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Re: DewDiligence post# 3455

Friday, 05/04/2007 7:33:53 PM

Friday, May 04, 2007 7:33:53 PM

Post# of 19309
I note with interest that LEO has recruited 0 patients for the P2 trial. On the other hand GTCB has produced 10's of thousands of dollars in R & D money for Atryn "in excess of LEO transfer price". To my recollection this R & D breakout is never seen in the preliminary results PR. Only in the 10Q's. Hmmm.

It is my understanding that they are trying to get up to scale. Share owners should understand that the bulk of R & D expenditures are production scale expenses despite the fact that almost no production is needed.

Dave

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