GTC Biotherapeutics (fka GTCB)

[MTB]

Hi Rusty,

I'd agree that it is fair bit of speculation, but interesting never-the-less.

In the midst of a CABG, plasma is ubiqitous and easy to give, while Thrombate is usually less so. Cost I think, is less likely a primary driver in what is given intra-op.

If ATryn were readily available, I think it (unless it were just outrageously priced) would be a compelling choice -- even off-label, but even more so if it had any study data behind it.

As to the choice of ideal price point, that is an additional bit of speculation (which we're obviously comfortable with, being as we're rash enough to be GTCB shareholders :). I'd tend toward preserving the (well-earned) premium, at least initially. If DIC pans out, keeping our cost appropriately up would prove vastly lucrative.

Hope all have a good w/e.

We'll see if our seer Jessie's vision comes to pass in the days to follow.

Cheers,
MTB