3K subscribers in the Amyris community. We are an unofficial community of Amyris fans. Simply put, Amyris programs microorganisms to convert sugar…3.2K subscribers in the Amyris community. We are a community of Amyris fans. Simply put, Amyris programs microorganisms to convert sugar into high… Doerr cares about the environment foremost. That means amyris environmentally clean products along with the stock value thriving in the market place so that other companies can follow suit. I believe Doerr will keep funding Amyris until it's a profitable company. Anyways that's the way I'm betting.Effective retinol serum for sensitive skin types made with non-irritating, sustainably-sourced ingredients, including squalane, saffron, rosemary, sunflower, rice bran and vitamin E. Optimized by both squalane and an antioxidant blend to help deliver and enhance the results of the retinol and retinal, keeping the skin hydrated, with minimal ...View community ranking In the Top 10% of largest communities on Reddit. Amyris: A record Black Friday weekend is more telling than you might think ... Amyris delivered a record Black Friday/Cyber Monday weekend when …View community ranking In the Top 10% of largest communities on Reddit. r/Amyris Talks #4 AMA with Sunil Chandran (Chief Science Officer and Head of R&D at Amyris) and Annie Tsong (Chief Strategy and Product Officer at Amyris) on 07/07/22 @ 1:00PM PST ... Amyris previously defined four language levels, from Level 0 (literal DNA sequence) to ...Amyris' shareholders would benefit in a bankruptcy filing, compared to the current stock price. If, however, the company does not file Chapter, Amyris' shareholders will also (eventually) benefit. ... Echoing a common theme, a Reddit user posted earlier today that, given our equity is underwater, Mr. Doerr will push Amyris into Bankruptcy ...Machines that make a product, keeping the machine and selling only products - Amyris' strength. Machines that find new products to make - Ginkgo's strength. Machines that are the product - Ginkgo and Zymergen's strength. Amyris is currently around 3-5 years ahead of Ginkgo who is probably 3 years ahead of Zymergen.Q&A Post on the Amyris Strategic Transaction with In the Ruff Research https://reddit.com/r/Amyris_Research/comments/10yujof/ ...Ryan, in his late 30s, is serving the role of 'William Cecil' for his generation whispering sweet somethings into Doerr's "sustainability' endowed ears and truly curating the majority of all decision making for Amyris. (Note: We must remember that Ryan, since 2017, was a Board Observer at Amyris, and since 2021 was elevated to a Director of the ...r/Amyris Weekly Bearish Discussion Thread - July 31, 2023. This will be the dedicated thread to talk about why you should be careful investing in Amyris. Again, only 65 positions reduced....out of 1550 or so. Only 1 out of every 20 or so positions is expendable in the face of possibly bankrupting the company and burning 10s of millions a ...3.2K subscribers in the Amyris community. We are a community of Amyris fans. Simply put, Amyris programs microorganisms to convert sugar into high…Amyris makes very specific additions and or deletions (and some random ones to try for unexpected results) and then screens in high throughput for the probabilistically most fit for the molecule or purpose at hand. No good company without it prob succeeds long-term. Yet, many good companies can be brought down and financially bled by a trust culture gone awry. A trust culture gone awry swaps trust and good intentions for accountability and productivity, neglects to abandon failures/misteps, and gives the keys to the kingdom to the wrong people/team for ...Bankruptcy questions. As everyone seems to be rather confident we go the BK route, some questions for my understanding: why would JD keep the lights on so long if he could have BKed end of last year already and saved himself a lot of money (+ better negotiating power regarding molecules sales). Plus, Melo would have been the bad guy to declare it.Management page updated. Below is the summary of changes (brought to you by the wayback machine to compare with today's list). Everyone with a strikethrough is gone. Everything in bold is new. Everything else stayed the same. Seems like overall the list went from 24 to 15.Subject: Bend it like Amyris: Randy Baron Notes after Amyris 