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Biotech / Medical : Senomys(SNMX)- A Taste for Success!!! -- Ignore unavailable to you. Want to Upgrade?

To: Arthur Radley who wrote (58)	4/8/2005 11:02:19 PM
From: gfp927z	Read Replies (1) \| Respond to of 192

I see that Senomyx has done some early work on an enhancer to allow the reduction of fat content in foods while retaining the flavor. One reason processed foods contain such a high fat content is because the extra fat tastes good. This area could represent a large additional market for Senomyx, and might ultimately help produce billions in heart/obesity related health care cost savings around the world. Concerning the willingness of companies to pay out 1-4% of their sales to Senomyx - the fact that some of the world's largest food companies are interested means that in theory at least they see the enhancers as giving them - 1) The potential for cost of goods savings (less sugar added, less/no MSG, etc), 2) A marketing edge to increase sales and market share, and/or 3) The potential for premium pricing of their products. With a royalty rate of 1% for example, the benefit of 1+2+3 above would have to be greater than 1.5 cents on a product selling for $1.50.