Tyratech (DI) Share Discussion Threads

[michaelsadvfn] 07/3/2017 07:03

Good find mud.

This is becoming interesting with human health applications being targeted and we aren't talking small numbers...

[mudbath] 06/3/2017 20:23

Cheers greedfear.
Any possible commercialisation of Tyratech's anthelmintic technology has been a long time coming yet it would appear that this is now under close scrutiny,maybe coinciding with the retirement of Dr Abraham(SVP Research and Nutrition,Mondelez International (formally known as Kraft Foods)
Dates EmployedMar 2000 – Feb 2017 Employment Duration17 yrs Just retired - February 3, 2017.

USAID were impressed back in 2014.Lead times can be lengthy and the problems remain out there waiting to be successfully addressed.

"A very fruitful discussion on the status of the anthelminthic technology, and its potential to be used by USAID in its food aid programs, took place as planned. Sixteen participants were part of the discussion, including Mr. Matt Nims, Deputy Director of USAID/FFP; Dr. Todd Abraham, Sr. Vice president for Mondelēz; Dr. Irwin Rosenberg, former Dean of the Tufts University School of Nutrition
and Professor Bruno Jactel, CEO of TyraTech, as well as other experts from each participating organization (USAID, Mondelēz, Tyratech, Tufts University, and the National Institute of Health).
USAID/FFP shared its interest in the technology as it might fit well into agency’s effort to use food assistance beyond just alleviating symptoms of moderate and chronic health conditions in vulnerable settings. The technology would allow the agency to address the issue of intestinal parasites in targeted
areas and groups where existing deworming and sanitation programs may not provide effective coverage, potentially including children under two and pregnant women, in an attempt to overcome some of the barriers that may limit the effectiveness of nutrition‐specific programs targeting these groups. Mondelēz and Tyratech presented a significant amount of details on safety of the technology,mode of action of ingredient, delivery system both in terms of protection pre‐ingestion and throughout the digestion system for a proper targeted release of bioactive compounds at an enteric level for high effectiveness. Similarly, efficacy study data was presented, potential applications and state of the technology. The case was made by Mondelēz ‐Tyratech that the anthelmintic bioactive can indeed serve as a suitable complement to drug interventions, as these treatments would only temporarily reduce parasite infections in the absence of changes in water and sanitation infrastructure. The use of antiparasitical natural bioactive compounds would sustainably prevent soil transmitted helminth reinfection after drug treatments.
With further understanding of the technology by both parties, at the end of the meeting there was a great deal of optimism, agreement among the parties that this indeed may provide a unique opportunity for a partnership which would enable joint exploitation of the anthelminthic technology.
Although no specific agreement was reached as to what would be the most suitable model to move forward, the parties agreed on identifying appropriate commodities which would serve as utilization vehicles as a first step. These commodities should be selected based on: a) achieving the broadest and highest impact possible and targeting most relevant vulnerable groups in regions where help is needed
the most; b) that it would allow USAID to improve food utilization by using anthelminthic ingredients concurrently with the feeding programs, addressing parasitic intestinal infections and thus improving food utilization and nutrition; c) commodities which would offer Mondelēz‐Tyratech the opportunity to
accomplish their objective of putting in practice a solution to the issue of intestinal parasite in developing countries, with the possibility of doing capacity building in the targeted regions, and thus permitting them to have presence in these regions beyond USAID food aid intervention timeframe. In order to
jointly explore this model, both sides agreed on internally re‐grouping to identify which commodities would serve best to accomplish these shared objectives. From USAID side, potential products include meal replacement energy bars, medium and small quantity lipid‐based nutritional supplements, both of which are of interest to the parties. It was also agreed that it would not have to be current commodities
in their present forms. Mondelēz offered the possibility of using its research and development capabilities for eventual reformulation (if needed) of suitable commodities such as USAID meal. "

If Tyratech's patented anthelmintic technology can be monetized alongside the successful expansion of its animal health ranges,not to mention the EBITDA positive Vamousse division,then we could,indeed should see the share price REALLY moving,possibly before too long.imo.

[greedfear] 06/3/2017 17:48

Great find Mud, thx for sharing!

Now let's get the share price moving! REALLY moving. BOL holders.

[nobbygnome] 06/3/2017 17:34

Interesting discussion over the last 2 days. It looks like someone bought 2x250k a couple of minutes apart which moved the price. I wonder if it was the info on the thread which led to this buying.....

Nobby

[ferris_bueller] 06/3/2017 16:15

All the cheap shares gone?

Hopefully that's the last of our seller.

Looking forward to sustained upward movement.

GLA
ferris

[michaelsadvfn] 06/3/2017 12:48

I've emailed the Company to see whether they will divulge any non-price-sensitive info.

I'm not expecting much but at least they will be aware that WE are aware. lol

[mudbath] 06/3/2017 12:14

Yes michaelsadvfn,they have been working on it for years,but all of a sudden,exactly what they have been doing and have achieved becomes very relevant, now that Mondelez are seeking to monetise the IP.
Hopefully we PIs will be updated on any responses or indeed enlightened over the proposed out licensing at the time of TYRU's next presented accounts.

