Avid Bioservices Inc (CDMO)

[EZLibra]

Haha, Jazz and Seamoss.

I have a more 'likely' scenario.

From what I hear it takes about two weeks to make a 10,000 dose batch in the 1000L bioreactor. If they then use the perfusion (continuous feed) process the same size batch can be made every day. I read this as 3,500,000 doses per year per 1000L reactor.

Tustin has talked for quite some time about adding capacity. Four more months of Tarvacin safety data from the Hep C trial could trigger Tarvacin 'animal rule' acceptance for ebola, Lassa fever, Marburg and the other hemorrhagics. That's a two million dose stockpile for each indication. My biggest question is whether or not Tarvacin confers immunity from other envelope viruses?

Cost per dose is my second biggest question. Merck is planning on charging $300 for their HPV vaccine (analysts figure five billion in gross sales for a 75% effective drug). The president just told us the government will pay 1.2 billion for twenty million doses of a flu specific vaccine. That's $60 a dose. Tustin can probably profit 50% on any PPHM drug made in house. Outsourcing would yield something like cost plus 10%.

I haven't a clue how much a dose will cost. Anybody?