Replies to post #1113 on GTC Biotherapeutics (fka GTCB)

[DewDiligence]

I’m not clear on what you’re disagreeing with.

GTC needs milestone revenue coming in from Merrimack-like deals during the next 2-3 years. Without such revenue, GTC would be relying almost completely on the U.S. Atryn program to remain financially strong because the payoffs from the DIC/sepsis program and anything having to do with LFB will come later.

Although I think ATryn has an excellent chance to be approved by the FDA and to become a decent-selling drug in the U.S., I don’t want GTC’s medium-term fortunes to depend entirely on any one program.

The way I see it, more Merrimack-like deals are not just desirable—they are essential.

[jessellivermore]

I concur the LFB deal is vastly more important.

The reason the stock price doesnt reflect this may be in part because of the delay, but is mainly because the market (in this case) is inefficient and has not tumbled to the signicance of this partnership. GTCB has been "gentled".

I guess I should add the stamp of legitimacy provided by the LFB partnership should engendor many more of the Merrymack like deals. Which Dew points out are going to be important.