Eden Research Share Discussion Threads

[supersonico] 16/12/2017 18:00

Gosh all these Xmas Festive Facts from a fella who as Chairman designate commented;


"I have watched the commercial progress that Eden has made in recent years and am delighted to be joining the Company and to taking over from Tom in 2018. This is a very exciting period for Eden and I look forward to helping develop the business further."

[supersonico] 16/12/2017 17:46

Xmas Festive Facts 4 Gosh that's a big number.

When Lykele van der Broek, was President of Bayer’s Animal Health Division and Member of the Executive Committee of Bayer HealthCare the Animal health division alone had sales of EUR 956 million (2007) and was described as one of the world’s leading manufacturers of veterinary drugs.

[supersonico] 16/12/2017 17:29

Xmas Festive Facts 3 Oh what an experienced fellow




Bayer CropScience appoints Lykele van der Broek Chief Operating Officer


Bayer CropScience will establish a Chief Operating Officer (COO) function to further develop customer-based solutions in its regional crop protection and BioScience operations.

Effective November 1, 2010, Lykele van der Broek (56), currently Head of the Animal Health Division at Bayer Health Care, will take over the new COO function. This was decided by the Bayer CropScience Supervisory Board at its meeting yesterday. At the same time, the Bayer Subgroup will bring its strategy and business management functions together into the newly-named platform “Strategy & Business Management” to be headed by Dr. Rüdiger Scheitza (57), currently in charge of Portfolio Management.

"The establishment of this Chief Operating Officer function enables us to drive forward the closer cooperation of our crop protection and seeds & traits operations on a regional level for the benefit of our customers”, says Bayer CropScience CEO designate Sandra E. Peterson. “This organizational setup will help us to sharpen our focus on providing innovative solutions for our world-wide customers and speed up the execution of our business strategy”, underscores Peterson, who will become Chairwoman of the Board of Management on October 1, 2010.

From November 1, the four existing crop protection regions North America, Latin America, Asia Pacific and Europe & Tamecis as well as the BioScience business unit will report to the newly-appointed Chief Operating Officer Lykele van der Broek. Van der Broek, who will report to Peterson in her future Chief Executive Officer role, will also be responsible for Marketing at Bayer CropScience.
At the same time, the company will bring its Strategic Planning and Mergers & Acquisitions functions together into one central unit, namely Strategy & Business Management, to be led by Dr. Rüdiger Scheitza, who is currently in charge of Portfolio Management.

"With this organizational change, we group our key strategy functions and business execution in two powerful units which has global scope and far-reaching responsibility”, says CEO designate Sandra E. Peterson, adding: “This alignment forms the management basis for further developing Bayer CropScience going forward. It allows us to focus on pursuing our options to grow internally and externally e.g. through specific acquisitions, alliances, license agreements and partnerships.”

Lykele van der Broek has been a member of the Bayer HealthCare Executive Committee since October 1, 2006, where he has been responsible for the Animal Health Division. Van der Broek, born on July 30, 1954, is Dutch and graduated from the Agricultural University in Wageningen, Netherlands, with a Master of Science degree specializing in Phytopathology and Business Administration. He started his career at the Plant Protection Service of the Netherlands. From 1984 to 1991, he acted as Deputy Director and Director of the Netherlands Inspection Service for Arboriculture (NAKB). He then held different positions in seed and plant biotech companies. After joining the vegetable seed group Nunhems in 1999, he was responsible for the Asia Pacific region and strategy. In 2001, he became CEO and retained this position after Bayer’s acquisition of Aventis CropScience in 2002. In 2003, he was appointed Head of BioScience at Bayer CropScience.

[supersonico] 16/12/2017 17:07

Xmas Festive Facts 2

Genus Announces New Non-Executive Directors
21 March 2014


Lykele van der Broek has a Master of Science degree from the Agricultural University in Wageningen, the Netherlands. He is currently a member of the Executive Committee of Bayer CropScience, a subgroup of Bayer AG, having held various international roles including Head of the Bayer CropScience BioScience division and President of the Bayer HealthCare Animal Health division.
Commenting on both appointments, Bob Lawson, Chairman of Genus, said: "We are delighted to welcome both Duncan and Lykele to the Board. Their impressive scientific knowledge and experience in international agricultural markets which they will bring to the Board will greatly benefit Genus as it continues to progress its strategy."

