GTC Biotherapeutics (fka GTCB)

[rkrw]

Wondering what you guys think a partnership will look like. gtcb says they expect $10M upfront, yet claim the ultimate market opportunity is $2-3B/year with new indications. There's something of a disconnect there, I'd think they could do better even though the initial indication is paltry.

Any predictions for the size of the deal including biobucks? If Cox is half in the ballpark and multiple partners see this as a good opportunity, a deal should be pretty big with respect to milestone payments along the way.