Eden Research Share Discussion Threads

[attyg] 30/9/2020 11:49

Re super's post 8200 Extract from the link in super's post. Interesting and indeed! For start-ups that wish to work with Bayer, Busch has some words of caution. “Is it a realistic dream? We often need to explain that the time to develop a molecule from initial lead to product can take 12 years and cost about $250 million,” he says, citing figures from the consulting firm Phillips McDougall. “If they expect royalties within 3 to 5 years, we have to dampen that hope.” Still, Busch says Bayer frequently works with start-ups and universities to test their leads and provide an early read on any promise. That can lead to a deeper partnership. “We know the market, what the product looks like, and what we have to deliver,” Busch says. “You need a lot of experiments that do not work to find the ones that do.”

[investingisatrickygame] 30/9/2020 10:45

Corteva Eden Insecticide(S) Coming very shortly as indicated in print and on film this last two days. It would appear that the days of 7p will soon be long gone based on the maths of the Corteva deal alone. What might insecticides(S)be worth? Is this why those in the fundraise bought in?!!! I think so.

[supersonico] 30/9/2020 08:48

The Story of the climb down was prompted by Nigel telling Fraudy of Mevalone and then years later suggesting he dropped his vendetta as he was wasting his Lube as they all looked like Jack Russels humping a German Sheppard. Always Failing...and then Corteva announcement Now the Poacher turns Silent uncritical muted Buying Game Keeper. PT1..The Silence of the Lube. PT2..The LUBE Buying of EDEN

[supersonico] 30/9/2020 07:48

SustainE is the Better Mouse trap and as Consolidator with Corteva etal even if Eden gets Crumbs as you guess the Volume in what is the Mass Market will be huge so that big pile of Crumbs will amount to a exponential rise in annual revenues...because as Unmentionable helpfully reminded us..Farmers always need seeds.

[pugugly] 30/9/2020 07:34

8200 - Most interesting link - Take possibly is that Eden are far too small to manage on their own and (imo) even if their technology succeeds they may well only receive crumbs from the big boys.

[supersonico] 30/9/2020 07:22

Embarrassing turnaround.. explains the silence. All the little ships have sunk.

[quazie12] 29/9/2020 23:00

The voices in your head ?

[supersonico] 29/9/2020 21:00

Start-ups see an opening for new crop protection chemistry hTTps://cen.acs.org/food/agriculture/Start-ups-see-opening-new/98/i34

[supersonico] 29/9/2020 20:49

Research is better ;)

[ipeesquint] 29/9/2020 19:30

Fingers crossed super.

[supersonico] 29/9/2020 18:28

I'm going for the new packaging side of the time line.

[ipeesquint] 29/9/2020 18:07

I find Sean’s voice quite soothing and helps me nod off. Dynamic he is not. If corteva go for this seed treatment trial and want to sell product based on Edens technology, which Sean says can be worth 40 million euro. Can it just be sold in as long as it takes to create new packaging or ......are we back into the 3-5 cycle of regulatory, trials, Seasons and the like. I suppose it will be of interest if this is a ready made market and they are removing one product and putting the new one out for sale as an eco alternative. I think I can guess the answer but any views ?

[supersonico] 29/9/2020 17:29

A little lark whispered in my ear... she said that Fraudy is accumulating that which he used to smear.

[supersonico] 29/9/2020 17:10

A confident sounding Unmentionable encouraged by Corteva Progress and Aoife Dillon posting Corteva liks on Linkedin. It's obvious this is going the way I said it would.. hTTps://www.linkedin.com/posts/open-innovation-at-corteva_to-enhance-plant-protection-and-yield-seeds-activity-6714941538868322305-XWix

[chrischas] 29/9/2020 15:18

Truly uninspiring. Who was he talking to?

[investingisatrickygame] 29/9/2020 11:23

Proactive today https://www.youtube.com/watch?v=v_HowwRH_gQ

[bjlk] 29/9/2020 10:31

Asteroid jam in short order..They must be getting bored of believing their own rhetoric ...SALES PLEASE...time to deliver on all that potential... SALES PLEASE AND NO MORE EXCUSES

[quazie12] 29/9/2020 07:30

Terpenetec= Shafted Eden shareholders

[quazie12] 29/9/2020 07:28

Sean Smith is just not sales driven. Watch his interviews, it is not in the forefront of his mind.

