GTC Biotherapeutics (fka GTCB)

[ThomasS]

"BP has not lined up as anticipated to ask GTCB to manufacture drugs for them because GTCB's platform takes longer startup time than cell culture."

I respect your opinions more than you realize. However, I believe the statement is a bit generic; one must consider the type of drug in question, as well as the scale desired. Since the goal in question is to get a drug to market, the amount of the drug required for the clinical trials themselves may be quite large. This is independent of the obvious goal of enough scale for marketing the approved product at reduced expense. Again, the future market will only bear so much inordinately high-priced product.

I believe the correct statement should be a hybrid of time, scale, difficulty of expression, ultimate market pricing, etc.

NVS is willing to waste 4 years and $700M to build a cell culture plant in Singapore for Mab production.