Biotech Values

[jbog]

Jmkobers

I haven't listened to the call. I'm aware of what fill/finish equipment had a one point years ago but I' not aware if they added on to it. My best bet is no because the capital expenditure would have been easy to locate on the balance sheet.

Not knowing what vial they're selling nor the price per vial I can only make guesstimates.

My best guess is that in December they sold what they produced in Nov and Dec ($10m) and have since sold $5m per month. That means they had no inventory per se.

I can't see how they become cash flow neutral before they run out of money is the economy gets shaky anytime soon.