Eden Research Share Discussion Threads

[alchemy] 11/3/2024 09:03

Slight amendment which I can't follow. Buy when there's blood on the street - to accumulate whilst the NeW Year positivity wanes.A pivotal year is just as long as an ordinary one.

[supersonico] 11/3/2024 06:46

Latin America set to become the largest biocontrol market.

Latin America is moving towards becoming the largest global market for biocontrol formulations, according to the market intelligence company DunhamTrimmer.

By the end of the decade, the region will account for 29% of this market segment, projected to reach approximately US$14.4 billion by the end of 2023.


Mark Trimmer, co-founder of DunhamTrimmer, stated that biocontrol remained the primary segment of the global market for biological products in the field. According to him, global sales of these formulations totaled $6 billion in 2022.

If plant growth promoters were taken into account, the value would far exceed $7 billion. While biocontrol growth stagnated in Europe and the US/Canada, the two largest global markets, Latin America maintained a dynamism that would propel it ahead. "The Asia-Pacific is also growing, but not as rapidly," Trimmer said.

The growth of Brazil, the only major country that extensively uses biocontrol for extensive crops such as soybeans and wheat, is the major trend that would drive Latin America. In addition to this, the high utilization of microorganism-based formulas in the region would be the ones that grow the most in the coming years. "Brazil, which represented 43% of the Latin American market in 2021, would rise to 59% by the end of this decade," Trimmer said in conclusion.

[alchemy] 10/3/2024 18:55

I appreciate these discussions guys

[investingisatrickygame] 10/3/2024 16:07

And what has happened with Elanco?

[supersonico] 10/3/2024 15:09

Investing,

It is a long time but in that period we have seen issues with Cedroz, now resolved and an evolution of the terpene Hyper-loading of the SustainE tech. We also saw issues with one of the Bayer compounds. We don't know if these issues are related.

Perhaps with these formulation problems overcome Sipcam are ready to market a SustainE based fungicide and Insecticide range of Biopesticides .

[investingisatrickygame] 10/3/2024 13:29

Super,

7 years to co-encapsulate?!

I don't know anything about chemistry, but frankly, that seems a long while to not score even one win. I believe there was an initial 19 candidates when that RNS was released (haven't checked back, just memory) and I think some of those possibilities are no longer regulatory approved.

[supersonico] 09/3/2024 08:01

My impression is that Smith's statement about Sipcam (post 17033)

"building their sustainable pesticide business in the US largely around Mevalone so we've all been eagerly anticipating this, they have absolutely hit the ground running"

is just the beginning and that Sipcam and Eden are developing a range of SustainE based fungicides useful for the treatment of cereals including rice, wheat corn as well as eggplants, peppers ,tomatoes, potatoes and grapevine.

This is perhaps another reason why Sipcam expanded it's US footprint with the acquisition of Mississippi-based Odom Industries.

“We will continue custom tolling with our existing customer base and plan to expand the facility in Waynesboro to accommodate all of Sipcam’s additional volumes,” said Brent Marek, CEO and COO of Sipcam Agro USA. “We expect to invest heavily in plant expansions over the next two years, giving us increased efficiencies, production output and a new fungicide plant.”



This development also makes Sipcam's early steps into establishing a Canadian office intriguing.


No wonder Arian looked so proud;
MSc by Research in Plant Biochemistry as part of the Seed science group at Royal Holloway, University of London in collaboration with a Eden Research PLC.


AWGATWT

[kittybiscuits] 08/3/2024 23:38

Yes, I’m sure they will. Even if they exit at 20p, that’ll be a nice little nest egg

[neutralpov] 08/3/2024 20:37

I have again been looking at the list of significant shareholdings.

Someone is going to have such a pleasant surprise.

[neutralpov] 08/3/2024 19:55

Morons, the share price appears yet again to support me and not your sick outlandish fantasies....

:D

[alchemy] 08/3/2024 13:32

Our time will come . Our current turnover is tidgy . But the growth rate isn't. Tidgy will disappear . And the big American outfit have an audience we need to build ours , Cabendish tohelp,

[supersonico] 08/3/2024 12:57

Investing;

I hope that post ages well.

[investingisatrickygame] 08/3/2024 12:50

For anyone interested take a look at this interview with the CEO's of Nvidia and ServiceNow. It is just 17 minutes so won't take much of anyone's time.



Listen to all of the superlatives they both roll out and this is based on what they have achieved, what they will do in partnership and what they believe they will deliver in the future. Listen to how positive they are. There is no doubt in their mind as to where they are going, where the market is going, how they are at the forefront of change

"We're going with it"
"We're all in"
"We have THE platform"
"Amazing experiences"
"Unbelievable frictionless experiences"
"inspiring employees"
"We have re-invented computing. We have the killer app"
"Investors know it is a bull case"

Now look at their share price performances!

Eden could say much of this themselves, couldn't they?!

Look at the body language of the individuals, listen to their tone. There is no doubt in their minds, whatsoever, as to where their business is going and how they are going to transform their markets and they are telling investors to get on board too.

I feel Eden could position themselves similarly if they so chose. We are told that there is nothing like Sustaine. We have the partnerships with Sipcam and Corteva. Why don't we seek to jointly communicate with both to investors in much the same way as these too in this video.

What these two have done is to communicate unity on a joint path, absolute belief in what they will achieve and physical and verbal enthusiasm that has clearly taken the investment community with them.

I'm sure they have NDA's all over the place, but it isn't stopping them telling the investment story, is it!

Their share prices are reacting to this and we could take a leaf out of this play. Maybe we would then reach that Cavendish 20p target and break through it too.

