Eden Research Share Discussion Threads

[supersonico] 28/1/2019 08:09

Interesting to see how the Giants and Minnows relationships in the SustainabilityMegaTrend are evolving and Maturing



Bio-on
Unilever and Bio-on present My Kai the new line of ultra-green sun creams

The partnership between Unilever and Bio-on has created new brand My Kai, set to enter the cosmetics market with the first line of eco-friendly sun creams.
It is the world’s first product made from the new cosmetic ingredients designed by Bio-on: micro powders made with the revolutionary minerv bio cosmetics bioplastic, obtained from renewable plant sources and 100% biodegradable.

Bio-on’s ultra-green ingredients enable cosmetics products to significantly reduce the percentage of UV filters, which are essential to protect the skin but can be harmful for the environment, boosting water resistance at the same time.
My Kai products will be available in stores from March 2019.

Rome – Bologna (Italy), 28 January 2019 – Bio-on is proud to present alongside Unilever a brand-new line of sun protection products made from its revolutionary, 100% natural and biodegradable bioplastic. The new products have been developed by Bio-on, and will be sold by Unilever under the new brand My Kai. They are the first ones made using minerv bio cosmetics, the bioplastic micro powders presented in spring 2017 and designed for cosmetics that respect the environment and human health. The innovation in this line is a series of ultra-green, high-performing SPF (Sun Protection Factor) Boosters designed to improve sun protection products.

[supersonico] 26/1/2019 08:50

SustainabilityMegaTrend.

SC Johnson Expands Sustainable Product Portfolio, Acquires Method, Ecover



SC Johnson, a manufacturer of products such as Windex, Glade, Shout, Raid and Pledge, has signed an agreement to acquire Method and Ecover, two consumer brands from People Against Dirty, a B-Corp and pioneer in ‘planet-friendly’ home, fabric and personal care products. Method and Ecover are well known for their use of naturally derived, biodegradable ingredients and responsible packaging.

“Method and Ecover have a strong tradition of innovation and delivering on consumers’ needs. They are a great complement to SC Johnson’s trusted lineup of iconic brands,” said Fisk Johnson, Chairman and CEO of SC Johnson.
Method has established itself as a leader in sustainable packaging, with nearly all of its packaging made from 100 percent post-consumer recycled plastic. In 2012, Method launched the world’s first product packaging made from ocean plastic. What’s more, three-quarters of Method’s products are Cradle-to-Cradle certified Gold.

Ecover has also been active in its pursuit of sustainable packaging for its non-toxic, plant-based products. Ecover’s bottles are made of 75 percent Plantplastic® — plastic derived from sugarcane rather than petroleum — and 25 percent post-consumer recycled plastic, all of which are 100 percent reusable and recyclable.
The acquisition builds on the company’s promise to deliver better products with more transparency and offers significant opportunities for growth and improvement.

In 2001, SC Johnson formally launched the SC Johnson Greenlist with the goal of removing ‘bad’ ingredients and instead focusing on choosing better option and continuously improving formulas based on information about ingredients’ impact on the environment and human health. The company intends to increase year-on-year the percentage of ingredients with a lower impact on the environment and human health. In 2015, SC Johnson also become the first major consumer packaged goods company to offer product-specific fragrance disclosure to consumers.

SC Johnson also recently made headlines for its work to advance film and flexible packaging recycling in partnership with the Closed Loop Foundation, the details of which are highlighted in a new study.

The transaction is subject to regulatory approvals in the US, UK and Germany and other customary closing conditions. As a private company, SC Johnson does not disclose details regarding financial or business transactions.
…………….

Gregory Unruh

[supersonico] 25/1/2019 19:18

Something always interesting to see on Twitter is when a Minnow follows a giant (Revenue
US$ 11.75 billion 2013) Sc Johnson. You can tell it's not Alex's fat finger when they also follow the Chairman of that company H Fisk Johnson.



