Replies to post #2057 on GTC Biotherapeutics (fka GTCB)

[mblimon]

Something that struck me and made me reflect was the term ROW, Rest of the World. Knowing GTCB retains marketing rights for Atryn HD, Atryn DIC and rhFactor VIIa outside Europe (and Canada+ME for Atryn), we basically tend to think of the US and Japan. However, at the pace middle classes in Asia and Latin America are growing in number, by 2010 the market for expensive medical treatment in the Rest of the World is probably more than double or triple that of the US. Such underestimation of the ROW (if it applies) makes the projections of the growth potential of the market for GTCB plasma replacement products likely very conservative.

Connected to this reflection, whenever GTCB will be taken over (which I think is finally inevitable) these marketing rights will/should carry an important price tag.

[goatfondler]

Words mean goat dung. Lets see if he can put his Cox where his mouth is and actually deliver for once. We'll have to wait 'till March to see if they get off the grount with their first drug and hope they can sell it.

[keitern]

This quote is representative of what I perceive to be a high degree of confidence that GTCB engineers have in their platform. I translate this and other signals along these lines in terms of lower risk. It is a wonderful position for a company to be in when they have the luxury of controlling pricing through low cost production. GTCB is after very expensive, proven drugs that have existing markets and marketing in place but that are too expensive for widespread use. If GTCB can save more lives by making these expensive drugs more accessible, then this is more than just another bio tech looking for a wonder drug.

[lake11]

Dew - what's your thought on Cox's using the word "opinoin" instead of believe?