2nd Qtr 2022 Earnings Dear Amyris Investor, At current prices all that matters is "is Amyris going bankrupt": I think the company's second quarter earnings released this morning showed a clear path forward without a significant equity dilution (and certainly not a chapter 11 filing).Amyris then sells this via Biossance for around $340/L. Amyris is also generating equity with these moves, today Biossance is worth around $1-1.5B dollars. So let's break this down. Amyris monetizes its molecules in three different ways. They have 13 molecules being produced at industrial scale and each one is taken with this approach.Search within r/Amyris. r/Amyris. Log In Sign Up. User account menu. Coins 0 coins Premium Talk Explore. Gaming. Valheim Genshin Impact Minecraft Pokimane Halo Infinite Call of Duty: Warzone Path of Exile Hollow Knight: Silksong Escape from Tarkov Watch Dogs: Legion. Sports.Source: Wiffle1 from r/Amyris Reddit June 2022. Shortages of precision fermentation facilities (a bit more complicated than brewing beer or wine) have made it critical for Amyris to build a new ...The human data is likely to force the market to pay attention. That said, they revealed a glimpse of what to expect in their longer LinkedIn post: . AAHI-SC2, developed in collaboration with Amyris, is now being evaluated in a first-in-human clinical trial sponsored by ImmunityBio, Inc. in South Africa and was proven to be well-tolerated in the first cohort of participants (NCT05370040).Sum of the parts make sense but then you would also have to include the corporate overhead that costs ~200-300 million per year. I think at this stage Amyris should be viewed as a start up that is pushing hard in its growth phase. That's why today it is a huge gamble and should be looked at purely on its potential.Amyris started its operations in the USA via toll manufacturing with Tate & Lyle in Decatur, Illinois, before moving its production to Brotas, Brazil operated by Amyris Brasil Ltda. The Brotas, Brazil facility was adjacent to an existing sugar and ethanol mill. The facility has a capacity of 12 ktpa (six 200,000 litre production fermenters ...Amyris Weekly Discussion Thread November 07, 2022. This is a weekly discussion thread for any community questions/discussions. Looking at how the average consensus estimate is getting skewed by the one estimate.thats including a part of the molecule proceed in Q3 despite clear management guidence is concerning.Such revenue would be in Amyris's "Technology Access" segment, which has been flat. In the latest earnings conference call, Melo said (I know, I know!) "Technology Access revenue growth was due to technology license revenue from the FNF earn-out, partially offset by lower R&D collaboration, which was down $4 million, due to an increased focus ...MFK - Review of My Favourite House/Top 5. Thanks to MFK's reasonably generous sample packs, I've seen many posts pop-up, offering reviews of their offerings. So, in short, I'm not sure if I'll be adding much to the discussion. But, with them being my favourite house, and after sampling 14 of their offerings (and then buying 4 of their ...2. In comparing Amyris Buyers vs. Sellers: On average and on a median basis as well, the number of firms who increased their positions in Amyris was significantly more than the average and median decrease of number firms. 3. Approximately twice as many filers increased their positions in Amyris than the number of filers who decreased their ...15 thg 12, 2019 ... Amyris Homme compliments? ... You must log in or register to reply here. Share: Facebook Twitter Reddit Pinterest Tumblr WhatsApp Email Share Link ...Ryan, in his late 30s, is serving the role of 'William Cecil' for his generation whispering sweet somethings into Doerr's "sustainability' endowed ears and truly curating the majority of all decision making for Amyris. (Note: We must remember that Ryan, since 2017, was a Board Observer at Amyris, and since 2021 was elevated to a Director of the ...I enjoyed taking a deep dive into #Amyris on Reddit post Q2 #earnings and sharing my enthusiasm for the company's clear path forward with the Amyris community. https://lnkd.in/gDvUKgZ6First, Lavvan is forecasting discovery to go into mid-2023, so we may find ourselves in this for a bit longer than many hoped. Second, I note that only one party has expressed interest