No Orangeman, I haven't made any calls because I'm sure I wouldn't hear anything more then was reported by others, especially those who attended the Annual Meeting.
As for DT, it's very possible that they've actually built prototypes of the kind of products they'd like to produce, they may even have the technology in house that's needed to produce the prototype without the assistance of others. I don't know. The point is, they don't have the equipment needed to mass produce the products, that's what's needed to become a viable company.
As many of you know, I've been an investor in a Biotech called IMGN for years. One of the beauties of IMGN is their ability to take MAB's from almost anyone and conjugate them into a TAP drug in a matter of weeks by adding a toxic payload. While they can do this in quantities that support preclinical and early clinical trials, all their partnerships require their partners to develop the larger production capability required by the time they reach Pivotal Trials. The point is, they don't have the capability to mass produce the drugs, at least not yet.
If CTKH is currently capable of creating say a 40 inch CNT flat panel display, the cost of doing so might be in the tens, or even hundreds of thousands, that's okay for a prototype, but not for the marketplace. CTKH will need far greater capabilities, or contractors, to mass produce such displays at marketable prices. They appear to be taking steps that are headed that way, but they have a way to go.
Don't get me wrong, others using their media may be able to do it today. The key is producing high quality media and CTKH appears to have the key, the question is whether they intend to make their primary business producing media for others, or producing a more complete product themselves.
Gary
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