Eden Research Share Discussion Threads

[supersonico] 10/7/2018 07:33

Mevalone and botrytis by Laurent and Eleonore Moreau

[investingisatrickygame] 09/7/2018 20:31

Isn't she approaching the church now?

[supersonico] 09/7/2018 19:27

I'm sure when the Bayer / Eden / TT / Sipcam / Yara bride/s stroll down the isle we'll forgive her for keeping the groom waiting and mutter how she'd be late for her own funeral.

[investingisatrickygame] 09/7/2018 16:51

It is a bit disappointing to have heard nothing from the Company since the AGM. I accept that it is not long ago, but so much is due. In Eden's trading pattern, we now have a number of sales and I feel it is a shame that those that attended the AGM feel particularly buoyant, yet those who didn't are none the wiser and no more comforted.

I always feel that it is worthwhile companies properly conveying the same positive anticipation to the masses rather than the few who can attended. I suspect if a thousand shareholders had attended (I wish) that we would have seen many more buys than sells.

It is always about communication. For those that didn't attend the AGM, they will listen to the enthusiasm of the few that did attend and then wonder in the subsequent weeks and longer why the share price is not responding in the fashion that the feedback anticipates, leading them to likely conclude that attendees interpretation of messages conveyed is all wrong. I suspect that then becomes very disheartening for so many of those investors and patience gets both tested and drained and naturally, some moving on elsewhere looking for more obvious and visible returns on their investment.

[supersonico] 09/7/2018 10:50

Hot and Humid conditions in Catalonia Spain. (text won't allow copy/Paste so I can not translate)

#Cataluña solicita más fitosanitarios con cobre para combatir el #mildiu de la #vid
hxxps://goo.gl/d51SGR

Translated from Spanish.

#Cataluña request more phytosanitary with copper to fight the #mildiu hxxps://goo.gl/d51SGR #ttps://t.co/M0sjKWTdac

[supersonico] 04/7/2018 08:32

Mixture of pesticides causes lower birth weight in rats

[supersonico] 03/7/2018 17:49

Justice: schoolchildren exposed to pesticides, there will be a trial



Spread of pesticides in front of the school of Villeneuve-de-Blaye: there will be a trial

The investigating chamber of the Bordeaux Court of Appeal ruled in the case of pesticide spreading in Villeneuve-de-Blaye, in May 2014, which had caused discomfort to children at a school located near the vines. The case is referred to the Libourne Criminal Court. Despite the order of dismissal in September 2017, two castles Bordeaux will therefore be referred to the criminal court of Libourne.
Recall of facts. On May 5, 2014, 23 schoolchildren and their teacher had been sick and hospitalized in an emergency, following spraying carried out near the school of the town. An investigation had been launched and a judicial investigation was underway, in which Sepanso filed a complaint and Générations Futures filed a civil suit.

2 years after the fact, the castles had been indicted. Indeed, after many twists and turns, our associations (Sepanso and Générations Futures) were finally heard by the Libourne investigating judge on September 8, 2016. The hearing of Générations Futures (in the presence of Nadine Lauverjat and Maître François Lafforgue) allowed the association to defend its point of view and to explain why it was involved. Our association came out of this confident and more determined hearing than ever before. The following had showered our hopes. Thus, a dismissal had been pronounced in September 2017 in Libourne but Générations Futures as the Sepanso had appealed. and finally the trial should be held in the next six to eight months.
"Our association welcomes this news and expects from this trial that it can shed light on the dangers faced by people living in areas treated with pesticides, some of which present real health hazards. Says Nadine Lauverjat, in charge of the "victims of pesticides" campaign at Générations Futures.
"While the French parliament still refuses to include in the Agriculture and Food Act any possibility of protecting the health of children and their families, we are counting on justice to make up for this flagrant lack of courage that currently characterizes our elected representatives. and our Government on this subject. She concludes

[northwick] 03/7/2018 14:21

https://apple.news/A6Jqj2T5cRLqJTnEVc84r9QNot sure if these new products may compete with TT? Has TT missed the boat by the delays in launching its products?

