It is only 8 pieces of gum. Worse than you first thought aye...
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Online retailers do jump the gun. They will often offer products on line they don't have in stock. I have experienced this myself. It is extremely annoying. More so when a week later they still don't have it in stock but you wouldn't know looking at their website...
The CulturedCare website has not been updated for several days. Nor has their Twitter or Facebook page.
If it was on it's way to retailers (or was already there) they would be telling the world!
The Nature's Plus Dental Care Probiotic "with M18 Probiotics" from VitaminLife.com that I ordered on 27 Jan arrived today. The two bottles of 60 lozenges cost US$45.22 incl shipping which works out at NZ$66 or about 55cents per tablet. Recommended use is two lozenges per day. Very smart looking packaging with an insert from "an independent FDA approved testing laboratory" guarantee of quality certificate of analysis. It would certainly stand out on any product shelf! Methinks this could be a winner!
Imagenetix have just posted their 3rd quarter results.
"Commenting on the results of the third quarter, Mr. William Spencer, Imagenetix Chief Executive Officer said: "We are encouraged by the increase in sales in the Food, Drug and Mass Market segments of our business for Celadrin, our joint health product and BioGuard, our recently introduced immune boosting probiotic for the promotion of ear, nose and throat health. During the third quarter, revenue from this segment increased by $733,000 compared to the previous year. We anticipate expanding television advertising in concert with store expansion to increase awareness of both Celadrin and BioGuard. We believe this marketing program for the mass market segment will continue to result in improved sales."
Some impressive and tangible numbers there for those who are good at extrapolating. Plus more TV advertising for Blis.
http://www.prnewswire.com/news-relea...-83881362.html
Imagentix/Bioguard's third quarterly results, 3 months to Dec 2009: http://finance.yahoo.com/news/Imagen....html?x=0&.v=1
(a) "We are encouraged by the increase in sales in the Food, Drug and Mass Market segments of our business for Celadrin, our joint health product and BioGuard, our recently introduced immune boosting probiotic for the promotion of ear, nose and throat health. During the third quarter, revenue from this segment increased by $733,000 compared to the previous year. We anticipate expanding television advertising in concert with store expansion to increase awareness of both Celadrin and BioGuard. We believe this marketing program for the mass market segment will continue to result in improved sales."
Also, detail : http://xml.10kwizard.com/filing_raw....&ipage=6741327
(b) "PURCHASE AND SUPPLY BUYOUT AGREEMENT In September 2009, we entered into an agreement with one of our customers whereby they bought out the remaining order commitments under a previous Purchase and Supply Agreement. As part of the buyout agreement, we agreed to a one time payment of $1,250,000 to satisfy their purchase commitments which were scheduled to continue through May 2013. Also, as part of the agreement, we were not required to ship any product. The negotiated amount was reflected as other income during the nine months ended December 31, 2009."
(c) "Net sales for the quarter ended December 31, 2009 decreased $319,000, a 15.3% decrease, to $1,765,000 compared to $2,084,000 for the quarter ended December 31, 2008. The primary reasons for the sales decrease are a reduction of approximately $726,000 in distributor sales as a result of entering into an acceleration agreement with one of our customers during the previous fiscal quarter and a reduction of approximately $300,000 in sales of our weight loss product offset by increases in sales of our own branded product, Inflame Away Celadrin, to the mass market segment of approximately $733,000. We anticipate, sales for the mass market segment to continue to provide improved sales during the balance of our current fiscal year."
(d) This link reports net sales for the Dec quarter were 1,765,000, compared to (http://finance.yahoo.com/q/is?s=iagx.ob) Sep quarter 1,901,000 and Jun quarter 1,702,000 and Mar quarter 1,326,000.
Putting all that together, the figures all interact and we have no detail on Bioguard. But:
1. Comment (a) apparently tells us that Celadrin plus Bioguard sales are up $733,000 this quarter Dec 2009 (= up $2.9m pa) compared to Dec 2008. How much of that was Bioguard? We don't know.
