The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Keep in mind that approval will be forthcoming. Have a look at the approved ingredients list and associated health claims available in China, it is very limited. Then look at what is currently available in the heart health, for example by BH as being the market leader. Consider what it would mean for a new scientifically substantiated ingredient in that category. Then consider that BH say that FF will be used as a main ingredient for their heart health platform, and a large number of multi-national companies have agreed to commercialise FF via their distribution channel. Then consider that platelet aggregation is a risk factor highlighted in China 2030 and BH are addressing that. Then consider the state support that brings. Then consider the partnerships that BH have made to push it to the Chinese population. It’s still going to take time, but it’s looking good to me. But WTFDIK.
Everhopeful, IF is not trying to spin things, he has accurately communicated the news from China. That is exactly what the press release said.
BH and SAMR have worked together on the process. BH started the process well in advance of it being published to the industry. FF is the test case that has been used to drive the process change. I think there is little to no chance of it failing to get approval. It’s now just a case of SAMR exercising the approval process for the first time. My expectations for this are < 3 months, perhaps 4 to 6 weeks? No idea really, but that’s my feeling.
The best we can hope for in September is indication that we are forecasting profit this year and perhaps that that no additional funding is required.
8 months since the half years results. 5 months since the update on the transfer and finances.
This is the link I was reading:
https://data-eastmoney-com.translate.goog/notices/detail/300146/AN201611180110071912.html?_x_tr_sch=http&_x_tr_sl=zh-CN&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp
Gix,
The agreement was with DSM China.
"The framework agreements disclosed by the company in the last three years are all progressing normally. BY-HEALTH Co., Ltd. (hereinafter referred to as the "Company" or "BY-HEALTH") disclosed the "Announcement on Signing an Innovation Strategic Cooperation Agreement with DSM (China) Co., Ltd. Address: No. 476 Libing Road, China (Shanghai) Pilot Free Trade Zone (4) Legal representative Person: Jiang Weiming'
That said, "DSM (China) Co., Ltd. is a wholly-owned subsidiary of DSM Group in China. It provides management services for more than 30 companies of DSM Group in China. DSM Group is based on science and technology, and is active in the fields of health, nutrition and materials on a global scale. "
We will never know, but I don't think we have any evidence that they were involved, or not involved. Other than I do recall they were mentioned on some China studies a few years back.
I don’t think we would know what they did or didn’t do, as DSM China are a management consulting firm. They would be working under the banner of BH.
PXS agreement :
Through this cooperation, the company can not only enhance the research and development and technical strength of new raw materials, new products, and new technologies, but also develop more new products in the fields of dietary supplements and functional foods, so as to reserve more competitive and innovative products for the company. Scarce products, which in turn stabilize the company's leading advantage in the industry.
BH & DSM China agreement 2016:
The company has reached an innovative strategic partnership with DSM. The two parties are committed to jointly developing scientific research and application of functional ingredients and functional dietary supplements in China, and jointly developing cardiovascular health based on "Fruitflow" New products, actively deploy new functional areas of health food, reserve more competitive and scarce products for BY-HEALTH, and help the company deploy the future personalized nutrition and health industry.
Do we have any evidence that DSM China are no longer involved?
They must be getting Kelloggs Fruit n' Fibre mixed up with Fruitflow.
The gut microbiota-derived metabolite trimethylamine-N-oxide (TMAO) is significantly associated with the risk of stroke, according to a study.
Specifically, higher TMAO levels resulted in a higher stroke risk, and stroke patients present with higher mean TMAO concentrations. High TMAO plasma levels also independently predict major adverse cardiovascular events (MACEs) and all-cause mortality.
In this systematic review and meta-analysis, the investigators searched the databases of PubMed, Embase, Cochrane Library, and Web of Science from 1 January 2001 to 1 June 2021.
https://specialty.mims.com/topic/trimethylamine-n-oxide-levels-linked-to-stroke-risk#
No
Health From The Gut doesn’t seem to include FF.
https://www.dsm.com/content/dam/dsm/human-nutrition/pdfs/aw-100897-dsm-hfg-brochure.pdf
I cannot access BH.
It seems a fairly big company.
Been trying to find more info on Nao medical with their FF, Grape, Watermelon and Omega 4 (according to URL), but can’t find anything on it. I can’t even find that page from their site, I got the link on Google.
It would seem Nao Medical have taken on FF+O3. Hopefully that leads to some good sales and more deals are to come.
Fruitflow + Watermelon + Grape + Omega 3
Nao Medical is a leading digital health platform, delivering comprehensive healthcare solutions for over a decade. With 13+ physical locations, our commitment spans physical health, mental health, wellness, diet, nutrition, and more. We bridge healthcare gaps by providing informative, accessible, and high-quality care online and in person.
What is Fruitflow Omega 3?
Fruitflow Omega 3 is a unique blend of natural ingredients that work together to support your body's health. It contains a combination of fruit extracts, including tomato, watermelon, and grape, which are rich in antioxidants and other beneficial compounds.
https://naomedical.com/info/benefits-of-fruitflow-omega-4.html
Watermelon and grape?