Tuesday, August 27, 2024 5:32:37 AM
Doc logic, I have never seen an easier way to add capacity than with the use of FlaskWorks equipment. It was a major successful development effort from the mechanics and automation of the equipment to the regulatory approval process. The payback in ramp efficiency will be unprecedented. Replacing clean room requirements for FW's small batch contained units with concise footprints that can be installed in distinct bays arranged in banks allowing a multitude of patients to be served ultra efficiently space and timewise will enable large volume service. So yes the supply constraint issue has been addressed with the planned FW approval. And yes having the capability to rapidly ramp enabling volume and hence revenue is a significant leverage point with all involved stakeholders including potential partners.
The ramp in the demand side will occur almost naturally, particularly if the approved indications are broadened. That being said I am hopeful the company will not rely on natural demand ramping alone but will take the bridle and direct it actively upward, again once FW is approved in the short term.
There have been a lot of oncology advancements over the last decade and it is high time to inject DCVax into the field in a major way.
GLTA
The ramp in the demand side will occur almost naturally, particularly if the approved indications are broadened. That being said I am hopeful the company will not rely on natural demand ramping alone but will take the bridle and direct it actively upward, again once FW is approved in the short term.
There have been a lot of oncology advancements over the last decade and it is high time to inject DCVax into the field in a major way.
GLTA
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