Several positive things come to my very bearish cy
Post# of 153847
(Total Views: 786)
Posted On: 04/01/2022 8:17:45 AM
Re: Rubraquercus #121346
Several positive things come to my very bearish cydy mind on AGC Bio as a LL supplier.
I am glad they mentioned it; it validates the fairly long history of LL manufacturing with AGC, confirms they have solid footing with AGC as one of two suppliers (and this one being in their backyard), may serve as a subtle reminder to Samsung that CYDY has manufacturing options.
I was never a big fan of going overseas when they had a proven world class drug supplier in their backyard, I said so several times on public messages, the cost and difficulty was nothing but a distraction. I think the Samsung "deal" was a lot of typical nada PR hype which we all have opinions on, most of it is not good at this point in time.
The MASSIVE reduction in supply demand at Samsung over the next few years is very troubling but is much more realistic for a nascent biotech with massive problems at hand on all fronts.
fyi...AGC Bio recently took over the Astra Zenica manufacturing facility in Denver Colorado.
I am glad they mentioned it; it validates the fairly long history of LL manufacturing with AGC, confirms they have solid footing with AGC as one of two suppliers (and this one being in their backyard), may serve as a subtle reminder to Samsung that CYDY has manufacturing options.
I was never a big fan of going overseas when they had a proven world class drug supplier in their backyard, I said so several times on public messages, the cost and difficulty was nothing but a distraction. I think the Samsung "deal" was a lot of typical nada PR hype which we all have opinions on, most of it is not good at this point in time.
The MASSIVE reduction in supply demand at Samsung over the next few years is very troubling but is much more realistic for a nascent biotech with massive problems at hand on all fronts.
fyi...AGC Bio recently took over the Astra Zenica manufacturing facility in Denver Colorado.
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