in a settlement conference or mediation, and that’s Lavvan. Amyris is signaling full speed ahead for jury trial after having a shot at deposing Neil Closner.In order to promote safe transactions, we recommend all users view our rules, guidelines, and recommendations on our wiki.Some basic tips to stay safe include; only selling to people who comment on your post before PMing, vetting your transaction partner, asking for a timestamp on pictures, verifying juice levels in bottles, and using PayPal Goods and Services.MFK - Review of My Favourite House/Top 5. Thanks to MFK's reasonably generous sample packs, I've seen many posts pop-up, offering reviews of their offerings. So, in short, I'm not sure if I'll be adding much to the discussion. But, with them being my favourite house, and after sampling 14 of their offerings (and then buying 4 of their ...There’s more to life than what meets the eye. Nobody knows exactly what happens after you die, but there are a lot of theories. On Reddit, people shared supposed past-life memories that made them believe reincarnation could be possible. Do ...Jun 26, 2023 · In Amyris’ most recent financial results, core revenue came in at $56.1 million for the first quarter ended March 31, down 3 percent compared to the same period a year earlier. Consumer revenue ... The main post above is interesting but discounts other potential sources of cash for Amyris that will provide a path through: Inventory is currently bloated and will be converted to cash in the months to come; Ingredion will pay their fair share of incremental CapEx for Barra Bonita, as well as payouts for BB’s lines coming online; molecule ...Meandering thoughts on first quarter earnings (or what we may have missed) Insomuch as Amyris had a liquidity issue going into this week's earnings call, the fact that the company was ostensibly harmed by that lack of liquidity during the first quarter should not have been new news. Especially in the wake of Silicon Valley Bank's collapse ...Amyris is working/collaborating with it's strategic partner, Raizen, which is the world's largest sugar cane producer and has the second largest sugar mill globally Currently, an estimated 50% of the production from Barra Bonita in 2022 will be used for ingredient production for third parties vs. 50% which will be used for Amyris' own Consumer ...View community ranking In the Top 10% of largest communities on Reddit. HSR rules update ... If Amyris' counsel is advising HSR review, I take their word as professionals that they understand the nuances of the law and its various tests and aren't forcing a review just to be cautious. I don't have a strong background in antitrust since ...In my post Amyris and the Naringenin story, an alternative yeast Yarrowia Lipolytica was part of the post. Now my focus this time is on another promising yeast alternative. Basics for this post: Despite the hiring freeze at Amyris, two R&D jobs were advertised lately and caught my attention. Both jobs involving the synthesis of proteins mention ...Amyris has an ongoing partnership with Givaudan that has been going on for many years (I believe more than 10). However Ginkgo has also announced later last year that Givaudan would be using their platform in a multi-program partnership. To me this is an interesting situation that raises a few questions that I hope someone here can answer.View community ranking In the Top 50% of largest communities on Reddit. Notes and Analysis of Amyris UBS Conference Call with John Melo on 5/25/22. The following is a link to the Summary Notes, Commentary and Analysis of the UBS Conference with John Melo which is detailed notes on the Earnings Call: ... Amyris has a higher cost base ($70MM per ...Lavvan mentions CBG 60x in their lawsuit and only 1x in the RCL agreement (where the mention is that CBG is excluded). IMO Lavvan is throwing a big tantrum because their legal team screwed up. This is all according to information that we have access through via google. Thanks for putting this together."Amyris admits that Amyris filed a 2018 Form 10-K, and that the document speaks for itself. To the extent that Lavvan purports to quote statements made in Amyris's 2018 Form 10-K, Amyris denies that such quotations fully or accurately reflect the content of that 2018 Form 10-K, and respectfully refers the Court to the 2018 Form 