GTC Biotherapeutics (fka GTCB)

[DewDiligence]

Re: Scientific rationale for ATryn in DIC/sepsis

Most of the abstracts you cited are about LLY’s Xigris, which has been a commercial flop for the reasons posted on this board (#msg-12483101).

It’s important to note that Xigris does not address DIC, specifically, but sepsis in general. ATryn, on the other hand, is being targeted at DIC within the context of sepsis. I think it’s fair to say that these are two distinct markets. Moreover, a key differentiator of ATryn vs other drugs that have been considered as possible treatments for sepsis is that ATryn is both an anti-inflammatory agent and an anticoagulant (#msg-16968800).

The overall understanding of DIC in sepsis has advanced greatly in the past few years as the Kybersept data have been thoroughly analyzed for clues as to what went wrong (#msg-19225961). This, in turn, has led to renewed testing of antithrombin in animal models of DIC/sepsis, and the results of this testing have been uniformly encouraging (#msg-18166129, #msg-19868753).

With a firm scientific grounding from the new preclinical data and an enhanced understanding of the ramifications of Kybersept, it would seem that GTC’s DIC program has a decent chance to bear fruit. Regards, Dew