Applied DNA Sciences Inc (APDN)

[mcsharkey]

Sanjay's letting me put the call off till this week Foose, getting some post-earnings questions together. Suggestions welcome. John Bitzer didn't appear at the earnings call, and they certainly didn't get into any projections on PET.

I just wasn't ready by close of business Friday. Still not ready. Asking for help.

Asking Stonybrook, or asking Sanjay to do it, for more "testimonial" presentations be put up on Stonybrook site (ala our recent "Cotton Grower Testimonial Diarys" now showning. We'd asked for that back in the junk bond days. Looking for more detail on our processes and infrastructure.

Jumping around a bit, haven't had my coffee yet:) OTIS, it helps me focus.

Sanjay isn't able to release any more about our status in FDA's Drug Master File application than was released at Earnings Call. Nothing really released, only thing I remember is a pre-scripted "Who's on First?" skit between Hayward and an analyst.[/quote]  ANALYST:"Can you say if it's more than one pharm...?"
  HAYWARD:"YES!!!"[/quote]WTF is that?Need some more insight into our recurring income projections from cotton. We'll give Sanjay some time on this. And, the plan is to chat later in the day, some time over the course of the week. Gotta frame it properly.

Nuthing on netraceuticals. Nice welcome to the Board, what of the background work by Brockway and Ciccoli (GNC???)

The earnings call was positive. No doubt. But the script between Hayward and the analysts needs to be questioned. Following entries paraphrased at best, caffeine hasn't kicked in yet (helps my memory too Otis:)

  HAYWARD:"I'd guess 95% of our pilots result in contracts!"
95%??? That implies at LEAST DOZENS of pilots. You don't get that kind of resolution (5% steps) without Nineteen of Twenty pilots resulting in permanent contracts. Maybe the DLA aligned projects bearing fruit?

  Analyst:"With only 20 million shares ... how you going to prevent a hostile takeover??? And Hayward suggests this is under control with current Board ownership and unexercised options.

AHHH, what about the S3 filing putting 25 Million more shares and damn near ALL our Intellectual Property and bathroom supplies discounted up on THE SHELF? The Shelf These two items don't square up. Kudos to the imagineer that provided that. Prefer to have an IP buyout for $5 Billion.

Our partnership with Rosier seems great. I'm tagging it to Nigeria's private public/initiative, and Yip has plenty to be concerned with there (me too). Got questions on how we're really going to secure that supply chaing, and chemically testing the raw ingredients (hydrocarbon waste) is a big deal. Don't want to be marking garbage in for garbage out.

Fibertyping works for cotton. Would like to hear more on fertilizer supply chain security. Last thing we'd want is CertainTEED on bagged up toxic waste from Nigeria. Whatta we going to label it as Refinery to Refinement & Beyond®

Looking at the site kicking up Spring of 2018 Link to That Site. Want to know more on out equipment there too. Do we lease it to them, sell it to them, do we want it back after use:)?

I got more questions, Roman Catholic, devine mysteries, other stuff. I won't bother Sanjay with those, he's got Hindu heritage anyway. I'll ask for Kama Sutra tips:).

Willing to consider all questions for conversation. All will be submitted in text form. Sanjay likes a little time. Just gave you the meat of what I intend to ask about.

VR
Mike Sharkey