10-K itself ...View community ranking In the Top 10% of largest communities on Reddit. Walmart inventory reaches all-time high . For the quarter ending January 31, 2022 inventory was $56.511B. That is a 25.72% increase year-over-year. ... Amyris products are premium with premium price point, and customers do not tend to be price sensitive. Walmart customers ...Jun 30, 2022 · Amyris started its operations in the USA via toll manufacturing with Tate & Lyle in Decatur, Illinois, before moving its production to Brotas, Brazil operated by Amyris Brasil Ltda. The Brotas, Brazil facility was adjacent to an existing sugar and ethanol mill. The facility has a capacity of 12 ktpa (six 200,000 litre production fermenters ... 1 day ago · See the latest Amyris Inc stock price (PINX:AMRSQ), related news, valuation, dividends and more to help you make your investing decisions. This sub-reddit has excellent information on Amyris' breakthroughs in areas like strain stability, regulation, fermentation conditions, plant design, downstream processing and waste valorization. As a vertically integrated company, Amyris can optimise these variables as a system rather than individually, which should lead to greater performance ...Why Han needs to be fired immediately. Multiple dilutions as a result of urgently needing liquidity means there is an acute unaddressed problem with cash management and very poor financial acumen. The CFO would have gone out the door in the very first instance of this happening in any decently run company. On this occasion keeping Han should be ...Mod Note: Last updated 5/21/2023 added Subreddit content and Patent Mega Thread. Amyris is a next generation synbio company capable of producing almost any molecule at industrial scale. Amyris reprograms microorganisms to become mini biofactories capable of converting an input like sugar into a high value output like Farnesene (replacing petroleum as a souAMRS | Complete Amyris Inc. stock news by MarketWatch. View real-time stock prices and stock quotes for a full financial overview.View community ranking In the Top 10% of largest communities on Reddit. What's your expectation for chapter 11 December deadline? ... on the Plan Effective Date be cancelled and no property shall be received or retained on account of Equity Interests of Amyris and all Equity Interests of the other Debtors shall remain issued and outstanding;In the 3rd quarter call Amyris provided the following data: - Direct-to-consumer e-commerce accounted for 45% of Q3 consumer revenue. - Consumer products were in nearly 14,000 stores compared to 2,100 in the same quarter of 2021. - Amyris continued its international expansion, particularly in the U.K. and European markets.r/Amyris • Caroline Hadfield is sick and unable to participate in an AMA today. We'll still host an "ask-the-mods" discussion and will work to reschedule the talk with Caroline.The most recent data point shows Amyris achieving 102% growth, trailing 9 months, against an over-projection of 150% - which the author opines is "still pretty good". Disagree with the the misleading list of pipeline evolution and commercialization, however. 4. Creative_Ad_8338 • 8 mo. ago. r/Amyris Weekly Bearish Discussion Thread - August 14, 2023. This will be the dedicated thread to talk about why you should be careful investing in Amyris. Bear argument: may not exit chapter 11 favorably and all investors are wiped out. Bull argument: exits chapter 11 with much more favorable supply and sale agreements that improve margins.View community ranking In the Top 10% of largest communities on Reddit. Amyris Weekly Discussion Thread February 14, 2022 . This is a weekly discussion thread for any community questions/discussions. comments sorted by Best Top New Controversial Q&A Add a Comment. Toughpigeons • Additional comment actions ...Amyris Maison Francis Kurkdjian eau de toilette for men is a masculine take on the flamboyant pair created by amyris from Jamaica and iris from Florence. Simultaneously fresh and woody, this fragrance places you in a whirlwind of scents, with aromatic notes of mandarin from Sicily and rosemary from Morocco warmed with a tonka bean absolute …I would like to deduce why the collaboration between Amyris and Biomillenia, announced on January 8, 2021, could be important. Future synthetic biology is not about the lab scale