Steve Waite's questions to Orgenesis (ORGS) leadership • Q4 2022
Question
Steve Waite of Gilder Publishing noted that centralized cell and gene therapy manufacturers appear to be struggling and asked why Orgenesis's decentralized model has a better chance of succeeding.
Answer
CEO Vered Caplan suggested that the struggles of centralized models are related to timing and logistics, as they require long-term planning and significant upfront capital commitments. She explained that in the current challenging financial market, Orgenesis's flexible, staged-commitment model is more attractive to customers. It allows for rapid adjustments to capacity and location, which is a significant advantage for clinical-stage companies.