Humanigen Inc (fka HGENQ)

[PhrmaBro]

Jay, some comments on the Lenz supply chain.

Catalent did not need nearly as much time as others for production readiness. Catalent worked with HGEN to develop the process. I'd expect much if not all of the EUA Drug Substance/Drug Product supply at launch to come from Catalent. We also know Emergent made Lenz Drug Product.

With exception of Catalent and Chime who also supply the Drug Product, you are listing only Drug Substance supply. I expect early supply of the Drug Product - Vials, are Likely coming from Catalent and Emergent.

Finally there was some question about what requires 6 months. Rule of thumb/standard tech transfer time is about 6 months, so I agree with your timelines (outside of Catalent). This timing can be accelerated a bit.
Another rule of thumb is the production process - start to finish, RMs to packaged and quality released vials takes about 6 months. Again these are timelines that can be accelerated, but it's a challenge to do the first time running commercial product.