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Re: DewDiligence post# 2274

Thursday, 11/27/2008 9:01:01 PM

Thursday, November 27, 2008 9:01:01 PM

Post# of 19309
I posted the following on the GTCB Yahoo board in reply
to ‘cdjrth1’. Please see #msg-15898317, #msg-32796138,
#msg-31416751 and #msg-11909951 for background.

http://messages.finance.yahoo.com/Stocks_(A_to_Z)/Stocks_G/threadview?m=te&bn=8235&tid=49819&mid=49822&tof=14&frt=2#49822

>>
The Grifols trial was expanded from one site to five sites. As of May 2008, the trial was still recruiting patients; perhaps Grifols decided to increase enrollment beyond the originally planned 30 patients.

I continue to question why docs would choose to prescribe plasma-derived AT if ATryn were available. However, the looming competition from Grifols and the buyout of Talecris by CSL may explain in part why Ovation paid GTC so little money up-front for the US ATryn rights.

It’s interesting that Talecris and Grifols sharply increased lobbying in 2008—good find. One has to wonder if the goal of their newfound attention to lobbying is to promote plasma products or to sabotage what GTC is trying to accomplish. Regards, Dew
<<


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