Share Name Share Symbol Market Type Share ISIN Share Description
Eden Research Plc LSE:EDEN London Ordinary Share GB0001646941 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.275 3.65% 7.80 7.50 8.10 7.80 7.525 7.53 356,500 15:48:37
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 2.8 -0.5 -0.2 - 16

Eden Research Share Discussion Threads

Showing 8351 to 8374 of 8375 messages
Chat Pages: 335  334  333  332  331  330  329  328  327  326  325  324  Older
DateSubjectAuthorDiscuss
14/12/2019
07:48
Brucie...I did say the following back in April "Other than a strategic investment, and as I implied, Sustaine may provide for multiple license opportunities, and therefore upfront payments and sales royalties are likely to become payable." Indeed, one of the excerpts from the Cenkos report (in post 745), implies that such payments are likely to provide non-dilutive cash funding - One-off payments – Eden Research is currently negotiating additional agreements, the successful conclusion of which could result in the payment of upfront and milestone income to the company. We would view such income as non-dilutive cash funding for the company, which would be immediately accretive to the company’s valuation. In any regard, the fact that Eden is receiving interest from multiple parties, and along with the issues surrounding microplastics from other microencapsulation techniques, implies that Eden are in a relatively strong negotiating position. And with the Cenkos report written on the basis of no funding requirements (I know we cannot discount it entirely), that also assists Eden's negotiating hand (and effectively demonstrates no distress from the Bayer squeeze!) I can certainly see the appeal in Eden's Sustaine and if one of the global players were able to state that they were already using biodegradable coatings with the same or similar functionality to others using non-degradable polymers (microplastic polluting), that would provide quite an advantage from a marketing and sustainability perspective, and a significant advantage with regard to the impending usage restrictions. I wonder how microplastics fits into Bayer's recent announcement to significantly step-up its sustainability efforts (post 742)? With regard to Eden's animal healthcare products (which Cenkos has not factored into revenues), Eden cannot say to Bayer, use it or loose it with regard to the exclusive rights, but it would be very satisfying indeed if little Eden (big patent holder) has effectively turned the tables on Bayer in their hour of need to increase their sustainability efforts!
wan
13/12/2019
15:27
A new report by the Centers for Disease Control and Prevention, which uses research by Rutgers University, shows a significant increase in the percentage of 4-year-old children with autism spectrum disorder in New Jersey. The study found the rate increased 43 percent from 2010 to 2014 in the state. The report, released April 11, found that about one in 59 children has autism. New Jersey's rate was the highest of the states studied: one in 35. That puts the national rate of autism at 1.7 percent of the childhood population and New Jersey's autism rate at 3 percent. New Jersey is known for excellent clinical and educational services for autism spectrum disorder, so the state's higher rates are likely due to more accurate or complete reporting based on education and health care records, the researchers said. Similar studies were conducted in Arizona, Colorado, Missouri, North Carolina, Utah and Wisconsin. hTTps://www.sciencedaily.com/releases/2019/04/190411131538.htm
supersonico
13/12/2019
14:25
wan 13 Dec '19 - 10:57 - 749 of 750 0 0 0 Brucie...According to the Report, the final and necessary trial is probably already underway. But obviously some form of agreement will be the first indication we get, which might come relatively soon. --------------------------------------------------------------------------- If the market size dwarfs that of CED/MEV, then I would expect a highly significant contract of upfront plus milestones. I assert again, this is the moment of maximum despondency. But like you, I am also trying to second guess the methodology of the (imho, impending) fundraise.
brucie5
13/12/2019
14:21
Super, have a tick up; not from any sense except utter weariness and resignation to the unfolding consequence of last night. As you say, I hope Boris builds some more hospitals to keep us in the state to which Trump aims to get us accustomed. The wealthy, of course, will be eating organic. It's the poor who really don't matter. To either of the lying blond charlatans.
brucie5
13/12/2019
13:52
I see that honorable decent man has not resigned.
chrischas
13/12/2019
13:14
From the fella who's EPA has Bayer's back on Glyphosate and reapproved chlorpyrifos. The turkeys voted for Gut biome destruction, higher drug bills and new shiny hospitals to monetise their immune systems collapse. Bless ..what would Darwin say about Boris the new American corporate vultures wet dream? Welcome Autism..the next marketing target. Donald J. Trump@realDonaldTrump ¬∑Congratulations to Boris Johnson on his great WIN! Britain and the United States will now be free to strike a massive new Trade Deal after BREXIT. This deal has the potential to be far bigger and more lucrative than any deal that could be made with the E.U. Celebrate Boris! ……………………. hTTps://www.gmwatch.org/en/news/latest-news/19261-glyphosate-and-roundup-proven-to-disrupt-gut-microbiome-by-inhibiting-shikimate-pathway
supersonico
13/12/2019
11:24
Sipcam/Sustaine/19 This is what we are way overdue on as I have been going on about on here for ages. We are 2.5 years on since the RNS.
investingisatrickygame
13/12/2019
10:57
Brucie...According to the Report, the final and necessary trial is probably already underway. But obviously some form of agreement will be the first indication we get, which might come relatively soon.
