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Re: biosectinvestor post# 580560

Monday, 03/27/2023 8:45:03 AM

Monday, March 27, 2023 8:45:03 AM

Post# of 705423
I am not disagreeing about demand/supply management. That’s why I said the best they will be able to do this year is around 10-20 patients per months. Moreover, I just don’t think there will be enough demand this year to even get to those numbers without reimbursements in place. But you seem to agree here as well.

Even if they go via CDMO like CRL, it’s not a simple switch they can turn on and scale manufacturing. CRL will need to hire and train appropriate personnel, increase clean rooms, etc and all of this takes time and money.
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