Wednesday, August 04, 2021 11:02:07 AM
The “IF” was changed to “when” in 2015 when treatment patients were allowed into the trial but the “halt” was essentially placed on SOC/placebo patients. Manufacturing to meet demand for this “platform” technology was not anywhere close to being ready then and now the base multiplier model is formed and being approved. Additional units will be brought on rapidly as those who are being trained in their use become trainers themselves to meet expansion needs. Charles Rivers Labs/Cognate has the ability to fill needs with space, training and personnel rapidly and globally.
Linda and FDA know that you don’t create demand without the ability to accommodate it reasonably. Do you have any idea what the demand will be with positive results made public? Nobody wanted that problem except anxious investors but they are not the ones who must deal with the problem head on. When investors actually appreciate what “sod busting” is then they get the right attitude and plan in place. There is a good reason why there are so many large count shareholders on this board willing to share their perspectives with others who have been less confident or have a more limited time horizon baked into their investment thesis. It is some of these same investors that sell too soon because a need for funds arises during this quiet period and market makers and others are more than willing to take advantage. Best wishes.
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