Cognate has recently opened up 16 additional suites, for a total of 22 suites of manufacturing capacity to support products for both EU and US markets and we’re well on our way to being able to support commercial-scale production.
If they expanded from 6 to 22 suites that is a factor of 22/6. In the trial they were maxed out at about 75/y. That makes about 300/y. But we know they are growing customers so you can not assume all 300.
Regardless, 22 clean rooms could not possibly turn 5000 batches a year as asserted.
Buy if LP said 5000 as a forward looking statement, it must be true. Right?