Eden Research Share Discussion Threads

[supersonico] 24/7/2024 07:10

Imo.. Mr Costa's team are very close to the regulators.. these channels all help when predicting with confidence how the future unfolds.

[kittybiscuits] 24/7/2024 06:35

Unfortunately it’s not Mr Costa, Mr Aubrey or Mr Smith that approves it, but I do like your spirit and enthusiasm!!!

[supersonico] 23/7/2024 22:19

Mr Costa who says 'win the start' and 'Very soon' in relation to Ecovelex also says Ecovelex 2025+ ..if it does not get a timely approval and sufficient stock prepared for the 2025 EU growing season then Mr Costa would be saying 2026+ but he's not ..he's saying 2025+ and Mr Abrey says in such circumstances Peak sales will be reached quickly...Boom

AWGATWT.

[kittybiscuits] 23/7/2024 22:13

Actually, I just went back and read the original RNS from 3rd July. It says it can take between 18-24 months, so that would suggest Jan 2025 through to July 2025 for full approval.

I have no doubt Corteva are pushing the regulatory bodies to do it as quick as possible.

[supersonico] 23/7/2024 22:00

Ecovelex gets full EU approval in 2024 for 2025 growing season or as Mr Costa likes to put it Ecovelex 2025+.

AWGATWT

[kittybiscuits] 23/7/2024 18:47

Based on the timeline given in the original RNS, I believe the full approval of Ecovelux is estimated to be earliest October this year, but more likely later or even into 2025. I guess with Corteva lobbying the regulators I guess it could come at any time though. One thing is certain - it is coming and not too far away.

[money never sleeps] 23/7/2024 17:14

Kittybiscuits 18088.

EA for.Ecovelex was only 4 months.

I answered this in one of my recent posts, 17952:

Just answering my previous question-

An emergency use authorisation is for 120 days (which may or may not be one growing season as someone here suggested).

The late 2023 authorisation for Italy made a material difference to revenue in that period FY23. This would suggest this product has the capability to make a material difference for the 2024 results if any further authorisations are given in H2 of 2024 or, as we expect, whenever further approvals arrive in due course

[weyweyumfozo] 23/7/2024 16:56

According to this table, maize is sown for five weeks of the year in northern Italy, throughout April and the first week of May. So I don't think Eden need to announce further emergency approvals right now - they can wait until later this year.

[kittybiscuits] 23/7/2024 15:19

Am I right to assume the emergency approval granted last year for Ecovelux was for 12 months (although RNS only stated 2024 growing season)?

I assume Eden will try to get temporary approval in other geographical regions from anytime now for 2025 growing season while we await full approval?

[neutralpov] 23/7/2024 15:05

Investingisatrickygame 23 Jul '24 - 02:00 - 18083
> Super, 18082 - What is the point you are specifically making in relation to Eden?

That YOU, Investingisatrickygame, are a lying, cheating, deeply repugnant ramper, and it is a crying shame that the death penalty is no longer available to our sentencing judges.

AttyG 23 Jul '24 - 07:40 - 18086
> how Eden's IP is becoming mainstream?

The phrase is "public domain", not "mainstream", moron.

[attyg] 23/7/2024 06:40

The pace of development and how Eden's IP is becoming mainstream?

"...Sustainable Bio-Based Chemicals for Multiple Industries."

[money never sleeps] 23/7/2024 04:59

Glad you asked, I'm scratchimg my head...

[investingisatrickygame] 23/7/2024 01:00

Super,

18082 - What is the point you are specifically making in relation to Eden?

[supersonico] 22/7/2024 22:04

supersonico - 13 Dec 2023 - 17:50:17 - 16026 of 18082 Eden Research - EDEN
16 Mar 2018

Dr. Franz-Josef Placke, Head of R&D, Regulatory Science, Bayer AG
Proving the benefits of crop protection chemicals: Is there a silver bullet?



..............

August 3, 2020

Elanco Closes Acquisition of Bayer Animal Health


...........

01 Apr, 2021,

Corteva Agriscience Collaborates with Ginkgo Bioworks to Bolster Crop Protection.

Corteva will leverage Ginkgo's synthetic biology platform to develop sustainable crop protection solutions, addressing food insecurity and growing pest resistance challenges
...............
07 Jun, 2021

Ginkgo Bioworks Announces R&D Collaboration with Sumitomo Chemical to Develop More Sustainable Bio-Based Chemicals for Multiple Industries.


.............
April 11, 2022

Elanco and Ginkgo Bioworks Launch BiomEdit, a New Animal Health Company Leveraging Microbiome Technology



..............

October 18, 2022

Bayer and Ginkgo Bioworks close deal creating Agricultural Biologicals Powerhouse
Ginkgo Bioworks becomes a multi-year strategic partner with Bayer to develop biological solutions in areas such as nitrogen optimization, carbon sequestration, and next generation crop protection / Open Innovation Sourcing is expected to accelerate Biologicals R&D pipeline by tapping into the worldwide open innovation ecosystem / Bayer to continue work to optimize Joyn Bio’s nitrogen fixation technology, aiming to complement synthetic fertilizers going forward



..................

Jul. 18, 2023

Ginkgo Bioworks and Sumitomo Chemical Announce Expanded Partnership To Develop Functional Chemicals with Synthetic Biology.



..................
October 2023.

Josh Aliber / Business Development Manager - Agriculture / Ginkgo Bioworks, Inc.



Likes the following EDEN post;
'Revolutionizing Crop Protection & Sustainability w/ Sean Smith CEO of Eden Research'



....................

