Eden Research Share Discussion Threads

[supersonico] 13/5/2020 10:40

Have a read of post 7692 for some workings out and wild guesses.

[erinvale] 13/5/2020 10:17

None of Eden's products appears to offer protection for rice crops, so I am not sure why this is relevant. Have I missed something?

[supersonico] 13/5/2020 10:15

Growth Markets

[supersonico] 12/5/2020 13:06

Erinvale,
Yes my point was just that ..folk are buying into the story.

Lube..they are a group of folk who only post on a prescribed agenda identified by a campaign director with the express aim of establishing and dominating a specific narrative whilst attempting to give the impression of individual agency.

[erinvale] 12/5/2020 12:42

Er - Supersonico: please explain: the LUBE team? If buys are 2x sells then someone IS buying into the story, are they not?

[supersonico] 12/5/2020 08:02

I'm having flash backs of tag wrestling from the 70's.

But the Lube team are not that convincing.

What a remarkable transformation we are witnessing..

But the 2x buys to sells yesterday tells me ..no one is buying the Metamorphosis. LOL

The Over played Hand..

[pugugly] 12/5/2020 07:23

Bank of America advised aelling MOSAIC and also advised that CORTEVA, NUTRIAN AND C F INDUSTRIES were also vulnrable (and imo all others in the agri-supply business) on fertiser over supply and as lower margins for farmers put pressure in 2021 seed prices.(Source FT)

[supersonico] 12/5/2020 06:35

Erinvale,
I understand your frustration, my own bug bear is the consistency of information across company reports and RNS detail. There is no excuse for discrepancy in this and it just looks sloppy. The TT 'back to skool' narrative looks like an issue Eden have absolutely no control over to me..

However my own research as laid out in 7692 suggests to me that much of the TT/CAP delay described by Eden as Formulation or bottle cap issues could well be attributed to the development of the 'next generation encapsulation'(1) which firstly improved stability and control over Carvacrol release (2)and also addressed 'broader set of challenges for (it's)partners(3).

This development adds to the already slow process of development, regulatory /field etc and has to be all NDA.

It's slow but imo when you put together the IP evolution, the fundraise and Corteva
and potentially wider DOW relationships along with the ramp up in recruitment then hopefully the light at the end of the in the coming short order tunnel is getting slowly bigger..maybe

(1)

(2)Conclusions..

(3)

[erinvale] 11/5/2020 15:25

News may spike Eden‘s share price temporarily but only a sustained sales stream will shift it long term. Weak management caused me to sell out some time ago. I said then that I would buy in again at 3p. No idea whether it will fall that far but on current trends it could well do so. Pity, because the IP is world-beating.

[supersonico] 11/5/2020 14:18

Thanks Investing, I Appreciate the feed back.

What nails it for me is Eden having two Scientific advisors with Rice specialisms .

They also have used Richard Smart for his Viticulture Knowledge.

[investingisatrickygame] 11/5/2020 13:57

Agreed super. Some decent buys coming in, mopping up those sales. Pretty sensible in my opinion.

Btw, your post 7692 seems credible to me. I can see that. Whether it becomes reality is another thing, but it is logical; to my mind anyway.

[supersonico] 11/5/2020 13:12

That's not going to happen Investing. It has to stay safe cowering behind the paywall for fear of 'consequences'.

You remember don't you?

When the Fella who can't say Cedroz became all coy and could not bring himself to say the F word on a public BB.

Those Consequences... .thus the cowering behind the Paywall.

Still the share price drop does seem to suit those who have done their DD/research.

[investingisatrickygame] 11/5/2020 11:43

Sandcrab2,

Can you copy that note to here please.

[sandcrab2] 11/5/2020 10:57

I see Tom has another note out on this

[supersonico] 10/5/2020 20:59

'The next-generation encapsulation system to help us solve a broader set of challenges for our partners.'

27 März 2017
Dow, BASF, Eastman stir up new formulas for safer chemicals
Consumer marketplace seems to be the most powerful force inspiring chemical and materials manufacturers to create safer chemicals.


2017 Eden Reset UMMS commercial terms.

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."