[woolybanana] 16/12/2017 11:54

JakNife, I do hope you can substantiate that comment as there are laws of defamation and libel, you know.

[redhill9] 16/12/2017 11:26

JakNife15 Dec '17 - 18:11 - 3007 of 3011
0 0 1
LOL!

Eden's management are corrupt. ............

LOL yourself sunbeam, I assume you're having a laugh.

Are you familiar with the expression "People who live in glass houses.......?

[supersonico] 15/12/2017 19:18

THE THORN
by William Wordsworth
I.

There is a thorn; it looks so old,
In truth you'd find it hard to say,
How it could ever have been young,
It looks so old and grey.
Not higher than a two years' child
It stands erect this aged thorn;
No leaves it has, no thorny points;
It is a mass of knotted joints,
A wretched thing forlorn.
It stands erect, and like a stone
With lichens it is overgrown.

II.

Like rock or stone, it is o'ergrown
With lichens to the very top,
And hung with heavy tufts of moss,
A melancholy crop:
Up from the earth these mosses creep,
And this poor thorn! they clasp it round
So close, you'd say that they were bent
With plain and manifest intent,
To drag it to the ground;
And all had join'd in one endeavour
To bury this poor thorn for ever.

[supersonico] 15/12/2017 19:16

Eden Gets Growing - (EDEN)
29/9/2017 (119264)

Eden Gets Growing

As ever, investing in Eden Research (EDEN) requires patience. Interim results for the first half of 2016 disappointed the market, and the shares slipped, closing at 11p to 11.75p in a little flurry of selling after rising to 13p.

Perhaps an updated note from house broker Shore Capital did the damage. Headlined ‘A vote of confidence’ and taking encouragement from the £2.2m investment in a 9.9% stake by Sipcam, the note repeated earlier predictions of revenues for 2016 at £1.7m with pre-tax losses of £1.5m, and went on to suggest there would still be a small loss by 2020, though revenues could have risen to £5.7m by then.

While these figures are estimated on a conservative basis, using only contracted deals, they must bring a weary sigh from investors who have believed that Eden’s all natural terpene technology, combined with the slow-release encapsulation method, will eventually command a worthwhile share of the agrochemical and several related markets.

An updated presentation from Eden at helps give a glimpse of the opportunities. Page eight lists Eden’s target markets and their size by 2020 – biopesticides (worth $6.9bn with Eden products to tackle botrytis, powdery and downy mildew, slug and snail treatment and mites and white flies); conventional pesticides ($76.8bn and Eden in co-encapsulated conventional synthetic pesticides and formulation delivery systems); and animal health ($33bn with Eden in companion animal flea and tick products, odour control, and ear, coat and skin care).

Eden simply has to scratch the surface of this stuff to suggest the current £23m market capitalisation is too modest. That explains why many subscribers have been ready to sit and wait while Eden moves towards becoming a real company. It has the patents (over 122 granted and pending), and is starting to hack a way through the regulatory forest, and picking up major name partners to finance and market product along the way. But, by golly, it takes time.

The half-year figures show that, at last, the possibilities are starting to translate into real sales. Revenue was up by £900,000 to just over £1m. Half of that came when Sipcam agreed an option and evaluation deal which would allow it first option on Eden ‘s plant protection products in certain markets. But revenues from 3AEY, Eden’s initial product for tackling botrytis in grapes, must have risen by some £400,000. Part of this was because of a switch which saw Eden producing and selling 3AEY instead of taking a royalty.

Unusual weather conditions – frost, then excessive heat and drought – have impacted sales through the summer, and while 3AEY has been very well received, it is impossible to predict second half sales firmly. Eden, though, accepts that the Shore annual revenue target of £1.7m makes sense.

Looking ahead, regulatory approval for 3AEY in France came late in the season, and Portugal has only just come through. All of the key European grape-growing countries are now in the fold, and there is a steady flow of label extensions, approving use on additional crops.

So there is a growing run of repeatable revenue from sales. And Sipcam option cash – perhaps a larger amount than this year - ought to chip in again in 2018 as Sipcam evaluates and picks up options to sell 3AEY in other areas. It is a global operator with sales approaching £1bn, and is linked to Japanese giant Sumitomo.

Crucially, the Sipcam partnership has eased financial pressures. At the half-year, Eden had cash of £3.66m. That is allowing it to take on more personnel, pursue more regulatory clearances, and generally advance the business. Shore Capital projects that £3.1m cash will remain at the end of the year. There are current trials on five continents, and registration applications are pending in 29 countries.