[neutralpov] 08/3/2024 12:27

"Surely ..." [SNIP!]

Surely you are a total idiot.

@D

[alchemy] 08/3/2024 10:13

We'll get there .Surely we've got a going organisation with a future before insecticide comes along?The Golden Cross is at risk but with sideways thrashing that's what you get. Atb folks off to Sainsbury

[weyweyumfozo] 08/3/2024 09:24

"2nd March 2022
Development of Eden's seed treatment and insecticide products continues on track with good progress made in 2021 and the Corteva partnership has moved into the next stage of development triggering a milestone payment to Eden."
-------------------------------------------------------------------------------------

Milestone payments from each of the insecticide potential partners would be handy.

[neutralpov] 08/3/2024 08:40

@ conspiracy nutter above -

So, please, now it is established that COVID WAS NOT A HOAX, does that mean you agree Eden's future is doomed?

;D

[supersonico] 08/3/2024 06:22

With the Insecticide I use the ITC2 Corteva model.

Eden are inside the big tent where different rules apply for the new #Make-Biologicals-Great era where the Gods of Ag (GOA) direct the show ..so inthecoming1 (ITC1) that applied to Mevalone and Cedroz do not closely correlate with Ecovelex where inthecoming2 (ITC2) has a date that is publicly expressed 3 years ahead of delivery.

The insecticide falls into the inthecoming2 big tent model where imo the GOA have been working with Eden since the #Celebrated Women of Syngenta ... Camilla Corsi and Smith shared a platform five years ago.

The terms and agreements between 'multiple interested parties' might well be more complicated but the progress has been steady and there has been plenty of time to talk terms since ITC1 evolved into the #collaboration ITC2 epoch.

AWAGATWT.

Annual Eden Insecticide / development update...2019- Jan 2024

15 January 2019;
The opportunities in Eden's core crop protection business are growing well. In addition to the products that Eden has developed and is commercialising through its partners, there are a number of pipeline products which are in the process of being tested by potential partners including several candidate insecticide products which would represent our first entry into the insecticide segment. Whilst it is early in the development of these formulations, initial results have been encouraging.


14 January 2020
Looking forward, we expect to be able to announce further marketing authorisations for both Mevalone and Cedroz as well as progress that is being made with existing and new partners in areas such as seed treatments, insecticides and other applications where the use of our active ingredients and Sustaineä encapsulation technology can bring important benefits to our commercial partners, growers, and ultimately consumers who benefit from sustainable agriculture."

11 February 2021
Development work continued largely as hoped during 2020, including on Eden's insecticide and seed treatment products. In addition, the Company continues to work with a number of parties to develop products that avoid polymer encapsulation using Eden's proprietary Sustaine® technology with third party active ingredients.

2nd March 2022
Development of Eden's seed treatment and insecticide products continues on track with good progress made in 2021 and the Corteva partnership has moved into the next stage of development triggering a milestone payment to Eden.


10 January 2023
Field trials in 2021 and 2022 have produced encouraging results for our insecticide candidates. The Company is pleased to be in position where it has now agreed on a final formulation, entered into testing agreements and sent trial-scale samples to multiple interested parties who are undertaking their own trial work.

Eden has started to see results from its potential partners come in and we are pleased to say that they are, thus far, in line with our own results.
The Company expects there to be a high level of interest for this product, particularly in the key markets of Europe and the US.

22 January 2024
A number of potential commercial partners for Eden's insecticide product ran, between them, a large number of field trials in 2023 and, so far, these have produced encouraging results.

Eden has started to see results from its potential partners come in and we are pleased to say that they are, thus far, in line with our own results.
The Company expects there to be a high level of interest for this product, particularly in the key markets of Europe and the US.

Eden has now started commercial discussions with various potential partners to begin the evaluation of who to appoint as distribution partner for the insecticide product and shall update the market during 2024, as appropriate.
................................................

[investingisatrickygame] 07/3/2024 21:48

'We' could very easily mean and their distribution partner(s) and if so that would imply to me that Eden is further along the decision tree than investors are aware.

For me, multiple partners could very well mean alignment and so getting everyone on the same page if there is to be multiple distribution partners could be very time consuming. If might also mean that poor performance down the line allows for an immediate and speedy replacement, but hopefully it wouldn't come to that.

It might also mean competition even though in different geographies as measured by performance, by opportunity. Much more work for Eden, but maybe a good thing and not all their eggs in one basket. It might also be easier and more expedient with those regulatory submissions as everyone would, presumably, be tasked with pushing that button, ASAP

[supersonico] 07/3/2024 17:00

Smith Guidance;

"Eden has now started commercial discussions with various potential partners to begin the evaluation of who to appoint as distribution partner for the insecticide product and shall update the market during 2024, as appropriate."

Supersonico Guessance;

Eden has been in commercial discussions with multiple partners that includes Corteva, FMC, Bayer, BASF Syngenta and UPL for years and will appoint distribution partners country by country for it's global insecticide product and shall update the market during 2024, as appropriate.

[weyweyumfozo] 07/3/2024 16:14

In the video Smith says that Eden "will be taking a similar approach to Corteva with their next product which is an insecticide'. "We anticipate moving into the regulatory phase in the not too distant future."


"We" could mean Eden and their distribution partner working together as with Corteva (where I believe it was Corteva who made the regulatory submission). It may have been the extra clout that a large company like Corteva has that helped get the emergency approval for Ecovelex.

[investingisatrickygame] 07/3/2024 15:59

Weywey,

I'd have thought Eden submit the regulatory papers because

1) It's an Eden product
2) Sean Smith said they would be submitting said papers