gnawkz, NW already has PEI-approved manufacturing in Germany; Fraunhofer was set up as manufacturer via installing Cognate's process over a several year process. This item in the 10Q must then refer to the need for expansion beyond what Fraunhofer can do, so I take it as indication that NW expects significant HE demand in Germany, and as well is setting up manufacturing for all of EU, like Cognate in Tenn is for all of US.
See this from the March 12, 2013 PR
And we know now that approval to treat was received March 2014.