut health sector, with Fruitflow at the centre of their scientific studies.
Good find Dr_H. Seems to have encouraged some buying this pm. 0.75 - 0.90 going into the weekend, might be an interesting week next week...
Let’s hope they put their money where their mouth is and lead the way by including it in their own brands. Good to see a quick start in their marketing.
That's the feeling I got at the AGM. Some nice trades late on
"especially age-related cognitive decline"
Wasn't there s a study using Zebra fish that showed FF helped with memory ?
W$
By-Health have a patent for
"Water-soluble tomato extract with function of improving memory and application thereof"
https://patents.google.com/patent/CN114617920A/en?q=%22water+soluble+tomato%22&oq=%22water+soluble+tomato%22&sort=new
but we don't know if this study for DSM was ever completed.
Cerebrovascular and Cognitive Improvement by Resveratrol (resVida) and Fruitflow-II (CCIRF-II) (CCIRF-II)
https://clinicaltrials.gov/ct2/show/NCT01766180
Great find Dr_H and nice to see that DSM found it important enough to issue a press release.
Dr_H,
Great find. I think DSM released a press release means about fruitflow means a lots of thing. Hope we are not too far being a good profitable company with very good market cap.
The late 1.1m trade is probably a transfer not buy or sale.
Some snippets.
https://www.atlantiaclinicaltrials.com/publication/gut-heart-axis-opportunity-revealed-in-natural-product-rich-in-polyphenols#Over
https://twitter.com/AtlantiaT/status/1616418188786388993
https://www.linkedin.com/search/results/content/?keywords=fruitflow&origin=FACETED_SEARCH&sid=bLy&sortBy=%22date_posted%22
https://www.facebook.com/asim.duttaroy/posts/pfbid0RhhtWXUjntLouN8a25aJBQC16JpvcBQPvEsoqdBihBYvzsJfyxTh3XBPEvdV5YVXl?__cft__[0]=AZVDBEIQcm2JkqJRywRQRE8FZKH4JvB3dkdEkyuzF4YFlT_9tLfwNIF0eGzIZs7Jf02oFCmRNZ-_7wPFPde0WdOv3VwHu9jmEAbxcrBOY7EF1A&__tn__=%2CO%2CP-R
Should see some buying on this news , on the pxs site now . https://www.provexis.com/?news=fruitflow-activates-gut-heart-axis-with-polyphenol-rich-extracts-that-can-modulate-gut-microbiota-leading-to-cardiovascular-benefits
Perhaps the chartists amongst us could study the Bristol Stool Chart and predict the future sp.?
Seriously though, it does indicate that the users of Fruitflow have been receiving bonus health benefits not identified before. Very good news.
The prospective sales pipeline stands at substantial multiples of current income, plus on top of that an entire new field has opened up to us and agreements are already in place. We just need patent approvals.
It's a buy. My colleague bought them he said
DSM snippets. (no mention of FF but)
"DSM partners Sun Genomics precision probiotic brand Floré"
By Nikki Han****s
12-Jan-2023 - Last updated on 17-Jan-2023 at 20:45 GMT
"In the coming year, DSM will launch Health from the Gut (HfG), a redefined health benefit platform for its dietary supplement customers.
"The new platform will lead the way with an innovative range of purpose-led and personalized solutions that enhance gut health to support immunity, digestion, brain health, stress management, metabolic health and more," ?adds Porter.
"This pioneering platform will leverage DSM’s full capabilities across not only high-quality products such as probiotics, but with premix and market-ready solutions that can be personalized for a range of consumer groups to fast-track our customers’ innovations?.""
https://www.nutraingredients.com/Article/2023/01/12/DSM-partners-Sun-Genomics-precision-probiotic-brand-Flore
DSM's Health from the Gut Solutions at Probiota 2023
February 6-8, 2023
Barcelona
https://www.dsm.com/human-nutrition/en/events/dsm-at-probiota-2023.html
DSM snippets continued.
BioCare from DSM
"Health from the gut is the gateway to overall health"
https://www.biocarecph.com/en_us/home.html#:~:text=Health%20from%20the%20gut%20is%20the%20gateway%20to%20overall%20health&text=DSM's%20Targeted%20Health%20Solutions%20include,solutions%20that%20take%20you%20further.
"Feed your gut for metabolic health"
"Cardiocare
Selected probiotic strain with bile salt hydrolase (BSH) activity impacting cholesterol levels1, vitamin B1 and Fruitflow®. Fruitflow® is a bioactive anti-thrombotic tomato concentrate to help maintain normal platelet aggregation, which contributes to healthy blood flow. Vitamin B1 contributes to the normal function of the heart."
https://www.biocarecph.com/en_us/product-concepts/metabolic-health.html
The Biocarecph one has been there for a long time. I imagine that will be reworded with the latest evidence.
Yes it was posted a while back but just thought it was more relevant now.
Hi gixer,
Many thanks for the wonderful research. It seems DSM will include FF in their gut and heart health product. Probably IF realised this and he is gambling here to have bid war between BH and DSM.
IMO there will be no bidding war between them.
IMO there will be no bidding war. All 3 companies have been working together for quite a while.
I don't want a buyout, I want FF and PXS to do very well and build a company with at least £50m profit per year. If our understanding is correct, we will be making our way there.
We have DSM that are we assume will have their own gut health products, whilst selling to other players in the gut health market. That could be major. PXS are selling the ingredient to them outside previous agreements and should make good profit.
We have an existing DSM prospective pipeline of sales that currently stand at substantial multiples of existing annual sales. So that that was previously to DSM, not the PXS share. Given the RNS structure, I feel this statement does not include BH.
We have By-Health that are launching a sport related product or two. They have the Team China relationship, so I expect it will do very well. Then they will launch their main platelet aggregation based product that will create a lot of attention in the industry given the health claim approval. Then we know there will be more. On top of that, we understand from press articles in China that BH have received strong interest from a large number of multinational food and beverage organisations for the commercialisation of FF. One article said 'strong interest' where another article said a large number have 'agreed to help with the commercialisation of FF'
Then we should get additional sales / income from FF+ Omega and eventually FF+ Nitrates.
Then there are additional sales opportunities now we are outside the DSM agreement. Will be interesting to see how that goes.
I certainly expect the next 5 years to be stellar growth, but as we always say, WTFDIK.
I remember a couple of things that Moon told us years ago that I keep in mind.
1) FF is a high margin product, becoming very high margin when produced at high volume
2) The DSM agreement was based around the model where DSM take the lions share, but as the volumes increase more money goes to PXS. This was later updated to give PXS a little more, but I still think that explains why there is massive stock, but we saw little of the profit.