Diskusjon Triggere Porteføljer Aksjonærlister

NattoPharma (NATTO)

Biotek
#266

21/09-2017 07:30:23: (NATTO.OAX) MenaQ7® Full Spectrum Vitamin K2 to Launch at SupplySide West
NattoPharma Introducing the first and only full-spectrum Vitamin K2 that
provides MK-6, 7, 8 & 9
OSLO, NORWAY and METUCHEN, NJ (September 21, 2017) - NattoPharma further
strengthens its reputation as the most comprehensive Vitamin K2 supplier by
introducing a breakthrough unlike anything on the market: MenaQ7® Full Spectrum
K2. This latest innovation is the result of a proprietary technological
breakthrough, creating a Vitamin K2 that provides menaquinones (MK) 6, 7, 8 and
9, a range of isomers vital for cardiovascular health.

“NattoPharma has driven the creation of the Vitamin K2 market, sponsoring the
important research validating the importance of K2 for human health, and this
work has shaped the MenaQ7 brand,” says NattoPharma Chief Medical Officer Dr.
Hogne Vik. “The important epidemiological studies that led us to our ground
-breaking human clinical research used fermented cheese as the source of Vitamin
K2, which led us to create MenaQ7 Full Spectrum.”

According to researchers closely linked to these epidemiological studies1-3:
"Vitamin K is a fat-soluble vitamin that plays and unequivocal role in the
activation of Gla-proteins. Although all K-vitamins have the same function, they
differ in bioavailability and bioactivity.

“The Rotterdam and Prospect studies have shown that food-derived vitamin K (such
as from cheeses) improves long-term cardiovascular health outcomes because it
more specifically delivers the long-chain menaquinones MK-6, 7, 8 and 9.”

"While fermented cheeses are the best dietary source of menaquinones in the
West, most will not be able to consume enough to obtain optimal amounts of
Vitamin K2, nor is cheese a practical source for extracting the menaquinones,"
adds Dr. Vik. “To that end, NattoPharma has once again broken the mold and
offers to the market a raw material that delivers the range of menaquinones
found in foods.”

The first and only Vitamin K2 to deliver a gamut of menaquinone isomers, MenaQ7®
Full Spectrum is naturally fermented using chickpea protein, offering an all
-trans Vitamin K2 that is free from gluten, soy and all-known allergens, and is
suitable for vegans and vegetarians. MenaQ7® Full Spectrum provides the vital
menaquinone isomers MK-6, 7, 8 and 9 for optimal and maximal delivery of vitamin
K2 with respect to absorption, half-life and biological activity.

“NattoPharma has once again created a raw material that speaks directly to the
natural dietary supplement consumer, who is drawn to comprehensive nutritional
sources,” says Daniel Rosenbaum, NattoPharma CEO. “We welcome the opportunity to
meet with companies at this year’s SupplySide West to officially launch this
market-changing innovation.”

MenaQ7® Full Spectrum Vitamin K2 will be centrepiece of NattoPharma’s SupplySide
West booth P115.

References:

1 Geleijnse JM, Vermeer C, Grobbee DE, et al. Dietary intake of menaquinone is
associated with a reduced risk of coronary heart disease: the Rotterdam Study. J
Nutr. 2004;134:3100-5.

2 Beulens JW, Bots ML, Atsma F, et al. High dietary menaquinone intake is
associated with reduced coronary calcification. Atherosclerosis. 2009;203:489
-93.

3 Gast GC, de Roos NM, Sluijs I, et al. A high menaquinone intake reduces the
incidence of coronary heart disease. Nutr Metab Cardiovasc Dis. 2009;19:504-10.

2 Likes
#267

Voldsom reaksjon ned idag. Ligger det noe negativt i børsmeldingen før helgen som jeg ikke ser?

#268

Voldsom? Det eneste jeg ser er en som hadde 20k aksjer å selge og ikke tid til å vente:
image

2 Likes
#270

http://www.newsweb.no/newsweb/search.do?messageId=436507

MenaQ7® PRO will only be available to the Practitioner Channel via Ortho
Molecular Products
OSLO, NORWAY and METUCHEN, NJ (October 17, 2017) - Nattopharma is pleased to
announce that it has been selected by Ortho Molecular Products, the leader in
practitioner-specific nutraceuticals, as its exclusive Vitamin K2 supplier
partner. The company will transition the seven products in its line currently
featuring Vitamin K2 to MenaQ7® PRO, a unique line extension available only to
Ortho Molecular.

