GTC Biotherapeutics (fka GTCB)

[DewDiligence]

SemBioSys addendum on plant-derived insulin:

The cost saving of SBS’ production platform relative to the standard production platforms using yeast or e. coli will be most consequential in low-bioavailability insulin products that are inhaled or taken intranasally. However, this imposes a sort of Catch-22: the bioavailability of most of the non-injected insulins is so poor that SBS does not want to scale up its own production methods to support these kinds of insulins in its phase-2 and phase-3 trials leading to a 505b2 NDA.

Thus, SBS’ initial thrust will be on injected insulin until they show proof of concept. Once that is under their belt, they will seek a partner for non-injected insulin products.