It's especially so when it's product base and values are aligned with Eden's and TT Pipeline.

This is one of the latest.



"Green chemistry is not, and cannot be, a fringe movement... We have to do it for the well-being of our children, and the well-being of our children's children." Fisk Johnson

[brucie5] 25/1/2019 14:59

I think the mismatch between share price and pis' aspirations are to be found in the gap between what is promised this year, and what still has to be delivered.

Bear in mind that apart from milestones, the only current sales revenue is from a seasonal fungicide, not yet launched in the US, and only recently in Europe. But it's growing quickly.

I think US clearance for mevalone and cedroz will together be highly impactful as an indicator of value to a potential buyer, as will cedroz in the EU.

Not to mention TT, Bayer, Sustaine. This year. Or I'm off.

[supersonico] 25/1/2019 09:58

Sounds about right Investing and I do consider the ground work is being done and the opportunity in the biopesticide market is growing exponentially.

All we need now is a 'strategic event' ... perhaps Sumitomo flavoured !

[investingisatrickygame] 25/1/2019 09:25

Courtesy of a friend.

Go to Twitter @pauljkavannah1 and read his tweet on Earthport.

Proof if any that regardless of profits, market size and opportunity will dictate value

:) #Edenundervalued!

[supersonico] 25/1/2019 08:08

De Sangosse plays in the big leagues.



The plant protection and nutrition group has 14 production centers around the world. Established in some fifteen countries, it relies on external growth to save time and adapt its offer to the market.

Initially, there is a family business created in 1926 in Pont-du-Casse, Lot-et-Garonne, near Agen. On arrival, a multinational group of 850 employees, established in 15 countries with more than twenty subsidiaries, realizing 335 million euros of turnover. In the meantime, the company was bought back in 1989 by its employees, who now hold 75% of the capital alongside the founding family and a pool of investors.

De Sangosse has achieved commercial acclaim in the markets for plant protection, plant nutrition, seeds and pest control. "Everywhere, we battalions against the majors, large multinational groups; but, thanks to our innovative technologies, we are able to occupy a leading position in niche markets with high added value such as biocontrol and biostimulants, "proudly claims its managing director, Nicolas Fillon.

The development of the company accelerated at the turn of the 2000s with its first steps abroad. First export to Europe - Germany, Spain, Italy, United Kingdom - and then with a first establishment in China in the form of a joint venture serving as a bridgehead for the entire Asian market.

In 2010, De Sangosse strengthens its strategy of conquest outside our borders, especially across the Atlantic. After a first acquisition in 2003 in Milwaukee, Wisconsin, north of Chicago, the Southwest ETI completes two other acquisitions in 2014 and 2015 in California. "In the United States, which has become our second largest market behind France, we have mainly developed through external growth because the market is very closed and we are facing very strong local competitors", says Nicolas Fillon.

An R & D center in Vietnam.

De Sangosse Group, which currently generates 60% of its international business, is also established in Brazil, where it bought a small company in 2006 - "a starting point to build our long-term development", says Nicolas Fillon - and in Argentina since 2015, in a joint venture with a local player. "It has set us up in a market with very high potential," says the leader.

In total, De Sangosse now owns fourteen production units, nine in France, two in the United States, one in Spain, one in Brazil and one in Argentina. The group of Lot-et-Garonne has made the international the second key axis of its development with innovation. "We dedicate 9% of our turnover each year to R & D, which employs 120 people," says Nicolas Fillon.

The group has expanded its operations by setting up commercial subsidiaries (Italy, South Africa, New Zealand, Australia) or by making acquisitions (in the United Kingdom and Turkey in 2014, Spain in 2015). Four years ago, the ETI even set up an R & D center in Vietnam for a rice-based innovation project.

A successful acquisition strategy.

"We do not really have a priori to develop abroad, whether in the form of subsidiaries or buyouts, it's all about opportunities," says Nicolas Fillon, who notes however want respect a certain balance between these two strategies. However, the CEO recognizes that external growth often "saves time, better understanding the local market to adapt its offer".

