GTC Biotherapeutics (fka GTCB)

[DewDiligence]

Re: Inhaled AAT

>Kamada – In a conference I attended in May, David Tsur, kamada's CEO, said that they already know that the inhaled dose is about 25% of the injectable one. Given the limitation of plasma supply, these are good news. If efficacy will work fine, they will try the inhaled delivery for other indications such as Cystic Fibrosis which suppose to be more profitable.<

As you may know, PPG (the “Dolly” company) had an inhaled-AAT program launched in the late 1990’s that was partnered with Bayer in 2000. The data they reported in CF was not exactly stellar.

The PPG-Bayer partnership was also supposed to test inhaled AAT for hereditary deficiency, but I never saw any data on that and PPG is now long gone. Regards, Dew