Member Info for Slam01

Thanks Gixer,

I am assuming (hoping!!!!) that some of the studies, that you have recently highlighted in here, represent the results of the "missing" studies from the long awaited "Blue Cap" submission.

Whatever happens next, I for one am becoming more and more positive about the future.

Thanks for your ongoing research and a very Happy New Year.

Slam

With all of these new developments has anyone tried to work out what the value of our IP and Patents is?

I am fairly certain that if someone wanted to buy the IP, it would cost significantly more than £19M (the current market cap of the Company). To an extent, that merely shows how ineffective the marketing of this product has been and just backs up some of the comments below.

Does it make anyone else slightly nervous when we see By-Health starting to apply for patents on WTSE - or is it me being over sensitive.

I read this as being mainly or even wholly optimistic too:

The revised agreement with DSM is a slightly pleasant surprise and put the control of the development of the existing market place firmly in our hands at a time when FF is starting to gain some ground in product awareness;

The development of FF in the "Gut Microbiome" market definitely caught me by surprise and the additional patent will add value to the underlying IP. It is interesting that DSM still wish to maintain control over this aspect of the product - but that can only be a good thing in terms of developing the market AND increasing the brand awareness.

The references to the progress in the development of the BH agreement shows no signs of a downside - indeed the update on the progress of the SAMR approval is positive and would appear to fit wholly within the timescale for the launch of the Agreement in Jan 2023;

A significant decrease in the financial loss for the last year. The possibility of reaching profitability of 23 or 24, and the chance that we will be spared a future fund raiser.

a huge derisk imho.

Thanks Gixer, I thought I had made both of those points, but you have put it much better than I did.

There was one other point that I forgot to include:

In my mind there are two issues that could be transformational to the SP. I mentioned the first - being the gradual move to long term profitability of the Company in it's existing markets.

The second, would be a potential rerating of the value of our underlying Patents. To my mind, the confidence shown by BH in the product itself indicates that the underlying value of the Parent Patents is significantly greater than the current SP. I hope that investors will come to make a similar observation.

Like Gixer, I am not sure what the rationale with the apparent bombardment of new articles but it is interesting that they appear on a number of different platforms ( from dietary supplement platforms, clinical research platforms to Investment Platforms).

I agree with Gixer, that they all appear to emanate from BH even though they are not all credited to them. My main thought is that BH are simply using it as a "brand awareness" campaign probably prior to a launch in 2023. Obviously they still need to achieve blue cap status before they can full launch any new products into the Chinese market - maybe they are also trying to convince the authorities about the efficacy of the Fruitflow product AND to push the "platelet aggregation" issue in an attempt to obtain official approval for a new food supplement function under SAMR.

But who knows?????

The one thing that I have taken the most heart from is that it seems apparent that BH seem confident in the product - both as an efficacious dietary supplement (even with the potential to incorporate it into mainline medicine) and presumably as a profitable future income stream!!!! It is such a shame that neither Provexis nor DSM could have given us this amount of brand awareness in the existing marketplace.

As a LTH, I always been looking for an event that would be transformational for the SP. We have ground on for years with very little information forthcoming but the last 18 months have made me a little more confidedent that something might happen and we now have a few more developments that could provide the key that we have needed:

1) We are very slowly approaching profitability in the current market
2) We are awaiting a new arrangement with DSM - but we know that this could involve taking over the production of the product itself.
3) We are awaiting the grant of Blue Hat status in the Chinese Market
4) As a result of (3) we are also awaiting the launch of new products into the Chinese Market - possibly the biggest market for Holistic medicine in the world
5) We are awaiting details of the final agreement with BH.

But, again as Gixer says, WHO KNOWS!!!!

By Health are funding an awful lot of studies on the differing effects of WSTE, and Some of these studies would appear to be pushing the use of WTSE into mainstream medicine too.

I sometimes wonder who will own the IP rights for some of these results. I am not sure that it matters too much as Provexis do own the parent IP.

Whatever way it turns out, BH are certainly pushing the awareness of WTSE (at least to the Chinese population and that can only be good for us in the long (or even medium) term.

Those two share trades could be associated with the issue of 7M shares as notified in the latest RNS. It could even be a false sell and a false buy, if the shares were transferred to the consultant referred to in the RNS.

