Eden Research Share Discussion Threads

[supersonico] 14/1/2021 20:32

Potentially both Human and Animal....

Perhaps that's the product launch in 2021, one of which has 'blockbuster potential'.

[investingisatrickygame] 14/1/2021 20:30

I was commenting to a fellow shareholder effectively the same, a consumer product

[supersonico] 14/1/2021 20:12

My thoughts are..

..what is Eden involved with that involves internal human Parasites?. I don't recall it being mentioned before. However it could be TT related and in Eden's case refer to ruminants.

Benzimidazoles.
The benzimidazoles are a large chemical family used to treat nematode and trematode infections in domestic animals. They also have limited activity against cestodes. However, with the widespread development of resistance and the availability of more efficient and easier to administer compounds, their use has decreased in ruminants. They are characterized by a broad spectrum of activity against roundworms (nematodes), an ovicidal effect, and a wide safety margin. Those of interest are mebendazole, flubendazole, fenbendazole, oxfendazole, oxibendazole, albendazole, albendazole sulfoxide, thiabendazole, thiophanate, febantel, netobimin, and triclabendazole. Netobimin, albendazole, and triclabendazole are also active against liver flukes; however, unlike all the other benzimidazoles, triclabendazole has no activity against roundworms. Because most benzimidazoles are sparingly soluble in water, they are generally given PO as a suspension, paste, or bolus, although topical formulations have also been developed. Differences in the rate and extent of absorption from the GI tract depend on such factors as species, dosage, formulation, solubility, and operation of the esophageal groove reflex. Flubendazole and fenbendazole are also available as an oral suspension or emulsion for application through drinking water, for administration to pigs and chickens.


A search of 'Initiative Competitive Grant no. 2015–11323' brings up a Human/ animal application.



In vivo and in vitro studies of Cry5B and nicotinic acetylcholine receptor agonist anthelmintics reveal a powerful and unique
combination therapy against intestinal nematode parasites

Conclusions/Significance.
Our study provides a powerful means by which anthelmintic combination therapies can be
examined in vivo in the laboratory. In addition, we demonstrate that Cry5B and nAChR agonists have excellent combinatorial properties—Cry5B combined with nAChR agonists gives
rise to potent cures that are predicted to be recalcitrant to the development of parasite resistance. These drug combinations highlight bright spots in new anthelmintic development for
human and veterinary animal intestinal nematode infections.

This maybe linked to a Gary Ostroff UNIVERSITY OF MASSACHUSETTS patent
ANTHELMINTIC COMPOSITIONS AND METHODS

Compositions and methods for treating or reducing the severity or likelihood of occurrence of a parasitic worm or helminth infection in a subject are described. The methods include administering to the subject a therapeutically effective amount of a killed or inactivated recombinant bacterium expressing a crystal protein such as a Bacillus thuringiensis crystal protein (Cry) in the cytosol of the bacterium. The crystal proteins may be full length, truncated, variant, or sub-variant Cry proteins. Examples of crystal proteins include Cry5B, Cry21, Cry14A, Cry6A, and Cry13A. The recombinant bacteria may be treated with an anti-microbial agent before or during administration to a subject.

[investingisatrickygame] 14/1/2021 19:20

And Super, your thoughts are?

[supersonico] 14/1/2021 18:04

Anthelmintic Activity of Yeast Particle-Encapsulated Terpenes.

