GTC Biotherapeutics (fka GTCB)

[croumagnon]

"Are you prepared to predict the PPS of GTC after ATryn approval? A difficult - impossible task... we may be surprised by the upside (and we may be disappointed)."

The EU approval was good but most people do not react until the FDA gives its stamp of approval. I think the upside following ATryn FDA approval will be sizable because, asides from the added revenues, it will be the catalyst that provides the proof that transgenics is golden for other future indications...

The important task at hand however is what happens tomorrow as far as the financial guidance of the company is concerned. If they spring another partnership on us with upfront cash then watch out above because we could cross $1 in a flash. Even if they do not but they give a positive financial guidance that will carry us through FDA approval, then I expect we could levitate to the $0.6-$0.7 area...