News Focus
News Focus
icon url

dewophile

11/14/06 8:38 AM

#1873 RE: ThomasS #1870

lol
thanks for the laugh this morning
I'll proffer my opionion as to why share price is languishing..despite EU approval there is no revenue driver in the mear (or perhaps mid-term) horizon. HD market is miniscule, but stock price reflects that of a company which is essentially just about to start a phase II for any real indication which can garner commercial potential
of course what is discounted (erroneously in my opinion) is potential for partnering the IP for other products. It seems almost zero value has been placed on this, leaving plenty of room on the upside if there are suitors..there happens to unfortunatley be a surplus of cell-culture capacity right now, so gtcb is (for now) likely to be relegated to proteins that cannot be manufactored easily by other means (e.g. afp), or for those in which HUGE quantities will be required (e.g. blood replacement components)
I also think minimal to no value has been placed on the rest of the pipeline
and where the heck is the gates foundation with a grant for malaria?!