[supersonico] 03/7/2018 11:43

Fungicides: towards a new health scandal?



After the alert launched in "Libération" by researchers and doctors about the dangers of these mushroom-destroying substances, the NGO Génération futures finds that they are ubiquitous on our plates and asks the government to act.

Will SDHI fungicides (succinate dehydrogenase inhibitors) cause a new major health scandal? After the alert launched on April 16 in Liberation by doctors and scientists about the dangers to humans of this class of pesticides intended to fight fungi and molds, the NGO Générations futures looked into our exposure to these last. And the report is clear: the NGO highlights "the significant exposure of the population" to the most used SDHI fungicide - boscalid -, an active substance derived from the research of the firm BASF, authorized in the Union since 2008 and whose approval expires on 31 July.

Omnipresence in water, air and food
In France, this substance is found in a dozen products that have received marketing authorization from the National Agency for Food Safety, Environment and Labor (ANSES). It is authorized on many crops: wheat, oats, barley, rye, sunflower, oleaginous crucifers (rapeseed ...), apple trees, almond trees, cherry trees, asparagus, carrots, strawberries, lettuce ... Result (without much surprise), it is omnipresent. It is found in water: in 2013, boscalid was the eighth most detected pesticide in metropolitan surface waters and the twelfth most detected in groundwater. It also contaminates the air we breathe, with future generations citing a study according to which the substance was one of the two most quantified fungicides in the air of the Provence-Alpes-Côte d'Azur region in 2016.

But the NGO is especially worried about its presence on our plates. In peeling off a report from the European Food Safety Agency in April 2017, Future Generations found that boscalid is the most frequently quantified pesticide residue in food samples tested in Europe, "far ahead of the insecticide chlorpyrifos ", since it is found in" almost 10% of research targeting it, all foods combined ". "It's really a lot, the boscalid is a major contaminant of our food," says François Veillerette, director of the NGO.

The latter has also relapsed into regular surveys of the presence of pesticide residues in food. It appears that boscalid appeared very often in the results. In 2013, Générations futures found this fungicide in 23 strawberry samples out of 49, or nearly 47% of the total. Same thing in 2015, in a survey targeting the salad: out of 31 samples of salads analyzed, 22 contained boscalid, or 71%. In 2016, the NGO found boscalid in 13 of the 15 non-organic mueslis tested (86%) "and fluopyram, another SDHI whose authorization expires in 2024, in 7 out of 15 samples, or 46%".

SDHI fungicides escape current toxicity tests
Why, then, not worry about these results? "The boscalid was not in our radar, because its dangerousness had not been revealed: it was neither classified as endocrine disruptor nor as carcinogen", explains François Veillerette. And if the dangerousness of SDHI fungicides has only been revealed late - and by chance - because their mode of action is atypical, and thus escape the toxicity tests conducted today. To schematize, the SDHI block the respiration of fungi cells (by inhibiting the activity of the SDH enzyme, succinate dehydrogenase) but "they also block very effectively both the SDH earthworms and human SDH," explained us last week the geneticist Pierre Rustin, director of research at CNRS-Inserm and cosigner of the platform that gave the alert, recently published in Libération.