Later that year Ex Bayer linkman Lykele joins EDEN

A Patent from UMMS, Authored by Gary Ostroff and Ernesto Soto
Senior Research Scientist at UMass Medical School/ Monsanto


YEAST CELL WALL PARTICLE ENCAPSULATION OF BIODEGRADABLE PRO-PAYLOADS


This is

STATEMENT OF FEDERALLY SPONSORED RESEARCH
This invention was made with government support under Grant Nos. NIFA 2015-11323 awarded by the United States Department of Agriculture (USDA) National Institutes of Food and Agriculture (NIFA). The government has certain rights in this invention.

This patent discusses improvements in the encapsulation process and in particular reference to Agricultural and Industrial Compositions and Methods ;

'The composition of the present disclosure may alternatively be applied via irrigation. This is suitable for treating nematodes or other soil borne pathogens or parasites.

In certain embodiments, the present disclosure provides for compositions in the form of granules and methods of controlling pests using the same. Granules allow for the use of less selective herbicides, pesticides, and combinations thereof, and thus offer a means to control pests that are not otherwise easily controlled.

Granules are a convenient application form for producers with small allotments such as paddy rice farmers, or for growers of turf where spays are complicated by the needs of near neighbors sensitive to drift or odor or for broad acre farmers who wish to apply fertilizers and herbicides together and who do not have convenient access to water.

The granules may be used in flooded paddies, recently irrigated turf, or in areas where it is inconvenient or impossible to remove irrigation water. The granules allow small holders the means to apply crop protection chemicals without expensive equipment, and without risk of exposing airways or eyes to aerosols or spray materials. Granules can be easily measured and distributed by hand. Using granules that are designed for uniform dispersal is advantageous because this compensates for uneven application'.

Now Monsanto Bayer have a huge issue with Dicamba Drift and Globally their is a significant issue with Rice Blast a key issue for many AG companies including Corteva and Bayer.

I repeat the earlier UMMS paragraph;

'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'

A Corteva note says;

'Corteva Agriscience has committed to improving the livelihoods of at least 3 million farmers and their rural communities by the end of 2020. Within this corporate target, the company specifies its Rice Farm Schools Program in India, a collaboration with the Uttar Pradesh Department of Agriculture that will provide half a million smallholder farmers with practical expertise and agronomic training. The project aims to have a multiplier effect, whereby farmers train other farmers using an eight-step program'.

Notable Findings,

'Corteva Agriscience estimates that around 80% of its clientele in South and Southeast Asia are smallholder farmers'.

The company engages approximately 1,000 third parties to organize seed production activities in India, through which the company uses long term contracts to solidify its relationships with 58,000 seed producers, of which 80% are estimated to be smallholder farmers.



Also perhaps relevant and emphasises Rice Blast as a significant Global issue ;

Dow DuPont merger conditions open door to new R&D player.

'The buyer would join BASF, Bayer, Syngenta and the merged entity as a global pesticide R&D organisation involved in the discovery of new active ingredients through to the release of formulated products through national distribution channels.

The Commission found the merger would have significantly reduced competition for some selective herbicides for cereals, oilseed rape, sunflower, rice and pasture in a number of EU member states, as well as insecticides used in horticulture and fungicides used on rice blast.

The merger conditions also required some DuPont insecticides used in horticulture and fungicides used on rice blast to be divested, and Dow would divest significant petrochemical investments in this sector where both companies currently operate'.


..

This Paper.. Rice Blast: A Disease with Implications for Global Food Security describes 'Rice blast is a serious fungal disease of rice (Oryza sativa L.) that is threatening global food security'


Further suggestions of corporate connections to Corteva come from this UMMS and Eden research funded summarising article presented at TechConnect World 2019 Program - Wednesday June 19 with Session chair: YuanQiao Rao of The Dow Chemical Company under the banner ..Materials for Personal/Home Care & Cosmetics



Here they report 'an improved approach to develop controlled release YCWP Terpenes by encapsulating Biodegradable pro-terpene compounds'



Interestingly Session chair: YuanQiao Rao has links to Eastman as well as Dow.


Did someone say 100 times ...CAP/TT formulation parallel delay??