Mergers and acquisitions, often presented as greedy for capital investment, can also, in his view, be more economic in the long run because faster profitable. "When you create a subsidiary, the cost of entry into the market may seem low, but then it is often necessary to invest a lot to boost growth," said Nicolas Fillon, who also notes that the original capital model of the company, majority owned by its employees, is a key asset in developing a successful acquisition strategy. "It gives us great agility in governance, decision making is fast, the interests of employees and shareholders are easily aligned.

The CEO of De Sangosse says he has new international projects in progress, and said he also look to new markets with high potential as those in the Near and Middle East. "Iran seems like a fantastic market with a great agricultural tradition. Unfortunately, there is now the fear of the embargo. And for a group like ours also present on the American market, it is unacceptable. "

[supersonico] 24/1/2019 22:58

Proactive @ Eden ….Audience feedback..

Nice to see Anne Williams Global Product Manager Tomato/ Biotechnology @ Monsanto-Bayer offer some kind words of support to Sean Smith and the Eden Team.

"Great news guys - clear focus and a lot of hard work looks like it’s paying off - Congratulations"

Also chipping in is Michel VILLENEUVE who knows a thing or deux.

Commercial Advisor EDENRESEARCH Plc UK, MICROCIDE Plc UK, Consultant FERTINAGRO Biotech SL Spain, AMC Malta, SIPCAM Esp

"Alex and Sean you are on the right tracks to grow Edenresearch on key markets with new rights to sell coming in 2019 and 2020".



We even have a Consultant fella Olivier Grosjean Consultant Expert AGRICULTURE from De Sangosse nodding in agreement .

De Sangosse is a European leader in Adjuvant technology, Nutrition, Molluscicides and Pod sealants helping growers protect their crops







From SANGOSSE #PositiveProduction "everywhere, we battalions face the majors, large multinational groups; But, thanks to our innovative technologies, we are able to take a leading position on niche markets with high added value such as Biocontrol and Biostimulators "the company's original capitalist model, held mainly by Its employees, is a key asset in developing a successful acquisition strategy.

[supersonico] 24/1/2019 17:48

Investing,

It's all word association to me. If Xinova think Eden tech a Game Changing idea in Anti microbial and it involves a genius like Ostroff that's enough for me with his track record. That says it all imo and the arrangement is with UMMS so may involve a wider group of collaborating professors.

I'm assuming it's along those lines or a combination given the theme of Ostroffs research and got something to do with the Synthetic Mimics of Antimicrobial Peptide compounds mentioned in (3)above and in the article below and beta-glucan microparticles for targeted delivery of conventional antimicrobial agents.

I know nothing so what I have just said is likely complete rubbish and crude speculation and as a wise fella once told me may prompt more questions than it answers, although that's not stopped me from making wild guesses before:).







