GTC Biotherapeutics (fka GTCB)

[vinmantoo]

Lew,

If the CHO cells are modifed to alter the glycosylation pattern, then that puts MAb production in the modified CHO system on a par with GTCB. MAbs produced in modified CHO cells and goats will now both be different than the orginally approved MAbs. Let's see how big pharma tries to spin it. How about "Even though the MAbs being produced in modifed CHO cells are now different from the orginal, they are different kind of difference than the goat derived MAbs so shouldn't need a different regulatory pathway for approval.

In any event, the goats will still have a major cost advantage.

Vinny