Replies to post #88191 on Biotech Values

[DewDiligence]

The company that can manufacture it efficiently and at a reasonable cost will have a blockbuster.

I would think the manufacturing issue is less onerous than the market-definition issue I cited in the previous post. The former is something MDCO ought to be able to resolve on its own with sufficient effort, but the latter requires that MDCO persuade skeptics at the FDA to accept MDCO’s somewhat unorthodox view of the target market.

[rkrw]

Sembiosys can produce it cheaply through plants. Is that what you're driving at?