Ok so I hear you say ..so what Supersonico your just doing your all wild guesses all the wild time and making associations which may or may not have any relevance to Eden..to which I say

Look at some of Eden's scientific advisors which include;
Dr Paul Williams Belfast School of Biological Sciences who knows a fair bit about Rice cultivation and who's RESEARCH FOCUS is;

Over the past 17 years Paul's focus has been to identify and attempt to correct the hidden inequality existing in global diets, a quest that’s taken him to the tannery slums of Dhaka, through to inaccessible mountain-dwelling communities in China poisoned by selenium – an element more commonly viewed in the “West” as being a super-nutrient, and the rice paddies projects of Sekinchan - a vital part of Malaysia’s food security strategy. Paul is currently researching the scientific/agronomic potential of a technology called DGT that can be used to analyse soil/water quality, in a bid to evaluate agro-ecosystem sustainability/health.




Also Advising Eden we have..

Chang Hyun Khang an Associate Professor of Plant Biology who's Research Interests include;

Fungi are major pathogens of plants. We are interested in understanding how fungi manipulate plant cells to cause disease and how plant cells respond to the invading fungi. To answer these questions, we study rice blast disease caused by the fungal pathogen Magnaporthe oryzae. Rice blast remains one of the world's most devastating diseases, destroying enough rice to feed more than 60 million people each year. In addition to its economic significance, rice blast is a model system for the study of plant-fungal interactions. We hope that our research will have translational value for controlling rice blast and other fungal diseases.



Grants:
2014 – 2017 U.S. Department of Agriculture, Agriculture and Food Research Initiative Program. Trafficking mechanism of blast effector molecules during rice blast disease. PI: Khang, C.H.





You could consider relevant also add to the mix .. Eden's recent Appointment of Director of Regulatory Affairs Dr. Michael Carroll who has considerable experience at Dow AgroSciences and Monsanto Agricultural Group and could also be providing DOW/Corteva with a linkman into Eden in a similar senior link role that I imagine Lylele has.

Eden tell us 'At Monsanto and Dow AgroSciences, Mike's responsibilities included the global launch of herbicides and fungicides, experience which will be highly relevant as Eden executes on plans to expand its product offering'.

Bear this in mind with the details of recent £10m fundraise and the Microplastic issue facing Corteva and every seed company on the planet.

and 2017 Sumitomo/ dupont seed collaboration news;

DuPont and Sumitomo Chemical Company Announce Global Seed-Applied Technology Agreement




Of course this could all add up to a big bowl of wild speculation but I would consider it carefully before you follow the example of those shape shifting Gamekeepers turned poachers who are dismissive of the efforts of Team at Eden research and are imo currently over playing their hands.

AWGATWT.

[supersonico] 10/5/2020 10:56

Brucie5

..Zach nails it again.

Dr. Zach Bush

[supersonico] 10/5/2020 10:56

2020 Biologicals Special

Biopesticide and Biocontrol

- RNAi: a new generation of biopesticides penetrates the crop protection industry, and agricultural changes have arrived
- Development status, trends and problems of Baculoviral Insecticides

- Eden Research: Sustaine™ encapsulation technology makes formulations more efficient and safer

- Seipasa's strategic thinking on the layout of the bioproduct market in the Americas
- CIQ: Sustainable Management of Parasitic Nematodes
- Accurate application with bees Canadian BVT company Vectorpak technology creates new technology for biological pesticide application
- Inventory of new botanical pesticides registered / launched in Europe and the United States in the first half of 2020
- Newly registered microbial pesticide active ingredients in the United States from 2015 to 2018

[supersonico] 09/5/2020 10:00

European Commission seeks feedback on promotion policy for agri-food products.

[supersonico] 09/5/2020 07:20

Proactive
Eden Research to start selling its Mevalone product 'imminently' into the Portugese market

K.&N. Efthymiadis S.A. Mevalone Portuguese distribution transferred to Sipcam

Approvals waiting as per always..

.Mexico / Cedroz approval good access to US market but no forecasts or guidance of $$value to Eden and no mention that the post approval period involves... 'extensive live trials under local conditions to determine the best possible use of Cedroz in different scenarios and for a range of crops'..so don't expect $$$$ fireworks just yet.

