GTC Biotherapeutics (fka GTCB)

[DewDiligence]

>who would use plasma [antithrombin] when you've got a safe recombinant product?<

The answer is twofold:

1. If there is an ample supply of plasma-derived AT that is cheaper than ATryn, some hospitals will deem the plasma product “safe enough” and use it to save money. GTC concedes that this is happening to some degree with Leo’s HD launch in Europe.

2. If either: a) ATryn is priced at par to plasma-derived AT; or b) plasma-derived AT is in short supply and is cumbersome to order; then the answer to your question is that no one will opt to use plasma-derived AT. Case 2b holds in the US market.