Market Cap must increase 75% within next 60 days or else it seems.

Creative Planning Grows Holdings in Applied DNA Sciences Inc (NASDAQ:APDN)
Posted by Mo Johnson on May 23rd, 2019

Recent sources for your consideration:
Anti-counterfeit Market to Witness Massive Growth| 3M, Autentix, Zebra Technologies, Applied DNA Sciences
Press release from: HTF Market Intelligence Consulting Pvt. Ltd.5/14/19
https://www.openpr.com/news/1739143/Anti-counterfeit-Market-to-Witness-Massive-Growth-3M-Autentix-Zebra-Technologies-Applied-DNA-Sciences.html

The GV Times - 5/14/19
HOT STOCKS: ANALYST RATING HITS HIGHER GEAR – RLI CORP. (RLI), APPLIED DNA SCIENCES, INC. (APDN)
https://www.gvtimes.com/2019/05/14/hot-stocks-analyst-rating-hits-higher-gear-rli-corp-rli-applied-dna-sciences-inc-apdn/

Revenues decreased 25% for the second quarter of fiscal 2019 to $778 thousand, compared with $1.0 million reported in the second quarter of fiscal 2018, and decreased 12% from the $884 thousand reported in the first fiscal quarter ended December 31, 2018. The year-over-year decrease in revenues was due primarily to a decrease in product revenues of $315 thousand from our biopharmaceutical and consumer asset marking verticals. The quarter-over-quarter decrease in revenues reflects the fulfillment of a cotton order during the first quarter of fiscal 2019.

Total operating expenses increased to $3.3 million for the second fiscal quarter of 2019, compared with $2.8 million in the prior fiscal year’s second quarter. This increase is primarily attributable to an increase in stock-based compensation expense.
https://www.businesswire.com/news/home/20190509005624/en/Applied-DNA-Reports-Fiscal-Quarter-2019-Financial

Tikun Olam!

My personal experience at Sloan Kettering and Immuno-Therapy drugs like Keytruda, while disturbing, lead me to believe the potential market is huge...

"Under the terms of the Agreement, a $5 million up-front licensing fee is payable to Applied DNA over a four-month period beginning on or before April 15, 2019, and completed by October 15, 2019."

http://ih.advfn.com/stock-market/NASDAQ/applied-dna-sciences-inc-APDN/stock-news/79580132/applied-dna-announces-exclusive-cannabis-licensing

The Carlyle Group.
I recall they acquired Authentix, a "competitor" of ours, back in 2008, but wasn't aware of their divestment of them til now. Interesting development...
https://www.carlyle.com/our-business/portfolio-investments

https://www.carlyle.com/media-room/news-release-archive/carlyle-group-partnering-jh-whitney-co-leads-acquisition-authentix

Proxy Statement (definitive) (def 14a)
Date : 04/04/2019 @ 5:26PM
Statement available here/now:
https://ih.advfn.com/stock-market/NASDAQ/applied-dna-sciences-inc-APDN/stock-news/79636435/proxy-statement-definitive-def-14a
Proxy mailing to begin: 4/5/2019
Annual Meeting: 10:00 a.m., local time , on Thursday, May 16, 2019 , at the Center of Excellence in Wireless and Information Technology, Stony Brook, New York 11794.

The White House - April 3, 2019
https://www.whitehouse.gov/presidential-actions/memorandum-combating-trafficking-counterfeit-pirated-goods/


"...The report should also evaluate the effectiveness of Federal efforts, including the requirement for certain Federal contractors to establish and maintain a system to detect and avoid counterfeit electronic parts under the Defense Federal Acquisition Regulation Supplement (DFARS) 252.246-7007, as well as steps taken by foreign governments..."

"...Evaluate the current and future resource needs of agencies and make appropriate recommendations for more effective detection, interdiction, investigation, and prosecution regarding trafficking in counterfeit and pirated goods, including trafficking through online third-party marketplaces and other third-party intermediaries. These recommendations should include suggestions for increasing the use of effective technologies and expanding collaboration with third party intermediaries, intellectual property rights holders, and other stakeholders..."

I wonder who, if any partners they may be working with, aside from a couple of Patents referenced (both from University of Florida).
Cannabix Technologies Provides Update on Marijuana Breathalyzer Development

The Cannabix Marijuana Breathalyzer system is being developed to give law enforcement and employers a tool to enforce public safety.