16 July 2024

Syngenta collaborates with Ginkgo Bioworks to enable faster launch of innovative biologicals

Basel, Switzerland and Boston, MA. USA, 16 Jul 2024 – Syngenta Crop Protection, a leader in agricultural innovation, and Ginkgo Bioworks (NYSE: DNA), which is building the leading platform for cell programming and biosecurity, today announced a new cooperation aimed at accelerating the launch of a new biological solution. The two companies have previously collaborated on next-generation seed technology.

Through this new collaboration, Ginkgo plans to develop and optimize a microbial strain that can meet the productivity targets of a secondary metabolite from the Syngenta Biologicals pipeline. This molecule is earmarked by Syngenta as a pioneering biological solution. Successful cost-effective and large-scale production of this targeted metabolite would significantly expedite Syngenta's go-to-market timeline for its latest biological solution.

To achieve this, Ginkgo will use its Ag Biologicals capabilities to calculate theoretical performance and guide rational strain engineering strategies to develop the microbial strain that is robust enough to meet Syngenta’s goals. Ginkgo will leverage its biological knowledge and machine learning approaches to develop insights from multiple complex data sources and apply this toward diagnosing strain performance limitations as well as biological feature discovery.

“Biologicals are increasingly important in addressing the need for efficient and sustainable agricultural solutions worldwide. At Syngenta, we are committed to providing farmers with greater complementary product and technology choices that promote sustainable agricultural practices,” said Camilla Corsi, Global Head of Research at Syngenta Crop Protection. “We are excited to work with Ginkgo, and are confident that their distinctive capabilities will enable us to achieve our productivity goals for our targeted molecule, expediting our time to market.”

Magalie Guilhabert, Head of Ag Biologicals at Ginkgo Bioworks, said: “We are so excited to expand our relationship with Syngenta. We’ve built a successful relationship from our work together on plant traits and now look forward to doing the same with ag biologicals. Ginkgo is proud to put our excellent assets and experience against some of our customer’s toughest challenges. We’ll work to achieve productivity levels to realize commercial viability for Syngenta’s innovative ag biologicals product launch.”

[investingisatrickygame] 22/7/2024 19:05

What about the Regulatory approvals and their value in isolation pre-sales. What is that worth in the share price today?

1) We normally hear about 18-24 months for regulatory approval
2) How many regulatory approvals do we have?
3) How many people hours are invested in creating a regulatory submission?
4) How much, on average, does each regulatory submission cost?
5) How much, on average, does a label extension submission cost?
6) We've been told that it takes 8-10 years and $300 million to produce a new pesticide

Eden has said the shares are worth north of the Cavendish target of 20p and they are worth this today. Let's randomly pick 25p. That is £133 million market cap.

Eden's latest turnover figures were £3.1 million and we made a loss, so forget applying a P/E ratio.

So where is the £133 million value today? Know-how, IP, regulatory approvals, time employed!

£133 million is $172 million

$172 million is 57% of the value cost of bringing one new pesticide to market.

£133 million, arguably, represents 3 products (Mevalone, Cedroz, Ecovelex), all of which are really in their infancy.

$300 million is £232 million. That would represent a share price of 44p for one product. We have 3, soon to be 4 and with an insecticide label expansion as per the 2023 Placing RNS, one might argue, 5.

Even before you start adding in profits to the accounts and applying a P/E ratio, I would say it is clear to see the value in Eden from know-how, IP, regulatory approvals and time employed.

Given the time, know-how and cost to create one product, I'd say the big boys wouldn't baulk at paying a lot of money to buy Eden.

[neutralpov] 22/7/2024 12:26

"INVESTMENT" WARNING TO ANY GENUINE PASSERS-BY!!

This discussion board (sic - really, a BOILER ROOM) is dominated by a feral pack of multi-sock/avatar/ID ramping crooks.

One (or thirty, if you count dupe handles) of them is a PAID ramper, who by failing to disclose his PAID POSITION is committing a serious offence in breach of both FSMA2000 and FSMB2024. The lies and speculation he publishes as truth are further offences.

Several others (or fifteen, counting dupes) are TRAPPED BULLS desperate to sucker you into buying so they can sell and

They collude, pretend to argue or disagree on minor points. All a bunco-booth charade to suck you in.

One of them has hoaxed his own family into "investing" in this faecal stock! When they eventually realise he is not the Master Investor Geniass he portrays himself as, but just a loudmouth conman, he may have a belated lesson in swimming with a "handicap". A heavy one. His in-laws won't take kindly to the loss of face. Thanks to ravenna23 and then supersonico for some of the sukiresearch.

I don't give advice but if I wanted a slice of this super-volatile market, I'd buy CORTEVA, which will end up owning this PoS in a prepack.

Thirty years (yes - 30 yrs !!!!!!!!!!!!!!!!!) without profit let alone a dividend, only erosive and corrosive DILUTIONS and baseeless claims that they have just rounded the corner, and tens of millions paid out to the dictators.

EDEN.L Target share price .... ZERO PENCE (0.000p)

Carry on! :-)

[alchemy] 22/7/2024 11:54

Ah this what bulletin boards should be. Regulation : once approval given it's a help against slipping backwards . Once we have approved U.K. garden products generating £3 mill profit per annum that's 30 p per share right there .

[wilmer100] 22/7/2024 09:48

AttyG,I like what you have written, very good.Looking forward is not easy, it's almost impossible but great fun speculating on what could be.Your numbers are conservative compared to mine. I'm thinking £120m revenues with a £60m profit. With a share price north of £2.50. But this is going to be 4-5 years out, maybe longer, probably a decade.This is all fantasy but it could all very well come true.I've been invested in this company for nearly 10 years and now it looks like it has turned the corner.I don't mind the share price staying where it is for a little longer as it gives me time to accumulate more.

[timbo_slice] 22/7/2024 09:46

Long wait for stupid.