Eden Research Share Discussion Threads

[investingisatrickygame] 25/10/2018 11:48

I wonder how many participated in that and whether it was to the same old or new parties too

[investingisatrickygame] 25/10/2018 10:24

Presentations?

[supersonico] 25/10/2018 09:29

How kind and obliging the Market Makers are in this short order period. I'm touched.

Good to see those Lofty Dibbers presentations did not fall on deaf ears.

[supersonico] 25/10/2018 08:23

The importance of Shelf life to Bayer..etal

Serendipity ??

Head of R&D at Bayer Crop Science Explains Startup Strategy As New Incubation Space Opens in Sacramento

At the same time, companies like Bayer will be trying to do whatever they can to enhance shelf life and to make sure that those products can be stored in an easy way just like a chemical would be. We work directly with retailers and distribution on those things.

[supersonico] 24/10/2018 18:52

Investing,

I'm interested in the timeline choreography and what Bayer were looking to develop and how that ties into their relationship with Eden. Bayer did not buy Teva for Biologicals but found Eden in the Teva box. This would have been a very nice surprise and suited their overall biologicals development objectives. That's what the article shows imo.

May 2013

'The products being developed now by Bayer are a key part of the Company's sales strategy moving forward, with their intention to bring new, patented, environmentally and user-friendly solutions to the consumer pet market'.

'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'.

[investingisatrickygame] 24/10/2018 16:39

Super,

What is the relevance of your post 4741?

[supersonico] 23/10/2018 23:30

Bayer/ Biocontrol 2012..a year before Teva

Monheim, July 3, 2012 – Bayer CropScience announced today that it has signed an agreement to purchase AgraQuest, Inc. for a purchase price of US$ 425 million (approximately EUR 340 million) plus milestone payments. AgraQuest, headquartered in Davis, California, USA, is a global supplier of innovative biological pest management solutions based on natural microorganisms. This acquisition will enable Bayer CropScience to build a leading technology platform for green products and to strengthen its strategically important fruits and vegetables business, while also opening new opportunities in other crops and markets. Green products control a broad spectrum of pests and diseases and offer farmers integrated pest management programs to minimize development of resistance and maximize crop yields. The acquisition is subject to approval by the relevant authorities.

[supersonico] 23/10/2018 23:25

Interesting and Eden relevant Biopesticide market commentary

news.agropages.com/News/NewsDetail---28113.htm

How do you view the development of global biopesticide industry? And what are the main opportunities and challenges do you think for the global biopesticide industry in the next 5 years?

The opportunity is in the global mega trends of population growth and climate change equating to “Increasing demand for production of healthy food from less arable land through sustainable practice”. Syngenta recently stated in a presentation that the estimated total global economic opportunity value of sustainability was 900 billion USD. This is why the CAGR of the biopesticide industry by 2025 is expected to be >18% while synthetic agchem maintains 4 - 6% growth. Ecolibrium believes that the challenge is in the creation of a biological technology platform, which delivers to the growers a similar experience to synthetic agchem. If the efficacy and reliability of biopesticides does not deliver the requirements of the chemical paradigm, (e.g. expectation of immediate control), then the biopesticide industry will continue to be benched while synthetic agchem maintains its dominance.

[brucie5] 23/10/2018 14:43

Thanks for trying.

[investingisatrickygame] 23/10/2018 14:25

Brucie5

Beyond that I haven't got anything else at the moment as I suspect you are asking about a total market and Eden's solutions won't suit every eventuality. Total market numbers for everything are in Eden's presentations on their website. However, market sizes and values specific to Eden's market is something Eden is very remiss on supplying to shareholders so as to ascertain potential value.

That said, some additional stuff for you below which has recently been posted.

Animal Health Tweet from Bayer on the 11th October

hxxps://www.avma.org/KB/Resources/Statistics/Pages/Market-research-statistics-US-pet-ownership.aspx

Plant Health (Cedroz) The initial RNS said $550 million, Sean Smith said $1.8 billion in the Proative Video earlier this year, but the general census seems to be $1.2 billion target market for Eastman with Cedroz for the Nematicide market.

Below is Wan's post number 114 from the 15th October

Investing...To give some sort of answer to your question in post 111.

Looking at Eastman's Annual Report, their current soil fumigant offering indeed sits within "Additives and Functional Products" and that product segment had sales in 2017 of $3.3 billion.

