GTC Biotherapeutics (fka GTCB)

[vinmantoo]

Dew,

<The most consequential assets MRK is acquiring from INSM are the manufacturing building, the production equipment, and the trained staff.>

The goats are GTCB's manufacturing and production facility, and GTCB has the highly trained staff needed to run the facility. In addition, GTCB production facilities can be easily scaled up, as you so often brought up in the past as one of the major advantages of GTCB. Do you think that GTCB has lost the proceedure on how to scale up so that it is no longer an advantage??

If we follow your line of thinking, that the production capability and staff are why INSM are a good value, then buying GTCB is superior. Buying GTCB is akin to buying a generic drug pipeline. The plasma proteins GTCB is making can be considered as approved drugs, or dare I say it, approved biologicals. This doesn't even include the FOBs.