Replies to post #27898 on Biotech Values

[DewDiligence]

GTCB ReadMeFirst

[Updated for approval of ATryn by the CHMP on June 2.]


What is GTC’s business all about?
#msg-11412472 The new GTC!
#msg-11428377 Salient quote from Dr. Eric W. Overstrom
#msg-9243634 Jan 2006 interview with CEO, Geoff Cox
#msg-9352093 2002 interview with Tom Newberry (dated, but informative)


Valuation and finances
#msg-11409187 Rodman & Renshaw $4/sh target
#msg-11037571 Valuation comparator: MRK paid $400M for GlycoFi
#msg-10886921 Diluted share count for valuation purposes
#msg-10868317 Notes on the 1Q06 CC
#msg-10863942 1Q06 Press release


ATryn hereditary-deficiency program in Europe
#msg-11399356 ATryn approved by CHMP
#msg-11399025 News release from the EMEA
#msg-11399033 ATryn Q&A from the EMEA
#msg-11420860 What remains is rubber stamping by EU Commission


ATryn DIC/sepsis program in Europe
#msg-8316050 Leo Pharma partnership announcement
#msg-8496664 Additional info re Leo partnership
#msg-11429084 Scientific rationale for pursuing DIC/sepsis indication


ATryn development program in U.S.
#msg-9268492 U.S. ATryn timeline
#msg-6543884 Non-availability of competing antithrombin
#msg-5607789 Efficacy endpoint is clinical DVT
#msg-5609005 Design of control arm
#msg-11410659 Likelihood of success
#msg-6632420 Patient eligibility and exclusions


ATryn vs plasma-derived antithrombin
#msg-4372780 Risks of plasma-derived proteins
#msg-7306242 Which AT will doctors prescribe?
#msg-7221666 Price and availability of commercial plasma-derived AT


Miscellaneous info on ATryn and antithrombin
#msg-11429084 Antithrombin abstracts and write-ups
#msg-9502819 A patient’s story
#msg-9819574 ATryn vs oral anticoagulants
#msg-4316445 Bioterror contract with U.S. army


Non-ATryn development programs
Background info: http://www.transgenics.com/products/prod.html
#msg-8163705 Merrimack program in RA
#msg-10727170 Merrimack program in psoriasis
#msg-10485655 Merrimack raises $65M to fund MM-093 program
#msg-11252196 Merrimack firms up manufacturing plans for phase-3
#msg-8111599 Musings on economics of Merrimack collaboration
#msg-7136629 Collaboration with Scancell
#msg-5054169 Human serum albumin
#msg-6488263 Alpha-1 Antitrypsin market size
#msg-7293132 Alpha-1 Antitrypsin market size (more)


Intellectual property
#msg-9174865 Production (“milk”) patent
#msg-7179529 Purification patent
#msg-5027284 Nuclear-transfer IP (Geron)
#msg-4107224 IP license to Nexia


Musings on competition and business model
#msg-4364077 (Urche)
#msg-4359874 (Dew)
#msg-6242807 (Poorgradstudent)
#msg-2820748 (Biowatch)
#msg-8863527 Companies to watch (Drug Discovery & Development)
#msg-6240481 Companies to watch (Frost & Sullivan)
#msg-7542154 Origen’s transgenic chickens


Miscellaneous topics
#msg-4787482 High-pedigreed GTC directors


Feature stories on GTCB and transgenics
#msg-9834674 BBC (2/20/06 video)
#msg-9243634 Red Herring (1/06)
#msg-9143261 Business Week (1/06)
#msg-8162424 Scientific American (11/05)
#msg-6806806 Wall St Transcript interview with Tom Newberry (6/05)
#msg-6775592 Newsweek special issue on healthcare (6/05)
#msg-6276428 Worcester, MA Telegram & Gazette (5/05)
#msg-7431316 Nature Biotechnology (10/04)
#msg-4057315 The Economist (9/04)
#msg-3990950 Chemical Market Reporter (9/04)
#msg-3631094 Boston Herald on bioterror (7/04)