InvestorsHub Logo
Boards
News
Market Data
Markets
Discover
Discover
Subscribe Login/Register
S&P 500
5,431.60
(
-0.04%
)
US TECH 100
19,168.00
(
0.52%
)
Dow Jones
38,589.16
(
-0.15%
)
Brent Oil
82.28
(
0.00%
)
Bitcoin
66,554.04
(
0.55%
)
Post# of 19309
Next 10
Reply Private New
Public Reply Private Reply New Post
Keep Last Read
Replies (2) Keep Next 10 Report Keyboard Shortcuts
Replies (2) Next 10 Prev Next

DewDiligence

Send PM Follow Ignore
Followers 833
Posts 119841
Boards Moderated 17
Alias Born 09/05/2002

DewDiligence

Member Level

Re: DewDiligence post# 4028

Monday, 08/13/2007 9:38:27 AM

Monday, August 13, 2007 9:38:27 AM

Post# of 19309
Possible / Probable News Flow
(supplement to #msg-20965737):

1. A partnership for ATryn in the US. This is apt to be the most consequential news item of the next 12 months. It could come at any time (#msg-21999558).

2. A partnership for ATryn in Japan. Japan has substantial sales of plasma-derived antithrombin, including an approved indication for DIC/sepsis. These plasma-derived sales represent low-hanging fruit for eventual conversion to ATryn. At least one Japanese clinical study (by a GTC partner) will be needed to obtain marketing approval.

3. A new supply deal similar to the one with Merrimack. The effect of such an announcement on the stock price could be large, depending of course on the partner and the partnered drug.

4. A development partner for the CD137 program. This would be significant because CD137 is the most advanced internal program that is not based on a plasma protein.

5. Something out of the blue. With a company such as GTC that has so many possibilities, it’s not unreasonable to expect the unexpected.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

Public Reply Private Reply New Post
Keep Last Read
Replies (2) Keep Last Read Next 10 Report Keyboard Shortcuts
Replies (2) Next 10 Prev Next

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.

Sign Up