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Sunday, November 28, 2021 10:58:53 PM
A single machine may be possible to build to process multiple cartridges over that period of time Gary, and also, as I have suggested before, when you build out a process that is industrial in scale as this one will be, they will likely re-engineer the whole process over time. So there is no telling how much more productive Sawston can become.
Vertical space, all levels of space can potentially be more efficiently used when you own the entire process including the invention and the inventors. New technologies can be grafted into the conception of the process that a small desktop machine cannot include.
I doubt very much in the long-term that Cognate can match Sawston without access to Flaskworks and I think it is doubtful that they will just give them unhindered access to the technology at the same level as Sawston will have it. They may rather use a similar space, maybe have Cognate engineer the space to GMP specifications and initially provide the HR but ultimately manufacture the product themselves, in the long-run, in that space, just like Sawston, they will have that option. It’s a serious competitive advantage, is generally focused on dendritic cell manufacturing, and there is not a lot of competition out there but I do not expect they’d want to fuel competition either. More likely it will be a closely held technology and licensing will be carefully managed.
Let’s put it this way: the magic happens in the sealed cartridge, and the machine is a glorified, small space conveyor belt for different stages, insertions, removal stages, resting periods and other necessary steps. Some stages may involve more handling than others, likely at the beginning and the end. Those processes do not necessarily have to be in a “desktop machine” or whatever the size is, you have often referred to it as a printer, so I am just taking your notions. But the process in the end can be exploded out to be very time efficient and space efficient, and those plus the necessary care for the inputs and managing the right inclusions for each patient are likely the biggest opportunities to get more and more productivity out of the process. Reducing the space, the handling, increasing the opportunities for automation, these things will and typically reap increasing benefits in terms of productivity and efficiency over time in most manufacturing processes. Controlling their manufacturing in the long run, will likely be a key to staying ahead of their competition, since that will be key IP to controlling their product. Firms do these things by taking the process under their control ultimately, working with their vendors, and doing total quality management at every level, seeking to improve the process, from the surgical theater to the doctors office where the shots are given.
Vertical space, all levels of space can potentially be more efficiently used when you own the entire process including the invention and the inventors. New technologies can be grafted into the conception of the process that a small desktop machine cannot include.
I doubt very much in the long-term that Cognate can match Sawston without access to Flaskworks and I think it is doubtful that they will just give them unhindered access to the technology at the same level as Sawston will have it. They may rather use a similar space, maybe have Cognate engineer the space to GMP specifications and initially provide the HR but ultimately manufacture the product themselves, in the long-run, in that space, just like Sawston, they will have that option. It’s a serious competitive advantage, is generally focused on dendritic cell manufacturing, and there is not a lot of competition out there but I do not expect they’d want to fuel competition either. More likely it will be a closely held technology and licensing will be carefully managed.
Let’s put it this way: the magic happens in the sealed cartridge, and the machine is a glorified, small space conveyor belt for different stages, insertions, removal stages, resting periods and other necessary steps. Some stages may involve more handling than others, likely at the beginning and the end. Those processes do not necessarily have to be in a “desktop machine” or whatever the size is, you have often referred to it as a printer, so I am just taking your notions. But the process in the end can be exploded out to be very time efficient and space efficient, and those plus the necessary care for the inputs and managing the right inclusions for each patient are likely the biggest opportunities to get more and more productivity out of the process. Reducing the space, the handling, increasing the opportunities for automation, these things will and typically reap increasing benefits in terms of productivity and efficiency over time in most manufacturing processes. Controlling their manufacturing in the long run, will likely be a key to staying ahead of their competition, since that will be key IP to controlling their product. Firms do these things by taking the process under their control ultimately, working with their vendors, and doing total quality management at every level, seeking to improve the process, from the surgical theater to the doctors office where the shots are given.
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