[pugugly] 29/9/2020 06:55

grhang8 - Could not agree more - Just another UK agribiotech potentially on the road to money heaven - The MUST (as you say) if investors are going to have any chance of recovering their investments (gambles) remove the digets and start selling - No sales = bust! https://www.investegate.co.uk/eden-research-plc--eden-/rns/half-year-report/202009290700053693A/ Operating loss for the period increased to £1.01m (H1 2019: loss of £0.63m

[erinvale] 29/9/2020 06:50

Much as for the last 20 years: more promises, minimal sales.

[grahamg8] 29/9/2020 06:47

This reminds me of a hamster in its wheel. The more money you feed EDEN the faster it spends it, but at the end of the day an exhausted hamster with its shareholders flop to the bottom of the cage having gone exactly nowhere. Sales up £0.28m overheads up £0.29m. Before you all rush to say but we have products, licences and patents they are meaningless if they can't be turned into profitable sales.

[investingisatrickygame] 29/9/2020 06:20

From the half-year report published today "Eden's technology and products can solve many of the issues associated with the use of conventional pesticides, including reducing or eliminating the use of microplastics in farming. We continue to make progress towards realising the opportunities identified by the company at the time of the capital raise" This statement really makes you wonder what's coming from Eden, doesn't it! It is a big, bold statement in my opinion. "We previously reported our expectations to receive US EPA approval for the sale of Mevalone and Cedroz in the United States during 2020. However, partly due to Covid-19 and consequential operational challenges at the EPA, the approval has disappointingly continued to be delayed and timing remains uncertain. The Company continues to actively engage with providing additional data to the EPA to advance the process and assist where possible." This doesn't sound like a Covid related excuse to me such as a workforce not at its desk, but something else. I wonder what the 'additional data' requirements are to convince the authorities to grant approvals. It sounds to me like an insecticide announcement is coming soon from the commentary in the accounts as further commented on under the heading "Outlook" "Following our successful capital raise in March, Eden is in a good position to capitalise on the work it has done to date and move forward expeditiously with its new, effective insecticide products and pursue other key opportunities in its pipeline. Our work on the development of insecticide formulations has been progressing as expected. We plan to update the market on these promising developments in due course." It also sounds like the Corteva arrangement is progressing to the positive. All in all it looks like some big announcements due soon, therefore by December end 2020. All good.

[supersonico] 29/9/2020 06:16

Half Yearly shortorder parallel Jam Report Jam / TT / Dupont / Bayer Work at TerpeneTech continues on the commercial launch of a head lice treatment product. Though the timing of a commercial launch in the UK has become less clear, in part due to issues surrounding Covid-19 and its impact on certain retail product offerings, we do note that TerpeneTech is in advanced conversations with another commercial partner covering numerous territories outside of the UK. This partially validates the strong commercial demand for safe and effective head lice treatment products globally, and it highlights the shortage of products that meet the demand of today's consumers. TerpeneTech's sale of biocidal geraniol continues to develop positively, with demand for biocides strengthening as a result of the Covid-19 pandemic. JAM / Corteva / Bayer Our agreement with Corteva Agriscience was Eden's first significant milestone in developing and commercialising, via partnership, a product using Sustaine in the new application area of seed treatments. As announced previously, Corteva currently has until the end of 2020 for the exclusive evaluation of products which use Sustaine in select seed treatment applications. Following this, Corteva may enter into an exclusive agreement for the distribution of products in the EU and potentially several other countries. This would represent a major milestone for Eden as it will be the first use of Eden's products and technology in the treatment of seeds and would be an initial step into this area across a range of functional uses and seed types. Our work with Corteva has progressed largely as planned, and we will update the market on this exciting opportunity as soon as we are able to do so. hTTps://www.investegate.co.uk/eden-research-plc--eden-/rns/half-year-report/202009290700053693A/

[chrischas] 27/9/2020 11:07

Supersonico: That is my fear too! That seems to be the way it is playing out. The Tremeloes "Silence is Golden" is a good title that should be on Edens website for investors to listen to while reading their next announcement. But i havent quite got to "oh dont it hurt deep inside" just yet That comes in the short order of any Corteva announcement.