InvestorsHub Logo

jimmybuffett2

02/16/12 12:03 AM

#39187 RE: whiteface88 #39185

Great post and fully agree

ZincFinger

02/16/12 6:40 AM

#39195 RE: whiteface88 #39185

It's not a question of thoroughness vs. hastiness. Appropriateness is what matters. Going into the next phase early was appropriate because of the quality of the early results.

[If you want something specific to tie that too: when the results are good enough, (> about 20 t0 30% GM rate) you get enough homozygotes that you can collect them from the first generation (if you also have the platform worm and a recessive marker) and skip an entire generation). So quality of results can well justify early advancement into the next stage. (just an example, there are others)]

Sometimes a delay is an investment of time well spent. Something about the results of round 1 or 2 indicated that an improvement in the protocol was possible (either needed to solve a problem or to add an improvement to speed things up or improve results). Again, it's not a matter of thoroughness or hastiness: it's a matter of selecting the best strategy using all available knowledge including the most recently attained.

"Negatives" deduced from failure to have expectations met are illusions when the expectations were unreasonable. We don't know exactly how KBLB/ND/UW are doing what they are doing nor what steps they are going thru. It is wise to be very careful about what expectations one has in such situations. This is research and INHERENTLY unpredictable and timing is necessarily tentative.

There are many very good reasons for limiting communications. The public would not understand much of what could be said, even with attempted explanations. Giving away certain details could very materially aid the competition. Etc. When investing in biotechs one must give a reasonable degree of trust in the company and its scientists base on their qualifications (and ND and UW scientists are very highly qualified: look at the list of publications (can be seen on the ND and UW websites) and look at the remarkable speed of their progress and accomplishments so far.

As for "delivery" it is wise to keep your expectations reasonable: it would be great to find that KBLB is "already there" (i.e: has "pure" (no major WSP) spider silk) but it would be very much within reasonable expectations for them to have made progress but still need further steps.

KBLB has excellent chances of ultimate success with the zinc fingers, platform worm, etc to accelerate the process to over 10 times faster than it was in the past (a CONSERVATIVE estimate!). But it may take more steps than expected, biotechnology often does. OTOH sometimes you get pleasant surprises.

REASONABLE expectations is the key. Many who persisted in expecting overnight gains of many multiples have already lost due to the unreasonableness of their expectations.

JMHO