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Why two flagship synbio companies failed to deliver on biomanufacturing, and how Enzidia's business model is better understood through NVIDIA's.
Can biomanufacturing work? The downfall / shifting focus of two flagship synbio companies in biomanufacturing dimmed many's hopes for the entire industry*. That doesn’t have to be.
In the pdf attached (reposted for better readability), I laid out my diagnosis for why company G and company A (feel free to guess who is who) failed to deliver, three reasons each, and how to understand the kind of business ENZIDIA is building through that of NVIDIA.
Hope this helps with not only understanding ENZIDIA, but also the readjustment of the biomanufacturing industry for its eventual success.
(*Note: That is, even though if you look at a different ecosystem where there is a strong manufacturing base, it is a dramatically different scene - check out my article on that topic if you haven't - https://lnkd.in/dyeTzfsZ).
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