GTC Biotherapeutics (fka GTCB)

[stockdak]

I just listened to the CC.

In the introduction Dr. Cox talked about programs that were "building a substantial company".

Then there are the concluding remarks.. blah blah "challenging.." blah blah "come through in some style."

Are these comments a CEO with something on the stove or are they so much boilerplate commentary? DD seems to feel these are the something-up-my-sleeve variety comments. I couldn't say otherwise as I have not listened to as many CC's as DD. I came away from it thinking they would sign an FoB deal in the near term. However I have been led down that that "near term" path before with GTCB.

Then there are the amended change-of-control agreements. This does seem to point to buyout conversations but could this also be something they just got around to taking care of? Murky.

Even without that there are two possible PRs to come within 60 days; 1. Ovation deal closes and 2. BLA accepted by FDA for review. Hopefully these alone continue to boost the stock price.