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Thursday, May 10, 2018 4:24:29 PM
Thanks for your input but I disagree on a couple of things.
They would need production facilities spanning an area 50 times the JD production facilities to achieve economies of scale. It is going to cost many 100"s of millions to establish scale. That is a fact. More power to them, but the initial money is prohibitive. That is why they will remain dismissed.
I don't think the initial costs are prohibitive. VCs have no problem ponying up 100's of millions of dollars if the product is going to make them money in the long run. The issue is the manufacturing cost once the facilities are built. This is cost prohibitive, unless you want to make something extremely valuable at very low quantities (ie insulin).
Roughly 7% of a batch produced comes out with the higher molecular weight proteins required to make stronger fibers.
The number is actually less than 1%
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