Genmab — Februar 2021
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This is one of those delightful moments, where we can put our money where out mouths are - Through the collaborations GEN has mitigated the risks of not being able to handle scale and speed in these large programs - now GEN must put up the money to make these things happen. That will hopefully be worth the investment
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If analysts just see elevated costs - fine by me
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Did anybody else notice the “Significant CMC investment” for both epco and GEN1046 on slide no 13 yesterday?
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In other words - we are “buying” a factory
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Well, there is finally need for substantial production of molecules to feed the clinical programs
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That can’t be handled in research labs
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That’s why i wrote “buying”
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Absolutely - with the difference that buying a factory is not COMPLETELY insane now. Just insane
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