However, explain the researchers in this forum, "blocking this SDH enzyme leads to the accumulation of a small molecule, succinate. This will lead in the long term, a change in the structure of our DNA: they are phenomena of epigenetic modifications. These epigenetic abnormalities linked to the blockade of SDH will deregulate thousands of genes, explaining the occurrence of tumors and cancers, without causing mutations in genes as is often the case with carcinogens. And these changes, unlike mutations, are not detected or tested during toxicity tests conducted before the marketing of pesticides. In other words, the signatory scientists are alarmed that the long-term toxicity of SDHI fungicides to humans has not yet been seriously studied, even though their work proves "that it is extremely dangerous to block this. enzyme"

"Immediate" suspension and revision of the approval in the EU
Like these scientists, whose "courage" it hails in passing, the NGO Générations futures is calling for the suspension of the use of these products until an estimate of the dangers and risks to health has been made by public bodies and independent of industrialists.
In a letter sent on Tuesday to Nicolas Hulot, with a copy sent to the Prime Minister, the Ministries of Agriculture and Health and Anses, the NGO asks the Minister of the Ecological and Solidarity Transition "to seize the ANSES so that it immediately suspend the marketing authorizations of products containing boscalid and other SDHI, as a precautionary measure ". It also calls for France to "make use of the safeguard clause provided at European level to prevent the entry of foods treated with substances of this chemical family and request a Community review of the registration of these active substances SDHI ".

The authorization of the boscalid in the EU coming to an end in July, it also asks France to oppose its re-registration (a priori for fifteen years). What to consider - or not - a battle like the one around the re-registration of the herbicide glyphosate. Because the SDHI fungicides, authorized in Europe since the end of the 2000s, are manufactured among others by the giants of agrochemistry (Monsanto, Bayer, Basf, Syngenta, Du Pont, Mitsui or Chemtura AgroSolution), for which they represent a juicy market.

AgroSolution), for which they represent a juicy market.
Dedicated group of experts
For now, ANSES is reassuring. "The scientific evaluation of the risks associated with the use of these products, which takes into account the mechanism of action, concludes that there is no unacceptable risk. And we do not have at this stage of elements to prohibit or suspend them on the basis of hypotheses drawn from their mechanism of action ", assured last week to Libération Gérard Lasfargues, the director general of the agency in charge of scientific affairs. The latter sent an email Friday to Pierre Rustin to confirm that ANSES has just formed, "as provided by the procedures of the agency in this type of situation, an independent group of expertise." He will be in charge of auditioning the geneticist, as well as the other scientists who sounded the alarm, and to "examine without delay the elements evoked" by these whistleblowers.

On the other hand, Gérard Lasfargues confirms that the request for financing submitted by them to ANSES as soon as they discovered the dangers of SDHI pesticides as part of the "Environment, research, health, work 2018" call for projects did not was chosen because of more than 300 projects received and a "very low" selection rate. Scientists sought to deepen their research on the potential effects of large-scale use of SHDI. Now that the alert has been publicized and the omnipresence of the latter has been highlighted by Future Generations, perhaps they will be heard.

Coralie Schaub

[supersonico] 01/7/2018 23:12

Bovine mastitis is one of the most common diseases in dairy cattle, it is caused by inflammation in the mammary glands. A MW regular mentioned in 2013 that Edens terpenes are very effective against mastitis in cattle and a non anti bacterial control treatment for Mastitis would be more valuable Than the 4 Companion Animal Health products combined.



9/06/2013 | 10:23am BST
Research activities to focus on veterinary formulations and combinations to benefit both livestock and companion animals
Leverkusen/Auckland, September 6, 2013- Bayer HealthCare is increasing the research in Animal Health with expanded capacity at its Centre for Innovation and Development (CID) in Auckland, New Zealand. A new laboratory will expedite international research into the health and wellness of both farm and companion animals. The facility will focus on making animal medicines more effective by developing new formulations, and is staffed with a global team of 35 experts, analysts and technicians.

"Developing a new medicine for animals currently requires an investment of around 10 years and 100 million Euros(1)," said Dirk Ehle, Global Head of Bayer HealthCare's Animal Health Division. "Given the long and costly development process, it is important to fully utilize existing medicines through new formulations and novel combinations."

The Bayer HealthCare Centre for Innovation and Development in New Zealand is responsible for important contributions to the animal health field, especially in the areas of mastitis control, reproduction and metabolic health management.

