Biotech Values

[DewDiligence]

Updated with info from GTCB’s 3/2/05 conference call…

GTCB
Read Me First

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The following posts are listed in reverse chronological order. Items in bold-face type are those considered to be of greater interest. Feedback is welcomed on any of this material.

#msg-5600623 U.S. ATryn update
#msg-5601222 Ditto
#msg-5607789 Ditto

#msg-5609005 GTCB’s Non- Non Sequitur
#msg-5644881 Two balls and no strikes!

#msg-5447077 Norman Klein’s report*
#msg-5054169 Human serum albumin (re Abraxane)
#msg-5027284 GTCB’s nuclear-transfer IP (Geron)

#msg-4988136 ATryn vs blood-based antithrombin
#msg-4987230 Addendum on ATryn history
#msg-4884544 Answers submitted to EMEA; U.S. IND filed

#msg-4787482 New high-pedigreed directors
#msg-4483514 History of ATryn development

#msg-4372780 Risks of plasma-derived proteins
#msg-4364077 General info (Urche)
#msg-4359874 General info (Dew)

#msg-4316445 Bioterror contract with U.S. army
#msg-4107224 IP license to Nexia
#msg-4057315 Article in The Economist

#msg-3990950 Article in Chemical Market Reporter
#msg-3737145 August CC notes
#msg-3631094 Bioterror article in Boston Herald

#msg-3587713 Albumin (ConjuChem)
#msg-3487264 Dirt-cheap valuation
#msg-3254155 General info (Dew)

#msg-3247462 Annual meeting post-mortem
#msg-3007897 Preclinical cancer program
#msg-2792299 Rodman & Renshaw $6 target

* View Norman Klein’s report directly at http://www.cowgoat.com/gtcbreport.pdf. The report is preliminary and is in the process of being edited.