Replies to post #2688 on GTC Biotherapeutics (fka GTCB)

[DewDiligence]

Subtle Changes in the Pipeline Description
On the left is the pipeline chart from Nov 2006;
on the right is the pipeline chart from the Cowen
webcast this week. See below for differences.



What has changed? Four things:

1. In the latest chart, the FVIIa program has an extra line showing development for ICH/trauma in addition to the main indication of hemophilia. (I find the mention of ICH surprising given the recent failure of NovoSeven in ICH: #msg-17380185.)

2. In the latest chart, the rhAAT program has an extra line showing development for respiratory diseases (e.g. COPD) in addition to the main indication for hereditary deficiency (HD).

3. In the latest chart, the CD137 program is described as being for tumors and autoimmune rather than just tumors.

4. The malaria program is no longer shown. This may reflect diminished confidence in GTC’s ability to secure sufficient government funding to proceed.