Efficient targeted drug delivery systems are paramount for the development of novel and effective biopharmaceuticals and diagnostic agents. The advantages of targeted drug delivery and release include increased drug concentrations at the site of disease, limited side effects from off-target cell damage, and reduction in dose frequency and cost and length of treatment. A primary challenge for the development of drug delivery systems is the lack of optimal strategies to achieve selective and efficient cellular targeting.
Glucan particles (GPs) derived from Baker’s yeast have been efficiently used for targeted payload delivery to macrophages and dendritic cells [1–11]. The hollow and porous nature of GPs (3–5 μm in diameter) allows for absorption and retention of payload molecules. The β-1,3-D glucan surface composition also serves as an effective means of recognition by cell surface receptors in macrophages (via dectin-1 (D1) and Complement Receptor 3 (CR3)) and other phagocytic innate immune cells, allowing for a receptor-mediated particle uptake mechanism [3, 12]. We have reported several methods for efficient encapsulation of a wide range of molecules inside GPs [1–11]. Water soluble macromolecules (e.g., DNA, siRNA, and proteins) can be efficiently encapsulated inside GPs by both polyplex and layer-by-layer (LbL) synthetic approaches [1, 2]. Neutral, small drug molecules have been encapsulated by embedding the payload in polymer hydrogels [7] and encapsulation within small nanoparticles prepared in situ inside GPs or loaded onto the surface of GPs in a piggyback approach [6]. These different drug loading strategies accomplish two important goals: (1) high encapsulation efficiency of the payload molecule using a synthetic approach that will provide protection of the payload inside GP during storage and in transit to macrophages and (2) efficient, sustained release at low pH (pH 5 or lower) to achieve payload escape from the GPs in the endosomal compartment following macrophage uptake. Here we describe a potential new application of GPs for macrophage-targeted delivery of gallium for enhanced inhibition of HIV infection in human macrophages compared to free gallium nanoparticles.
Gallium has been shown to be effective in the treatment of several disorders, including viral and bacterial infections [13]. Gallium salts are used in pharmaceutical applications for hypercalcemia, and there is also evidence of a gallium therapeutic effect against syphilis, trypanosomiasis, and tuberculosis [14]. Gallium’s therapeutic activity stems from its similarity to iron (III), with the ability to substitute for iron (III) and interfere with critical enzymatic process in metabolism and the growth of proliferating cells due to the inability of gallium (III) to be reduced in redox-active enzymes [15]. This interference is responsible for gallium inhibition of proliferation of several pathogenic microorganisms, most notably species of Mycobacterium. Cell uptake of gallium-transferrin complexes by infected cells, particularly macrophages, diminishes iron (III) concentration essential to enzymes likely to be involved in various processes critical for viral and bacterial infection. Additionally, gallium’s lack of redox activity reduces potential toxicity effects from gallium as it does not interfere with iron (II) bearing molecules, such as heme, or with oxygen transport. Gallium is also resistant to drug efflux pumps, allowing it to be less vulnerable to drug resistance mechanisms.

[investingisatrickygame] 24/1/2019 16:49

Super,

Do you think the controlled and chosen release via Sustaine is the key to these developments in the world of pharmaceuticals? Is that where you are going with this combined with new and more effective formulations that infection cannot resist?

[supersonico] 24/1/2019 15:00

Eden initially acquired the initial seeds of it's current patent portfolio for a system that is suitable for the encapsulation of terpenes and co encapsulation from Gary Ostroff @UMMS way back yonder.

Eden and Ostroff Re-set the terms of the agreement june 2017 (2) which it says 'in part, focussed on the further development of this technology.' This I take to mean 'Sustaine' and Co encapsulation across the verticals. The 2nd 'Part' might be what Xinova refer to in their Eden Blurb which references Game changing Tech in Anti-Microbial (1) which I suggest could well be the next phase of Ostroff's work for Eden. A current project he is involved with is described as 'evaluating the use of engineered beta-glucan microparticles for targeted delivery of conventional antimicrobial agents for TB'.(3)

On might deduce from a look at Ostroffs work since the 're-setting' involves a wider focus than on TB. What ever one hypothesises about the 're-set' of terms I contend that the wider focus and 2nd generation pipeline products will involve a anti-microbial component which in these days of antibiotic resistance once commercialised could be very lucrative.

Obviously Gary Ostroff has been working for years on a rich seem of research projects not all of which are going to be Eden related but the very fact that Eden and Ostroff re-set the terms indicates to me at least that their are clues to Eden's next phase of development in his research work which I'm guessing will be Anti microbial related. Tie this in with some of his recently published Patents and one with enough Imagineering juice can make an educated guess on how Eden's commercial plans might look in the future and whether the 2013 reference to other 'areas of interest to Bayer, outside of animal health' (4) might well be in or part of that 'next generation' Pipeline..' to help us solve a broader set of challenges for our partners'.(2)

How far that is in the future is the.. question?
…...