Abstract
Soil-transmitted nematodes (STN) infect 1-2 billion of the poorest people worldwide. Only benzimidazoles are currently used in mass drug administration, with many instances of reduced activity. Terpenes are a class of compounds with anthelmintic activity. Thymol, a natural monoterpene phenol, was used to help eradicate hookworms in the U.S. South circa 1910. However, the use of terpenes as anthelmintics was discontinued because of adverse side effects associated with high doses and premature stomach absorption. Furthermore, the dose-response activity of specific terpenes against STNs has been understudied. Here we used hollow, porous yeast particles (YPs) to efficiently encapsulate (>95%) high levels of terpenes (52% w/w) and evaluated their anthelmintic activity on hookworms (Ancylostoma ceylanicum), a rodent parasite (Nippostrongylus brasiliensis), and whipworm (Trichuris muris). We identified YP-terpenes that were effective against all three parasites. Further, YP-terpenes overcame albendazole-resistant Caenorhabditis elegans. These results demonstrate that terpenes are broad-acting anthelmintics. Terpenes are predicted to be extremely difficult for parasites to resist, and YP encapsulation provides water-suspendable terpene materials without surfactants and sustained terpene release that could lead to the development of formulations for oral delivery that overcome fast absorption in the stomach, thus reducing dosage and toxic side effects.

Funding
This project was supported by (1) the National Institutes of Health/National Institute of Allergy and Infectious Diseases grants R01AI056189 and R01AI50866 to R.V.A., (2) Agriculture and Food Research Initiative Competitive Grant no. 2015–11323 from the USDA National Institute of Food and Agriculture to R.V.A., and (3) a Sponsored Research Agreement from Eden Research plc to G.R.O.

[investingisatrickygame] 14/1/2021 13:55

I haven't made that statement before, but I have got my share price predictions wrong because it came too soon :)

That said, we are now in a materially different position and it is all in the RNS domain for all to see.

If those figures are wrong, Eden needs to change them. However, they are not and I think we agree, don't we, that a successful Corteva RNS, expected soon, will change everything for Eden and its share price.

[brucie5] 14/1/2021 13:48

*Eden has to be one of the best near-term investments in London (big statement without knowing details of other companies) that investors could consider.*
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And how many years have you been saying that?
;)

[investingisatrickygame] 14/1/2021 13:45

Brucie5

It is a very exciting time right now for Eden investors. We have had some busy share buying days this last few weeks, but I hope that will pale into insignificance when the deal is announced. How can it not?

The 2020 Interim Results Presentation really is very good and as a by-product, very easy and appealing on the eye.

From this report, its shows H1 revenue of £770,000

On Corteva alone, we are targeting £35 million p.a. an increase of 45 times!!! Just consider that.

What if regulatory approval comes through for pending Cedroz and Mevalone applications this year? This market is €320 million (some £288 million) p.a according to the placing RNS (See appendix)

So from the known pending approvals (RNS'd and Corteva numbers RNS'd), Eden is talking about turnover going from £770,000 (H1 2020) to up to £330 million per annum.

That is a potential for an increase in turnover p.a. of up to 428 times current turnover.

That's mindboggling.
That's Eden's own figures.
That's in the RNS domain.

I'm surprised this message has not reached out further and been absorbed by more investors. It points to significant share price increase beyond the wildest imagination of most here. Even if you just take the Corteva deal alone and forget the approvals, Eden looks increasingly like a sound investment that is a 'multi-bagger' from here, with arguably, some confidence.

And this is without Sustaine being used by more seed companies or the introduction of Eden's first Insecticides.

Eden has to be one of the best near-term investments in London (big statement without knowing details of other companies) that investors could consider.


Shouldn't Eden be getting this message across more strongly? Let's hope they quote these numbers verbally, as they have in writing and do so in a Proactive video when the Corteva deal is done.

Hopefully, the combination of the two will truly ignite Eden's share price which looks cheap as chips to me at 14.4p.

[brucie5] 14/1/2021 13:08

Investingisatrickygame14 Jan '21 - 11:34 - 8647 of 8647
0 2 0
Correct weyweyumfozo

Being a bull, I have to increase your suggested price target as the pure maths of the deal value it many times higher.
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In which case, and being incurably *early* (in 2020) I will be claiming my crown when it hits 35p within the next month.
:)

[weyweyumfozo] 14/1/2021 10:48

The following points are made under the Corteva Agreement section (page 25) of the 14 October 2020 Company Presentation:

"Eden signed a one-year exclusive evaluation agreement with Corteva Agriscience.

