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Kevin Quon

 
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  • What A Successful Moema Launch Means For Solazyme [View article]
    Hi futuretrade,

    It's possible. There hasn't been a lot of clarity as to what is going on with Solazyme's current pursuits with biofuels. They're clearly manufacturing some biofuels now in order to establish future markets and they announced they have at least one large buyer. But I would imagine its in their best interest to stay hush on the subject as long as they can given the heat they got for public's misunderstanding of the Navy work.

    Also, just as a reminder, when crude oil rises, so do vegetable oils typically.

    Kevin
    Jun 20 11:56 AM | 1 Like Like |Link to Comment
  • What A Successful Moema Launch Means For Solazyme [View article]
    I was actually reading through that patent application last night. Haven't found anything too new yet. The new cosmetic patent application was more interesting. Whole algal cells in soap/shampoo with delayed release.
    Jun 20 11:38 AM | Likes Like |Link to Comment
  • Amyris Advances, But At What Cost? [View article]
    Hi N808,

    It should also be noted that Amyris carries a shareholder deficit whereas Solazyme carries positive shareholder equity. I also believe that Amyris carries a less versatile technology with a fraction of the potential offered by Solazyme's technology.

    I believe the last debt financing might have helped push Amyris into becoming a company that might actually make it, but I believe there is further dilution to be had as well. Amyris will still need to finish the construction of its larger facility and has a proven record of a lengthy ramp-up period in comparison to what SZYM expects for its own plants. I'm not going to knock Amyris as it is no KiOR, but even at a fraction of the market cap I still find Solazyme to be the more stable position to hold at the moment - and the company which will gain the most aggressive traction in the years ahead. Nevertheless, I wish both companies the best.

    Kevin
    Jun 18 01:35 AM | 1 Like Like |Link to Comment
  • What A Successful Moema Launch Means For Solazyme [View article]
    Jeremy, heterotrophic algae is "natural". There are a few strains of algae that utilize sugars rather than sunlight. Solazyme likes to use Chlorella protothecoides, a microalgae strain that can grow heterotrophically or photoautotrophically. For Algavia, Solazyme has maintained the "natural" strain while optimizing features via growing conditions. For Tailored oils, Solazyme uses genetic engineering in order to optimize the output and customize the product. Solazyme uses both natural and genetically "modified" strains, although in either case the oils themselves are not genetically modified even if the algae is in the latter instance.
    Jun 18 01:24 AM | 1 Like Like |Link to Comment
  • Did Solazyme Just Patent A Treatment For Diabetes? [View article]
    The patents for encapso aren't out yet. When I was speculating what encapso might be, it turned out that the cited patent was for a different application altogether - although that patent did give us an understanding that szym was looking into the field for oil drilling applications.

    To further clarify, encapso is an encapsulated oil product which can interchange oils based on recombinant technology and distinguish shell thickness based on growing conditions. These are genetically engineered to exert particular properties. Algavia is a natural strain which is grown and controlled by growing conditions. To date, algavia doesn't appear to include any strains that are genetically engineered. Encapso is currently for drilling applications. Algavia is for nutritionals. Hope that helps.
    Jun 17 03:52 PM | 4 Likes Like |Link to Comment
  • Did Solazyme Just Patent A Treatment For Diabetes? [View article]
    Mykie,

    There are at least 10 clients even in this pre - ramped phase. Demand is not going to be the issue given the size of the markets. In the absolute worst case scenario szym can easily have fuels fill the void. Right now fuels are being addressed regardless in order to establish future markets, but fuels have commodity - like demand. If for whatever reason demand is lagging, it will be very easy to mass produce fuels.

    This question of demand is really one that was addressed from 2011 to 2013 imo. People fear the worst when the entire capacity isn't booked in advance, but it's important to remember that it works to SZYM's advantage to have some capacity open to meet changing demand on the fly. That's an advantage of szym over most producers.

    Kevin
    Jun 17 02:42 AM | 7 Likes Like |Link to Comment
  • Did Solazyme Just Patent A Treatment For Diabetes? [View article]
    Patenting the specific use of chlorella protothecoides biomass that is grown heterotrophically with at least 15% oil dry weight which can be used in food compositions composing of 1-20% of the weight or calories is a little bit more specific of an invention than patenting burnt bread. It wouldn't even be the right color to suggest it was a "green powder" like other variations of the chlorella genus.