Corteva plus unnamed Big Ag collaborators Seed treatment trials. 'Edens products as components of seed treatment formulations'.

No mention of French authorisation issues but plenty of emphasis on 'southern Europe' approvals. Make of that what you will and mix it with a dose of Eden exacerbated investor opaque BS fairy dust.

Silence / No mention of parallel delayed Consumer Health or CAP markets despite evolving 'sustainability megatrend' and established headlines like this from 2017;

'Dow, BASF, Eastman stir up new formulas for safer chemicals'
'Consumer marketplace seems to be the most powerful force inspiring chemical and materials manufacturers to create safer chemicals'

My wild Ed-guess is that TT is strongly associated with Dow Chemical and possibly Bayer or some joint working relationship.

General SS demeanour ... .Short order fatigue / Frustrated / restrained

[supersonico] 08/5/2020 14:38

Commission to seek large cuts in fertiliser and pesticide use

The European Commission is planning for significant cuts in the use of fertiliser and pesticides as part of the upcoming EU Biodiversity Strategy to 2030.

A draft document of the plan (which has not yet been formally finalised or released) reveals plans to cut fertiliser use by “at least” 20% by 2030, as part of an attempt to reduce nutrient losses by 50%.

“The commission will promote the goal of zero pollution from nitrogen and phosphorous flows from fertiliser through reducing nutrient loss by at least 50%. This will also result in the reduction of use of fertilisers by at least 20%,” the draft strategy says.

At the same time, the commission is planning to cut the use of chemical pesticides by 50% by 2030.
The aim of this is to prevent a decline in farmland birds and insect populations.

“Their alarming decline must be stopped and reversed. To this end, the commission will take actions to reduce by 50% the use and risk of chemical pesticides by 2030 and reduce by 50% the risk entailed by high-risk pesticides by 2030,” the strategy document says.

Among the other stand-out points of the Biodiversity Strategy is a focus on organic farming.
The plan states that 25% of the EU’s agricultural land must be under organic farming by 2030. The reason for this, according to the document, is that: “It is a sector with positive employment trends that attracts younger workers in a general context of very low generation renewal in farming, [and] provides 10% to 20% more jobs per land area than conventional farms.”

[supersonico] 07/5/2020 20:19

supersonico
5 Oct '17 - 17:58 - 2814 of 7686 Edit
0 2 0
Nematicidal Compositions and Methods of Using Them
US 20170245497 A1
Abstract
There is disclosed method of killing nematodes comprising the step of applying an effective amount of a nematicidal composition comprising a terpene component and compositions suitable for use in the method. The terpene component is preferably in association with water, either as a solution or a suspension. An excipient may also be included, which is suitably hollow glucan particles which encapsulate the terpene component.



0019]
The current procedure for the elimination of nematodes in agriculture involves treating the soil with methyl bromide (MB). MB essentially sterilises the soil and provides effective control of a wide range of soil-borne pathogens and pests, including fungi, bacteria, nematodes, insects, mites, weeds and parasitic plants. However, MB has a significant negative impact on the environment.

[0020]
Problems associated with MB include:
Eradication of the beneficial soil microflora and microfauna, resulting in elimination of natural biological control and resurgence of secondary pests and diseases. The “biological vacuum” created by the use of potent biocides, such as MB, results in rapid re-infestation of treated soils.
Toxic side-effects on humans, plants (phytotoxicity) and other non-target organisms. This has safety implications with regard to handling MB as any contact with the user would be harmful. There are therefore also major expenses involved with specialist equipment, training and other precautions involved with ensuring that MB is used, handled and transported safely.
MB is associated with the depletion of the ozone layer.
Pollution of the environment, including soil, water and the atmosphere. MB is, in particular, a major pollutant of underground water.
Pesticide residues in agricultural products, creating health risks for consumers and major obstacles to the international agricultural trade. Soil fumigation with MB is known to leave bromine residues in the soil which can be taken up by, and accumulate, in plants. Problems with bromine residues in leafy vegetables, such as lettuce, are quite common. Indeed, in grape producing regions the use of MB is not permitted due to its health implications.

