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Nice write up skink! Who do you view as the top 3 companies in this space?

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For modular cleanroom builders - G-CON is at the top. For modular platform solutions - Cytiva is winning.

Biotech companies utilizing the tech? Not sure. All the top companies are trying to integrate it, but we are still a few years away from mass adoption - mainly limited by the difficulty to run a true continuous process. If pushed I would say Pfizer and Genzyme. Lots of initiatives from the government too, check out the Phlow/Civica project

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Jan 15, 2022Liked by BowTiedSkink

Nice I was hoping you would say Gcon. Amazing technology. And amazing value proposition in that you can literally just drop a pod into a tax favorable location very easily.

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Yep, crazy they are still under 100 employees

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