DonDonDonDon, furthermore some of that potential extra manufacturing capacity may be in places where you don't see it such as with existing manufacturing partners (e.g. Avid).
I write this because Avid was going to do a capacity extension, called phase I, and go through the complete enchilada from funding to getting it all cGMP approved.
Yet suddenly Phase I is financed, Phase II - another planed capacity extension - is financed too and an extra 25 Million$ is on the bank waiting. This has been leading to us/posters (on the CDMO - Avid Bioservices board) to speculate what they are going to use it for.
It could well be that such sudden unscheduled (or at least completely not announced extra fund raising) will be invested into specific capacity extension for companies like HGEN.
Somewhere in CDMO's capacity extension HGEN must have a place due to the contract HGEN already signed with CDMO and, for CDMO, getting a 45 million extra facilities approved or a 70 Milj$ upscaled version of it, takes exactly the same time (FDA, equipment, etc).
We have NOT seen any communication on the subject BUT CDMO has very recently filed a CTO on Edgar, hence they sealed some deal that they did for some reason not want to disclose to the public. (this is speculation, the CTO may be something completely different, just saying it could make sense in the larger picture that there has been some deal with HGEN that one of the companies wanted to keep secret for strategical reasons, and as a material fact had to be placed in a CTO filing).
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