Gixer,

Do we know if this represents the completion of one of the "Blue Hat" trials. If not, do we know how the outstanding Blue Hat trials are progressing.

Hi All,

Just a word of warning. I was due to have an elective surgery on Friday (Hip Op). The operation was cancelled at the last minute because they were concerned that my blood didn't clot quickly enough and this was put down to the fact that I had been taking FF up to the day before the Operation. I had previously advised the hospital I was taking FF but no one had heard of it and didn;t warn me to cease taking it beforehand.

https://www.theguardian.com/commentisfree/2022/jan/05/long-covid-research-microclots

This is the first time I have seen research of this nature. I wonder whether FF is effective against them

Another article suggesting that the therapeutic (anti-coagulation) properties of fruitflow have a positive impact in restricting the major effects of Covid-19.

Although not yet clinically proven, each successive article is pointing more and more directly to the correlation. IMO It is understandable why BH are looking to include the new health claim in the Blue cap application and you can see the beginnings of a significant push for the product.

It is really good to be given a much more detailed insight into the current Patents that are in operation, together with a synopsis of the activity in securing new Patents over the last 12 Months. Two if the "Patent Family" are even granted in China (which was always a concern of mine).

It is my belief that the value of the Company lies entirely in the nature of the Patents that are held.

Indeed, if you strip out the R&D costs from the Accounts (which presumably represents, in the main, the cost of securing the new patents) you could even go so far as to say that Provexis is now Operating In Profit.

It is good to see some sort of timescale attributed to the SAMR approval process even if that timescale is longer than we hoped.

Downside risk of slight concern is the renegotiation of the DSM Agreement - that could go either way.

Gixer and anyone else who tries to open the link,

I tried to open this link but I got a "malicious Website" warning

Just for the sake of conjecture, I wonder what the legal position would be if BY-Health decided to do the studies and trials in China. I am presuming here that Provexis already own the IP/patents on the various "supplements" properties of FF. However, if BY-Health crossed the IP over into "mainstream medicines", would the IP transfer to them.

It would be really interesting to know whether the properties of FF (in all their guises) have had any positive effect on any of us who take the tablets regularly. I guess it wouldn't be a conclusive study but at least it would be quite easy for the Company to do a straw poll of all of us monthly subscribers to identify how many of us have felt the full force of the Covid virus.

Your recent posting about the additional Patents in the US can only be good news and can only indicate a potentially growing market on the other side of the pond. TBH I can't understand why this news didn't warrant an RNS.

The initial Abstract posted on the Provexis website on 25th June 2021 seems to indicate that fruitflow could potentially control a wider range of conditions.

The latest two abstracts (one in the UK and one in China) seems to indicate that Fruitflow might have a positive impact in the Covid environment - maybe we might also see some further investigations/trials either in this country or in China and maybe pointing to the anti thrombosis benefits of Fruitflow.

Who knows and as you say - only time will tell.

Gixer,

Some of your "research" findings have been amazing and we all have to thank you for that. In all probability they have kept me locked in as a LTH and, at times like now, have even tempted me to by more.

I am not trying to ramp or deramp the Company but some of the recent "stuff" that has been released has been interesting to say the least:

1

Alfista,

You have explained the concept very well. However, the thing that I have never understood is the size of the bid offer spread that they use.

For example, the price quoted yesterday was: Bid 0.84 and Offer 1.0. The Bid/Offer spread was 19%. In fact, if you tried to trade yesterday (as I did) you will have noted that the actual trading prices were: Bid 0.84 and Offer 0.95. The actual Bid/Offer spread was 13%. However, I was completely put off trading because I didn;t want to look at an immediate 13% loss in the value of my investment.

Whichever you consider, the Bid/Offer spread that is quoted is still far too high to encourage investors to trade - and for the last week certainly there has been minimum volume whilst the spreads have been that wide.

On the other hand I have plotted significantly higher volumes when the spreads have been tightened.

Surely the MMs job is to encourage volume - they won't make any money unless shares are trading and we won't get a liquid market in the stock until that happens.

I suspect that that is for two reasons:

1 The dearth of news (even though there seems to be a lot going on in the background!!!)
2 The odd actions of the MMs in setting the share price, together with the wide bid/ask spreads. The spreads are beginning to make this an illiquid stock - whenever the spreads have been narrowed, shares have been traded - it is almost as if the MMs don;t want to trade shares