Member Info for Dr_Horrible

“ Bangladesh, in 2009, it was discussed with the top local pharmaceutical company. It was closed due to Corona. Now the work has started again in full swing.'”

Can only assume it means 2019 not 2009.

A top local pharmaceutical company sounds good :)

That’s the kind of ballpark figure I have been assuming for the current total Fruitflow sales. That’s the current income and the prospective sales pipeline is substantial multiples of that.

H&B snippet

https://www.hollandandbarrett.com/the-health-hub/vitamins-and-supplements/supplements/omega-3/best-omega-3-fish-oil-supplements/

https://pubmed.ncbi.nlm.nih.gov/29131285/

Blood pressure study with 82 patients.

Did we see this before? I recall one with 12 patients.

Gut health is a major new trend, it is the focus of all the big companies at the moment. That can only be a good thing.

It's my intention to attend the AGM this year. I've never bothered in previous years, but shall go this year.

I was reading some stuff on TMAO recently, the kind of thing Gix has shared below. I also read somebody saying that there is no magic pill that can reduce TMA/TMAO levels. Obviously they need to be updated :)

£50m profit. You have to have a dream, otherwise you can’t have a dream come true.

Everhopeful, your name is false advertising. Can you update it to EverMiserable?

Anyone noticed a sleep improvement with FF? Sounds like another potential market.
https://www.nutraingredients.com/Article/2023/01/19/the-emerging-opportunity-for-microbiome-modulation-to-improve-sleep

Another thing I just remembered is that we are apparently launching in India soon, although we have absolutely no idea who, how, when. Inside DSM agreement, outside that agreement? I have no info on it.

THE GUT-BRAIN AXIS
The microbiota-gut-brain axis, that bi-directional interaction between the gastrointestinal tract and the nervous system, has created numerous opportunities to impact mental health, mood, sleep, stress management, cognitive performance and much more. This session will search for answers to a number of questions, including what the science actually says. We’ll hear from Nestlé and Unilever on their interest in this space, and we’ll also explore how Probiotics may be therapeutics for neurodegeneration.

Sponsored by Atlantia and DSM.

https://probiotaevent.com/live/en/page/home?utm_source=NIE-Web-Billboard&utm_medium=banner&utm_campaign=PB23

Good timing!!!

Not FF, but related.

https://medicaldialogues.in/cardiology-ctvs/news/high-levels-of-trimethylamine-n-oxide-increase-risk-of-cerebral-infarction-and-mortality-in-af-patients-105838

https://nutraceuticalbusinessreview.com/news/article_page/Study_reveals_effects_on_gut-heart_axis_from_polyphenol-rich_extracts/206330

https://www.foodingredientsfirst.com/news/combating-cardiovascular-disease-dsm-touts-prebiotics-potential-for-improving-heart-health.html

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.

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.

The Biocarecph one has been there for a long time. I imagine that will be reworded with the latest evidence.

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.

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.