Nestle Deal is a company maker.(Phospha E when taken orally has...

Nestle Deal is a company maker.(Phospha E when taken orally has been proven to significantly reduce many biomarkers associated with Metabollic syndrome/heart disease- the biggest killer of humans world wide). Nestle and POH have formed a strong relationship since pre clinical trials commenced in 2006. POH have previously announced that following completion of a successful trial (due Q1 2009) a deal granting Nestle world wide exclusive licence to market Phosa E in medical foods (Sports Drinks, Soups ?) with POH retaining the manufacturing rights will be triggered.

The deal that has been agreed upon subject to successful trial results- will no doubt provide significant milestone payments prior to product roll out followed by manufacturung revenues and icence payments. This deal is HUGE.

Given that all of POHs trials have been successful over the last 5 years- thats right every single trial has succeeded and generally exceeded expectations- given this- the Nestle deal must only be weeks away from consumation/announcement. We will then see this stock rerated dramatically and also see a return to good liquidity. Its been a long wait for many shareholders- but like all biotechs that have achieved commercialisation- it will be worth it- and some serious profits can be locked in.

Following a Nestle deal- it would seem probable that others will follow quickly-Phase 2 B for Insulin (success anounched last month)is a milestone that should be news around the world- Meanwhile the Pain Portfolio of drugs in mature pipeline trials gets bigger each month ( see Diclofenic ann this week- note deeper penetration of Voltarin and other topical annalgesics now when mised with the POH TPM formulation can be delivered sub dermis)I believe Nestle deal when announced will be the catalyst for Pharmas to move on the stock- wouldnt suprise me to see a play for the entire co.

Options might be a good opportunity to have a little play- the are June09 so might be tight on timing- but I think worth playing if you want to conserve cash