GTC Biotherapeutics (fka GTCB)

[jessellivermore]

The DIC indication...

It seems a number of posters on this site have focused in on the upcoming decision of the FDA to approve Atryn as a sentinel event for GTC and one which would cause an immediate and long term dramatic rise in the PPS. IMHO while the FDA's decision is certainly important, the modest size of the HD indication for AT worldwide and GTC percentage, factoring in partners, is probably not enough to insure the company a self sustaining revenue. The market is clearly focused on this issue and IMHO the PPS will probably go up a small amount at first and then sink back somewhat.

It is the DIC indication which is important. The DIC worldwide market is in the billions. There should be enough information uncovered by the P2 clinicals to get a very solid idea of the efficacy of Atryn. This information should be avaiable in the 2nd half of next year. If the DIC trials are a bust GTC may have trouble existing in the manner it now exists.

It is also likely Atryn will prove effective in treating thrombotic stroke and other forms of neurological trauma.