1) Co-innovation and expansion of breakthrough technology for a natural pesticide and anti-microbial. Xinova

2) New terms agreed with UMMS
Jun 2017

"Sean Smith, Chief Executive of Eden, said: "We are pleased to announce the re-setting of some of the key commercial terms of our licence agreement with UMMS. We believe that the new terms reflect both the long term potential of our next-generation encapsulation technology whilst also reflecting the current stage of technology development. We look forward to the ongoing collaboration with UMMS which is, in part, focussed on the further development of this technology with the objective of creating a next-generation encapsulation system to help us solve a broader set of challenges for our partners."
………..
Gary R Ostroff PhD



3)Novel TB Therapeutics and Vaccines
In collaboration with Dr. Gary Ostroff (UMMS Department of Molecular Medicine) we are evaluating the use of engineered beta-glucan microparticles for targeted delivery of conventional antimicrobial agents for TB, as well as synthetic antimicrobial peptide mimetics compounds developed by Dr. Gregory Tew (UMass Amherst).

In related studies, Dr. Lee in our group is developing glucan particle technology for TB vaccines co-delivering adjuvant plus antigen plus siRNA to silence regulatory genes that limit the maximum potential lymphocyte activation.






4) Preliminary Results
May 2013

'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'.

All guesses all the Time..

[supersonico] 21/1/2019 22:06

The Chronology: the arrangement of events or dates in the order of their occurrence.

Co-innovation and expansion of breakthrough technology for a natural pesticide and anti-microbial. Xinova

Preliminary Results
31st May 2013

'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'.

Licence Agreement with SUMIAGRO
1st Dec 2014

Beyond this agreement and 3AEY, we look forward to developing other product opportunities with Sumi Agro France as well as with affiliated Sumitomo Corporation companies. "

Sumi Agro France is a European affiliated company of the Japanese SUMITOMO CORPORATION group, one of the largest trading house in the World.‚ In 2012, Sumi Agro and Sipcam signed an alliance, creating a common platform for the development, marketing and distribution of products for Agriculture, covering all European markets.



Agreement with Sipcam covering new products
20th May 2015

'Sean Smith, Chief Executive Officer of Eden, said: "We are pleased with the increase in activities with our partner, Sipcam.‚ This is clear evidence that we are realising the potential to expand the commercialisation of our products and grow the existing relationship with Sumitomo related companies around the world.

Chairmans Report..19/3/18

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

Year-end trading update
15th Jan 2019

Sustaineä, Eden's patented, natural micro-encapsulation technology, is being evaluated by an increasing number of parties, including Sipcam, on a large and growing number of active ingredients used in crop protection. This technology represents significant medium-term potential for the Company, and we are pleased with the attention it is receiving in the hands of current and new collaborators.

[supersonico] 21/1/2019 09:51

Eden Throwing out clues to what the 7/2 Eden Quiz Night Questions will look like. Extra canapes for each right answer on the night..

Eden Research plc@edenresearch

Eden's products are a perfect fit for IPM programmes...

Integrated pest management
…………………………..
Parked

[brucie5] 20/1/2019 21:22

Come on Sipcam. Make us an offer we can't refuse.
;)

[supersonico] 20/1/2019 13:51

Anyone following the Missing $21 Trillion story??


……….

Parked:

Sipcam Nichino Brasil

2015
Sipcam and Nihon form Brazil jv

Japanese company Nihon Nohyaku (Tokyo) and Italian company Sipcam (Milan) have formed a 50:50 joint venture in Brazil, Sipcam Nichino Brasil. The venture was formed in September last year to develop, market, distribute and formulate agrochemicals. The business’ 2013 turnover totalled some R$326 million (US$130 million at the current rate). The deal builds on Sipcam’s 35 years of operating in the country added to Nihon’s R&D knowhow developing proprietary products, proving “substantial synergy”, the companies say. The entity operates from Uberaba in Minas Gerais state. UPL (formerly United Phosphorus) sold its half of the joint venture, Sipcam UPL Brasil, to its partner, Sipcam, earlier last year. That partnership began with the Indian company’s acquisition of Italian agrochemical company Isagro’s 50% stake in the previously named Sipcam Isagro Brasil in 2011.





