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Re: DewDiligence post# 4457

Friday, 08/03/2007 4:50:22 AM

Friday, August 03, 2007 4:50:22 AM

Post# of 19309
Thanks for your observations and question marks, Dew.

Considering the financial commitments assumed by GTCB in the agreements with LFB, I am wondering how their financial strategy looks like over the years to come. They seem confident to play the equal partner role vis-a-vis LFB, but IMO can only do that if they have access to the deep pockets of a big pharmaceutical company, in other words they must be sure to find a big partner or to be taken over.

In any case, the broader the (transgenic) pipeline, the more serious they will be taken by the pharmaceutical community.

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