Replies to post #2400 on GTC Biotherapeutics (fka GTCB)

[mblimon]

Plasma risk is our best friend, but do not forget that the transgenic recombinant human form of plasma derived products can be produced at a much lower cost than plasma derived products and thus also priced lower when the purchasing power is not there. I am referring for instance to rhC1inh (Rhucin) produced by Pharming, which most probably comes to market for Hereditary Angioedema (HAE)-patients this year in Europe and next year in the US.

In those countries, where there is no social security, sales prices hopefully will be eventually brought down to local living standards and that way lives can be saved. Imagine that patients with this problem have been living/suffering and dying for many generations in isolation without having access to any solution. Solution for them (1 on every 30.000) will be brought closer by this technology, which by itself is a contribution to humanity.

For obvious reasons this is a complex issue, but it has to be and will be tackled. Ultimately, this production platform should be capable of saving many lives in a number of clinical and non-clinical areas, so the added value is all too clear.

[DewDiligence]

>I think Dew likes IDIX as a GTCB hedge: serious strides against blood-borne disease would make rH* a harder sell.<

There’s a sliver of truth to that, but the main reason I like IDIX is the same reason I like GTCB: good science, an approved drug, solid partner(s), and an astonishingly low valuation because Wall Street has put it in the penalty box for no especially good reason.