Chuckles While I do t have the revised answer. I
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Posted On: 08/19/2020 8:16:02 AM
Re: chuckles759 #50460
Chuckles
While I do t have the revised answer. I do think that you have a few assumptions that need to be updated..
I think that the sizes that you are quoting are vessel sizes and depending in the process The yield from a vessel is less because the growth medium take up volume and one the solution is filtered and purified the yield of the drug substance is lower.
But I think that you also failed to consider the fact that you can run multiple batches in a week or a month depending on the recipe and the Cleaning/changeover time between batches. This would significantly increase the output of any drug substance over assumption of one batch per year which what your math Seems to assume.
Lastly it is unlikely that any company can take new customers to fill up 25 - 100% of their capacity unless they were already very underutilized which is does not seem to be the case with Samsung given their big and expensive expansion plans.
We should just listen to what Nadar is saying about supply since he is talking directly with the vendors.
Setting up Mfg last year may have been of the best and most underappreciated activities the company did with limited funds
IMO
While I do t have the revised answer. I do think that you have a few assumptions that need to be updated..
I think that the sizes that you are quoting are vessel sizes and depending in the process The yield from a vessel is less because the growth medium take up volume and one the solution is filtered and purified the yield of the drug substance is lower.
But I think that you also failed to consider the fact that you can run multiple batches in a week or a month depending on the recipe and the Cleaning/changeover time between batches. This would significantly increase the output of any drug substance over assumption of one batch per year which what your math Seems to assume.
Lastly it is unlikely that any company can take new customers to fill up 25 - 100% of their capacity unless they were already very underutilized which is does not seem to be the case with Samsung given their big and expensive expansion plans.
We should just listen to what Nadar is saying about supply since he is talking directly with the vendors.
Setting up Mfg last year may have been of the best and most underappreciated activities the company did with limited funds
IMO
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