The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Wellsite, I have to disagree.
We were told DSM had around 1 million Euro of stock at the end of 2022 which PXS arranged to buy some or all of this stock at the start of the year so it could never have been out of stock.
If you mean individual products like FlyFit were out of stock then that doesn't mean there was a supply issue of FF either as there could be a number of reasons why products go out of stock. They have in the past (Swanson springs to mind and used to be out of stock for months at a time) and they will in the future. More likely restocking issues of the individual companies.
Re: "Frederic's wages"
If you are referring to Frederic Bond then he resigned in October 2022 and was never paid by PXS anyway.
Professor Duttaroys University lecture trips were unlikely to be funded by PXS.
Dr_H, Yes there was a deduction for sales and marketing before the profit share.
According to the RNS on the 22nd June 2022
"From 1 January 2023 the net profit accruing to Provexis on sales of Fruitflow in the calendar year - on a pro-forma basis, assuming like for like sales and margins - would be materially ahead of the net share of the profit that would have accrued to Provexis with like for like sales and margins under the existing 2010 Alliance Agreement"
So yes, more beneficial to us :)
Yes they are, as of 1st of January DSM has to buy its FF from Provexis.
"Provexis will sell Fruitflow as a straight ingredient to DSM exclusively for use in DSM's Premix Solutions and Market-Ready Solutions businesses"
https://otp.investis.com/clients/uk/provexis_plc/rns/regulatory-story.aspx?cid=1569&newsid=1597322
Wellsite, not sure what stock issues you refer to as Provexis has had stock since February and sales to customers started at this time. I assume that any sales before February would have been dealt with by DSM.
The only issue I can see at the moment is the lack of information saying that Provexis is open for business and supplying Fruitflow as a straight ingredient. Any new customer is relying on this information being passed on by DSM and my fear is this might not happen as DSM will want to push the Fruitflow Premix or Market-Ready solution side of things.
Any new customers for Fruitflow will be outside the royalty arrangements with DSM so they have no incentive to pass this information on.
Mystery solved.
Trademark Oriri
Application date 05/04/2023
Owner
Applicant name Boudewijn Van Eeghen
https://www.tmdn.org/tmview/welcome#/tmview/detail/BX500000001481900
Wellsite, I agree but there is no evidence that Boudewijn Van EeghenBoudewijn (Founder) has just changed the name.
Nothing on Linkedin, nothing on Facebook, nothing on twiter and no redirection on the flyfit.com website.
At the end of the day it makes no difference but would be good to know what's happening.
Look familiar?
https://oriri.shop/
No prices shown yet but looks like a pretty new website.
https://whois.domaintools.com/oriri.shop
Created on 2023-04-06
Updated on 2023-05-25
Hopefully Dr_H
The link
https://www.linkedin.com/posts/dsm-%26-nutrition_didyouknow-guthealth-worldmicrobiomeday-activity-7079494531322109953-jGmR/?utm_source=share&utm_medium=member_desktop
Robert E. Steinert
PD Dr. Sc., Principal Scientist DSM & Privatdozent University Zurich
"Looking back to yet another excellent ISAPP annual meeting, this time in Denver Colorado 🇺🇸. Wonderful to meet up with friends and fellow academia and industry members to discuss about biotic science & how to advance the field!"
https://media.licdn.com/dms/image/D4E22AQFB6NAMO4n1rQ/feedshare-shrink_1280/0/1687989231578?e=1691020800&v=beta&t=JdetKlRLacMsvxBOHAOQSNhDV7oht6fwv_oifwMsBKE
https://www.linkedin.com/posts/robert-e-steinert-090a5086_looking-back-to-yet-another-excellent-isapp-activity-7079939993934131200-Ox57/?utm_source=share&utm_medium=member_desktop
By-Health Institute of Nutrition and Health.
"When did nutrition research in China start, and where has it gone now?"
https://www.toutiao.com/article/7249279015775830543/?log_from=6a58c1c439401_1688013992871
Go to the end for Water-soluble tomato concentrate.
Text in the picture translated
https://postimg.cc/KRcSvR1Q
https://postimg.cc/gn7SFJ8x
https://postimg.cc/06hPzxTj
https://postimg.cc/sBPCgS46
Sorry,
and taobao.com
https://www.taobao.com/list/item/693532544023.htm?spm=a21wu.12321156-new.recommend-tpp.4.4a722bd1QZwZzl
Would be good to know how well its doing on JD.com
https://npcitem.jd.hk/10066614829347.html
and taobao.com
https://npcitem.jd.hk/10066614829347.html
Timeshop
https://timeshop-com-hk.translate.goog/zh-hant/archives/10888?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp
Nice to see the article/advert made By-Healths website.
This is the relevant section that I posted on the 17th regarding wstc and new health claim regulations.
"To be marketed in China, vitamin and dietary supplement products must currently fit into health function measures. But local authorities in China are planning new regulations that allow the assessment of new functions.
Building on its years of research, BYHEALTH hopes to take advantage of this opportunity and register new categories of dietary supplement properties, Liang says. For example, the company is working with the Institute of Chinese Materia Medica at China Academy of Chinese Medical Sciences to study the effects of water-soluble tomato concentrate on the properties of blood in mice."
https://www.nature.com/articles/d42473-023-00164-y