Biotech Values

[urche]

Re GTCB:

"....but I reject your “let’s wait a couple of years to see what the FDA says” scenario as far-fetched."

I wasn't thinking years. Without reviewing the details of the European Atryn study, wasn't it just 14 people treated during an acute, high risk period (late pregnancy and peri-operative) and followed for 6 weeks or so for development of DVT? If so, assuming patients with the antithrombin deficiency syndrome are already identified and they exist in sufficient numbers, it seems this study could be wrapped up within a year. Of course, it would need funding, a major concern for GTCB in its current fragile, unpartnered state. That's the kind of question I think I would be asking if I were on the EMEA, with the intent to try to understand how long a delay would be involved waiting for the FDA study.

urche