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I have some grief with the supply issues, but there are some pretty obvious logistics limits to how fast you can scale up production, and I suspect with mounjar
by Aloha 4y ago
I have some grief with the supply issues, but there are some pretty obvious logistics limits to how fast you can scale up production, and I suspect with mounjaro the main limiter is the delivery mechanism (its special).
- peteforde 4y agoAs someone who spends a lot of idle time wondering why these companies don't ramp up production as quickly as possible, I would be genuinely excited to hear your thoughts on what these limits are. It seems like there are so many billions of dollars in nearly-pure profit to be made, so why is it not a problem that can be solved by throwing money at it?
- Aloha 4y agoI suspect its a mix of regulatory and practical limits. The delivery mechanism on the pens for Mounjaro are.. highly complex spring loaded devices. On top of that, you have the whole License Raj around pharma manufacturing - we only scaled as fast during COVID with the vaccine because some of the rules were functionally waived.
- peteforde 4y agoI have no particular insight into the rules, but that makes sense; even if it is frustrating, it's more frustrating to die. The delivery mechanism part is less convincing, given that the product is already in the market. I'm not saying that it isn't complex/hard, but it's precisely the kind of thing that throwing money around actually can solve.
- Aloha 4y agoThe other medications in the class use different delivery mechanisms (more of a twist dial pen kinda apparatus) for all I know the delivery mechanism for this was picked because they had excess capacity.