Corteva is evaluating Eden’s Sustaine® encapsulation technology and several formulations in specific biological seed treatment applications in certain major territories (EU, Russia, Ukraine and Turkey).

Corteva has until the end of 2020 for the exclusive evaluation of products which were developed using Sustaine® in select seed treatment applications.

Results to date are in-line with expectations

Updates to follow before Q2 2021."



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So Eden are giving themselves until the end of March 2021 to update. I know that Eden have their own view on what the word "time" actually means, but I would have thought that as the results of the trial were in line with expectations as recently as three months ago, Eden/Corteva would have started drafting agreements a few weeks ago, and shouldn't need the entire Q1 of 2021 to finalise and agree them.

Any guesses on what a satisfactory Corteva agreement would do for the sp? Up to 25p/30p?

[supersonico] 14/1/2021 08:19

Since 'Trump EPA OKs 'Emergency' to Dump Bee-Killing Pesticide on 16 Million Acres'
we may have to wait for Biden to get his toe in the door before Corteva's Jim Collins announces a headline grabbing 'Biden's EPA Bees saving seed coating technology' and perhaps some other New Vision for Agriculture surprises.

[quazie12] 14/1/2021 01:35

He is actually a she

[fracman2] 13/1/2021 14:54

If you were looking for a good 3 year investment I think this would be a good place to start.

[brucie5] 13/1/2021 14:26

littlealbatross213 Jan '21 - 13:25 - 8641 of 8641
0 4 0
erinvale1

Well said. Once a valued poster here, most of his posts of late are absolute, nonsensical drivel. I've filtered him.
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I believe it's a *her*. And while her Sphinx like pronouncements can be a bit challenging, she clearly knows a lot about the company.

I've increased my holdings today, fwiw. Nothing like the number I once had, but still a decent enough holding, as I believe this will be the year of Corteva, not to mention the so long awaited permission on US/Ced+Mev. Cashflow won't be much, but the story would support the new level of share price, if the company explains with clarity.

[littlealbatross2] 13/1/2021 13:25

erinvale1

Well said. Once a valued poster here, most of his posts of late are absolute, nonsensical drivel. I've filtered him.

[erinvale1] 13/1/2021 09:59

Supersonico, this is not your ‘Church’ - it is a public bulletin board for helpful tips and information. It is not your personal fiefdom. Posting obscure references which few, if any understand helps no one and is infantile.

[fracman2] 13/1/2021 07:14

We certainly need something to let the public know.
Hidden Gem is an understatement

[northwick] 12/1/2021 23:06

SuperWill it be the Share Magazine this Thursday or in the Investors Chronicle ??Private investors will have access to these two and the national newspapers. it would be futile if it will be a trade magazine as no one will have easy access to it.

[investingisatrickygame] 12/1/2021 20:56

I'd like to know Super because I don't and it appears you do.

When are you expecting this to happen?

[supersonico] 12/1/2021 20:12

This is my Church.

[erinvale1] 12/1/2021 13:35

Supersonico, please stop this childish guessing game. Your posts are meaningless if readers do not understand the references.

[investingisatrickygame] 12/1/2021 12:51

I don't want to guess, I want you to tell me :)

Which publications?

[supersonico] 12/1/2021 12:27

Guess what publications will have SustainE on the front cover?

[investingisatrickygame] 11/1/2021 14:48

Here is the article

I think the only question we're pondering is if the blockbuster one relates to Eden

11th January 2021
Elanco Begins Next Phase of Integration Post-Bayer Animal Health Acquisition; Executive Committee Member Sarena Lin to Depart
Transformation efforts will streamline and localize as next phase of integration is realized

GREENFIELD, Ind.--(BUSINESS WIRE)-- Today Elanco Animal Health Incorporated (NYSE: ELAN) announced that executive vice president of Transformation and Technology, Sarena Lin, will take a role outside of the company at the end of January. Lin has led the company’s stand up and integration efforts over the last year, helping position Elanco for its final phases of integration and value capture.

