Biotech Values

[DewDiligence]

Re: GTCB PR and CC:

>> The total market for these three plasma derived products [antithrombin, albumin, and AAT] has been estimated to be $1 billion.<<

As you probably heard on the CC, this $1B figure comes from a report by Goldman Sachs.

>> While not really new, this seems to be a more focused view of GTCB's future development direction---plasma proteins currently available only from pooled serum. <<

Plasma proteins are where GTCB’s advantage relative to standard protein production is the greatest, so it makes sense to focus there. But GTCB has programs in development for non-plasma proteins too, e.g. Antegren.

What did you think of the CC?