development of a first strain, but more about advanced metabolic engineering leading to improved industrial scale strains able to produce the molecule in high yields in large-scale reactors, taking account of all ... Business, Economics, and Finance. GameStop Moderna Pfizer Johnson & Johnson AstraZeneca Walgreens Best Buy Novavax SpaceX Tesla. CryptoA possible ship of fools just now admitting their errors and being forced to deal w the harsh consequences, along w the investors. Next step is slow walk to bankrupcy. These guys cant manage this at all. I see Amyris being stuck bellow 1$ for many years and then going down the drain.Class action lawsuit. Is there going to be a class action lawsuit against Amyris and Doerr? Seems to me that the company did not exhaust all options before filing bankruptcy. They could of chose to cut most of their bloated staff including the research staff. The convertible debt was not due for another 3 years. Being on the board means there ...Echoing a common theme, a Reddit user posted earlier today that, given our equity is underwater, Mr. Doerr will push Amyris into Bankruptcy. Here are three reasons why I don’t believe John Doerr benefits from that process: Loss of Control. Once a bankruptcy court takes over, Mr. Doerr is no longer Amyris’ main decision maker.Except for maybe Eduardo and the employees involved in R&D, everyone at Amyris is a lightweight. One more thing that seems to have slipped into the memory hole - the Lavvan lawsuit. Amyris's appeal to the 2nd Cir. of the SDNY's decision rejecting its motion to arbitrate the IP Issues was argued on Sept 9.Lavvan mentions CBG 60x in their lawsuit and only 1x in the RCL agreement (where the mention is that CBG is excluded). IMO Lavvan is throwing a big tantrum because their legal team screwed up. This is all according to information that we have access through via google. Thanks for putting this together.View community ranking In the Top 50% of largest communities on Reddit. New medical research paper from Amyris shows benefits of CBG in killing bad bacteria on skin while protecting skin micro biome ... Amyris's research in this space continues but regulatory issues abound and it could take time before products with CBG even on a topical ...Amyris has stated that this change should reduce consumer COGS by 5 million USD in the second half of 2022 and 30 million USD in 2023. Changes have already been implemented for Biossance, with ...The financial sector is collapsing with massive bad debt, leverage, collapsing bond market, and bad short positions. The disaster with Silicon Valley Bank is rippling through the markets. ALL of the banks dropped 5% to 10% yesterday. SVB was financing or holding operating cash for much of the high tech growth companies.r/Amyris Weekly Bearish Discussion Thread - July 31, 2023. This will be the dedicated thread to talk about why you should be careful investing in Amyris. Again, only 65 positions reduced....out of 1550 or so. Only 1 out of every 20 or so positions is expendable in the face of possibly bankrupting the company and burning 10s of millions a ...The live call can be accessed by dialing (844) 850-0551 (domestic) or (412) 902-4203 (international) and asking to join the Amyris, Inc. call. About Amyris. Amyris (Nasdaq: AMRS) is a leading ...11 thg 9, 2018 ... Don't Forget to subscribe! Salutations friends! Today I am reviewing Amyris Femme and Amyris Homme from Maison Francis Kurkdjian.21 thg 7, 2023 ... Amyris CEO John Melo has departed the company, Vegamour has a new ... Reddit · Share this article on LinkedIn · Share this article on WhatsApp ...This Free forum is to provide research and information for the benefit of Amyris Investors. This is not a commercial enterprise and is not affiliated with AMRS.Rose Inc. Officially Launching in Brazil (10/5/22) The following Post was listed on John Melo's Instagram regarding the Launch of Rose Inc (an Amyris partner company focused on color cosmetics) into Brazil: Specifically Sephora Brasil has 22 physical points of sale in Brazil, of which 17 are retail stores and five are pop-up stores ):r/Amyris Weekly Bearish Discussion Thread - August 14, 2023. This will be the dedicated thread to talk about why you should be careful investing in Amyris. Bear argument: may not exit chapter 11 favorably and all investors are wiped out. Bull argument: