Sep. 11 at 10:53 AM
$CDXS @Emperortikki As Allison Moore said in yesterdays presentation, industry will need to invest
$1B to buildout a facility to manufacture 1-metric ton of any given siRNA product using current technology. Additionally, she pointed out that there is currently not enough Acetonitrile on the planet, which will be needed, to manufacture all the anticipated siRNA drugs coming to market w/in the next few years that will be in global demand annually. If you go back and look at the scaling of Inclisiran, the only limit to scaling is the number of reactors they are currently running in their small proof of concept facility. Once they have the new larger facility up and running they will have many reactors and thus produciton scalling will be multiplied by the number of reactors they install and only limited on square footage of the facility itself. If you don't agree, it's only of a matter of time before it's proven and that will happen by the end of 2027! https://www.bachem.com/knowledge-center/webinar-efficient-large-scale-sirna-manufacturing-enzymatic-ligation-of-short-rna-fragments/