wan
13/12/2019
09:08
Well done, Wan. Any thoughts on the timescale of this one? ---------------------------------------------- Insecticide – The company’s third product, an insecticide for the treatment of whitefly and mites, has the potential to be a larger product than either Mevalone or Cedroz. Again, we do not include revenue expectations for this product in our model given the development and regulatory work required, the potential of this product could provide upside to our valuation expectation.
brucie5
13/12/2019
09:05
Eden are tweeting about the possibility of the proposed microplastics restrictions come into force. In this regard, the following Report is a long but worthwhile read. Some of the implied phase out times are quite long, but nonetheless, with the report highlighting the lack of available/suitable alternatives in terms of micro-encapsulation as being an influencing factor, it's no wonder Eden are receiving increased interest in Sustaine! - ANNEX XV RESTRICTION REPORT PROPOSAL FOR A RESTRICTION SUBSTANCE NAME(S): intentionally added microplastics VERSION NUMBER: 1.2 DATE: 22 August 2019 However, for the agriculture and horticulture sector, the conclusion on proportionality is conditional on biodegradable coatings with the same or similar functionality becoming available in the medium term. If this were not the case, then this would cast doubt on the proportionality of the proposed restriction, as the benefits of non-degradable polymers used in agriculture and horticulture are substantial. For the sectors where specific transitional arrangement are proposed, the measure is justified in the following manner:  Cosmetic products: The measure is justified for ‘microbeads’ contained in rinseoff products (i.e. microplastic with an exfoliating or cleansing function) with no transitional arrangements as industry is expected to have voluntarily phased out their use by 2020. The measure is also justified for other rinse-off and leave-on cosmetic products, with respectively four- and six year transitional periods, based on the similarity to the cost-effectiveness of previous restrictions for substances with similar concerns.  Controlled-release fertilisers: a relatively long (5-10 year) transitional period is justified to allow manufacturers to reformulate their products so that they achieved appropriate (bio)degradability in the environment (and that the benefits of the encapsulation technology can be retained in the interim period). Products typically require a minimum level of persistence in the environment to achieve their intended function (12-18 months). Fertiliser additives (e.g. anti-caking agents) could be restricted with a shorter transitional period. These transitional arrangements is intended to be synchronised with those for (bio)degradable polymers foreseen in the recent recast of the EU Fertilising Products Regulation.  Detergents and maintenance products using ‘microbeads’: the measure is justified with no transitional arrangements as industry is expected to be able to phase out the use of microbeads as an abrasive by 2020.  Detergents, waxes and polishes containing microplastics other than microbeads: a transitional arrangement of five years is considered appropriate to give industry sufficient time to substitute microplastics (and that the benefits of the encapsulation technology can be retained in the interim period).  Capsule suspension plant protection products and biocides: The measure is justified with reference to the cost-effectiveness of previous restrictions for substances with similar concerns. A transitional arrangement of five years is considered appropriate to give industry sufficient time to substitute microplastics (and that the benefits of the encapsulation technology can be retained in the interim period). hTTps://echa.europa.eu/documents/10162/12414bc7-6bb2-17e7-c9ec-652a20fa43fc
wan
13/12/2019
08:20
Btw, my particular interest regarding the EPA snippet, was that Eden had acknowledged back in April that their applications were currently undergoing the scientific review process.
wan
13/12/2019
08:12
Staying with the very well written and comprehensive Cenkos Report, a few snippets that particularly stood out and strictly from my own perspective and interest - Page 12 - Milestones We believe Eden Research is working on a number of potential agreements which cover the distribution of its in-development insecticide, the use of the Sustaine technology with thirdparty pesticides and the distribution of Mevalone in additional territories. Page 32 - The review process undertaken by the EPA progresses along the following stages:  A 21-day screening processes to determine if the registration package contains all the relevant information.  A preliminary technical screen is conducted within 45 days or 90 days (depending upon the review timeframe) after the start date for the submission to determine if the registration application data is accurate and complete, consistent with the proposed labelling and likely to result in an approval of the application.  Following the two screens an in-depth scientific review is undertaken with any identified data deficiencies raised with the applicant which will have 75 days to make corrections or amendments. The EPA suggests that new biopesticides are often registered in less than a year compared with an average of more than three years for conventional pesticides. Page 47 - As part of the headlice agreement, Eden Research took a 29.9% stake in TerpeneTech for £0.92m. Subsequently, the ownership of the TerpeneTech biocide registration for geraniol was moved to an Irish entity which is owned equally by TerpeneTech and Eden Research. Given the control Eden Research now holds over that TerpeneTech asset, the company will fully consolidate the Irish entity’s financial results. This will result, as discussed earlier, in Eden Research recording the sale of the terpene compound geraniol, where previously a royalty on sales was reported by Eden Research. Valuation page 50 -  Third-party product sales –The human and animal health applications of Eden Research’s technologies are being developed by third parties. At this time, we do not include any expectation for income to Eden Research from these development partners. However, should the partners successfully launch their products, Eden Research should receive some high margin revenues based on the agreements in place.  