Within that segment are product lines, one of which is Animal Nutrition and Crop Protection. The animal nutrition business consists of formic acid-based solutions product lines. The crop protection business consists of metam-based soil fumigants, thiram and zirambased fungicides, and plant growth regulator products. These businesses 'combined' had sales in 2017 of circa $400 million. From what I can see that's as far as the breakdown goes though.

However, there are lots of issues with soil fumigants. If you take the United States Environmental Protection Agency as an example and in isolation, where fumigant reregistration eligibility decision (RED) has made the use of soil fumigants in vegetable production more costly, more restrictive and, in some cases, impossible. Those measure were aimed at mitigating risk of inhalation exposure from soil fumigant applications.

Eastman's two fumigant offerings are Metam sodium and Metam potassium and are both referred to as restricted use pesticides in the US, which can only be applied once i.e. 'before' planting and then planting may not take place until the product has completely decomposed and the treated soil has been fully aerated. If you look at the proposition offered by Cedroz, none of these limitation/restrictions apply, and that includes the option of 'multiple' treatments right up to harvest time. So, arguably Cedroz has the potential to become a big revenue earner for Eastman (and Eden), and possibly larger than their existing offerings combined, which I think Eastman's investment recognises, but the market does not.......or at least not yet!

To give some more flavour to the backdrop -

Regulatory Status of Fumigants
This Web page provides the current regulatory status of the fumigant chemicals, both soil fumigants and fumigants with other uses, such as commodity fumigation. The reregistration process, completed in 2009, was the basis for measures to improve safety in use of the soil fumigants. All the fumigants are in the registration review process.

Registration Review
A substantial amount of research is currently under way to address current data gaps and to refine understanding of factors that affect fumigant emissions. Additionally, new technologies to reduce emissions are emerging.

EPA has moved the soil fumigants forward in Registration Review from 2017 to 2013. This will allow EPA to:

consider new data and technologies sooner;
determine whether the mitigation included in the reregistration decision is effectively addressing the risks as EPA believes it will; and
include other soil fumigants that were not part of the last review.


Registration Review Schedules
The schedule below shows the status of pesticides undergoing registration review. This schedule is subject to change based on shifting priorities and is intended to be a rough timeline. We will update the schedule regularly to reflect any timeline changes and to include anticipated deliverables for later dates.



You will note that Draft Risk Assessments Quarter 4 FY2018 include Metam Sodium with Proposed Interim Decisions Quarter 3 FY2019

What this ultimately means for Eastman's fumigant offerings I am not completely sure, but I guess the regulatory requirements and restrictions will, at the very least, increase significantly.

You may recall that the scientific reviews by United States Environmental Protection Agency ("EPA") for Eden's products, which include Cedroz, are expected to be complete before the end of 2019.

The first approval for Cedroz will be in Europe though, followed by the US and Mexico.

[supersonico] 23/10/2018 14:19

Brucie5,
I don't think we have had any where enough info from the company or their various Partners about the market Eden Tech will occupy to give us any idea of what to expect.

I think some of that is intentional as they need to keep their commercial activities under wraps until launch day. We will have to wait on info relating to concentrate sales etc before we get a glimpse of the ££.

My guess is that each of those Verticals as they stand are worth £15m+ each to Eden once established but who knows. Like I keep saying their is more we don't know about than what we do so until we have a better picture we are all in the Dark.

[brucie5] 23/10/2018 12:30

Super, investing,

Can you put some notional flesh on the bones of the value of the verticals to Eden:
Animal health
Human health
Plant health

Given the advanced stages of mevalone and cedroz, and adressable markets, that's what I'm most excited about. But I know all too little. And the financial climate is far from friendly.

[supersonico] 23/10/2018 11:02

Good News so far for Humanity..not good for 'Corporate Citizen' Bayer

Bayer AG shares slumped after the German conglomerate failed to persuade a California state judge to set aside a jury’s verdict in the first trial over allegations that its Roundup weed killer causes cancer.


……….

If your interested in Vaccines and Free speech this is for you.

