>I can see a third way: Kamada has a small plant limiting their AAT production capability.<
Good point, although Kamada’s production capacity could presumably be increased at some point.
I think the strongest argument for GTC’s breaking Kamada’s orphan exclusivity (assuming that inhaled AAT products from Kamada and GTC are eventually approved) is the safety benefit of a recombinant product. The FDA is presumably convinced of this already insofar as it granted an orphan designation for ATryn in HD. Regards, Dew
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”