Vancouver, British Columbia -- March 14, 2019 -- InvestorsHub NewsWire -- Cannabix Technologies Inc. (CSE: BLO) (OTC PINK: BLOZF) (the "Company or Cannabix") developer of the Cannabix Marijuana Breathalyzer for law enforcement and the workplace, is pleased to report that early testing with its breath collection unit ("BCU") has thus far provided stable and consistent results. In late January, the Company received an initial version of its portable handheld device for the collection of breath samples at the point of care. Testing with human subjects using the BCU, has improved consistency of breath sample collection, and has provided important real-time data parameters on breath flow rate, volume, relative humidity, carbon dioxide levels, and temperature. Engineers may make additional adjustments to the BCU based on this early testing of the unit and additional units are planned to be built for field testing purposes.


The Company also reports recent characterization work with the Cannabix's FAIMS (field asymmetric waveform ion mobility spectrometry) THC detection device has shown the ability to supress a range of ions (both low mass and high mass) from the spectrum allowing for THC (9-tetrahydrocannabinol) detection from both human breath and standards. In particular, scientists are working quickly to finalize specific FAIMS geometries that will allow for optimal ion filtering capability. FAIMS works as an "ion blocking" technology, essentially blocking unwanted ions/analytes and allowing specified ions (like THC) to pass through for detection.

In addition to THC, Cannabix scientists are using FAIMS to detect two key metabolites of THC, being 11-hydroxy-delta-9-tetrahydrocannabinol and 11-nor-9-carboxy-tetrahydrocannabinol in standards and in breath.

Marijuana contains several cannabinoids in addition to THC, several of which are metabolized in the body relatively quickly and have shorter half-lives. THC can be detectable in blood for weeks; whereas, metabolites such as 11-hydroxy-delta-9-tetrahydrocannabinol and 11-nor-9-carboxy-tetrahydrocannabinol are only detectable for a few hours after consumption of cannabis. The detection of THC and its metabolites in human breath provides for real-time pharmacokinetic analysis. Such analysis provides a method for the identification of "recency of use" that will be important for determining impairment at the roadside. Detection capability of the metabolites provides analysis of frequent users of marijuana who tend to retain THC in their body for longer periods of time, relative to infrequent marijuana users who tend to clear THC from their body more quickly. This data and analysis will be important for an eventual court approved device. Furthermore, 11-nor-9- carboxy-tetrahydrocannabinol is the primary metabolite from the liver, which is prevalent from the consumption of edibles.

Additional improvements and IP

Engineers have improved on the design of the ionization source for the instrument which now allows for greater voltage control and precision, leading to greater signal and sensitivity. Furthermore, improvements have been made to the instrument's heat control module. The Company's patent portfolio includes an exclusive worldwide license of University of Florida ("UF") US Patent 8,237,118 in the area of breath analysis of controlled substances. Additionally, the Company has licensed patent pending technology from UF (PCT/CA2017/000042), and has made its own patent applications since 2015. The Company's technology has significantly progressed since its original filings and new intellectual property and trade secrets have been developed that will ultimately supersede earlier broad patent applications. Additional patent applications will be filed in due course.

About Cannabix Technologies Inc.

Cannabix Technologies Inc. is a leader in marijuana breathalyzer development for law enforcement and the workplace. Cannabix has established breath testing technologies in the pursuit of bringing durable, portable hand-held tools to market to enhance detection of marijuana impaired driving offences on roads at a time when marijuana is becoming legal in many global jurisdictions. Cannabix is working to develop drug-testing devices that will detect THC- the psychoactive component of marijuana that causes intoxication- using breath samples. In particular, Cannabix is focused on developing breath testing devices for detection of recent use of THC, in contrast to urine testing for THC metabolite that requires an invasive collection and reflects previous usage from days or even weeks earlier. The devices will also be useful for other practical applications such as testing employees in the workplace where impairment by THC can be hazardous.

We seek Safe Harbor.

On behalf of the Board of Directors

"Rav Mlait" CEO
Cannabix Technologies Inc.

http://ih.advfn.com/stock-market/USOTC/cannabix-technologies-inc-BLOZF/stock-news/79470139/cannabix-technologies-provides-update-on-marijuana

No doubt some "higher risk" items warrant "higher standards", at higher up-front costs.

Videojet products print over ten billion products daily. Hopefully we get a piece of those that require the best.

Thanks Park, thought you might be interested...Tracelink tidbits...
https://www.securingindustry.com/pharmaceuticals/supply-chain-security-at-cphi-news-in-brief/s40/a8605/#.W8DsMGhKjIV

And we're off...

Did someone say UID?

Tag, I'm inclined to agree with you. Multi-Authentication methods have been discussed from the start. Perhaps it will cut into our biz but in the big picture, having options and multiple solutions, isn't surprising.

