Biotech Values

[jbog]

Zipjet,


Anyone have an idea how long it will take Sandoz to ramp to 50% of units


Without knowing if they need to simply add more throughput to approved existing facilities or if they are in need to build out new facilities no one would know the answer.

To add throughput is somewhat easy and quick whereas to add facilities would take two years at a minimum.



NVS would normally breakup their production areas from production and finish/fill as a normal policy. My best guess is they would now add new production at a different location so that they have an fallback operation.

I'd be surprised if they already didn't have some contractor (lonza, boehringer) already approved from the past.