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I am asking about Fuji working on a faster DNA reader. I have read this here over and over but I have never been able to find a reference. Fuji not APDN.
Can you please share the link for the Fuji "reader" devices? I have not see anything anywhere about them and I am really interested.
Can you please provide the ink for Fuji's DNA reader? I am not sure what reader means as I am not aware of such thing. Is it a sequencer? A thermo cycler? I just don't know and I'd like to find out. Thanks
It is not called a sample it is called a template. Anyone with a $5K PCR can duplicate a template. We can do it in our lab but it is slow so we contract it out. Many times we don't even provide a template we just specify a sequence and it is synthesized. This is called biosyntheses. That is what Twist does, for example and that is the method you make DNA for data storage purposes among many other things. There are more than one ways to produce bulk DNA. I have told you before but you are having a hard time accepting it. Bulk DNA is a commodity. It is like apples. There are several varieties, some better than others, but in the end they are all apples. There is not a lot of money to be made from bulk DNA unless you can put in place a big capacity and realize economies of scale. APDN will likely not make a lot of money from bulk DNA.
you are wasting your time, they will believe what they want to believe. I really have no skin in this game beyond offering some knowledge I have just to help people make informed decisions. I would welcome that. But apparently I am a lab rat, and that right there is hilarious, so whatever.
No man, I did not bring up the bulk DNA rabbit hole, the Park guy and you did and I just asked you if you knew what it was. You've already answered my questions in more ways than you even know. Enjoy your weekend.
So by this logic, if HP makes the fastest scanners, then they should also have a big need for printed documents... It is good to be optimistic but this is just plain silly and further exacerbated by the fact that you really don't know what bulk DNA is.
I don't mean to rain on anyone's parade but I don't even see this being even remotely related to APDN's business. Not even in the realm of imagination.
Why don't you read the paper "A DNA Based Archival Storage System" by Bornholt et al and then you can make an informed decision as to whether APDN's technology has any relevance to that. I could give you my opinion but I think you're better off forming your own.... so you don't blame me for anything.
What opinion do you need. Here is another one- of many - companies that custom manufactures DNA.
Read their process and ask yourself if you know enough to decide which one is better and which one is worse.
https://www.idtdna.com/pages/products/dna-rna/large-scale-oligo-synthesis
APDN got one customer. That's great. $500K a year? I actually spend many times that and my company is very very small. The fact that they have one customer does not mean that they own the market.
Anyway this is pointless. Good luck.
I have made no secret of the fact that I neither own nor have I even owned APDN. I am interested in the company for my own reasons. I have not tried to deflate other people's hopes. I just offered what I believe is some technical facts that people who want to make a decision on an investment should know. You can take it or leave it. You want to attack me, you can do that too. But I really have no skin in this game so I don't really care.
Bulk DNA is actually in the order of milligrams, grams. Possibly tens of grams. I buy what is considered very large amounts and it is in the tens of grams. It does not take a lot.
Anyway, I am sorry I cannot answer your questions. I think you have mixed things up. And this is not the forum to have scientific discussions. Everyone will jump is talking nonsense and I have no patience for that. As I mentioned DNA is a commodity, lots of applications but competing in the DNA manufacturing space is a losing proposition unless you have the capital to put a large capacity in place and compete on cost and delivery.
good luck
No bah, man. no bah. Just put me on ignore. I am just the one who has missed every opportunity to average down on this stock for the last 20 years. You're the one making the killing and I am the one getting killed. Success is the best revenge they say and you have plenty of it.
Thank you, perhaps they will believe you because nothing I say convinces anyone. Oh well.
Yes, they extract the template from plants and then using the template manufacture via PCR. Honestly knowing as little as you do about this technology, you have no business investing. I explained that earlier when I said that PCR requires a template and biosynthesis does not.
Botanical DNA is a DNA sequence drawn from a plant, manufactured synthetically. PCR manufacturing is one form of DNA synthesis. If APDN was naturally extracting the DNA from plants (which is very expensive) it would have absolutely no need for PCR manufacturing. Sorry to disappoint you.
I am sorry you are completely missing the point. What LD gets is NOT bulk DNA. Two different things. Anyway kind of hopeless so good luck.
Feel free to believe whatever you like. It's not likely that input from someone who knows something about this will change your mind. Good Luck.
If you are going to manufacture DNA you manufacture a specific sequence. Manufacturing DNA in general without a sequence is akin to an orchestra playing random notes. You can manufacture DNA through biosynthesis which requires no template or through PCR which requires a template. One way or another you end up with some junk DNA (impurities) which is removed during purification. In the end the product is the same. It has to be. I hate to say it but APDN claiming that their PCR process is superior to others is probably nonsense. If it were superior the only difference would have been cost, meaning that the yield is higher or somehow the process is faster, cheaper, whatever.
When I say commodity, I mean that hundreds of manufacturers can manufacture the exact same product: a sequence specified by the customer. I did not say it is cheap. But since it is a commodity, competition is really around cost, and possibly lead time. Nothing else.
