Replies to post #1563 on GTC Biotherapeutics (fka GTCB)

[dewophile]

purely to provide a more appealing mode of delivery than injections
i want to make it clear there are NO plans underway for gtcb to provide product in high quantity for oral delivery of biologics..i was purely ruminating on a potential competitive advantage gtcb might have if oral delivery systems emerge, as they would likely require much higher quantity of product that might then surpass the supply capabilities from traditional cell culture techniques
One thing you shoud bear in mind as a new investor is that GTCB's high pps years back was predicated on a fear of supply issues with cell culture (e.g. the shortage of enbrel comes to mind). there has since been a huge investment in commercial-scale cell culture facilities to meet the needs of biologics manufacturing, which erased this concern (and hence the initial excitement for transgenic platforms). GTCB subsequently refocused to produce biologics which either cannot be produced in cell culture (e.g. atryn, afp), or for which very high scale quantity of product is necessary (the focus on blood products), rendering high cost cell culture options less appealing
their ability to produce human/humanized monoclonal antibodies is another gtcb platform which has great potential that has yet to be realized (jsut look at abgenix for an example of the potential here)

I would have faith in some posters on this board who know far more about gtcb than I do and my suggestion is to be patient and have a long term outlook (that is not to say i don;t think gtcb has potential for nice return in short term, jsut there is no obvious immediate value driver at this juncture)
good luck to you