[mudbath] 06/3/2017 12:14

Yes michaelsadvfn,they have been working on it for years,but all of a sudden,exactly what they have been doing and have achieved becomes very relevant, now that Mondelez are seeking to monetise the IP.
Hopefully we PIs will be updated on any responses or indeed enlightened over the proposed out licensing at the time of TYRU's next presented accounts.

[mudbath] 06/3/2017 08:50

It will depend on any expressions of interest and the value which might attach to them for they will have those preliminary answers in 10 days.imo.

[michaelsadvfn] 06/3/2017 08:02

Tyratech & Mondelez have been working on this for years.

Take a look at this profile...

She moved from Tyratech to Envance when Amvac & Tyratech formed Envance in the summer of 2013.

PARTNERSHIPS

MONDELEZ (Formerly Kraft Foods)
Strategic development partnership to develop a slow release food additive version of the TyraTech platform that aims to reduce intestinal parasite levels; a particularly important market in many developing countries...

I'm wondering whether this out-licensing, if successful, is a new development which will have to be announced to the market.

[mudbath] 05/3/2017 15:53

Thanks anyway PUGUGLY.

[pugugly] 05/3/2017 15:34

mudbath:> Have not followed closely enough to make a really constructive comment - Sorry cannot really help as only a rump holding left so does not get much attention.

[mudbath] 05/3/2017 14:36

Thanks PUGUGLY.
Much changed at both Tyratech and Kraft over the period since the joint development of the TYRU technology was first envisaged.
As a holder,have you any view as to whether there is any potential here for recovery ?
Regarding KC,they never sought to out license the BYOT tech,just returned it to sender.

[pugugly] 05/3/2017 14:14

mudbath: The reason I suggest "non commercial" is that presumably Mondelez or possibly Kraft at the time of the initial research ? contract assumed that there was a commercial probability - if not why get involved - unless it was a junior manager who signed off - for Kraft the cost would have been petty cash and he/she had discretion and wanted to build their reputation ((I have not looked at the back rns's etc as only hold a small position in TYRU (prior Daily Mail tip )) My mistake was to keep a small rump holing after selling most.

An analogy would be the Kimberly Clark development project with BYOT where you used to be chief cheerleader but are now out.

[mudbath] 05/3/2017 13:51

If out licensing equates to "not commercially viable"(PUGUGLY),one has to wonder at the presumed naivety of the parties involved in those US$ 40 Billion + out licensing deals registered in 2016.

[michaelsadvfn] 05/3/2017 12:23

PUG,

What we don't know is whether the agreement between Mondelez & Tyratech is royalty based or lump sum based. Mondelez can't exploit it themselves for the obvious reason that they don't own the IP. It seems to me Mondelez have developed the 'novel delivery system'.
Why you think it's non-commercial is a mystery to me. Why look to out-license something that won't be commercially viable?

ashtree2,
In a word, nothing, but this paragraph gives an indication as to why they got together with Mondelez....
'The technology is based on a proprietary synergistic blend of natural, plant-based essential oils microencapsulated in a delivery system that has the potential to be used as a food ingredient and formulated into a great tasting food or beverage or as a nutriceutical ingredient for human and animal health applications.'

[ashtree2] 05/3/2017 11:29

michael...what has tyratech got to do with one of the worlds largest SNACK companies.?confused?

[pugugly] 05/3/2017 11:25

Simple question - WHY ARE MONDELEZ NOT EXPLOITING IT THEMSELVES ????????????? With royalties to TYR.

Message received - Not commercially viable.

[somerset lad] 05/3/2017 11:20

The collaboration with Mondelez (ex-Kraft) has been running for a long time without coming to market. (There are 42 references to "Kraft" in the Admission Doc from May 2007.) But it's interesting that Mondelez is trying to monetise the work (rather than, e.g., simply handing it back to Tyratech) and Mondelez might generate more interest as a potential partner than Tyratech.

[michaelsadvfn] 05/3/2017 08:23

The high value technology solution developed by Mondelēz International and TyraTech
is designed to be safe, natural and non-toxic. It effectively kills intestinal
parasites and is deployable as a daily maintenance solution through several platforms
and has potential applications for both human and animal health applications...

GRAS, as far as the FDA is concerned, I would think.

It's possible we'll hear more about this before the results are published. They certainly are busy behind the scenes mudbath.

[mudbath] 04/3/2017 17:37

After mugging up on similar situations where a small company outlicenses its proprietary breakthrough technology, it appears that whilst the small company might see any out-licensing as a huge win,it might lead to the dissolution of the company in order to keep the asset moving;although its stakeholders would generally stand to benefit significantly.

It does look to me as though ALL the Tyratech IP might be listed in the Mondelez schedule which could well indicate that Tyratech's independence,or loss of, may form part of any deal.
imo.

Interesting times.

[michaelsadvfn] 04/3/2017 11:34

Great find mate. That's a $4.5bn market they're entering.

Mixing it with the big boys again after MWI.

[mudbath] 04/3/2017 10:17

Global corporate Mondelez International (Market Cap US$ 66 BILLION with over 100,000 employees)and micro cap Tyratech jointly develop and design a safe, natural and non-toxic solution for intestinal parasites that is deployable as a daily maintenance solution through several platforms and has potential applications for both human and animal health applications..

"High value technology solution"
"Mondelēz International and TyraTech have invested significant time and effort into the collaborative development"
"Proprietary breakthrough technology"

You couldn't make this up !