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      "text": "Only costs $300K to outsource cell line development vs. $2MM on a Beacon plus high ongoing costs",
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      "text": "Expert doesn't see much growth potential for BLI; run by semiconductor people not biologists",
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      "text": "The largest contract drug manufacturers in the world don't need more than 1-2 instruments each; \"not worth the investment\" for smaller companies",
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      "text": "\"On the CDMO side I think all the Lonza, Wu-Xi, Samsung's of the world should probably have one or two instruments, depending on how many programs they're supporting. But a relatively small-staffed, lean pipeline company, it's not necessarily worth the investment.\" — Gilead scientist",
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      "text": "GILEAD scientist (cont'd): Extremely small TAM; a handful of the largest contract drug manufacturers don't need more than 1-2 machines each; not much growth potential; annual user meeting gets almost no people; cell line development is a commodity and better for most to outsource at a fraction of the cost of buying a BLI instrument.",
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