GTC Biotherapeutics (fka GTCB)

[DewDiligence]

From an investment standpoint, I’m more interested in the steady, incremental improvements in yield from mainstream biomanufacturing than in the PER.C6 platform from DSM/Crucell.

>…there is no longer the need for the classic 10K liter stainless steel reactor to produce kilos of drug. It can now readily be achieved in the 500-1000L disposable bioreactors currently marketed by HyClone or Xcellerex… So in my mind the two major attractions of the transgenic platform, high expression and greatly reduced capital expenditures have been vaporized.<

You should tell this to Genentech. They just spent $250M to build the world’s largest biomanufacturing plant in Vacaville CA:

http://www.dnai.org/text/mediashowcase/index2.html?id=577

Regards, Dew



Let’s talk biotech!
“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”