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Re: DewDiligence post# 1129

Friday, 10/06/2006 10:21:59 PM

Friday, October 06, 2006 10:21:59 PM

Post# of 19309
I suppose my main concern is what are the company's medium term prospects? I'm convinced that the LFB deal will turn out to be a blockbuster for both companies but in the meantime GTC has to get there. Hopefully, Merrimack's trials will hit paydirt (although their lack of communication has me worried) and other companies will see the advantage of transgenics over vats of hamster cells and God knows what else. In all probability some deal will come out of left field like this LFB one did. I just hope the next one sends the share price north. Just out of curiosity, Dew, what questions do you have for the next conference call and have you voiced your concerns to Tom Newberry about the LFB deal? By concerns I mean the dilution and except for the 25 million (as a result of the dilution) the lack of any near term prospects.

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