GTC Biotherapeutics (fka GTCB)

[cesrph09]

I think GTCB could possibly let themselves go at 300 million, which to me would be a huge disappointment. I really believe that in 5 to 6 years, if left alone, GTC will be worth 2 to 3 billion. I think Atryn will prove beneficial in DIC, and Merrimack's MM-093 will become a blockbuster, plus I think there are 2 to 3 big partnership deals that will be made in that timeframe. But let's be honest, big pharma is in a desperate way, I really don't see GTC surving as a stand alone for another 5 years. Some likey suitors to me are Novartis, Bayer, Pfeizer, Amgen and Merck. I do not not see Genzyme getting reinvolved - nobody likes hearing "I told you so."