Pre_Clinical
Welcome to this board. What a wonderful set of posts. I have found them extremely informative.
I myself have not posted here before, but have lurked here for a long time. I really appreciate having someone on board who has a backgound as you do, and can provide information on CHO cell technology, glycosolation, ect.
I have been following this tehnology for the past 10 years. My primary reason is in the anticipation that this technology will be important to all of us, patients, insurers, medicare, ect.
I am a community medical oncologist involved in direct patient care, on a day in, day out basis, and it was in seeing the very high cost of the MAB's that i first started to look at gtcb (then Genzyme Transgenics Corp.)
These MAB drugs, eg. Herceptin, Avastin, Rituxan, ect, can easily cost $2,000 a treatment, and some of these treatments are becoming almost "maintainence" therapies, every week, every few weeks, ect. sometimes for years. Take 150,000 breast cancer patients a year, similar numbers of colon cancer, lung cancer ect., and the costs can really mount up. On top of that patients will probably in the future be treated with "coctails" of these.
GTCB can be at the forfront of lowering costs.
Something else that I believe is happening, is that now any new oral drug is being priced right up there in price with these Mab's, in spite of probably much less cost of production. Sutent, for kidney cancer, is I believe in the range of $8,000 a month. With the biological costs esculating, the pricing of small molecule drugs is following suit.
The way things are going, these treatments may one day break the camel's back, it is only a matter of time.
.
There are over 350 of these in various stages of development.
Your comment on such Mab slide being called a "money" slide is right on and astute.
AI
Market Data 
Markets 