Joining Elanco as head of North American operations in 2018, Lin most recently oversaw the creation of the company’s technology infrastructure post-separation from Eli Lilly and Company (“Lilly”), as well as the successful closure and first phases of integration of Bayer’s animal health business into Elanco. This included the completion of Elanco’s own IT operations and simultaneous build out of two Enterprise Resource Planning (ERP) systems to operate the standalone and newly acquired business.

“The work done by Sarena’s team to stand Elanco up as an independent company has helped us become a stronger, stable entity,” said Jeffrey N Simmons, Elanco president and chief executive officer. “I want to thank Sarena for her valuable contributions and wish her well. Because of the transformation work she led with her team, we are well positioned to begin the next phase of integration.”

As the integration enters its next phase, technology and transformation work will streamline, localizing ownership of the structure and technology to ensure affiliates are equipped to address the diverse needs of customers. Responsibility for finance and productivity initiatives related to the integration and the IT organization will shift to Todd Young, chief financial officer.

These changes are a key milestone in Elanco’s progression through the Innovation, Productivity and Portfolio (IPP) strategy. As the company outlined at its first Investor Day last month, the next phase of transformation will create shareholder value and increase productivity through:

Accelerated value capture opportunities through the Bayer Animal Health integration to deliver $300 million in synergies by 2023, two years faster and at the high end of the company’s earlier commitment.
Execution of the next phase of the multi-year productivity agenda across the manufacturing network to achieve an additional $100 million in cost savings/avoidance by 2023.
A strengthened synergy between business and board, including an enhanced scope of the Board’s Finance Committee to emphasize operational initiatives, merger and acquisition integration, financial matters and margin expansion and related areas of oversight. Additionally, the company created a board-level Innovation, Science and Technology Committee focused on advancing and augmenting the product pipeline.
Additionally, the company outlined near-term growth drivers including:

Eight expected product launches in 2021, one of which has blockbuster potential.
Portfolio balance across species and geography.
Key enablers including omnichannel leadership, pricing, and digital ecosystem.
“There has been a great deal of momentum created as we move into 2021,” Simmons continued. “We have been in a state of physical growth over the past few years, and now we are shifting to nurture that growth and its investment to return even greater value for shareholders and customers alike.”

ABOUT ELANCO
Elanco Animal Health Incorporated (NYSE: ELAN) is a global leader in animal health dedicated to innovating and delivering products and services to prevent and treat disease in farm animals and pets, creating value for farmers, pet owners, veterinarians, stakeholders, and society as a whole. With nearly 70 years of animal health heritage, we are committed to helping our customers improve the health of animals in their care, while also making a meaningful impact on our local and global communities. At Elanco, we are driven by our vision of Food and Companionship Enriching Life and our Elanco Healthy Purpose™ Sustainability/ESG Pledges – all to advance the health of animals, people, and the planet. Learn more at www.elanco.com

Forward Looking Statement
This press release contains forward-looking statements (as that term is defined in the Private Securities Litigation Reform Act of 1995) about development and reflects Elanco’s current belief. Forward-looking statements are based on our current expectations and assumptions regarding our business and other future conditions. Because forward-looking statements relate to the future, by their nature, they are subject to inherent uncertainties, risks and changes in circumstances that are difficult to predict. As a result, our actual results may differ materially from those contemplated by the forward-looking statements. For further discussion of these and other risks and uncertainties, see Elanco’s most recent filings with the United States Securities and Exchange Commission. Except as required by law, Elanco undertakes no duty to update forward-looking statements to reflect events after the date of this release.

Elanco and the diagonal bar logo are trademarks of Elanco and its affiliates.
© 2021 Elanco or its affiliates.