Precision fermentation capacity repurposed from dairy proteins
Fermentation lines built between 2021 and 2024 for recombinant whey and casein are running below nameplate, and collagen is the obvious second product. The organism differs, the downstream purification differs somewhat, but the tanks, the utilities and the regulatory dossiers for the facility are already there. Requalification takes roughly nine months against three years for a greenfield line. Several ingredient houses have taken tolling agreements rather than build, which is why recombinant collagen cost per gram has fallen faster than any capital plan predicted it would. Tolling also keeps the capital off their own balance sheets.
Market Impact: Worth $240 million in listings








