Tossing out a couple more candidates for the burgeoning, but so far fictional, "lock-up hell" portfolio . . . Here, for your researching pleasure, are two more tickers: KOSN & ARRY.
KOSN seems to have interesting science, IP, leverage; heard their presentation (link below), saw signs of support by insiders. Looked at the chart, and see that it has hit thin resistance. It could blast right through 10 on the next charge. An opportunity on near term pullback if the fundies check out? Know nada about ARRY, except that it unlocked last week, while KOSN unlocked last month.
cibc.talkpoint.com
To kick things off with KOSN, here is a rather brief abstract describing their newfound ability to cheaply mass produce complex polyketides. Key to their efforts, and very licensable, an example of the possible leverage.
via MedScape
>>Biosynthesis of complex polyketides in a metabolically engineered strain of E. coli.
Science 2001 Mar 2;291(5509):1790-2 (ISSN: 0036-8075)
Pfeifer BA; Admiraal SJ; Gramajo H; Cane DE; Khosla C [Find other articles with these Authors] Department of Chemical Engineering, Stanford University, Stanford, CA 94305-5025, USA.
The macrocyclic core of the antibiotic erythromycin, 6-deoxyerythronolide B (6dEB), is a complex natural product synthesized by the soil bacterium Saccharopolyspora erythraea through the action of a multifunctional polyketide synthase (PKS). The engineering potential of modular PKSs is hampered by the limited capabilities for molecular biological manipulation of organisms (principally actinomycetes) in which complex polyketides have thus far been produced. To address this problem, a derivative of Escherichia coli has been genetically engineered. The resulting cellular catalyst converts exogenous propionate into 6dEB with a specific productivity that compares well with a high-producing mutant of S. erythraea that has been incrementally enhanced over decades for the industrial production of erythromycin.<<
Co-author Khosla is a Kosan co-founder (say that three times fast).
Cheers, Tuck |