0026]
For the reasons mentioned above, inter alfa, the production and use of MB is being phased out on a global scale. Under the Montreal Protocol 1991, MB use is to be phased out by 2005 in the E.U. and other developed countries, and by 2015 in the developing countries. There is therefore a need to identify suitable alternative solutions for managing soil-borne pathogens, in particular nematodes.

0027]
The inventor has surprisingly found that terpenes are effective in killing nematodes.
[0028]
Terpenes are widespread in nature, mainly in plants as constituents of essential oils. Their building block is the hydrocarbon isoprene (C5H8)n. Terpenes are classified as generally regarded as safe (GRAS) by the Environmental Protection Agency (EPA) in the USA and have been used in the flavour and fragrance industries.

[0098]
It will be obvious to one skilled in the art that the nematicidal use of a composition made entirely of compounds which are GRAS is highly preferable over the use of prior art toxic compositions. Environmental concerns associated with use of the composition will be greatly reduced and there would be no significant problems with accumulation of the product in food crops. Additionally, regulatory approval of the composition in various jurisdictions would not be as difficult to obtain as for a toxic composition, and indeed may not even be required in some instances.

0211]
The results demonstrate the ability of citral alone and a citral and thymol mixture to kill nematodes at low concentrations. Kill rates in table 7 after 48 hours were over 90% for both mixtures at 250 ppm and 500 ppm concentrations. The 125 ppm concentration showed a lower kill rate. The kill rates in Table 8 show high kill rates after 24 hours for concentration as low as 62.5 ppm.

0214]
The purpose of this experiment was to demonstrate that citral selectively kills the harmful root-knot nematodes over saprophagus nematodes, which are not harmful, and indeed may be beneficial to the plant and soil. Such selective killing is a surprising effect that means treatment with terpenes may kill parasitic nematodes, but not eliminate the beneficial micro-fauna in the soil.

[0217]
The results clearly show that citral kills the pathogenic root-knot nematodes at a much higher kill rate than the beneficial saprophagus nematodes. After 48 hrs the kill rate for root-knot nematodes was 100% for all test mixtures, whereas for Saprophagus nematodes it was only 50-53%. The results were not significantly effected by the inclusion of Tween 80.

[0218]
The results demonstrate that terpenes have the ability to selectively kill pathogenic nematodes whilst allowing beneficial nematodes to survive in the soil. This would result in a more healthy soil environment post treatment than a treatment which kills the entire nematode population in the soil. Firstly this is because beneficial nematodes would be present in the soil post treatment, and secondly there would not be a nematode “vacuum” in the soil which could be filled with pathogenic nematodes or other pathogens.

[0219]
It could be expected that at a very high concentration of terpene may result in a higher kill rate of saprophagus nematodes, thus reducing the selectivity of the treatment. Therefore in use in the field the minimum concentration that achieves the desired kill rate in root-knot or other parasitic nematodes may be selected, thus maximising the selectivity.

[investingisatrickygame] 07/5/2020 16:20

Eden clearly needs income, but nothing dramatically changed today. All businesses are affected by Covid-19. Eden doesn't know if it will or will not have an effect. Others do and have seen it already and materially to the downside.

Eden has capital so is protected and doesn't need to borrow, others clearly do or will go bust as has been highlighted through the media.

Eden just announced the Corteva arrangement and up to €40 million income pa. And we're waiting to hear about insecticides too.

We are long overdue, it feels, news on the Sipcam-Eden collaboration on Sustaine.

The one thing that continues with Eden, in my opinion, is that Eden's communications fails to resonate with investors and this has been so for years. I doubt it will change, it hasn't thus far, but why communicate if it has no impact. Better to change than to continue as is.


I think Eden has great prospects and the recent capital raise, although in my opinion priced low, is a success as a capital injection to accelerate the business.

So, just one request from me. Can we please find a way to resonate more positively with shareholders so that the share price reflects the same as the only ones looking at Eden RNS's are existing shareholders. Come the big news, Corteva or others, it will take more than an RNS to move the share price appropriately north.