PR: ACG Inspection partners with Verinetics to further strengthen their fight against falsified medicines

Been out of the "loop" for a bit. Here's something interesting released 8/8/18 that I just came across. ("Multi-Factor Authentication")
https://www.securingindustry.com/press-releases/acg-inspection-partners-with-verinetics-to-further-strengthen-their-fight-against-falsified-medicines/s135/a8203/#.W3A9PdJKjIU

U.S. FDA Recognizes UL 2900-2-1 for Use in Premarket Reviews

UL PR today. No specific reference to APDN but can't help wonder just how the identification of approved devices will be handled going forward...
https://industries.ul.com/news/u-s-fda-recognizes-ul-2900-2-1-for-use-in-premarket-reviews?_ga=2.57791395.825046263.1532605519-1015978017.1531315110

Majority of American Consumers Concerned About Inauthentic Products; 73% Would Stop Purchases
New Harris Poll, commissioned by Applied DNA Sciences, finds consumers will take strong action, boycotting companies, writing negative reviews and reporting to regulatory bodies...
https://www.businesswire.com/news/home/20180726005202/en/Majority-American-Consumers-Concerned-Inauthentic-Products-73

TOTALLY UNSUBSTANTIATED RUMOR
J&J to acquire controlling interest, why not?
https://en.wikipedia.org/wiki/List_of_largest_pharmaceutical_companies_by_revenue

If I recall correctly Danaher was addressed on this board due to revelation of their Videojet ownership, (mentioned/glossed-over during an EU Show presentation some months ago), and un-related to any DNA biz now being addressed...

Hi Mike,
Not sure what this is about (dates reflect 3/31?) although info was posted to Fidelity yesterday??

Applied DNA Sciences Inc, Inst Holders, 2Q 2018 (APDN)
BY Dow Jones & Company, Inc.
— 3:49 AM ET 07/20/2018
The following table shows the largest shareholders in APPLIED DNA SCIENCES INC COM (APDN) for the quarter ended June 30, 2018, listed by holding size. The list represents up to 50 of the largest holders in the company.

Note: Unless otherwise mentioned the reporting date is 06/30/2018

Institution Shares Shares % Last
Held Changed Held Report


Heights Capital Management In 1,384,777 1,384,777 4.599 03/31
The Vanguard Group Inc. 726,726 80,790 2.413 03/31
Sabby Capital LLC 454,381 (477,969) 1.509 03/31
BlackRock Fund Advisors 206,312 (1,089) 0.685 03/31
Morgan Stanley Smith Barney LL 128,534 (67,324) 0.427 03/31
Geode Capital Management LLC 110,263 0 0.366 03/31
Creative Planning Inc. 99,934 (417) 0.332 03/31
Chase Investment Counsel Corp. 77,563 0 0.258 03/31
Reilly Financial Advisors LLC 50,000 0 0.166 03/31
Benchmark Capital Advisors In 50,000 0 0.166 03/31
Northern Trust Investments In 40,695 0 0.135 03/31
CIBC Private Wealth Advisors 40,196 0 0.133 03/31
The California Public Employee 36,200 0 0.120 03/31
Exencial Wealth Advisors LLC 23,700 0 0.079 03/31
Gluskin Sheff + Associates In 20,000 0 0.066 03/31
Quadrant Private Wealth Manage 20,000 0 0.066 03/31
Citadel Advisors LLC 18,140 18,140 0.060 03/31
Commonwealth Equity Services 18,035 (10,000) 0.060 03/31
The Bank of New York Mellon Co 17,200 0 0.057 03/31
myCIO Wealth Partners LLC 15,000 15,000 0.050 03/31
Oppenheimer & Co. Inc. (Wealt 13,527 0 0.045 03/31
SSgA Funds Management Inc. 12,700 12,700 0.042 03/31
Dumont & Blake Investment Advi 12,577 (4,003) 0.042 03/31
IHT Wealth Management LLC 11,745 214 0.039 03/31
Taurus Asset Management LLC 10,000 0 0.033 03/31
Regions Investment Management 9,100 0 0.030 03/31
BNY Mellon Asset Management No 6,764 6,764 0.022 03/31
Merrill Lynch Pierce Fenner 5,734 3,109 0.019 03/31
Vanguard Fiduciary Trust Co. 3,824 0 0.013 03/31
UBS Securities LLC 3,811 (2,493) 0.013 03/31
BlackRock Investment Managemen 3,719 0 0.012 03/31
FSC Securities Corp. 2,058 0 0.007 03/31
BNY Mellon Capital Markets LLC 1,020 1,020 0.003 03/31
SSN Advisory Inc. 1,000 0 0.003 03/31
Wells Fargo Bank NA (Private 858 0 0.003 03/31
Citigroup Global Markets Inc. 300 0 0.001 03/31
Wells Fargo Advisors Financial 250 0 0.001 03/31
KMS Financial Services Inc. 243 0 0.001 03/31
FutureAdvisor Inc. 200 0 0.001 03/31
Stratos Wealth Partners Ltd. 175 0 0.001 03/31
IFP Advisors Inc. 42 0 0.000 03/31
Securities America Advisors I 9 0 0.000 03/31
Deutsche Asset Management Inve 1 0 0.000 03/31
City National Rochdale LLC 0 (167) 0.000 03/31
BlackRock Advisors LLC 0 (6,764) 0.000 03/31
Bank of America NA (Private B 0 (40,000) 0.000 03/31
Cutler Group LP 0 (1,100) 0.000 03/31
Two Sigma Securities LLC 0 (27,949) 0.000 03/31

