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From: A.J. Mullen	12/13/2010 3:40:43 PM
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* PepsiCo is "very close" to sweetener breakthrough * Says key is sweeteners plus flavor modifiers reuters.com NEW YORK Dec 13 (Reuters) - PepsiCo Inc (PEP.N) is "very close" to a finding a new way to make sweeteners used in low calorie drinks taste very good, its chief executive said on Monday. "We want to be out there with a product that is outstanding, not one that is just good," said Pepsi CEO Indra Nooyi at a conference hosted by Beverage Digest. "We are very close." Nooyi said a breakthrough would involve not only sweeteners, but ingredients that enhance or cut the flavor of those sweeteners. Doug Tough, chief executive of International Flavors & Fragrances Inc (IFF.N), said flavor enhancers are "in a word -- extremely important" to the industry now. PepsiCo already sells Trop 50, a lower-calorie version of Tropicana juice, and a zero-calorie SoBe Lifewater drink, made with a natural zero-calorie sweetener. Good-tasting, natural, low-calorie sweeteners are seen as a holy grail for the soft drink industry, especially as it comes under fire by critics who say sweetened drinks contribute to the growing obesity epidemic in the United States. In August, PepsiCo signed a four-year deal with Senomyx Inc (SNMX.O) for the development of sweeteners. Coca-Cola signed a similar deal with Chromocell Corp earlier this week. (Reporting by Martinne Geller, editing by Dave Zimmerman)

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From: caly	1/3/2011 10:35:14 AM
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SENOMYX ANNOUNCES NEW DEVELOPMENT AND COMMERCIALIZATION COLLABORATION WITH CADBURY ADAMS USA LLC, A UNIT OF KRAFT FOODS INC. Press Release Source: Senomyx, Inc. On Monday January 3, 2011, 8:00 am EST SAN DIEGO--(BUSINESS WIRE)-- Jan. 3, 2011--Senomyx, Inc. (NASDAQ:SNMX - News), a leading company focused on using proprietary technologies to discover and develop novel flavor ingredients for the food, beverage, and ingredient supply industries, announced today that it has entered into a new collaborative agreement with Cadbury Adams USA LLC, a unit of Kraft Foods Inc., regarding the development and worldwide commercialization of certain novel flavor modulators for potential use in the gum and medicated confectionery product categories. Under the terms of the agreement, Cadbury Adams has agreed to pay Senomyx development funding and specified payments upon the achievement of milestones during the collaborative period. Cadbury Adams may evaluate and select flavor modulators for commercialization, after which Senomyx will receive royalty payments based on sales of products using the new flavor modulators. “Senomyx had a relationship with Cadbury Adams prior to its acquisition by Kraft Foods, and we are pleased to initiate this new collaboration,” said Kent Snyder, Chief Executive Officer of Senomyx. “We look forward to working with them again.”

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From: A.J. Mullen	3/16/2013 7:31:32 PM
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Interesting conference call yesterday, seekingalpha.com The price dropped more than 20% as a result. SNMX announced it is adopting a "direct sales" approach. I put that in quotes because the direct sales are to flavor companies that must then sell to food & beverage companies. Currently SNMX has a variety of agreements with some of those F&B companies - selling to them seems more direct than selling to their suppliers. But that is merely a quibble over semantics. Call participants were questioning the timing of the move - if it is a good idea now, why wasn't it agood idea a year or two ago? The answer seems, in part at least, to be that one molecule, S9632, has been handed back to SNMX - a fact previously announced. "Direct Selling" will start with that. I wonder why the flavor companies are likely to be interested, when they know SNMX has already hawked S9632 around their clients. If their clients didn't want to buy from SNMX, why would they buy from them? Indeed one F&B company bought rights to S9632, but didn't renew them - presumably after doing further due diligence on the molecule and its market. Maybe the answer lies in the production of the molecule? Perhaps it's too difficult for either the F&B company or SNMX to produce in industrial quantities? This is speculation on my part - just trying to make sense of a surprise. Ashley

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