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Re: cowtown jay post# 31060

Wednesday, 07/14/2021 9:11:06 AM

Wednesday, July 14, 2021 9:11:06 AM

Post# of 44325
I was going to look at how much production capacity was reserved for us by all of our manufacturers.

But that should prove to be pointless in trying to answer the central question of how much of our drug could be available at the earliest time.

The real question in need of answer is not relative to the number of vials produced, or that have a projected completion date.

We need to know if these early manufacturers only produced enough drug substance to meet their lenz requirements, or did the company ask them to continue producing drug substance, and build an inventory well beyond their requirements with the intention of freezing the drug substance until the company needed additional finished product. We've seen absolutely no mention of us asking our CDMO's to produce specific quantities of drug substance. But that would have been the smart thing to do. And I think we have smart people running our company, people who would have figured out a way to meet the demand projected in their modeling...if they have the revenue coming in that they projected to execute their plan.

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