exits chapter 11 with much more favorable supply and sale agreements that improve margins.Amyris finally agreed on the terms of a much-touted strategic transaction with Swiss-based flavour and fragrances giant Givaudan. Disclosed terms fall well short of management's promises with ...Over the past few weeks Amyris’ price has followed the general market and tumbled quite a bit, coming down from its 52 week high of about $18 a share down to 13.80 as of Friday close. Recently, Amyris announced positive pre clinical results on their Covid 19 vaccine in partnership with the Infectious Disease Research Institute.My2cents: AMRS has a lot of unique high tech to offer (more than renting cars), so successful restructuring is not unlikely. Odds are favorable that Amyris can exit restructuring successfully without zeroing out shareholders. They've built some moderately successful brands and several high value compounds, however, the real value is their sales ...4U by Tia about to be announced publicly via Tia Mowry Instagram - 10/18/22. The following appeared on Tia Mowry's instagram this morning: Tia Mowry (formerly of "Sister, Sister" fame) is partnered with Amyris and Walmart to develop a new brand of product under the "4U by Tia" brand name. Tia has developed a significant following of ~11MM ...Yesterday Amyris filed its reply in the Second Circuit Court of Appeals to Lavvan’s Appellee Brief from mid-December. In this filing, Amyris’ legal team very tactfully and eloquently rebutted Lavvan’s arguments that 1) the IP claims must be heard in court (not arbitration) and 2) that the parties did not delegate the question of ...Amyris pretty objectively and quantifiably has tiers 3-5 in a way few companies in history have. ... Our friend Fallacy Alarm, who just did Amyris Reddit Talk #5 does an incredible job of highlighting the importance of cashflow in identifying inflection points when investing in companies w/ truly transformational technology. It's very much ...You have two choices... 1 - wait till the threat is gone and everything is safe before adding OR 2 - adding now and taking risk, betting that the market is wrong and Amyris is not going bankrupt. You will be rewarded if they succeed and you will be punished if they fail. 23. NateHammer30 • 1 yr. ago.Amyris (AMRS.O) and WeWork (WE.N) were the second and third most traded stocks by retail investors, respectively, while Proterra (PTRA.O) was twelfth on …Amyris is more vertically integrated and consumer focused. They've got mass production down pretty well, which is one of the real tough parts of SynBio. Ginkgo is horizontally integrated, so maybe less value capture but more client opportunities. I think Amyris has more immediate value potential but DNA could come out higher in the long run.Underscores that Amyris is playing in a hot market with its consumer portfolio. Even more bullish is the consumer demographic highlighted here is our ideal EcoFabulous customer. The core beauty wallet (cosmetics, skincare, fragrance) stood at $264/year, up 10% Y/Y and led by fragrance (+33% Y/Y) Skincare held the highest priority of spending in ...This sub-reddit has excellent information on Amyris' breakt, They claim they hit it, Amyris claims they did not. So another law su, Sum of the parts make sense but then you would also have to include the corp, Reddit iOS Reddit Android Rereddit Best Communities Communities About Reddit Blog Careers Press. Terms & , Amyris finally agreed on the terms of a much-touted strategic transaction , 3.4K subscribers in the Amyris community. This subreddit is dedicated to news and discussion about Amyris. ... View comm, "The company updated its going concern disclos, r/Amyris - All archived talks. r/Amyris Talks #1 with R, Delivering what consumers demand – great performance from sustai, amyris is fone, desde for nos , Impossible recovery 10 mil, Amyris Q4 2022 ER Digest by Antionio Linares (Not me) open.su, View community ranking In the Top 10% of largest communities on, r/Amyris Weekly Bearish Discussion Thread - July 31, 3.4K subscribers in the Amyris community. This subre, 6) A fact of particular interest is BITT being the global lead, On the Amyris subreddit, next Thursday 11am central. re, View community ranking In the Top 10% of largest communities on , Amyris Maison Francis Kurkdjian eau de toilette for men is a masculine.