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DIC being the widespread formation of clots within blood vessels, how is Atryn administered? What changes, if any, in the formulation of Atryn are required vis. Atryn HD? Thanks.
Thanks for your detailed response. I had been estimating lower for US sales in the 25-30% range. Stock is cheap today for Atryn alone in my opinion.
278K sell, that explains the MM restricting the trading. Crooks.
I think one thing that scares investors here is that when Cox says "partnership" that can mean serious dillution.
Dew, regarding the eventual US 35 million Atryn HD sales, what percentage of this will be eaten up by sales expenses either by GTC itself or, presumably, a marketing and sales partner? In other words, what kind of profit margin might we be looking at?
No one can say for sure about GTC, but one thing is clear; "the market" is governed by supply and demand mostly and shouldn't be trusted for guidance. I don't believe I have ever seen such skewed valuations in biotech stocks as we have had recently. I keep thinking we have to come back in favor but when is the big question.
For the past few days Scottrade won't allow buy orders unless you phone them in. Must be some daytrader disruption of price, not that it has helped. Press and no trades. Go figure. Over $6 in cash. I guess I can wait.
Wild day, new 52 wk low, added @ $3.46
In trying to correct a misconception, that the share count is about 80 million, I misconceived, er... multiplied wrong.
Actualy, I wanted to give you yet another op to correct me. LOL.
Market cap is at 200M today give or take, fully dilluted.
Back in .76
"They" are pushing this up.
No liquidity equals lower prices in down market. Opportunities for those who can buy IMO. Added at 3.77. Will sell around $5 again if I can.
Nice to hear your optimism Vinny. It's been a long wait and we may have more water to tread, but there is little doubt that this stock has value exceeding its current market cap, even in bad times.
added 4.11
added 4.11
Well, I did double down today at 4.11. Sweet close. IDIX nice run too. Regards.
Surf, still here? Dipping pretty deep for a cash rich BT.
Awesome!
>>Some bizarre side effect shows up in a single patient in the ATryn arm.<<
Necessitating a new trial?
GTCB can be compared to... many things at this time; most of them not good.
Familiar dillema: we know this stock is worth .85 and know equaly well we may be able to buy it for .80, .70, .60 or less in the months to come. As such, it puts this stock firmly into the buy and hold and be ready to lose your ass before you get it back bigger category.
Out all but a little.
If this passes, I could see a new line item in our balance sheet :)
Regarding patents, pharma is an example of where the patent system does work it seems to me.
Validation of Dew's analysis.
Recall commenting to GTC IR after dillution in '06. I was afraid GTC would fall below a buck and have to worry about listing requirements. He didn't think I would have to worry about that.
I can take the heat here, but I don't think GTC management is very astute vis. the market. I was glad to see Ms. Gray on the board for this reason, FWIW.
Reluctant buy at .82
Dew, thanks. As regards LFB, what do you think the cash outlay might be going forward? In a 50-50 relationship, if roughly equal amounts of cash are put forth by each organization, how can GTC hope to finance any significant program with its meager supply of cash? Something obviously has to change for this to work?
As regards cash outlay? LFB is providing time and material as is GTC, but in terms of fixed costs I think it gets subjective. We have the farm and the lab, they have the lab. GTC's percentage of fixed cost overhead may be a greater percentage of total budget...can of worms.
It appears you made a good choice.
I am wondering how LFB and GTC each manage this "50-50" cost accounting. It seems as if this could get very subjective. LFB time and technology is worth how much compared to GTC's time and technology. How much overhead ascribed to each operation. Spelled out, I wonder?
Yes, but I think you have to also go back to the recent CCs and also check the cash flow to see that things have seemingly changed. I think GTC management does understand that further dilution is not feasible at sub dollar prices. Better for them to take the slow but sure pathway. 20 million in cash at year end puts them in position to seek out more partnerships while conserving cash and finishing up the agreements in EU for Atryn. If Atryn US happens as it should, the share price should firm up to the extent that MAYBE a modest dilution at over $1 could work to buy them some more time.
At 50-50 cost sharing with LFB, I do sometimes wonder what the requirements will be for cash outlay in that effort. I suppose we do have the farm and the goats are an asset that we can use on this behalf so that we have some equity in the LFB relationship. But this is off the top of my head and others may comment better.
Isn't it more likely that GTC lives up to its stated goal and form partnerships (as is currently in process) and that if dillution is required, it will be smaller in nature than what you imply?
Back in under .80.
Surf, do you have a list of "Jan effect" stocks?
I'm looking at GTCB, IDIX, GLGC, HEPH, MNOV, FRPT, ADPI.
THanks.
Not negative, just an alternative to the "manipulation" story which is getting old. Gone are my visions of manipulation.
Yes you have. It made sense to me when you did.
It will expand and hopefuly improve a lot. When I say improve I think in terms of executing the studies for each candidate, in terms of safety and managing risk and so on.
Of all the "reasons", the one I think most likely is that continuing improvements in cell based and other prodution methods over time make GTC's platform less attractive over time. In other words, there is a window for any technology and the longer it takes GTC to advance its own platform, competing technologies are a greater factor by definition. I am not sure how valid this "reason" is however.