Biotech Values

[iwfal]

Zip - Have you and jbog agreed on what counts as a metric of the 35%? I.e. some way to differentiate manufacturing at capacity due to end user demand vs pipeline filling. (I suspect that jbog would claim that manufacturing capacity was hit due to pipeline filling issues)

PS My limited experiences watching initial product flows at various companies says that companies have a tough time segregating pipeline filling from end user demand. Especially so at product roll out. FWIW.