GTC Biotherapeutics (fka GTCB)

[dewophile]

good pints, but I'm not sure how the scaleability issue would affect a smaller biotech that outsources manufacturing. The up front commmitment is gone in return for a premium on the manufacturing side. if production exceeds demand, is the company liable for the balance, or do they purchase on a per unit basis? I'm just not sure how these agreements are structured.
the bigger pharmas are investing so much in cell culture that it seems to me they need multiple runaway hits to exceed capacity (which with 200 mabs could happen, i just don't see it happening soon)
there was an interesting article on this subject in nature or science a while back, and if I recall the enbrel example was highlighted