For more than 25 years, Ortho Molecular Products has researched and manufactured
high-quality, efficacious nutraceuticals sold exclusively to thousands of health
care professionals nationwide and in Canada. With headquarters in Chicago, IL,
the company has FDA-audited, cGMP-certified manufacturing facilities in Stevens
Point, WI, where the company will work to transition the following products to
include NattoPharma’s MenaQ7® PRO Vitamin K2:

. Vitamin K2 with D3

. Vitamin K2 180 mcg

. Liquid Vitamin D3 with K2

. K-FORCE

. Pro Bono

. Alpha Base Capsules without Iron

. Alpha Base Capsules with Iron

“We are proud of our 25 year tradition of successfully combining evidence-based
formulations and superior raw ingredients to develop efficacious supplements
that noticeably enhance patient health,” says Aaron Bartz, President of Ortho
Molecular Products, adding that MenaQ7® was chosen based on the significant data
confirming its ability to help the body properly utilize calcium, supporting
bone health while simultaneously protecting cardiovascular health. “This
partnership with NattoPharma reinforces that commitment, allowing us to provide
the practitioner community with the best quality, clinically validated Vitamin
K2 as MK-7 available.”

“Ortho Molecular Products’ commitment to efficacy, uncompromising manufacturing
and legendary customer service has established the company as a leader in the
nutrition industry,” says Dan Rosenbaum, NattoPharma CEO. "NattoPharma is
honored that this discerning brand recognizes that we are the leader in Vitamin
K2 research and development, and that our MenaQ7 Vitamin K2 as MK-7 will allow
their practitioner partners to deliver the best possible results for their
patients.

“We believe we earned the attention of Ortho Molecular Products - and ultimately
were selected as a partner - because NattoPharma has been driving the scientific
discovery behind the benefits of Vitamin K2,” adds Rosenbaum. “We could not be
happier to have Ortho Molecular Products, with its demonstrated years of
excellence providing only the best ingredients available, join the NattoPharma
family. And we were excited to make available a line extension with MenaQ7 PRO
that would speak clearly to the practitioner market.”

The reformulated Ortho Molecular Products will be available in 2018.

3 Likes
#271

O HEI, hvor det går! Lurer litt på hva slags meldinger som skal til for å få litt fart i denne.
Markedet reagerer stort sett med et stort sukk og sender den ned på positive meldinger. Nå ikke et sukk en gang. :roll_eyes:

2 Likes
#272

Meldinger av typen: “Nå har vi levert veksten vi lovet og har positiv EAT” er vel det som skal til for at denne skal kunne få litt moment. Det er jo avtaler som dette som må på plass for at de skal kunne få den veksten, men hvor lang tid vil det ta før denne avtalen evt gir noe utslag?

3 Likes
#273

Aksjen har blitt omsatt for 8-9 kr i det siste, også får vi denne meldingen:

http://www.netfonds.no/quotes/release.php?id=20171101.OBI.20171101S31

New strategic shareholder

Synergia Life Sciences Pvt. Ltd, based in India, a long-time partner and
supplier of NattoPharma, has expressed interest to become a significant
shareholder in NattoPharma, by investing MNOK 7,0 directly in the company.

Through discussions with the Board, the negotiated share price for a transaction
is NOK 12,50. After the completion of a private placement of 560 000 new shares,
Synergia will be a 3,1% shareholder and the 7th largest. To facilitate and
execute this transaction, the board will invite the shareholders to an
extraordinary general assembly, since existing Board authorization does not
fully cover a private placement against external investors. Main shareholders
representing more than 40% of the shares are consulted and will vote for this
transaction. The invitation to the extraordinary general assembly will be
communicated in a separate release.

Feilpriset much? :smiley:

6 Likes
#274

Er vel ingen som vil selge 7MNOK aksjer i Natto til 8kr da, så da blir prisen automatisk høyere. Er vel ikke så rart?

#275

Greia er vel at NattoPharma gir ut såpass lite informasjon at det er vanskelig å vurdere hvordan det går med selskapet. At de nå kan kjøre en emisjon på 12,50 viser at selskapet er fullstendig feilpriset. Dette er jo aksjer selskapet trykker opp, så ikke noe “mangel” på disse.

2 Likes
#276

Klarte å overse denne biten:

Market update

The demand for vitamin K2 and the interest in NattoPharma’s products are growing
in all major markets. On an overall basis, there are multiple new customers and
new upcoming product launches creating many ongoing opportunities in the market
place for NattoPharma.

“Even more important, we are pleased to see our existing customers increasing
their purchase levels. NattoPharma Group therefore continue to grow the revenues
in 2nd Half of 2017”, says Rosenbaum.

We are now producing in the new facility for synthethic vitamin K2.

The completion of the facility has taken longer than initially expected. Delay
of incoming componets were the main cause behind this. That will affect the
total revenues in 2nd half of 2017. It is still too early to see where the 2nd
half revenues will end, but continued efforts to reduce the impact of this delay
is ongoing. We expect revenues to be in the range of MNOK 30-40. When the
additional synthetic production capacity is fully up and running, next year’s
growth rates year on year is expected to be in the area of 40-50%.

