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Wednesday, May 04, 2011 1:32:29 PM
The questions about KBLB that need answers to are....what?
Here are my Basic Assumptions:
Basic Assumption #1: ZFN's will produce various types of GM silks using the gene's from spider(s).
Basic Assumption #2: KBLB's first round of testing will result in GM silks that will have marketable advantages over other fibers (green or not; ie wild silk to kevlar)
Basic Assuption #3: The peer reviewed positive tensile, elasticity, and impact test results of several GM silks will be available by YE2011.
Now what? If you are Kim, what are you doing today? tomorrow? next week?
Based on the assumptions above, what does KBLB need, that it doesn't have currently, to turn this primarily research company into a profitable textile supply chain business venture?
I assume they don't have adequate lab space because Kim alluded to needing to address this in some way very soon in the last 10k.
These are my thoughts on the lab issue, which maybe KBLB needs. Since my daytime background is commercial/industrial real estate, (20yrs) obviously I'm gonna think they will need a lab to work from. The question is do they share a lab, as they have in the past at UoW and ND? Does it need adequate laboratories of its own? If "yes", the we need to be looking at what management does to resolve the issue.
What do we really need, how much will it cost, what is the projected revenue, how long will it take to realize a sustainable revenue stream? or make a profit on the products tested and available for commercialization?
What can KBLB afford today?
It has at least 200 gene's to test, in various infinite numbers of combo's so it needs....
A lab set up to insert the ZFN's into the eggs.
Lab workers to prosecute and oversee the proper insertion of spider genes.
A lab capable of breeding and housing the worms (transgenic or not)
Lab workers to oversee the breeding and collection of silks.
A lab capable of testing the infinite number of silks.
A lab with administration offices to house the company's management, administration and business development teams.
FF&E to prosecute, test and sell commercial goods.
A lab serious enough to allow for the breeding of custom worms, spec'd by third parties.
Seems like everything I come up with comes down to the "lab". That's why i'm throwing this out to the board. What should we all be looking for in terms of the "next steps" and how well the company is organized to take advantage of this opportunity.
What other things is, should or could KBLB management be thinking about in its first steps toward commercialization?
Maybe that's what the cc's about. Kim's found a lab that will work, here's how i'm gonna get it, here's what the funding burden is acquisition through staffing for the next three years....
My hope with putting this up is to spur discussion on topics other than the science (which i think is solid)...per Edward, lol
RU
Recent KBLB News
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- Form 424B3 - Prospectus [Rule 424(b)(3)] • Edgar (US Regulatory) • 08/16/2024 09:00:29 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 08/14/2024 08:30:52 PM
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