One-off payments – Eden Research is currently negotiating additional agreements, the successful conclusion of which could result in the payment of upfront and milestone income to the company. We would view such income as non-dilutive cash funding for the company, which would be immediately accretive to the company’s valuation.  Insecticide – The company’s third product, an insecticide for the treatment of whitefly and mites, has the potential to be a larger product than either Mevalone or Cedroz. Again, we do not include revenue expectations for this product in our model given the development and regulatory work required, the potential of this product could provide upside to our valuation expectation.  Sustaine – Eden Research is working with third-parties to develop their pesticide products with the company’s Sustaine encapsulation technology in order to improve the performance of the product. This could be particularly important for companies using microplastic encapsulation technologies which we believe are coming under increasing regulatory pressure. We note that Eden Research is working with is existing partner, Sipcam, on 19 active ingredients in this area. Page 53 - Commercialisation Eden Research uses distribution partners to place its product into the market. This model inherently carries the risk that the commercialisation partner does not put sufficient resources behind its distributed products. We believe Eden Research has mitigated this risk by including minimum purchase quantities in its contracts and specifically with relation to Sipcam via the 10% holding this partner has in the company’s equity. The following link is not in the Report, but reflects the change referred to- hTTps://www.terpenetech.eu/geraniol-biocides/ I accessed the Cenkos Report for my own use and interest, and the above few snippets make up only a fraction of it, hence from any investment decision perspective or general interest the report should be accessed and read in full in order to properly assess it, but especially if making investment decision based on any of its contents. hTTps://www.cenkos.com/research-portal#/portal/cenkos-securities
wan
12/12/2019
17:12
Revised strategy by/with Partners Sipcam/Sumiagro/ Sumitomo related / Eastman
supersonico
12/12/2019
16:21
A revised strategy by whom? Whatever you have in front of you ,you adapt. Or you go under.
chrischas
12/12/2019
15:54
Just to be Clear Chrischas. The parallel delays I refer to are TT/CAP formulation related and not Crop protection. The delay in announcing country approvals imo is a revised strategy. Of course It could have a formulation component but that would be an even wilder guess than my already wild guesses. If I was not under SANDA's I could offer you further evidence but I'm tight lipped as is Mrs100k who has no wish to see a higher share price for a while.
supersonico
12/12/2019
13:56
Investing, That's not a better explanation. That's just hoping their is one.
supersonico
12/12/2019
12:06
I don't know what the answer is and the delays are very frustrating given Malta's approval sometime ago. What specifically is it that country x, y and z have to approve separately post Malta or do they just have a huge pile of paper which they then rubber stamp when they get to the Eastman submission? I don't understand the relevance of Malta's approval if each of the European countries cannot start trading in said products immediately thereafter. Seems stupid to me. Someone should explain that clearly to all of us. I think it would be very wrong or Eden to contribute to delays and alignment and I'm pretty certain the LSE-AIM would have something to say about that, as would their agent, Eden's nominated adviser, Cenkos. I don't believe Eden is playing that game, but they would be foolish in my opinion if as you suggest, they are.
investingisatrickygame
12/12/2019
10:36
Investing, So where are they? what's your better explanation for delays in both country approvals and formulation? Are you not getting a little frustrated by the incongruence of what Eden say and then do? ………….. hTTps://poshan.outlookindia.com/story/poshan-news-why-good-nutrition-will-remain-a-distant-dream-unless-we-stop-the-chemical-onslaught-on-our-food-from-farm-to-plate/344005?fbclid=IwAR1NU864K544ckTq0ybFDki_QtptsbJbwLZKHYfL_Qul7dowzoDNQjx144Q hTTp://theconversation.com/fin-de-linsecticide-chlorpyrifos-les-alternatives-sont-deja-la-122665?utm_source=twitter&utm_medium=twitterbutton
supersonico
12/12/2019
10:05
Whose managing the approvals super? Eden (unlikely) or Eastman and Sipcam and why would they do so, even if they could, when that means delayed revenue, market share and profit!
investingisatrickygame
11/12/2019
17:18
Are we all in agreement yet? Parallel Delays Managed Country approvals.
supersonico
11/12/2019
16:14
I have been asked the following via a private message; "How do you know there are minimum purchase quantities and what is the minimum? Totally logical of course, but how do you know?" As this is something I was intending to bring up on here, I want to make sure others haven't missed anything either. Previously the Report from Cenkos was pretty much rubbished as being inadequate. However, having now had access to that Report (thanks to Eden for the heads-up) I think it is very comprehensive and informative. And although I assumed there would be minimum purchase quantities, the Cenkos Report is where I confirmed such. I would therefore recommend that investors make the effort to read the Report 'in full' - Cenkos: Eden Research Plc - Killing It - hTTps://www.edenresearch.com/investors/analyst_reports.aspx
wan
11/12/2019
16:14
I'm sure Mrs100K will welcome their generosity.
supersonico
11/12/2019
15:59
Someone still wishes to offload their holding.
northwick
11/12/2019
09:22
Welcome back Mrs100k
supersonico
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