Tuesday, May 14, 2019

Cell Therapy is getting HUGE - But that seems complicated

Novartis is continuing a big push in advance of its expected approval for its second gene therapy product, Zolgensma, by the end of the month.

Novartis says it is ready to meet even 'unprecedented' demand for Zolgensma

To meet this demand they are looking at over a million square feet of manufacturing space, including the new acquisition from AZ in Colorado.  They are also building a distributed network of individualized cell therapy centers around the country, and working with the FDA to relax the regulations around the products to increase their potential patient population.

I'm getting tired just typing all of this.  But the reality of this massive effort is that whoever can successfully scale, and get over the hump, will have a massive advantage over the rest of the pharma world.

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