GTC Biotherapeutics (fka GTCB)

[DewDiligence]

Possible / Probable News Flow
(supplement to #msg-20149243):

1. A partnership for ATryn in Japan. Japan has substantial sales of plasma-derived antithrombin, including an approved indication for DIC/sepsis. These plasma-derived sales represent low-hanging fruit for eventual conversion to ATryn. At least one Japanese clinical study (by a GTC partner) will be needed to obtain marketing approval.

2. A development partner for GTC’s CD137 program. This would be especially significant in that it would signify that GTC can once again be a player in monoclonal antibodies.

3. More deals similar to the ones with Merrimack and PharmAthene. The effect of such announcements on the stock price could be large, depending of course on the partner and the drug.