Using PCR to produce bulk DNA is commonplace. Bulk DNA is rapidly becoming a commodity with companies like Twist, etc. bringing advanced methods and vast capacities to the market. I know some people here think I am drunk when I say that DNA is becoming a commodity and they shook their heads when I said that I buy bulk DNA every day. But it is the truth and it is great for the rest of the world, minus APDN shareholders. If the company is betting on the bulk DNA business for growth then I suggest that you sell now. I don't own APDN in case anyone is wondering.
DO you understand that the bulk DNA business is a different business providing bulk DNA to customers for various purposes and not related to the core business of DNA tagging/authentication? And is it really prudent to assume that there will be contracts from ALL nine feasibility studies because of what is really an unrelated event?
You are really clueless you know. Here is a company that can sell you synthetic DNA in whatever quantity you like. There are tons of them. DNA is a commodity. Look up Twist Bio, for example.
https://www.idtdna.com/site
Yeah, I buy DNA every day. Several times a day actually.
Therein lies my point. My statement is the joke of the century but even if it weren't a joke you'd like it. Good luck. And you really think that I would tell you what my specs are and what I buy DNA for? Are you crazy? I am a chinese spy, man. I am a trained professional. You can pull my finger nails, you can water board me but you won't get my secrets. You'll only get that the Chinese government is leading a worldwide conspiracy to put APDN out of business because it interferes with our objective of flooding the world with knockoffs.
There is absolutely nothing wrong with it. Most of you have been losing your shirts with this stock and you see nothing wrong with that either. So any discussion is really pointless.
For one thing calling me handsome is sort of ridiculous. As ridiculous as calling DNA joy juice. I said excess "capacity". Not excess DNA. They have DNA manufacturing capacity that they are not utilizing so they decided to just ship bulk DNA. Trust me I know what I am talking about. I buy bulk DNA just about every day. You specify the sequence and someone makes it for you. Excess capacity means that they are not utilizing it for DNA production to support their core business. $500K/year means something like a couple of hundred grams of DNA per year. But you feel free to believe whatever you want.
Have you read the PR carefully? Because I think you have not. This does not have anything to do with the core business of counterfeit protection, authentication, etc. This is about selling bulk DNA likely because they have excess capacity. And the most likely reason they have excess capacity is because the core business is NOT taking off. They bought that other company and now they don't know what to do with it. This is similar to a bakery selling flour only because they signed a bog contract for flour and they are not selling enough pastries.
You know, if you can talk yourself into believing that all good guys know where to find the DNA tag and none of the bad guys do, we can't really have a discussion.
Good luck, I am afraid you will need it.
How would a DNA tag prevent a firearm for getting stolen?
And if a stolen firearm is retrieved by the police or other authority they don't really need a DNA tag to return it to its owner. There are simpler ways to do that. And when and where exactly would you apply the DNA tag? Because it can be removed just as easily as it is applied. And who would pay for it? The owner? Why? a simple serial number is enough if you are going to register it. The authorities? Why? It would not help them recover stolen firearms? The thieves? Maybe... And why have all these obvious "opportunities" taken twenty years to materialize? There are probably opportunities out there but I think you guys are stretching...
Why only $2.50? I say $25! if you are going to dream, dream big...
PET bottle the most probable for DNA tagging????? Are you serious? Why would anyone do that for a bottle that is worth probably fractions of a penny?
Personally I work for the Chinese Government and I am here to weaken your defense as we flood your market with our counterfeit cheap junk. Our entire strategy hinges on putting a tiny company who has been struggling for thirty years out of business. And instead of buying it out we have decided that the more effective approach is to chip away at it through a chat board. Because that's how evil we are.
are there any conditions under which you would sell? It seems to be that the entire board is set to buy no matter what happens.
I don't really want to take sides on this but you can read about all the luminaries Theranos had in its Corporate (mind you, not Advisory) Board. The company was still a fraud. Just sayin'
So here is the predicament you put yourself in. Is it (1) the company executives are crooks and they are acting on insider information, specifically good news or (2) the company executives are honest people and the fact that they exercise options means that they just like the long term prospects of the company but that means nothing for the short term. I think you said that you like option (1), i.e. the crooked executives one.
How hard is it to understand that it would be illegal for an insider to exercise options because of inside information that is available to him/her and not the general public? This is called insider trading. Most companies have ballot periods for insiders to make sure that this does not happen. So thinking that an insider is exercising options because he know something we don't is just silly.
you don't really believe that anyone makes an investment decision based on comments on this board, do you? Because if anyone did, well, they'd deserve whatever they'd get.
and how exactly your textbook statement changes the fact that if a receivable has been recorded on A/R it has already been recognized as revenue?
I hate to say it but by any accounting standard, everything that has been posted to accounts receivable has ALREADY been recognized as revenue. High accounts receivable is actually a bad thing because it shows that the company has difficulty collecting money. So if you think that APDN A/R are high you actually have a double whammy, the revenue has already been recognized and the company is having a hard time collecting it which may suggest that it is selling to customers with poor credit or something else fishy is going on.