GTC Biotherapeutics (fka GTCB)

[DewDiligence]

I just posted this on the Yahoo board, FWIW:

http://messages.finance.yahoo.com/Stocks_(A_to_Z)/Stocks_G/threadview?m=te&bn=8235&tid=49838&mid=49914&tof=2&frt=2#49914

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>It will be appreciated if you or someone one can tell me why Atryn does not sale in Europe.<

Leo priced ATryn too high to compete effectively against the plasma-derived products in Europe. Leo did this to maintain the opportunity for premium pricing in the DIC/sepsis indication, but they carried the idea too far and killed off whatever modest sales might have occurred in the HD indication.

Now, Leo has evidently concluded that ATryn doesn’t work in DIC/sepsis and hence they no longer have any interest in the drug.

If LFB does not jump in to pick up the DIC program from Leo on essentially the same terms, it will imply that LFB, too, thinks ATryn doesn’t work in this indication. If this were to happen, it would be Strike Three for DIC inasmuch as Ovation has put the DIC indication on the back burner, to be pursued after chasing the much smaller CABG/HR indication.
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