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11-09-2010, 08:32 AM
#1611
Blissfool, none of us knows what will happen next. The thing does indeed look hopeful, but it is a complex situation and the proof will only lie in the pudding. Things might motor along quite quickly now, especially if GRAS opens up the food market. Or the product may yet turn out to be of only relatively minor interest to the market, now that finally consumers are getting to vote with their purchasing power dollars.
Personally I'm still feeling good here. And those SSH notices above show that the ACC is still accumulating despite the price being somewhat higher now than when they got their first stake at the rights issue.
But we have no more facts than you because this thing is unsettled. It is still a new product in a new market segment, and being sold by a new company too. The company cannot tell us how this will end either for the same reason. Pretty obviously the company would not be going to this much trouble if they thought it was going to end badly, on the other hand.
Psychologically, this is a very interesting time for investors. The question for every share is surely always the same: would I buy this today? There's some big stuff happening, stuff we've been waiting a long time to hear, but slow turnover on the share market suggests that investors just don't know what their answer is to that question presently. Very interesting.
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16-09-2010, 10:49 AM
#1612
There is another product in Japan. Biotect: http://babelfish.yahoo.com/translate...rUrl=Translate Biotect is described as "for Dentistry Hospital", for "environmental improvement in the mouth cavity" (translations). That page lists it at 37,800 Yen for 2 months supply.
Our understanding of progress in Asia so far seems to be this, judging from Blis reports, and what can be seen on the net:
In Japan, Epoca has been around for a while and is visible on a number of web sites. It seems specifically aimed at bad breath. Biotect seems aimed at dentists, and aims at oral health. The last annual report told us, "Further progress has been made in Japan by Frutarom Asia. There are now two products in the Japanese market with several products in the final stages of product development. It is anticipated some of these new products will be launched in the next twelve months."
In Taiwan, KSS66 seems to aim at oral health and mentions sore throat, and mentions antimicrobial action. KSS66 is visible on a number of web sites now. Also some NZ Blis products are available on some websites.
In Malaysia, Pro-S Daily Lozenge talks of "sore throats, coughs and general cold symptoms, featuring antibiotic properties". I can only see this on two web sites so far. It currently lists for 24 Malaysian Ringgits, about 10 NZD, for maybe a box of 30 tablets. (It doesn't actually mention Blis or K12, but seems to match the photo in the last Blis report.)
In Korea, the Korean FDA application status changed a while ago, but has recently added the words "For functional copy of the company is reviewing the proposed functionality." (translation) So there is some sort of progress there. The last Blis report said they could give no firm indication of time scale in Korea.
In Singapore, the last annual report says a product is for sale, but I cannot find it on the net.
In China, the last report tells us "A submission for regulatory approval was made to the Chinese authorities in early 2010 and a response is awaited on this application. Good progress has been made with the establishment of manufacturing and marketing channels."
The last report also told us, "In addition business development projects are in progress in the Philippines, Indonesia, Vietnam and in India. Early progress in some of these markets, such as Indonesia will be subject to regulatory approval."
Things don't seem to yet be in the more advanced retail phase as in the US, but that's a pretty impressive list. Asia is a big place, with many cultures and languages, and regulatory regimes. I shall certainly be watching Asian progress with much interest.
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16-09-2010, 04:56 PM
#1613
Keep up the good work Simla. I for one appreciate it.
There are 127 million people in Japan....
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19-09-2010, 05:03 PM
#1614
Is this the product for sale in Singapore perhaps? Blis Throat Guard itself?
This outlet is in Singapore, and the web page was last modified in March according to my browser, which may or may not be true.
It says, "First probiotic lozenges in Singapore market that helps to support upper respiratory function & oral health; & reduce flu-like symptoms." "over 2 million doses sold worldwide."
http://www.naturesfarm.com/whatsnew.asp#BLIS
http://www.naturesfarm.com/images/BLIS Web pg.jpg
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21-09-2010, 07:14 PM
#1615
It seems that BioGuard is no longer available on Costco.com My old link no longer works, and a search returns nothing.
Looking on http://bioguardhealth.com/ their link has changed from Costco.com to showing that the product is now available at Costco Wholesale and Rite Aid.
Seems odd that it has been withdrawn from the website?
Time will tell...
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21-09-2010, 07:38 PM
#1616
It's disappeared from the website before, Emearg, and then reappeared a day or two later. It is interesting though that they have substituted a link to the stores themselves on the bioguardhealth site. Maybe supply is stretched?
It's good that they've now added Riteaid to the bioguardhealth website. They presumably would not have done that unless it was actually available there now. But it doesn't show up on the Riteaid website search either. Too many limits to what we can see via the net only.
And, hey, you didn't admire my Singapore find! Think about it. The page is in English, is one of thousands of pages with "Blis Throat Guard", and doesn't contain the word Singapore (it's all jpegs). Not an easy find.
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23-09-2010, 02:40 PM
#1617
Well done on all the detective work chaps. The plan to conquer the world continues.
No idea if they have just put this up or not -
http://www.costco.com/Browse/Product...atchallpartial
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23-09-2010, 06:35 PM
#1618
 Originally Posted by Cannibal
It is new since my posting because searching now returns the page you provided.
All previous product reviews have gone which is a pity.
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23-09-2010, 08:58 PM
#1619
It's a repackaging of the product. The old one was 75 tablets for $18.99, and this one is 90 tablets for $15.99.
That would seem good news. The traditional reason for bringing the price down is that sales are picking up and you can afford to bring the price down and still increase your profit. Perhaps they saw this recently: "Kindle Sales Jump Significantly on Price Cut"! http://www.mobilemarketingwatch.com/...rice-cut-7968/
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23-09-2010, 09:04 PM
#1620
Originally Posted by simla
It's a repackaging of the product. The old one was 75 tablets for $18.99, and this one is 90 tablets for $15.99.
That would seem good news. The traditional reason for bringing the price down is that sales are picking up and you can afford to bring the price down and still increase your profit. Perhaps they saw this recently: "Kindle Sales Jump Significantly on Price Cut"! http://www.mobilemarketingwatch.com/...rice-cut-7968/
Au contraire. The 'traditional reason' for bringing prices down is that sales are not picking up.
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