"Due to external factors our aggressive growth scenario has been temporarily
delayed by a couple of months. But when you see the enormous demand growth
potential linked to mass-market adoption of K2, our future looks very bright"
says Rosenbaum.

The supplement business continues to operate with positive EBITDA. The delay in
the synthetic production facility changes the product composition between
natural and synthetic, whereas the margins are expected to be lower than earlier
communicated in the 2nd Half of 2017. The long-term demand for vitamin K2 is
expected to drive volumes in the synthetic product range, where NattoPharma plan
to take a cost leader position. The margins are expected to get back on 50%+
when the synthetic production line is fully operating. While the demand for
natural products is expected to continue strong growth and to be significant
part of the product offering, it is also expected that greater economies of
scale can be achieved within the synthetic product range, accompanied by
attractive margins.

The work to build shareholder values within the pharmaceutical path continues.
The plan is still to have a dedicated legal entity in place at the latest in 1st
Quarter 2018. When this is in place it will be easier to evaluate both the
supplement and the pharmaceutical business, with their respective potential.

Investment in working capital in the supplement business is continuing as the
company continue its growth. Current cash balance is however still considered to
be sufficient for the coming period to finance the activity in this segment. As
previously announced, a continued investment in the pharma strategy will require
separate funding, and the management will come back with more information
related to this process in due course.

Så, der har vi forklaringen på hvorfor det overhodet er aktuelt å kjøre emisjonen nå på 12,50. De sliter litt med cash-flow. Å kjøre en liten emisjon på 12,50 synes jeg er en god løsning på det problemet.

H1 så hadde de NOK 30,6 million i omsetning, så at de nå guider 30-40 MNOK er ikke superimponerende, men som de sier, mangelen på økning kommer av produksjonsproblemer, ikke mangel på etterspørsel.

EDIT: ser at aksjen åpnet på 10,10 og nå er på 10,75. Burde jo ha kjøpt på disse nivåene, men rent teknisk, så har det alltid vært sell-on-news i Natto. Jeg venter litt og ser heller om det er noen som går lei om en måned eller to. Meldingen man vel venter på er at NattoPharma melder at de er fullt over på syntetisk K2. Den burde komme innen utgangen av året.

EDIT2: jeg gidder ikke selge heller, om 1 år, så forventer jeg at kursen er godt over 12,50, og jeg tror ikke jeg finner noe bedre risk/reward enn NattoPharma.

4 Likes
#277

Disse burde jo kunne en del om markedet :slight_smile:

2 Likes
#278

Mulig break out her i dag om den holder seg

55

2 Likes
#279

Mr understatement. :grin:

Her kunne nok også noen av de større eierne ha solgt seg ned. At de heller kjører en emisjon godt over markedspris ser jeg på som veldig tillitsvekkende.

1 Like
#280

Ja dette minner litt om når 505 games investerte i starbreeze til kursdifferanser som er skummelt lik natto faktisk. Gratulerer til de som er inne!

3 Likes
#281

Takker! Var litt for feig her og kunne jo kjøpt, men som sagt, det har alltid vært sell-on-news i Natto. :stuck_out_tongue:

… da var jeg forresten i pluss, RT er nå 12,05. :slight_smile:

1 Like
#282

Yay!! Natto-posten min er i pluss!! :champagne:

3 Likes
#283

Har oppdatert estimat for bruttofortjeneste 2017 og 2018 med dagens oppdatering. Tror det blir fin avkastning her til slutt

59

3 Likes
#284

Kjørte du 35MNOK i forventet omsetning for H2 2017?

De kom jo med en veldig konkret guiding for H2 og for 2018. Guidingen har ikke vært helt til å stole på for 2017, på den andre siden, det har jo først og fremst vært at det har gått tregere å få produksjonen på plass.

1 Like
#285

Jeg solgte 30% av posten min med ca 35% fortjeneste i dag. En liten trade jeg håper å kunne kjøpe tilbake litt lavere igjen i nær fremtid, ettersom det ofte er sell on news her som flere nevner.
Moro å endelig se litt bevegelse og volum her.
Gratulerer også til dere andre som er inne.

2 Likes
#286

Ja jeg tok 35 mnok omsetning og 46% bruttomargin (samme som H1). Så satt jeg vekst på 45% 2018 og øker til 50% margin. Så base case i forhold til guiding.

Morsomt å se på oversikten over bruttofortjeneste mot kursgrafen. Ser man bare på fundamental utvikling skulle man tro at 2013 var et fint år å kjøpe, men da var faktisk kursen oppe på 28.90 kroner.

1 Like