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Talk of overcapacity in the industry does not worry these companies as much as it does the big players. Co for example, just invested $20 million in a new GMP (Good Manufacturing Practice) facility. You have to pay attention when people talk about overcapacity," "Usually it's about old facilities that are not ready for intermediates and active ingredients for the pharmaceutical industry. There's no overcapacity in high-quality, GMP, state-of-the-art capacity. At the moment, our capacity is fully utilized, and we have a good pipeline."
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