[supersonico] 22/10/2018 09:04

Wow Mrs100K must have gone to one of those lofty invite only Powerscourt Meetings..

shhhh

[supersonico] 21/10/2018 13:20

P33

3.1.3. ‘BIOLOGICAL/NATURAL’ TREATMENTS As a general trend, pet owners are increasingly interested in sustainable ‘biological/natural’ methods as alternative to pharmaceuticals to treat their animals. Some natural oils from lemon eucalyptus, geranium, camomile and lavender have demonstrated high levels of toxicity against a range of arthropod parasites, although they have a short residual effect, usually being relatively volatile. However, the fact that these compounds can rarely be used to eradicate pests completely may limit their use in the domestic environment.
…………………………………..
Parked

[supersonico] 21/10/2018 09:18

Otitis externa (inflammation of the outer ear and ear canals) is the second most common reason dog owners take their pet to a veterinarian, according to Shawnee, Kan.-based Bayer.











'But as is so often the case in business, it’s the times of transition and challenge that give birth to the greatest periods of innovation. Today’s animal health giants are finding themselves increasingly tasked with outsourcing innovation to hungry startups and other collaborators. It’s technology — biotech, genomics, AI, cloud computing and big data, for starters — that will revolutionize the future of animal health'.

Family Animals

The livestock sector has no choice but to respond to urgent global demands. The pet segment, however, faces a different challenge: How to cater to pet owners who’ve started seeing their animals as family, and are desperate to help these family members live longer, healthier, more comfortable lives? In the U.S. alone, 68 percent of households now include a pet, up from 58 percent in 1988. People lavish their pets with love and concern like they do other family members, with total U.S. pet industry expenditures project to rise almost $6 billion in two years to more than $72 billion in 2018.

Consumer-facing, natural pet products are a booming industry, with middle class owners shelling out the extra dollars to give their animals the same organic lifestyle — from holistic food to natural flea and tick repellents to toys made from nonsynthetic fibers — they afford themselves. See also the rise of pet insurance, advanced pet surgical procedures, digital devices and specialty pet services to understand how much money pet owners today are willing to spend on man’s best friend.

The Future is Coming

From nearly the origin of our species, history tells us that caring for other living creatures is an innately human act. Innovative ways to protect, treat and tend to the animals means the field of animal health is now evolving to parallel advances in human care. For example, the One Health Initiative urges coequal collaboration between medical disciplines to link human and animal medicines.

Take heed from the advancements all around us. The animal health industry finds itself in a state of major transition and chaos brings opportunity. And we humans continue to find new, innovative ways to live alongside the animals in our lives.




……………………..

[investingisatrickygame] 20/10/2018 22:27

From Super's post 4719 under Human Health 2016

"TerpeneTech are currently undertaking human clinical trials and this is proceeding as expected. Additional work is ongoing with respect to the appointment of product development and launch partners, and much of this work will be informed by upcoming decisions about the regulatory paths to pursue in key markets."

This just about sums up TT, doesn't it>

. Doing clinical trials

. Appointing product development and launch partners

No money as Super keeps saying, they just seem to be a conduit from Eden to another, so maybe being opaque extends beyond Eden, in to TT and to...….?

Let's hope it becomes clear soon because you cannot get a rising share price and a happy shareholder base, let alone institutional investment if no one really understands your story because you choose to keep them in the dark.

[supersonico] 20/10/2018 22:09

AttyG,

Thanks for your detailed Answers, I guess time will tell if my delusional guesses have any basis in fact.
Either way progress is being made and news flow should pick up from here.



TerpeneTech Licence Agreement and Investment
Aug 2015

Given the progress that TerpeneTech is making and in order for Eden to take a bigger share of the potential future value that will be derived from this relationship, it was agreed that Eden should now take a strategic stake in TerpeneTech. In addition to the Investment made, Eden has the right to appoint a director to the Board of TerpeneTech and it shall do so in due course.

?

[attyg] 20/10/2018 18:45

Super, just sent you a pm

[attyg] 20/10/2018 18:26

Hmmm sorry, no idea who she is.

[attyg] 20/10/2018 18:24

They only wanted 4 companion products because that is all Teva were developing.
I would be amazed if Bayer and Eastman decided that the only use for Eden's IP is for four animal products and one nemanticide product.
No, I am expecting more from both and hopefully much more.
I have little doubt they are both working / trialing a number of products even as you read this. Why don't we hear from Eden that they are doing so? Well the market would not give any credence - they want to see da money, and Bayer and Eastman don't want the world to know their development plans.

[attyg] 20/10/2018 18:18

That is a very difficult one to answer and perhaps one which for the moment others are happy to keep below the radar.
I am sure we will find out eventually, but as I have trust in our board, I am happy to leave unanswered at this time.