A2M (ASX) $100 stock

Originally posted by rohop ↑

Originally posted by arms
Can they now, considering they do not own the actual herds it is not quite as easy as you make out. Will they be willing to subsidise the farmer who they wish to buy the cows from another farmer the price difference and how will they compensate the farmer they choose not to build his herd into an A2 herd. If Nestle could have achieved it they would have done it, Fonterra pay a poor farm gate price.

As for someone who looked into it a few years back for us it is not as easy as you think as I said read a bit from Keith.

As for the herd testing that actual patent has expired and it is now open for all companies to do it, but I am sure you will argue that one, maybe check with A2m.
arms - in response to the patents part of the debate - herd testing patent runs out in 2023.

Patent Protection
A2M’s intellectual property portfolio consists of a numbers of rights in trademarks, patents, proprietary processes and know-how which together interlock and provide protection to a2 branded products and processes. A2M has brand and trademark registrations or applications across 57 territories (as at Dec’15). In addition A2M has 14 families of patents which cover a number of activities including herd testing, herd formation, beneficial uses and physical properties associated with A2 products. The table below details all publically disclosed patents by A2M, though we note there are ~5 new families of patent applications lodged since this list was provided where details have not been released. Our understanding is these patents are largely focused around the benefits of A1 protein free products.
Figure 9 - a2 Milk supply chain in Australian fresh milk
Patent title
Expiry
Territories
Method of Selecting Non-Diabetogenic Milk or Milk Products and Milk or Milk Products so Selected
3 November 2015
Australia, Canada, Finland, Ireland, Netherlands, New Zealand, Norway, UK, USA
Food Product and Process, Bovine Genotype Testing for Beta-Caseins Breeding and Milking Cows for Milk Free of Beta-Casein A1
9 May 2016
Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Ireland, Italy, Netherlands, New Zealand, Sweden, Switzerland, UK, USA
Prophylactic Dietary Supplement Based on Milk
29 June 2020
Australia, China, New Zealand
Animal Genotyping Method
23 May 2023
Australia, Canada, China, Hong Kong, India, Japan, New Zealand, Singapore, South Korea, USA, Vietnam
Method for Altering Fatty Acid Composition of Milk
3 July 2023
Australia, Canada, China, Hong Kong, India, Japan, New Zealand, Singapore, South Korea, USA, Vietnam
Therapeutic Uses of Beta-Casein A2 and Dietary Supplement Containing Beta-Casein A2
A Composition Comprising Beta-Casein
3 October 2023
Canada, China, Czech Republic, Denmark, Finland, France, Germany, Hong Kong, India, Ireland, Italy, Japan, the Netherlands, New Zealand, Singapore, South Korea, Spain, Sweden, Switzerland, UK, Vietnam
Beta-Casein A2 and Prevention of Inflammation of the Bowel
20 May 2034
International (PCT) Application – Territories to be nominated
Beta-Casein A2 and Reducing or Preventing Symptoms of Lactose Intolerance
10 July 2034
International (PCT) Application – Territories to be nominated
Beta-Casein A2 and Blood Glucose Levels
22 August 2034
International (PCT) Application – Territories to be nominated
SOURCE: COMPANY DATA
In Nov’15 arguably one of the more important elements of the patent protection expired in New Zealand, which was the method for testing milk for the presence of A1 Protein, this patent will remain in place in the US until 2017. In practice the patent was co-owned with Fonterra and the fact that Fonterra had never pursued an A1 protein free product range suggests that there is more protection in place for the a2 range than simply one patent. We suspect the more important element of the protection is likely around the herd testing and selection protections, with one of these patents lasting through to 2023.

Expand

Maybe some more digging on the actual testing may give some answers, I had the same thought until about six months ago when in Victoria on a dairy industry tour to look into environmental control improvement methods and we visited a couple of farms currently converting their herds to supply FNP Australia's own product.

No.	Vol.	Price($)
1	6134	$6.22

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6134

$6.22

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5083

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1	4103	6.210
1	3000	6.190
2	3492	6.180
4	35652	6.170
2	14833	6.160

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4103

6.210

3000

6.190

3492

6.180

35652

6.170

14833

6.160

Price($)	Vol.	No.
6.230	5083	2
6.240	13276	2
6.250	36566	11
6.260	123191	3
6.270	10711	2

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6.230

5083

6.240

13276

6.250

36566

6.260

123191

6.270

10711

(20min delay)
Last $6.23		Change -0.010(0.16%)		Mkt cap ! $4.510B

Open	High	Low	Value	Volume
$6.23	$6.29	$6.13	$11.31M	1.822M

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