>guessing the cells could do ok here too.
Not a prudent guess, imo. Just as the best prediction of the
immediate future is recitation of the immediate past, so one
ought treat evidence with balance: it is a fact that cell
culture falls flat for a great many proteins of therapeutic
interest. You said we were going to lose our lunch money but
that is going way out on a limb on nothing but POV. Besides,
it's not like we have to own the entire mab space to be a
force therein. As many posters hipper than me have pointed
out there is more than enough on that table to feed us and
the competition too.
All you are really saying is that progressive improvements
in fermentation, both scope- and yield-wise, factor into our
business (and investment) risk. We already knew that. I
don't see your news as shattering our story but that's your
thesis. Extraordinary claims call for extraordinary evidence.
You have submitted one but not the other.
The PR left out a lot of important aspects such as post-
translational modification generally and glycosylation
specifically. I'm not saying their stuff isn't important--
it's plainly impressive but just as plainly no cataclysm
for GTC.
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