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biosectinvestor

09/24/21 4:29 PM

#404219 RE: ATLnsider #404205

Exactly right ATL. Any sign that they are going into competition with their customers by making a competing or even similar product, for themselves, kills their business. Which is also why a lot of the things I say are basic common sense with regard to CDMOs as basically an interchangeable part of any drug company’s production. They are a service provider. Period. An important one, but still, not part of the actual business of the manufacturer except as a service provider.