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DewDiligence

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DewDiligence

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Re: DewDiligence post# 5413

Monday, 12/10/2007 12:15:44 PM

Monday, December 10, 2007 12:15:44 PM

Post# of 19309
Collateral news re inhaled AAT:

>Assuming that Kamada’s inhaled AAT is approved by the FDA at some point… GTC might break Kamada’s orphan exclusivity by arguing that recombinant AAT is a significantly different product from plasma-derived AAT<

Today’s ATryn news suggests that the above argument will prevail. I.e., Kamada’s inhaled AAT will likely not block GTC from bringing its own inhaled AAT to market even though Kamada has an orphan designation.

This was the subject of a brief exchange on GTC’s most recent CC.

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

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