RE: Aim shares2 May 2023 17:45
"Would be glad to hear a positive view that sounds realistic."
We are pretty much all long term holders here and beyond us this share is not on anyones radar. That will only change if money comes in. So the real question is why are we LTH still deciding to hold.
A) By-Health have spent significant money, carrying out 6 clinical trials and 2 animal studies to obtain a unique health claim for FF. This is being done to specially target one of the main cardiovascular disease risks 'platelet aggregation' that has been highlighted by the state in the Healthy China 2030 initiative. We believe by specifically addressing this risk, the Chinese state will provide assistance to By-Health by opening doors for them. I read somewhere that contributing to HC2030 opens up significant opportunities for companies.
B) According to articles we have found, By-Health have received strong interest from a large number of multi-national food and beverage companies. One article phrased it differently, saying that a large number of multi-national food and beverage companies have agreed to help with the commercialisation of Fruitflow in China.
C) The Chinese demand for Vitamins and Dietary supplements is huge and set to grow exponentially. By-Health have had a majorly successful quarter. They have said that Fruitflow will be the basis of their heart health range of products. Because of the Chinese regulatory model and list of approved health claims, there is not a lot around heart health. Then all companies end up with essentially the same product offerings. Fruitflow is about to be in a very unique position, a health claim all to itself (platelet aggregation), then eventually perhaps blood lipid regulation and blood pressure reduction too, perhaps. It's a massive opportunity, no other products can make the claim for at least 5 years.
D) DSM seem to be keen to commercialise Fruitflow based on its gut modulation and TMAO reduction. They claim that global companies are back on the scene. DSM themselves own massive gut health brands. We hope that between DMS owned brands and global companies, some of them move forward with FF.
E) The most populous country on earth is India. We understand from Asim Duttaroy that Fruitflow will be available there soon, but we don't know how.
F) There are ongoing trials in Bangladesh by the leading pharmaceutical company with a view to gaining regulatory approval. We assume this to be Square Pharmaceuticals, the biggest in Bangladesh.
G) Our understanding is that PXS have more prospective customers that are expected to soon be direct customers.
I) We will make more money on existing sales, building up over the next 4 years. We assume the sales are expected to be fairly good, given that they are opting to purchase circa £1m on stock from DSM. They have £500k worth and need to work out the best way of meeting the demands, either purchase from DSM or bake up a fresh batch. FF is high m
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