nestle - doing A2 infant formula, page-132

It probably won't be A1 free. I can forsee A2M doing their own testing and letting Chinese consumers know, if this brand starts to get any traction.

I don't see them taking much market share at all as this branding isn't their core IF product. If they push too much on the A1/A2 protein issue, they will only take market share from their main brands and increase market exposure for Platinum, imo.

I think investors have to remember Platinum took large market share through the daigou channel and because of the clean/green NZ message. This was well before the recent clinical studies. Investors also need to remember A2M have a brilliant marketing and management team which has allowed them to navigate through all the risks in this space over the last two years. They would have been planning for competition for a number of years.