Mar. 12 at 7:43 PM
$SABS Sooner or later:
One of the more underappreciated elements of the SAB-142 story is the potential COGS advantage relative to traditional biologic agents.
SAB-142, by contrast, is essentially a farm product plus purification. You immunize transchromosomic cows with your antigen, harvest serum, purify the polyclonal antibody fraction, and prepare it for clinical use. The closest analog in the industry today is anti-snake venom production, where manufacturers immunize horses or goats with snake venom and harvest their serum to produce polyvalent antivenoms. The COGS on these products are remarkably low- often pennies per dose of raw material- because the “bioreactor” is a living animal that does all the heavy lifting.
In fact as we are concluding this writing, SABS themselves have just recently claimed that a single dose of SAB-142 will cost
$100 in manufacturing, representing a <1% cost on revenues.
