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meirluc

06/29/23 11:42 PM

#605767 RE: Maverick0408 #605764

With regards to specials revenue, there is no reason that if Q2 fetches only max 2M $, Q3 cannot fetch double that amount. Who says that revenues have to remain the same for every Q?

georgebailey

06/30/23 10:41 AM

#605856 RE: Maverick0408 #605764

I think this is important with the Sawston 1b expansion complete June 30, 2023 per the Q.TDD highlighted the Q expansion completion date on Twitter.
Phase 1a capacity per Smith is 500 annually, the expansion with 1b got us to 1,000 patients annually—-could be more could be less than 1,000 but let’s use it.
At 200k per patient, easy math, that’s 200M or 50M per quarter.
I’m not sure Team Ashkan and 70 hospital oncology systems can fill 1b capacity via Specials but MAA will for sure fill this capacity. I recall someone authoritatively stating max paitients under Specials but I am not clear.
One of the Delta house posters here is claiming a stagnant 2M per quarter Rev figure for Q2 and forward…..zero.zero post value.
It is very fun understanding that Nwbo ramp up has started and feels great thinking about the patients.