GTC Biotherapeutics (fka GTCB)

[DewDiligence]

>I more and more believe that ATryn is "the promised land".<

In #msg-28231986, I was not trying to convey the notion that ATryn is the “holy grail” of anticoagulant drugs. It isn’t; rather, ATryn is a straightforward replacement therapy for patients who don’t have enough endogenous antithrombin due to a hereditary deficiency or an acquired deficiency in a condition such as DIC.

The addressable market in DIC—and perhaps other acquired antithrombin deficiencies—is large (#msg-22017312, #msg-25873575, #msg-26910150); however, no one is suggesting that ATryn is well suited to being a standard baseline anticoagulant for such conditions as ACS, AF, and DVT.

If there is any such thing as a holy grail for anticoagulants, the drug with the best opportunity to warrant such a moniker is M118, IMO.