Replies to post #2022 on GTC Biotherapeutics (fka GTCB)

[Biowatch]

re: EPO Yes, I think they only make a kilogram a year. I don't remember how much exactly, but it's a tiny amount.

[dewophile]

sure - I'd appreciate whatever #s you have, but I'm not sure anyone really knows the unit cost difference between gtcb and bioreactors (once a plant is up and active) for various thresholds of product. Certainly GTCB retains an advantage re start-up costs, although this is only relevant if existing bioreactor capacity is strained, and so your point re mABs is well taken. If this does occur down the road, we may see companies again flocking to GTCB's platform. for the foreseeable future, I think we have to count on GTCB's niche in plasma replacements products and their mAB platform driving growth