Thanks for the reply Dew! Hmmm, so let me guess this straight, there are two glycoforms of AT produced in transgenic goats, one form that is essentially bio-equivalent to pAT, and another form that is more rapidly cleared. Do you happen to know what the % of each form is in the final formulation or is that proprietary?
On what do you base this assertion? It seems to me that the recombinant protein produced by GTC will sometimes be better than the corresponding endogenous protein, sometimes be worse than the endogenous protein, and sometimes be sufficiently similar to the endogenous protein that it is identical for practical purposes. Each drug candidate produced by GTC’s platform will have to be considered on its own merits.
I completely agree here... to a point. There will be a species specific glycosylation pattern that will be independent of the protein expressed. There is a great reference here from Genentech's Analytical Chemistry department, go to pubmed and type 10764836.
Basically, in attempting to evaluate how robust of an expression platform this is, I'm trying to figure out the quality level of recombinant proteins produced in goat. I have no concern whatsoever that the proteins produced are correct in their primary sequence and quaternary structure, its the post-translational modifications, glycosylation pattern in particular, that I'm worried about, and Im still researching it.
Now having said all that, I think that GTC can build a nice little franchise around Atryn. Their current stock price is significantly undervalued when you look at the market for Atryn and that they would be the key player. However, I think the big prize is being a replacement for the CHO cell expression system, and I would love to see the data comparison between a therapeutic Ab produced in goat milk and CHO cells, especially that data suggesting improved ADCC. Bear in mind also that we have no idea how Merck/GlycoFi is going to proceed in this space as well.
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