    Maybe you should read through the patent first? There's quite a few details I left out in order to keep the article flow and attention of the reader. Just a suggestion. No offense intended.
    Jun 16 07:16 PM | 4 Likes Like |Link to Comment
  • Did Solazyme Just Patent A Treatment For Diabetes? [View article]
    http://bit.ly/1p9JcDC

    It's worth mentioning that your understanding of chlorella might not necessarily be applicable in connection to the algae referenced in this article. As shown in the referenced link above SZYM's algae is more akin to the yellow chlorella shown in the picture and therefore likely lacks much of the chlorophyll your description emphasizes. Chlorella is just an algae genus and therefore has many variations.

    Not doubting much of what you said, but just wanted to throw that in there.
    Jun 16 03:42 PM | 2 Likes Like |Link to Comment
  • Did Solazyme Just Patent A Treatment For Diabetes? [View article]
    Indeed, I also believe the prebiotic attribute might be a bit underappreciated. As I inferred in the article the implications might be more useful from a marketing standpoint in the near future.
    Jun 16 03:15 PM | 3 Likes Like |Link to Comment
  • Did Solazyme Just Patent A Treatment For Diabetes? [View article]
    I do not know what (if any) relationship the university of Manitoba has with solazyme. I can say that the inventors of this particular patent were not the usual suspects perse. It's possible they work for the university as well. I'm sure this could be investigated further but I don't think it would lead to anything too surprising or useful.
    Jun 16 03:08 PM | Likes Like |Link to Comment
  • Did Solazyme Just Patent A Treatment For Diabetes? [View article]
    You probably won't know when they hit the market. For instance small amounts of SZYM's algal protein is in twin labs clean series veggie and raw meal from garden of life. But by and large the company is not branding it's own products but playing the role as an ingredient supplier. I believe algavia might be an attempt to create a product brand, but even this might be wrong. In any case, it's too early to expect large product quantities out of szym given the capacity restraint that is now slowly being lifted. Roquette should have the initial advantage with its brand of algility. 4000-5000 mt capacity is a decent start. Also no I don't know how the arbitration is going but I expect the market to be many many times bigger than this with enough room for many more players than szym and roquette.
    Jun 16 02:32 PM | 1 Like Like |Link to Comment
  • Did Solazyme Just Patent A Treatment For Diabetes? [View article]
    I emphatically agree with Doewap here in his statement.
    Jun 16 02:15 PM | 3 Likes Like |Link to Comment
  • Did Solazyme Just Patent A Treatment For Diabetes? [View article]
    Encapso is an encapsulated oil product. More specifically it seems as if it is an encapsulated designer oil product with increased functionality engineered in. Algavia is the company's brand of natural algae, which is a whole algal cell product. Both are essentially the same thing except one is wild and one is genetically engineered. The relevance to this article is that the patent seems like it can apply to both lines as the patent is in regards to algal biomass from chlorella protothecoides in general. The more impressive feat to me is that it doesn't have to be just a genetically engineered product that qualifies.
    Jun 16 02:00 PM | 6 Likes Like |Link to Comment
  • Did Solazyme Just Patent A Treatment For Diabetes? [View article]
    It sounds more like a mitigating effect rather than an outright cure. Combined with ice cream and I personally doubt it'll do more than make ice cream a little bit healthier. Lol. But hey, I'll raise a glass to wishful thinking!
    Jun 16 11:10 AM | 4 Likes Like |Link to Comment
  • Did Solazyme Just Patent A Treatment For Diabetes? [View article]
    Maxx,

    I see no reasons why it can't be both Algavia and Encapso depending on function. I rather not assert how they are going to market this other than to show that it could qualify for algavia. We have agreed on very little and I make no speculative assumptions as to what estimates will be. I am merely citing information. This will be my only comment to you as our prior conversations suggest that your motives for being here tend to be less than pure.

    Kevin
    Jun 16 11:04 AM | 10 Likes Like |Link to Comment
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