Biotech Values

[DewDiligence]

Re: Comments on ATryn in sepsis

At this time, I attribute no underlying shareholder value to the sepsis indication for ATryn. Here’s why:

1. The investigator-led trial reported today was not a true sepsis trial, but rather a simulation of sepsis in healthy volunteers.

2. Plasma-derived antithrombin has not shown an unambiguous clinical benefit in treating sepsis.

3. If GTC has any interest in pursuing a sepsis indication for ATryn—which I rather doubt—it is way down on the list of indications for label expansion.