Replies to post #2090 on GTC Biotherapeutics (fka GTCB)

[Lewis R Goudy]

Looking over the Atryn references I saw no mention of the
University of Texas work on acute inhalation injury. It has
been a while but the pr suggested there might be more to follow:
http://www.gtc-bio.com/pressreleases/pr040203.html

The patent application for Atryn aerosol for acute lung injury
speaks of administration immediately and then say every two
hours. It also refers to a "kit" which fits in with my hope
that substantial amounts of product might be required if such
kits were issued in large numbers (to firefighters or soldiers),
since one would expect expiration dates to be set conservatively
given the severe conditions of field deployment.

If air pollution keeps getting worse (multinationals are already
fleeing Hong Kong because of it) such kits might find some use
by civilians as well.

[DewDiligence]

GTCB ReadMeFirst

[Miscellaneous minor updates.]


What is GTC’s business all about?
#msg-15159486 The business model in a single sentence!
#msg-9243634 Jan 2006 interview with CEO, Geoff Cox
#msg-9352093 2002 interview with Tom Newberry (dated, but informative)
#msg-13171505 “Production of Recombinant Therapeutic Proteins in the Milk of Transgenic Animals” (recommended for the more technical reader)
#msg-15638633 Musings on GTC’s business model (Dew)
#msg-14736913 3Q06 conference-call transcript


Valuation and finances
#msg- 15159486 Cash balance and share count
#msg-14509476 Cash usage and future financing
#msg-11409187 Rodman & Renshaw $4 target
#msg-11037571 Valuation comparator: MRK paid $400M for GlycoFi


Upcoming events
#msg-14575474 Clinical, preclinical goals in 2007-2008
#msg-14575754 Possible/probable news flow


BoD composition and insider shareholdings
#msg-14202968 Composition of Board of Directors
#msg-14730426 Current insider shareholdings


ATryn hereditary-deficiency program in Europe
#msg-11752181 Why ATryn?
#msg-11399356 ATryn approved by EMEA
#msg-11399033 ATryn Q&A from the EMEA
#msg-8316050 Leo Pharma partnership announcement
#msg-12430822 Economics of the Leo partnership
#msg-14545343 HD sales projection
http://www.atiii.com What is hereditary AT deficiency? (simple)
http://tinyurl.com/yb9hl5 What is hereditary AT deficiency? (technical)
http://tinyurl.com/yh8g2k Official product label


ATryn hereditary-deficiency program in U.S.
#msg-14545317 U.S. ATryn timeline
#msg-6543884 Non-availability of competing antithrombin
#msg-5607789 Efficacy endpoint is clinical DVT
#msg-5609005 Design of control arm
#msg-11410659 Likelihood of success
#msg-6632420 Patient eligibility and exclusions
#msg-11511614 Musings on a U.S. partnership


ATryn DIC/sepsis program in Europe
#msg-14363831 Rationale for pursuing DIC/sepsis indication
#msg-14516396 How sepsis causes DIC
#msg-12483101 Existing therapeutic options are weak
#msg-12480268 Surprising sepsis factoids
#msg-8316050 Leo Pharma partnership announcement
#msg-12430822 Economics of the Leo partnership
#msg-12511434 Phase-3 timeline
#msg-14495208 When will GTC receive milestone payments?
#msg-15305927 Design issues in the phase-2 trial


Miscellaneous info on ATryn and antithrombin
#msg-7306242 Which antithrombin will doctors prescribe?
#msg-4372780 Risks of plasma-derived proteins
#msg-13209941 Risks of plasma-derived proteins (addendum)
#msg-15535360 Risks of plasma-derived proteins (Mad Cow)
#msg-9502819 A patient’s story
#msg-15250714 Reference list of AT abstracts and articles


