GTCB – Today’s 2007 cash guidance is right in line with my expectations. How you can conclude that the cash guidance shows something untoward is going on vis-à-vis the collaboration with Leo is beyond my comprehension.
>I never thought GTCB had changed any terms much less said it. I thought their 10K ambiguous or misguided with regard to the burden for clinical production costs.<
You posted—both here and on Yahoo—that there were important “new disclosures” pertaining to Leo, which implied one of two things: 1) a change in the agreement; or 2) inadequate prior disclosure.
In fact, as I pointed out to you previously, there was neither a change in the agreement nor inadequate prior disclosure—you simply hadn’t done your homework to know what the prior disclosure was.
Now you’re trying to change the focus from your old accusation of “new disclosures” to merely saying that the LFB collaboration is a bad one for GTC. That’s a separate issue and you’re certainly entitled to your opinion on that. But don’t try to justify your opinion by accusing the company of doing something they didn’t do.
>Good job trying to change the expense concerns I voiced as a devious basher plot.<
I think you are being intellectually dishonest, so I guess that qualifies you as a “basher.”
I’m done with this thread.
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