13F data provided by: Factset Research Systems Inc.;
Please send questions to ownership@factset.com.
Copyright, Factset Research Systems, 2018. All Rights Reserved.

Applied DNA Sciences Inc, Inst Holders, 2Q 2018 (APDN)
BY Dow Jones & Company, Inc.
— 3:49 AM ET 07/20/2018

The following table shows the largest shareholders in APPLIED DNA SCIENCES INC COM (APDN) for the quarter ended June 30, 2018, listed by holding size. The list represents up to 50 of the largest holders in the company.

Note: Unless otherwise mentioned the reporting date is 06/30/18

vs. 2016 and 2017 Revenue...(653K and 1.8M). A 10% increase over last year expected for 3Q?.

How many lbs will $1M mark?

Related - No doubt a likely "favorite" to many:
http://news.mit.edu/2018/reading-and-writing-dna-George-Church-0131
Hey, we ain't selling buggy-whips...

Great GIBSON/SYNTHETIC DNA Video. Thanks.

"Just make some phone calls." Of course, how stupid.

FWIW: Current Estimates (Beyond UL and Pharma)
"According to Forbes, in 2018 counterfeiting was the largest criminal enterprise in the world.[16] Sales of counterfeit and pirated goods totals $1.7 trillion per year, which is more than drugs and human trafficking. It is expected to grow to $2.8 trillion and cost 5.4 million jobs by 2022.[16] According to The Counterfeit Report, "China produces 80% of the world's counterfeits and we're supporting China. Whether or not it's their intention to completely undermine and destroy the U.S. economy, we [in the United States] buy about 60% to 80% of the products."[16]
https://en.wikipedia.org/wiki/Counterfeit_consumer_goods

"CDMOs can attract a broad base of customers by additionally offering advanced technologies and even developing their own proprietary modifications and offerings"

My faith is strong but wounds run deep.

Good read/pharma M&A
Pharma'a Almanac - https://www.pharmasalmanac.com/articles/inside-mergers-acquisitions

Almanac:
https://www.pharmasalmanac.com/hubfs/Back%20Issues/PharmasAlmanac_Q2_2018.pdf?hsLang=en-us&t=1531426022798

"Breaking News" AGC Expands CDMO Services
Increases GMP-compliant synthetic pharmaceutical intermediate and active ingredient production capacity tenfold CP/7.12.18
https://www.contractpharma.com/contents/view_breaking-news/2018-07-12/agc-expands-cdmo-services/

"Currently, only one-third of manufacturing — whether in the development stages or after commercial launch — is conducted in-house. The bulk of work is outsourced, and preferred providers are currently capturing the largest portion of the work..."
https://www.pharmpro.com/news/2016/11/cmo-report-two-thirds-pharma-manufacturing-outsourced

Or 5/31/18 PR:
UL warns of counterfeit UL marks on ground fault circuit interrupters (GFCI)

Something like this perhaps? From SecuringIndustry, June 22, 2018
PR: UL warns of counterfeit UL Mark on fire sprinklers

Particularly given what I suspect to be a very high "Q Score" and Global Footprint. It gets coverage.

Good point Park.
Once again, boggled I am.

That's the ticket.

This time, last year we had announced our "Insider/Strategic Partner" PP which generated about $1.8M (1 mil shrs @ 1.76). And now...?

That would be a nice start but what about
Building Materials
Consumer Technology
Industrial Systems and Components
Medical and Laboratory
Plastics and Components
Plumbing Products and Water System Components
Wire and Cable
to name a few sectors from their current client lineup.

I believe UL sees a weak spot in their current service and recognizes the broader/safer forensic appeal and certainty of DNA to a growing population of manufacturers and consumers.
UL's PR:
https://www.prnewswire.com/news-releases/ul-and-applied-dna-announce-strategic-partnership-300678813.html