There could be significant new deals before the end of the year. Meanwhile work continues with US giant Eastman, and a nematicide is on track for launch in 29 countries. The long-awaited and oft-postponed launch of by Bayer of animal health products in the USA is expected in the first quarter of 2018. Even TerpeneTech might launch a head lice product early next year.

None of these new products and markets is built into the cautious broker forecasts, and could generate significant payments and then royalties. So the forecast figures almost certainly understate the potential value of Eden, and the labour and direct expense of pushing through regulatory approvals for Eden’s three key terpenes.
The broker takes a positive view of Eden, saying ‘We continue to believe Eden is well-placed with a growing and diverse product development pipeline in an industry that is seeing structural growth in demand for natural solutions. This is in the context of it getting harder to get product registrations for synthetic conventional pesticides which is a market with an overall value of over $57bn per year. So with higher barriers to entry we believe Eden can drive value creation going forward.’

A new chairman steps in on January 1. Hopefully he will have the experience and contacts to help drive Eden forward. He ought certainly to add credibility. Lykele van der Broek was former chief operating officer of Bayer Crop Science and former head of the animal health care division of Bayer Health Care. He is 60, and while he is aware of it, is not involved in the Eden animal health deal with Bayer. His arrival ought to be encouraging – at Bayer he would have had experience of running the biggest crop protection company in the world.

It all helps add to the possibilities in Eden. It is taking a long, long time to realise the potential of terpenes and encapsulation, but the agro-industry is governed by the seasons, and though it is tempting to think otherwise, big companies do not readily beat a path to small players with bright ideas. It is slog, slog, slog, especially given the heavy regulatory framework governing such areas (though it is hard to forgive the glacial pace at which this often moves).

Eden is staring to deliver product in the real world, but the attraction remains the potential. The vast scope for all-natural pesticides is increasingly recognised, but Eden’s terpenes might do so much more. Even now, with 3AEY for botrytis selling well in the early stages, there are many related applications yet to be exploited and vast areas of the world where no-one has yet picked up the distribution rights.

The theme will be familiar to subscribers Not this year, maybe next year, but give it time and Eden could be a big winner. Who knows? One of the giants might come to understand that, too.

[supersonico] 15/12/2017 13:23

Botrytis: and if the solution of struggle came from the yeasts present on the vine?

The Ministry of Agriculture and Agri-Food's Center for Studies and Foresight's newsletter newsletter provided a summary of an article on Frontiers in Microbiology. The theme: How can yeasts from wild vines fight cryptogamic diseases?
The debate over fungicide residues in wine products has led to the search for alternative means of sanitary control. It is in this context that researchers from the University of Milan have examined the antagonistic power of grape yeasts on fungal pathogens causing recurring damage in vineyards (Botrytis, Penicillium, Aspergillus, etc.).
More than 200 strains from 26 yeast species, collected from wild European vine leaves and varieties grown in biodynamic, biological and conventional systems, were subjected to in vitro and in vivo experiments. The evaluation of their respective effectiveness is based on the analysis of their inhibitory or killer nature, their secretions of lethal molecules (enzymes, volatile organic compounds, sulfuric acid, etc.), their ability to bind in the medium by forming a biofilm and to counter the pathogen's defense mechanisms.
If the results conclude that only 6 strains are of interest for biocontrol, one of them has proved more effective than a synthetic fungicide.

[attyg] 15/12/2017 07:42

Yep, I'm sure no Eden IP involved.
Although Eden does have product in development to tackle molluscs G3Y and if the presentation slides have a time meaning, we cannot expect G3Y to be commercialised for some time - after nemanticides (with Eastman) and Powdery Mildew (with Sipcam?)

[supersonico] 15/12/2017 04:15

Pretty sure this does not involve Eden Tech . I assume if it was we would have been notified of this launch ..so probably not but the blurb gives an idea of the trend and market size.





September 6 2017
Company: Sipcam UK


Seven new Child & Pet Safe garden care products, including a Bug and Mildew Control and a unique 3in1 mycorrhizal product from the ecofective range to be launched at GLEE.
Sipcam UK has created this new and specific sub-category from its full range to offer retailers an attractive and highly visible product offer that taps in to increasing consumer demand for child and pet safe products. The fact they are all bee friendly is an added bonus.

