Thoughts based on CC:
From Cox's early comments in the CC, it sounds like the alpha-1 anti-trypsin program is going to be rolled into this collaboration with LFB. He briefly mentioned that the direction of that program (product development and commercialization) will be decided by a joint (GTC/LFB) steering committee yet to be constructed. I would be interested to learn more about this decision. More generally - of the four pillars of the new GTCB that Cox described (ATryn w Leo, broad recombinant plasma protein and mAB partnership with LFB, external programs i.e. Merrimack, and internal independent programs) - I would like to know more about the amount of attention to be given to each pillar.
Does someone have time to look into the global population distribution of genetic mutations that cause hemophilia (Factor VIII for hemophilia A and Factor IX for hemophilia B). I'm curious about any nonlinear benefit arising from the expansion into other markets that might be enabled by more efficient production. That said, I'm assuming that these other markets would be less lucrative than expansion within the 1st world of the use of Factor VIIa in other indications (I was happy to hear about the agressive off-label use of Novo's rFVIIa - thanks, urche, for post #920).
As an aside - it's pretty clear that Navdeep Jaikaria from Rodman & Renshaw doesn't understand/remember the terms of the LEO partnership agreement - in regards to the sharing of clinical data. I encourage the members of this community to participate in more of these calls so that we can get answers to meaningful questions (thanks for your participation on the call, urche!).
