GTC Biotherapeutics (fka GTCB)

[DragonBits]

The thesis here is that transgenic sourcing of some drugs like mAbs is the best way to produce much larger quantities at an economical price.

The science to me is indisputable. BTW, the reason I am trolling here is because I am always on the outlook for good investments in beaten down stocks. But the thesis but always be critically questioned as most cheap stocks are cheap because they lack a viable business model. GTC has some income producing products, but the main idea here is that GTC will be able to be a great stock that can rise into a larger company.

But the lack of big money investing in GTC belies the thesis. Of course one could see that Big Biotech would want to prevent cheaper drugs, but there is always plenty of money available for any company that could take a percentage of the revenue from the production of drugs. It isn’t so much the price as it is the amount of money that others are willing to invest in GTC.

Pharming Group seems to be in a similar tailspin.

It is rare to find a stock that lacks big institutional holdings that is also an idea that will produce huge returns. Not impossible, but pretty rare.

So the key linchpin to the thesis should be questioned.

Can a process that is superior to GTC produce similar quantities of complex proteins in another manner in the future?

Has anyone speculated on other means that are being developed to produce large quantifies of these complex proteins?