GTC Biotherapeutics (fka GTCB)

[DewDiligence]

MRK, MAXY, and GTCB:

MRK talked about GlycoFi today for a few minutes. It’s evident that MRK sees this technology as direct competition to what MAXY is doing. Whether the objective is attained by pegylation and “gene shuffling” (MAXY) or by altering the glycosylation (MRK), the goal is the same: tweaking protein drugs to make them safer or better.

This is fundamentally different from GTCB is seeking to do, which is to make protein drugs cheaply with as few tweaks as possible and to make drugs that cannot be made by any other method.