"In the past year, this site has generated Tylofen, the first mastitis treatment to be combined with pain relief to support both the wellness and welfare of dairy herds," said Derek Bartlett, Country Division Head of Bayer HealthCare, Animal Health, New Zealand. "And in the pet care segment, the launch of Hyper-T, a transdermal treatment for hyperthyroidism in cats has saved both owners and cats the daily stress of tablet administration."

"This new laboratory represents Bayer's continued commitment to developing new veterinary solutions," explains Dr. Douglas Hutchens, Chief Veterinary Officer and Head of Global Development for Bayer HealthCare's Animal Health Division. "By expanding the work of the Centre for Innovation and Development, we are investing in developments that will benefit veterinarians and farmers globally."

About Research and Development in Animal Health
New animal health medicines must successfully complete the key phases of discovery, development, and registration before being commercialized. The discovery process includes the identification of molecules, in vitro testing for potency, metabolism and biopharmaceutical properties, and studies on efficacy, safety and pharmokinetics. In the development phase, the formulation is developed, and the dose titration, pharmacokinetics and safety are futher reviewed. For farm animals, human food safety studies are performed to examine toxicology and residue standards. In the registration phase, clinical trials are performed - including long term target animal safety studies and complete human food safety studies - before a new drug application can be submitted to the respective government authority. Once the product is on the market, it is continually monitoried through a comprehensive pharmacovigilance system.

About Bayer HealthCare's Centre for Innovation and Development in New Zealand
The Animal Health Research Centre is made up ofveterinarians, pharmacists, pharmacologists, analytical chemists, regulatory affairs experts, patent attorneys and statisticians. It has four functional units: Formulation and Development; Regulatory Affairs for New Zealand and Asia Pacific; Intellectual Property and Clinical Studies. Each of these areas is brought together through project management to deliver new or improved products. With the expanded capabilities, CID looks forward to creating value for our customers and remaining an integral part of the global product development team.
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Tuesday - May 16, 2017

New test to detect antibiotic resistance in dairy cows
New information to help vets select the most appropriate individual farm treatments for mastitis // Test important for preventing the spread of antibiotic resistance and preserving the efficacy of mastitis treatments // Development of national resistance

Auckland 16 May 2017 – A new Bayer initiative that involves the testing of bulk milk supply for antibiotic resistance, will allow farmers to more effectively treat mastitis in New Zealand.

Known as Dairy Antibiogram, the test will allow veterinarians to determine if antibiotic resistance to a mastitis treatment is present on a farm. If resistant bacteria are present, then the veterinarian will be able to prescribe a more effective antibiotic.

Bayer dairy veterinarian, Dr Ray Castle, says mastitis is a significant problem for dairy farmers and the country’s 5 million cows.

“Mastitis infects between 10% - 20% of the national dairy herd with a treatment cost of up to $250 per cow. As a veterinarian, you want to make sure you’re using the right antibiotics in the most responsible and effective way possible, which this test will allow.

“At the moment, we actually don’t know how big a problem antibiotic resistance is in New Zealand. The Dairy Antibiogram test will give us some of that insight,” says Dr Castle.

Dr Castle has been working on the testing and reporting methodology since becoming aware of a similar programme being run in the Netherlands in late 2016.

The technology involved had to be specifically adapted for New Zealand by Bayer, working in conjunction with R&D organisation Cognosco, which has been contracted to do the testing.

As part of a consultation with a farmer, a veterinarian can request a sample of milk be sent from the milk producer to the lab. The test is performed, and the results sent back to the veterinarian, who can then prescribe an appropriate antibiotic. Turnaround time is approximately three to four weeks.

Cognosco managing director and dairy veterinarian, Dr Scott McDougall, says the Dairy Antibiogram test is an important development for the dairy industry.

“Currently there is no ongoing surveillance program for antibiotic resistance in the dairy industry in New Zealand, and relatively few milk samples are submitted for antibiotic resistance testing.

