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      "text": "Deal could expand at most from 3 to another 6-10 machines, which at $2MM per unit is $12-20MM spread out over the next 3-5 years, not the $150MM that's been promoted",
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      "text": "Deal could expand at most from 3 to another 6-10 machines, which at $2MM per unit is $12-20MM spread out over the next 3-5 years, not the $150MM that’s been promoted",
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      "text": "The executive doesn’t see BLI “taking off” in the antibody space",
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      "text": "The executive hesitated to say if he’d personally invest in BLI: wants to see “success”; space is crowded; other companies have “been smarter” in designing their machines",
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      "text": "“If they hit all of their technical milestones over the next couple of years, we could buy anywhere from 6 to 10 additional machines. That would be over the next 3 to 5 years.”",
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      "text": "“I just don’t see them taking off in the antibody space to the extent that they may claim they will or that they have.”",
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      "text": "“I’m borderline. Not a sure bet for me. I think they need to roll out more things in production that complement their first sets of workflows... I’d want to see success... the antibody space is pretty crowded”",
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      "text": "I'm borderline. Not a sure bet for me. I think they need to roll out more things in production that complement their first sets of workflows... the antibody space is pretty crowded, and I think that other companies have found ways to optimize, lead candidates where they've been smarter about how to design diversity at a much greater scale than something like the Berkeley Lights box is going to be able to handle. — Gingko Bioworks executive #2",
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      "text": "Source: Scorpion Capital consultation calls with experts",
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      "text": "GINGKO BIOWORKS executive #2 – similar to executive #1 – hesitated to say if he’d personally invest in BLI; wants to see “success”; space is crowded; other companies have “been smarter” in designing their machines; doesn’t see BLI “taking off” in the antibody discovery space; says that at most the Gingko could install another 6-10 machines in total over the next 3-5 years – a far cry from the “$150MM deal” that’s been heavily promoted.",
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