Yes and no. Until Northstar start producing at commercial scale we won’t know for sure, but CU6 has a plausible pathway to commercial production. They can make enough for all the clinical trials which is what is needed for now.
Ultimately, I don’t think this is something CU6 needs to worry about as it will be for the pharma company that acquires them to solve.
Research/Valuation, page-152
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