My wish for 2007...
beyond continued progress on what GTC is already doing would be one new agreement for the manufacture of a third party antibody which has a large market opportunity.
They have already shown they can make antibodies effectively. Let's see, we have Remicade, Humira, Tysabri, all commercial products, all successfully produced using goats. In addition, GTC worked on a couple for BMY, one of which was related to Medarex's lead product in that it affected CTLA-4. Kinda ironically--MEDX is now partnered with BMY for their CTLA-4 connected product. Then there was Abgenix and IL8 (if I recall correctly) which unfortunately failed in later clinical trials. I continue to believe that the manufacture of antibodies, especially for large volume requirements, remains a compelling use of this technology and it should be a question of when--not whether--this starts to get commercial traction. Naturally, sooner would be good ...
Of course, Dew already listed another agreement as a potential 2007 event in his milestones post. Thanks Dew.
Having said all that, I applaud Dr. Cox's strategy of developing their own products in which 'transgenic manufacturing' conveys a meaningful competitive advantage--either uniqueness (Atyrn, malaria vaccine perhaps?) or cost and volume (Factor VII).
I expect that this year--especially given the really low valuation of this company--things may start to get 'intersting'.