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CryoPort, Inc.
5/5/2022
Robert, if you don't mind, I'm going to add one more. Brandon, I want to just comment on your commercial question here. So as you're aware, we were just talking about it. We focus on a portfolio approach to the clinical and commercial space. And our focus has historically been on growing our clinical trial pipeline and supporting those through commercial launch. That's obviously demonstrating success. And we expect that commercial growth to continue for four primary reasons. One, we're going to see a continued number of approved therapies that expand out on a global basis, which we're seeing evidence of already with additional approvals of folks like Novartis and others. These approved therapies are going to move into earlier lines of treatment. You know, the Gilead Kite product has moved to second line. BMS will be filing for second line, for example, which substantially increases the addressable patient population. And these approved therapies continue to expand indications, right, as well as new therapy launches. So the four of those obviously bode very well from a commercial standpoint for the foreseeable future.
That's just helpful.
And then follow-up on MDE, you mentioned supply constraints. Is that mainly a cost dynamic, or is that also limiting your ability to ship product? And then secondly, you talked about in the packet expanding capacity in the U.S.? Just be more specific about the timeline for that new capacity coming on board.
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