Else Nutrition Holdings Inc (BABYF)

[pual]

For more than one year. I had a carrer (management and executive) with 2 multinationals living out of marketing. The one that had by far the best product is not in the market anymore and the other one (we really had a less performant product) really succeeded and did remain a leader in its market.

Apart from the quality of product,, THE DIFFERENCE was the way the successful one invested time and money in marketing the other one (personnel was made of fantastic enginneers) failed miserably assuming the market would endup figuring out how much better their product was.

I during my carreer witnessed many example of such experiences.

By the way, I've reduce my position in BABYF over the last 18 month. I believe that if and when the company receives its FDA approval, our pps will grow overnight and come back down rapidly thereafter if our scientific leader keeps having no respect for marketing, blinded by her belief that product is THE CRITICAL SUCCESS FACTOR out of many (research, product, finance, marketing, manufacturing, ...)