“This means that the majority of the time, veterinarians are prescribing without knowing either the pathogen or its sensitivity to antibiotics. There is a risk of ineffective therapies being used.

“Dairy Antibiogram, provides us with an easy way of screening for antibiotic sensitivities in dairy herds, which will lead to more prudent use of antibiotics across the dairy industry

“Over time we will develop an understanding of resistance patterns across the country, potentially identifying if there are emerging problems with antibiotic resistance, enabling us to then focus our attention on these herds.”

Dr Castle says ideally, he would like to see all dairy farms in the country have their milk undergo the Dairy Antibiogram test.

“Antibiotics are an important tool in keeping our dairy herds healthy, but we need to ensure they’re not overused and that they are actually working.

“The Dairy Antibiogram test will give us this clarity and go a long way to ensuring effective treatment of mastitis in our dairy herds.”
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[investingisatrickygame] 01/7/2018 11:42

Super,

That seems plausible to me. Another reason for the experience of Lykele coming in as this would be some scaling up and experience that I presume that Sean and Alex do not have. I wonder if he might move to Executive Chairman and although not work full-time, commit more days for say a year or so to help bed all of this in.

I think we both agree that Bayer's role is yet to be declared and could be transformational in itself, let alone Sipcam's co-encapsulation transforming the Company's fortunes. With the right education beforehand about Eden and the right communication and on-going share price support I can truly see Eden going up in a near straight line and anywhere up to a couple of quid.

It sounds ridiculous to type the same as few shares ever do this, but Eden is so underplayed, tech is so valuable and global solutions are so valuable that value could escalate in such short order that it is no wonder that Eden is at an inflexion point. Let's hope those shifting of gears takes us to top gear and puts us in pole position.

PS. I think we are both agreed that all of this action and potential reality is in 2018, let alone moving forward thereafter.

[supersonico] 01/7/2018 11:00

Investing, what are your thoughts on this;

Eden aims to coordinate all Agriculture Toll suppliers and supply all ag products to Sipcam/Sumiagro/Eastman etc if I have that right.

I suggest that what we are about to be told which may include TT is that Eden have negotiated for Bayer to manage the Toll formulation for it's Animal Health Products and the Non Animal health / consumer Health products that we have not been informed of as yet.

I include TT because their delays have mirrored Bayer's delays and their 'short order' mirrors Bayer's Short order. This adds to my suspicions that their is a TT/ Bayer play as the coincidence seems too convenient.

[supersonico] 30/6/2018 23:42

Investing,

I agree some of my theories are a little wacky but these two statements are drawn from RNS's and along with all the circumstantial evidence I feel it's a reasonable probability that they are relevant and have merit and are in the ballpark... time will tell.
………;……̷0;.

'We look forward to the launch of product sales in the not too distant future and to working closely with Bayer to extend the sales opportunities for those products and to explore other areas of interest to Bayer, outside of animal health'.


'In the next twelve months, we expect to see progress being made with Sipcam for Eden's pipeline products as well as a ramp-up in the development of Sustaineä, the Company's microencapsulation technology, with Sipcam and other interested parties'

[investingisatrickygame] 30/6/2018 14:45

Super,

With the issue that has recently been raised about dangerous pesticides being blown down wind and causing human skin irritation and worse, how might Eden offset this concern with their own products as I haven't heard them say anything in this respect, no matter how obvious it may seem to the few dedicated and interested investors.

[investingisatrickygame] 30/6/2018 14:42

It's all conspiracy theory, but given Eden/Bayer has taken so long to crystallise, a sceptic might wonder if the new Chairman has been put in place to support and endorse any 'in short order' decision Bayer may be actioning in regards to Eden Research Plc.

If the action is to be a material one, this may enable Bayer to be able to say they are confident in Eden and especially so with their ex President of Animal Healthcare and Head of CropScience, BioScience division. That historical engagement has to carry weight on many fronts. With such a person in situ that understands Bayer inside out in regards to these divisions, it may well be what is needed for any pending transaction(s). If this were so, it makes you wonder just how transformational, such an announcement might be.

