GTC Biotherapeutics (fka GTCB)

[croumagnon]

"Bad Data is extremely unlikely."

Yes, based on the EU studies and the fact that ATryn being a recombinant drug should not behave worse than a plasma derived drug. However, with such few patients in the trials (I believe 14 in the EU and 37 in total) anything could happen as any statistician would tell you. The sample size is so small that one or two patients with unlucky outcomes could skew the results dramatically one way or another. So, while I still think the results will be good (90% chance) there is still a possibility of bad luck in such a small sample size that we can not totally dismiss...

The big question that I tried to bring up before is: even if the data is not that good and US ATyn is a no go, will the stock still take a further beating or are we already priced for such a failure? My own thinking is that we are already nearly priced for such a failure...