”Assuming that flaskworks implementation and approval is reasonably close, meaning in X quarters and not in X years and as advertised it increases by an order of magnitude the quantity which can be shipped from a given size of cleanroom, then the contracts with 3rd party mfg firms at Sawston and at some 3rd party mfg in the US presumably would be under different terms than what can be done presently without flaskworks.” — Kabunushi
Well said and I agree, which is definitely why their current financial disclosure docs and the risk factors touch into the complexities and practicalities ahead. They have important and very useful technologies and relationships and multiple ways this could all play out. They sit in a good position but with lots of further work to do.