The products are all currently used by professional growers and landscapers in the UK and Europe. The range consists of a Bug and Mildew Control, Slug Defence, Natural Lawn Feed and Root Enhancer, Safe to Clean® Pro-biotic Cleaner, Wonder Feed and a unique ROOTplus® 3in1 Mycorrhizae + Natural Water Retainer + Fertiliser Granules.
“They are made using the best formulations available in the UK, that do not rely on conventional pesticide or biocide chemicals,” says Sipcam’s Matt Jones. “The entire ecofective range is based on ‘green chemistry’ that is inherently good for persons health and safety and the environment.
“We have specifically created this Child and Pet Safe product offer to equip retailers with a range of core products that meets this growing consumer demand. All products are clearly labelled as Child and Pet Safe and also carry the Bee Friendly logo. We also point out on the label that the products are used extensively by professional growers and landscapers.
“Our aim is to bring professional quality products to amateur gardeners whilst maintaining positive environmental safeguards,” adds Matt.
Sipcam UK is part of a large €500 million family owned Italian business developing and distributing plant protection and nutrient products around the world.
The range will be accompanied by several point of sale options for retailers to utilise.

[supersonico] 13/12/2017 14:03

Bayer has launched its new transparency website (hxxps://cropscience-transparency.bayer.com), designed to enable access to scientific data needed for the evaluation of plant protection products. With this step, Bayer is taking a leadership role in driving transparency, while safeguarding the company’s confidential product composition and manufacturing process data.
In addition to summaries of safety-related study reports for a significant number of active substances, Bayer will start to enable non-commercial access to the respective safety-related study reports, commencing with reports on imidacloprid. Background material such as videos and infographics are provided to help put regulatory science into context. In this way, Bayer wants to foster an open and transparent dialog.
“As conflicting accounts about the safety of food or technologies are making it difficult for people to separate fact from fiction, this Bayer initiative is an important step towards increased transparency,” said Dr. Adrian Percy, global head of Research and Development for the Crop Science Division. “By sharing safety data, which was previously only shared with authorities, we hope to connect the public with our scientific community in a way that builds trust and shows our desire to further create transparency.”
“We are excited to launch our new website which also aims to support authorities around the globe by providing an alternative tool, other than filing freedom of information requests, for them to obtain the documents which underlie our registration procedures,” said Percy. “We want non-commercial interested parties – from a concerned citizen to a member of the scientific community – to be able to access safety-relevant information in a way that is quick and easy to understand, so that they can base their opinions on scientific data.”
Bayer’s new transparency website will be updated on a regular basis. In the next phase, which is planned for early 2018, non-commercial users will be able to request access to additional full, in-depth safety-related study reports. Furthermore, Bayer plans to add other language options to its new website, for example German.

[supersonico] 13/12/2017 13:20

Hi AttyG,
It's interesting to see the developing pattern of coverage of our strategic partners and as you say their reach beyond Europe is impressive and will be a very important market for Eden. Recurring themes include EU food import standards/markets and lowering MRL's driven by consumer awareness and the approval speed of regulatory bodies . The publicity around Bee health and the Glyphosate debate and the growing availability of Organic food and the conversations around it will only help focus public minds on the direction of travel.




Biocontrols: The Retailer’s Perspective

[attyg] 13/12/2017 12:54

Hi super,

Although an old article and I am already posted, probably by you, there are a few stand out sentences:

The European Union has drastically limited the number of traditional crop protection products that farmers can use to combat pests. There is an increasingly large list of biological solutions that are aimed at replacing the products that are used today; however, the market continues to have problems in its use due to difficult regulatory processes.

"the normative processes of Europe are very complicated, in comparison with the processes of other parts of the world".

DON'T WE KNOW THAT ONLY TOO WELL - MIND YOU WE WANT COMPETITORS TO HAVE TO UNDERGO THE SAME DELAYS WE SUFFERED.

Asia is a large market that has not been taken advantage of, says Marrone. There are many pests that require control and are resistant to chemicals.

The rest of the world is simplifying regulatory processes, says Marrone.

WHILE WE FIXATE OUR SELVES WITH OUR OWN PATCH - EU - I CAN QUITE UNDERSTAND THAT ASIA COULD BECOME A MUCH BIGGER MARKET THAN EU IN THE NOT TOO DISTANT FUTURE - LET'S HOPE WE CAN BREAK THROUGH QUICKLY.