The company has a 50 partnership with the Japanese company Nihon Nohyaku Co. Ltd., which has traditionally developed new molecules. In what way can the Japanese company, which specializes in the sector, generate a competitive differential for Sipcam Nichino in Brazil?

Sipcam Europe

Further to the alliance signed in 2012 with the multinational Sumitomo Corporation and the research company Nihon Nohyaku Co.Ltd, Sipcam merged its distribution networks in Europe setting up the Holding Sipcam Europe S.p.A., which operates in Italy, Spain, Portugal, Great Britain, Greece and the Benelux countries.
The majority is held by Sipcam.



Map/

[supersonico] 20/1/2019 11:17

Investing,

Agree if they are going to do this it should be substantive and publicity generating to be worthwhile.
………;……̷0;……R30;….

'ideally by film'

AR ;)

[brucie5] 20/1/2019 11:16

Either of you going?

[investingisatrickygame] 20/1/2019 10:51

Super

I totally agree. No need going to a Proactive evening to announce TT. Eden has to deliver something to stimulate greater interest and investment in its share price. Sustaine™ would do that. But, they will need to expand that communication beyond the evening and an "update" video. The communication of Sustaine™ will need to be broader and deeper and those who don't know Eden at that stage will need the Company to deliver a comprehensive understanding, ideally by film, about who the Company is and why they are worth investing in.

[supersonico] 20/1/2019 09:49

The Proactive 7/2 presentation only makes sense to me if it is Preceded by Sustaine news imo. Clarity or progress news from TT would save the reputational challenged red faces and be a bonus so I think that's coming as well.

[supersonico] 20/1/2019 09:02

Take a trip back to 2014 and do your best Imagineering.



Business Strategy of the Health & Crop Sciences Sector.
Ray Nishimoto Director & Managing Executive Officer Sumitomo Chemical September 19, 2014

Slide 28:
Working with Monsanto..Top company in the world in Seeds & Non-selective herbicides ・RoundUp Ready (genetically modified organism) ・RoundUp (non-selective herbicides)

but...ROUNDUP resistance problem is expanding
……………………………………………………………………….



Which seed treatment crop types will thrive from 2017-2027?
Separate projections and analysis explore the potential
Corn
Soybean
Wheat
Cotton
Rice
Vegetables
Other

[investingisatrickygame] 19/1/2019 22:59

Brucie5,

I suspect in the knowns that we have and on the horizon right now, value in my opinion will likely rank as

Sustaine
Cedroz
Bayer
Mevalone
Headlice

I also suspect that any other strategic stake taken, should that happen, will revolve around Sustaine and it will have to be far greater than £2 million at 10.7p. Any such stake in Eden will surely be for right's granted and they as we suspect, should be very valuable.

Super & AttyG, any thought's on the above?

[brucie5] 19/1/2019 21:32

A viable business model for a restaurant chain is very different to a business developing disruptive technologies. There is always the gap to cash earnings and that is the risk investors take on for a proportion of the future profits, expressed in a higher share price.

I am open to the possibility of further funding, either in the form of a rights issue or further strategic investment by one of our partners, if that is what is needed to cross the line.

However, before that, I would expect to see evidence of key milestones reached, including Bayer and TT launch, along with cedroz EPA, which together I suspect attract a higher share price, most probably in the twenties. This is before sustaine, which may in itself be the deal that catalyzes the further strategic investment, and a re-rating.

In conclusion, and as I've said before, I see this year as pivotal to the investment case. And so while I will be keeping an eye on those mevalone sales, my main interest is to see those promises materialize.