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Re: Cee-It post# 92860

Wednesday, 06/10/2015 8:57:58 AM

Wednesday, June 10, 2015 8:57:58 AM

Post# of 278151
Thank you for your continuous DD on the subject of synthetic and recombinant spider silks. I am very interested in the science behind this, hence the reason why I invested in KBLB in the first place. Honestly, if I had the money to invest in some of these other companies, I would do so as well. You do make some very valid points concerning the cost structure of KBLB and where they are currently in fiber production as well as the future of silk proteins and spinning them into fibers. I also agree with you that DD and similar companies are more likely to be interested in processes that can be contained in a more stable setting such as a vat, as they are already used to with some of their other products.

You mention that the cost of the fibers spun from proteins will continue to drop, likely to even lower than silk (similar to rayon and polyester). I agree that this will eventually be the case, but I don’t believe that they are at that point yet. While this window of opportunity for KBLB to enter the market is getting smaller by the day, I still believe that they have some time to enter as the lower cost provider of spider silk fibers. You also have to keep in mind that the research into the transgenic silkworms has not stopped, so it is possible that there are applications for the silkworm silk that the bacterial or yeast silk cannot mimic. For example, I mentioned in a previous post that Spiber’s QMONOS fibers, while they may have similar properties to Monster Silk™, they are much more coarse and uncomfortable unlike Monster Silk’s much more comfortable silk. These proteins and fibers would be much better suited for other industrial applications, which seem to be where they are focusing with their agreement with Kojma. I am not saying that this coarseness issue cannot be overcome, but I just haven’t seen it yet.

There is also the fact that, despite how much of the general textile market has been taken over by rayon and other artificial fibers, there is still a demand for silk. This means that while these fibers may not be as revolutionary as was once believed once the synthetic spider silk creators can match the price, there is still a market for them and still an opportunity to make a good amount of money. Of course, the sooner KBLB enters the market, the more money they can make from other applications before these other fiber companies can match their costs.

By the way, I have been thinking about something you mentioned previously and I do have a question for you if you are able to answer. You mention in your Post #91981 that you have a potential business interest regarding silkworms. You then mention later in your Post #92570 that you plan on visiting Charlotte, NC in the near future. This just happens to be the city that houses the headquarters of Entogenetics Inc. My question is: Are you planning on meeting with David Brigham or any other representative of Entogenetics Inc.? If so, would you be willing to share any info that you learn there (not covered by a NDA, or course)? As I mentioned before, I am interested in the technology and am curious to know what they have accomplished recently.
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