I keep looking at this (slide 21) I reckon with Sipcam Co-encapsulating using Sustaine (Sean Smith 'very far advanced') I think it is almost inevitable that Bayer will be the/one of the other interested parties. Those 9 products with an annual revenue of $1.57 billion (£1.188 billion) must surely be a target for both Eden and Bayer

Eden at 50p = market cap pf £103.5 million
Eden at £1 = market cap of £207, million
Eden at £1.50 = market cap of circa £310 million
Eden at £2 = market cap of £414 million

Eastman, 29 countries delivering maybe a million per annum to Eden
Mevalone, delivering £5 million plus to Eden in the coming years
Bayer Animal Health delivering ?????
Bayer CropScience delivering ?????
TT delivering?????

If we get a new valuation in short order delivering a three-year revenue and P & L forecast incorporating the above, net of Sustaine incomes for third party formulations, then it is easy to understand how Eden can have £10 million, £20 million profits per annum with such low overheads to offset.

Use a P/E ratio of 20-30 and you could see a valuation between £200 million and £600 million which is roughly £1-£3 a share. This is all very reasonable to me for what will be a global tech solutions company, leveraged in sales by top 10 agro-chemical firms with existing relationships and routes to market. They will for sure, deliver Eden a 'sustainable' income :)

So, what might Eden charge Sipcam, Bayer et al for right's to Sustaine on an annual basis and would they wish to pay it for the life of their patented products? If not, might it just be cheaper to buy Eden or a part thereof, relative to their relevant sector(s).

I can't see Eden not delivering material news on multiple fronts during the next 12 weeks. The only question will then be, does the market get it?

It is Eden's job to change their previous communications tack and make sure that they prepare and deliver in advance so as to ensure the resulting price action.

[supersonico] 30/6/2018 12:47

Row over organic standards after glyphosate found in Tesco, Waitrose organic products
27-Jun-2018 By Katy Askew

Campaign group the Organics Council has flagged the “potentially widespread contamination” of glyphosate in organic grain and cereal products but UK certification body the Soil Association played down the findings.

[supersonico] 29/6/2018 18:46

Investing,

It's a hunch and a guess plus a bit of twitter triangulation.

You have missed nothing.

And it's probably nothing but I have my suspicions.

[investingisatrickygame] 29/6/2018 17:29

"With environmental Nitrate run off issues at the front of regulators minds these days I can envisage this tech would work well for YARA amongst others. Could this be what Cédric Boudes of Yara is talking to Eden about?"

Super,

How do we know he and Eden are talking? What did I miss?

[supersonico] 29/6/2018 10:04

Clever Tech. Bayer Xarvio





Anyone see a role for a high potency micro particle and encapsulated agrochemical or Nitrate Fertiliser in this process?

With environmental Nitrate run off issues at the front of regulators minds these days I can envisage this tech would work well for YARA amongst others. Could this be what Cédric Boudes of Yara is talking to Eden about?
……………….

It all comes down to what sort of News will you need to have to be confident of the statement below.

Will Mevalone/3logy/Cedroz collectively catapult you to that horizon or will it need other news of an entirely different magnitude. Or are we just hearing more hyperbole? I think not... The strongest evidence being our new Chair interlock being parachuted in and a ton of incongruence plastered on to keep the boat water tight.

I suggest the 'coming months narrative' is over and our 'short order Lykele period ' will be interesting and full of surprises. imo

…………………………….

I am confident that Eden's prospects are bright, and we remain focussed on a programme of prudent financial management coupled with well-informed decision making and timely execution. Over the past few years it has been reported that the Company has "shifted gears", and this is an apt metaphor. Continuing this theme, I am looking forward to building speed and positioning Eden to be amongst the leaders in our industry.

S M Smith