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So if they are still pursuing the development of Big Red I wonder what "SpiderPillar" refers to? Maybe they went with Big Red instead of SpiderPillar and will use SpiderPillar for a more advanced material.
"We will soon put the material into proprietary, advanced design photonic devices together with the Guided Wave Optics Laboratory in the University of Colorado."
Any idea if they're referencing the devices that Opsis will return to them in "early summer". Or is this different (and on a different time frame)?
I agree with your skepticism, had similar first thoughts as well. Let's hope they're expecting to announce positive news (of an agreement) soon and are looking to get the word out.
"Natcore has matured to the point where it's time for us to approach institutional investors," says Chuck Provini, Natcore's President and CEO. "I've spent 30 years on Wall Street, and I know the criteria used by the institutional community when they make investment decisions. We're meeting those criteria….etc... They'll have us making presentations to institutions by the end of April."
Like the sound of that!
"Is it possible that the unlimited potential of the Goo will make it hard to just stop and say, this is the best product in the world and we are done, so lets sell it and make money? "
Great question Pit, especially for a CC should we ever have one again (ASM?). I'd like to think that due to their mastery of the new chemistry used to manipulate the chromophores and material system as a whole, that it would allow them to "drop in" new and better materials systems into the devices with minimal device changes required. Who knows though, would love to hear an answer to that. You'd have to imagine that someone would want to be first to market with a product incorporating such a material due to the cost savings along, assuming that is still an advantage.
Excellent, thanks for the details BK
"We are currently working with a large Chinese cell manufacturer and equipment manufacturer to best optimize where and how our black silicon process can be integrated into an actual production line."
Did anyone hear from the company when they thought that this testing/planning process would be complete? I want to say someone on here said that they heard end of this month or early May but I can't recall.
Thanks cabel much appreciated!
Could someone please explain how a MTD is determined? Let's say MTD for kevetrin is reached in cohort 9 - does this mean that in cohort 9 an SAE occurred? More than one SAE occurred? Also, does the cohort dosing stop at that point once 1+ SAE occurs? Do they have to test a lower dose again in another cohort afterwards to confirm safety at the lower dose?
TIA!
My guess is that their sentiment is similar to U of Bologna - probably want a better idea of what dose they should be using.
" It is curious that they do not make any specific temperature claims. Nor do they make any claims to durability. We don't believe that they have ever demonstrated a material that could realistically be commercialized."
Pot calling the kettle black? Funny that he would knock them for not providing numbers on their testing results seeing as we haven't had any in quite a while either. Also, maybe I missed it but when did Lightwave demonstrate a material that could be commercialized? I think we are still waiting on a demonstration as well.
Not bashing, I just think it's pretty funny that he is doubting the credibility of Soluxra's claims when Lightwave is in the same boat (all talk - so far).
Excuse my ignorance but with regard to combo trials where a company like Celgene would use Kevetrin in combination with one of their already approved drugs, what is the approval pathway like? Do phase 1, 2, and 3 clinical trials need to be completed before market approval or would this allow for an accelerated path?
Great find Truth, thanks for pinning this to the board. The write up does a great job of explaining the advantages of their product and production process when compared with other spider silk "producers". Really like the mention of SpiderPillar and it's nice to know that they are in the advanced stage of creating this. Think it's an exponentially better name than "Big Red" as well - just made you think of the chewing gum.
BSmith,
Do you know what the pm/V numbers for the LWLG/Corning combined materials have been so far?
Nice to have more options I suppose and also new eyes on this company as a result of the PR, but would like to have some clarification from Tom as to why they want/need the license and whether they've already done any preliminary testing of the technology mashup between the two companies.
I hope we are not just searching for the needle in someone else's haystack.
The new message is not on the website, it was sent by email:
Dear ____,
I would like to update everyone on what is happening at Natcore in between press releases.
We are currently working with a large Chinese cell manufacturer and equipment manufacturer to best optimize where and how our black silicon process can be integrated into an actual production line. As with many cell manufacturing lines there are several alternatives and we are working to see where our process fits best. We were approached by another manufacturer to do the same thing, but they wanted exclusive rights to our technology in exchange for their help. We are not ready to give exclusive rights to anyone at this time.
We are also working on integrating our black silicon application with a laser technology that will help us put contacts on the back side of the solar cells. This process could create a completely low-temperature manufacturing process which should not only increase manufacturing efficiencies but, equally important, would eliminate much of the toxic waste generated in solar cell manufacturing. We are currently installing our own advanced laser system in our Rochester lab to compliment and augment the work we are doing in this area with the University of Virginia.