GTC-LFB program in Factor VIIa (and other therapies)
#msg-13731860 Who is LFB?
#msg-13956439 Who is LFB? (addendum)
#msg-13708619 Partnership terms
#msg-15247168 How the collaboration works
#msg-15036896 FVIIa sales projections
#msg-13763244 Patient pool for initial indication (hemophilia w/inhibitors)
#msg-13845005 Musings on LFB deal (by ‘chatalinda’)


NovoSeven (recombinant FVIIa from Novo-Nordisk)
NovoSeven website: http://www.novoseven-us.com
#msg-13980605 High price of NovoSeven (rationale for GTC-LFB program)
#msg-14084250 NovoSeven for acquired hemophilia
#msg-13925693 NovoSeven for trauma
#msg-14921693 NovoSeven (controversial) use in the military
#msg-13712057 Miscellaneous NovoSeven info


Miscellaneous research and development programs
Capsule summaries: http://www.transgenics.com/products/prod.html
#msg-14493025 Timeline of in-house and partnered programs
#msg-15170172 Background info on AAT deficiency
#msg-8163705 Merrimack program in RA
#msg-10727170 Merrimack program in psoriasis
#msg-14702182 Merrimack’s big plans for MM-093
#msg-14706678 Economics of GTC-Merrimack relationship
#msg-14714983 Musings on how MM-093 will be positioned
#msg-13797351 Grant for CD137 antibody program
#msg-7136629 Collaboration with Scancell
#msg-4316445 ATryn research contract with U.S. army


Intellectual property
#msg-9174865 Production (“milk”) patent
#msg-7179529 Purification patent
#msg-14493913 Pending patent applications
#msg-13154218 Nuclear-transfer IP from Geron
#msg-4107224 IP license to PharmAthene (formerly Nexia) for Protexia
#msg-14110344 Government grant for Protexia


Existing and potential competition
(See separate heading above for NovoSeven.)
#msg-7221666 Price and availability of commercial plasma-derived AT
#msg-14687679 Lovenox is not a competitor of ATryn
#msg-11909951 Thrombate AT from Talecris
#msg-14524596 Artisan Pharma thrombomodulin
#msg-14527640 Comments on Artisan’s program
#msg-15157973 Tifacogin for CAP/sepsis
#msg-14176380 AM-Pharma program in sepsis
#msg-14499024 AZN/Protherics program in sepsis
#msg-13763492 ‘Enhanced’ rFVIIa from Roche, Maxygen
#msg-15573025 Lipoxen/Baxter program in clotting factors
#msg-11829819 Talecris AAT
#msg-6488263 PurelyProteins AAT (market-size info)
#msg-14954548 Inhaled AAT from Kamada
#msg-13169472 GlycoFi/Merck (humanized yeast glycosylation)
#msg-13222976 More on the GlycoFi story
#msg-15116312 Biolex publication on homogeneity of glycosylation
#msg-10846766 Biolex Therapeutics (Locteron)
#msg-5919466 Biolex ‘plantibody’ patent
#msg-12155688 SemBioSys Genetics
#msg-14191540 Prairie Plant Systems
#msg-7542154 Origen’s transgenic chickens
#msg-8863527 Miscellaneous companies to watch


Feature stories on GTCB and transgenics
#msg-13365243 Times of London (9/06)
#msg-13152292 Nature.com (9/06)
#msg-14278650 Biotechnology Healthcare (8/06)
#msg-12573463 Nature Biotechnology (8/06)
#msg-12273566 Boston Globe profiles Dr. Harry Meade (7/06)
#msg-11635041 Framingham, Mass. Daily News (6/06)
#msg-9243634 Red Herring (1/06)
#msg-9143261 Business Week (1/06)
#msg-8162424 Scientific American (11/05)
#msg-6806806 Wall St Transcript interview with Tom Newberry (6/05)
#msg-6775592 Newsweek special issue on healthcare (6/05)
#msg-6276428 Worcester, MA Telegram & Gazette (5/05)
#msg-7431316 Nature Biotechnology (10/04)
#msg-4057315 The Economist (9/04)