2. Comment (c) apparently tells us that sales for the Dec quarter were down on both Dec last year and Sept this year. But comment (c) apparently suggests it was down about $1m the quarter for other reasons and would otherwise have been up (see 4, below)
3. Comment (a) says the $733,000 increase was from Celadrin plus Bioguard, but comment (c) only mentions Celadrin there. Surely it must be both, since (a) calls it the "Food, Drug and Mass Market segment"?
4. Putting the decrease in 2. back into the quarter would have seen sales of $2,791,000 (if I read (c) rightly) compared to $1,901,000 in September. (ie an increase of 46% or 0.9m a quarter, or 3.6m pa?) How much was Bioguard?
5. Note in (a): "We anticipate expanding television advertising in concert with store expansion to increase awareness of both Celadrin and BioGuard. We believe this marketing program for the mass market segment will continue to result in improved sales." So they still want to spend money advertising Bioguard, suggesting it is worth it to them.
So what does all that mean for Bioguard sales? Very hard to say!
However, it would appear that either Celadrin, or Bioguard, or both, had a pretty good quarter of sales. It would be nice to think Bioguard was doing well, but they have been advertising both during the quarter, so we can't tell. If Celadrin plus Bioguard were up $733,000 this quarter, might we think sales of the new Bioguard were somewhere between US$50,000 and US$650,000 (presumably their cut of the retail price), some portion of which found its way back to BLT for the quarter? The detailed link says cost of goods sold was 49.7% for the quarter, but that is average of all products of course.
Is that good news for BLT? I would have thought so. It's hard to see that it was bad news anyway. Disappointingly, we are not a whole lot wiser about Bioguard sales than we were! The next quarter should see Bioguard in a much larger number of Costco stores, or we think so anyway.
Thanks Cannibal and Simla - you guys amaze me at your diligence in how quickly you pick up the latest information on Bioguard sales! It shows how much the internet has helped with accessing this information.
I'd like to say that it was diligent and intelligent searching but I simply use Google Alerts. I have about 4 for Blis.
These are my current Blis searches
+blis +k12Comprehensiveas-it-happensup to 20 resultsEmailedit +blis m18Comprehensiveas-it-happensup to 20 resultsEmailedit bioguard probioticComprehensiveas-it-happensup to 20 resultsEmailedit salivarius M18Comprehensiveas-it-happensup to 20 resultsEmailedit
You put the + sign in front of say Blis to avoid getting alerts for bliss or similar. Without theh + sign you get some ineresting results for bliss!
Go here to set up your own - http://www.google.com/alerts/
The comment about store expansion is interesting. Hopefully I am interpreting this correcting as meaning Costco WILL be rolling BioGuard out nationwide. Time will tell...
Back on page 75 of this thread when I was playing guess the BioGuard revenue I came up with the number of approximately 200,000 units of BioGuard being sold in 6 months. Split that in two for the quarter being reported and we get 100,000 units. Multiply that by the $5 I guessed Imagentix would get for each sale and you get half a million. That number looks reasonable considering the result today. Perhaps they only get $4. Either number fits inside the revenue increase. Guessing again of course but what else can we do?
Having given my original figures some more thought I doubt Costco will be getting as big a share as I originally estimated. I would think Imagentix would get the biggest share, followed by Blis, Costco and Frutatrom.
That said, for the purposes of these estimates (guesses as Simla keeps reminding me) I will leave the Blis share at $3 US.
If I am anything like correct it may mean $300,000 US (approx 400k NZ) to Blis for the three months just for one product.
That is just over $400 a year! That is a lot of money!
I don't mind spending a hundred a year to visit the dentist, buy toothpaste and floss etc as I consider that all a wise investment but I couldn't justify another $400 a year. Perhaps you can?
Hopefully there are more people like you and fewer like me but somehow I doubt it...
That said, let us know how you get on with it.
I shall be keeping an eye out for a cheaper option. Ideally somebody will make a product containing both M18 and K12 in high enough numbers to be effective.
I think the main thing about the Bioguard result is that it gives no reason to think this half is not on track for Blis. Yes, it may have all been Celadrin sales, but probably it wasn't. In which case, that was probably a pretty good result for a new product in a 50 store trial.