Another very positive development is that Natcore has been approached by different groups throughout the world to consult in building solar cell manufacturing facilities. We are creating a best-of-breed capability that will allow us to purchase and integrate the best equipment that exists using current technology. The reason Natcore is of interest to these companies and countries is that in exchange for our being the consultants to these projects the facility would get some type of rights to our technology as it comes online. There are at least three countries involved and I will be more specific when we sign agreements.
If you have any questions or comments, please feel free to contact me.
Best regards,
Charles R. Provini
President & CEO
coolair,
They always find a way to raise the share price and tap LPC when needed. They've done this for the past couple years at the very least from my recollection. You have a valid concern but I wouldn't sweat it too much, it always "works out". When we start seeing commercially viable prototypes demonstrated we'll have access to better funding sources.
Yes.
My guess is that it's on the back burner for now until they have the funds to pursue it's development further. This company has a shoe-string budget and for the time being I have to imagine they are pouring all their (very limited) funds into scaling up production for Monster Silk..
Should be, unless they file for an extension.
From what I can remember of upcoming milestones (and I may be wrong, I don't follow as closely as I used to), the next one isn't until we coat the modulators that Opsis builds and returns to us which I didn't think was happening until early summer/July sometime.
Would certainly welcome a CC to review what has passed and what will happen in the meantime.
Big Red - Anyone hear any updates on it's development? TIA
EOM
Has anyone run this by Management? I'm sure they are aware of Semprius at this point. I have seen mentions of their tech in a few places now without looking for it.
Would hope that our tech is complimentary to theirs as well. Joint Venture anyone? ;)
My guess is that we won't hear many additional details on K (except for cohort progression) until ASCO which is scheduled for May 30th - June 3rd. Only 2.5 months to go...
So I can't really tell from that line in your post Proto but is yours and anyone elses interpretation here that they are saying that the initial devices for testing in Q1 are not coated with our material and will just be used to prove that they work on their own? And that additional devices of the same type will be coated with our material late Q2 2014 (which I'm assuming is what the PR was about)?
Bah, figures..Oh well
Good eye Rick, looks like both to me but I can't be certain. We've all been hollering about the lack of insider buying for years. A sign of positive things to come??? Less than a month until the end of the first quarter...
Interesting. Is that what CTIX plans to use for patient recruitment?
Not exactly what I'd like to see them spending money on right now but oh well. Would definitely like to get an update on where their other efforts stand as outlined in the Shareholder Update from December.
Ok I see so it is a patent over the combination of Kevetrin-like drugs with their own drug and they aren't trying to cover/claim ownership of Kevetrin as falling under their drug's chemistry. That's a relief.
I think you are missing my point. I am suggesting that Amgen may believe that their patent covers Kevetrin and thus belongs to them, meaning Cellceutix maybe not be able to profit from Kevetrin. The patent seems to have been approved very quickly for whatever it was. Hope this isn't setting up a legal dispute.
What exactly does this mean? Is Amgen asserting some right to Kevetrin?
Nice to see their price target above $2 but it also says they don't expect revenue until 2016 and don't expect commercial products until 2015...
Was it really that bad? Haven't posted in a while or had a chance to review the CC but sounds awful unfortunately. If possible, would like to hear some more details or if there was anything positive at all in the call. Any update on the prototype?
TIA
With regard to the recent PR, does anyone have any general insight as to how long it takes to complete an IND after receiving a CMC?
TIA!
As far as Roche, here is some recent news:
Pharmaceuticals giant Roche said on Monday that it had joined forces with fellow Swiss company Polyphor to develop an antibiotic to fight a superbug that has taken hold in hospitals.
http://medicalxpress.com/news/2013-11-pharma-giant-roche-superbug-killer.html
loan,
IMO that would be a great question to send to IR/Leo.
I don't recall seeing anything about cost in the PR. Am I missing something or have they discussed costs recently?
My interpretation of Tom's response to you is that they choose not to have a data sheet right now (although they are clearly capable of putting one together) because of Lou's comment that they "fully expect accelerating improvement in our proprietary electro-optic polymer thin film products".
My assumption is that they don't have the results they want to publish yet or they are under orders of the LSS not to disclose anything.
Good thing everyone here is well-practiced in patience because it sounds like we are in for at least another couple months of waiting.
Great that they have a device. Can't pin down why yet but I'm feeling entirely UNDERwhelmed by this PR. Would love to see some official numbers. Also, are they really still hung up on the chemistry? Didn't Babu come on a little over a year ago?
"We are vigorously pursuing our chemistry development and fully expect accelerating improvement in our proprietary electro-optic polymer thin film products."
Looks like we wait for any other updates until the planned conference call "before the end of the year"???
I'm very impressed that they are projecting the Brilacidin trial will begin in January 2014. Would love to hear their projections for the start of the Prurisol trial as well! In 3-4 months we will have at least 3 trials underway of which 2 will be very short term. This is starting to get pretty exciting..