I hear you but I don't think the quantity is a significant part of the equation. The product supplied to Merck is tweaked to suit their needs as is the product supplied to Ellume. It's unlikely that they are interchangeable but they may be. Is Ellume willing to forego the benefit of a product designed for their needs? Let's find out.
As you say, they simply can't start the whole verification process again. But if they did, based purely on the grounds of avoiding paying AnteoTech a substantial increase, I contend that the new supplier wouldn't be sitting back letting a river of money flow past them without renegotiating a new supply deal.
Merck is ruthless in business. That's why they are so successful. Any new supplier that Ellume may find will not be as shy as we are.
I hear what you say but I maintain that it's time to emulate the big players, to a degree at least.
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