I have owned shares of SGMO since 2000 and have followed it very closely. When KBLB made the deal with SIAL for the zinc fingers (which SIAL licenses the IP for from SGMO) that is what brought KBLB to my attention. Because I understand how remarkably effective, rapid and inexpensive zinc fingers are and their ability to make any desired change to an exact and unique location in any genome, I felt that KBLB had an excellent chance of success. I also like to invest in companies with a new paradigm technology with a very broad potential and the ability to dominate their market (which is why I've been invested in SGMO) and IMHO KBLB has all that to a very high degree.
Often when investing in such companies you may have to wait for an extended time for the technology to mature and then return big yields on your investment. It's taken SGMO over ten years but it's very close and probably will breakout and become profitable within a year or so, before any of it's own products reach the market, thanks to the SIAL, DAS and other agreements.
KBLB is even closer to breakout and profitability and, because most of it's products will reach the market far faster than the overwhelming majority of biotechs*, and will probably (at least in the intermediate term) grow even faster than IMHO SGMO will.
*With the exception of the medical applications, none of KBLB's products (at least those anticipated at this point) will require FDA approvals, none of them will require lengthy regulatory approval for the release of genetically modified organisms into the environment (silkworms cannot survive in the wild even if accidentally released. Due to 5,000 years of domestication they cannot even fly** anymore.),and none will require any food safety testing***. In addition the production methods are already very well established and understood (due to 5,000 years of development!) and manufacturing facilities already exist that can be used by merely exchanging KBLBs worms for the old ones. All of that, plus that pure spider silk has been a highly sought after "holy grail" of the high tech industry for many years should lead to almost unprecedentedly rapid product development of KBLB's pure spider silk.
All that is why I decided to invest in KBLB after learning about it because of the news of the KBLB/SIAL deal
Had I known about it when it was one cent I probably would not have invested because making genetic modifications that would result in the structurally integrated incorporation of spider silk protein in silkworm silk was an exceedingly difficult thing to accomplish. Dr Frasier deserves great credit for achieving that. The switch to zinc fingers will maker further progress much more certain, rapid and economic.
**silkworms are actually caterpillars and those not domesticated can fly in the moth stage
***the worms left over from silk production are used as food in many cultures and KBLB might well exploit such markets to gain income from what would otherwise be a waste product. If so, because they've been genetically modified, in that instance food safety testing would be required.
(I know all regular readers on the board are well aware of all this but am including much information for the sake of those new to the board.)
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