Replies to post #2878 on GTC Biotherapeutics (fka GTCB)

[cesrph09]

I see no terms there. No terms mean no revenues of substance. No revenues of substance means the IP is being diluted almost as fast as the stock.

Another poster of this board revealed how GTC actually loses money providing a similar service for Merrimack, so the question "can GTC and its shareholders actually afford these developmental contracts" is a considerable one

Somehow I doubt this, I don't mind devil advocate posts, but that is pure speculation, I am assuming you haven't read the agreement.

[jessellivermore]

I understand your point. These "little" projects are not bringing in big money.

When you have a novel product or unrecognised talent, though the product be wonderous or the talent be undeniable,it is generally necessary to discount them as a method of introduction. Think of it as marketing.

GTCB has really only two major problems. The first is the unfortunate slowness and redundancy of the regulators. The second is how to convince drug companies transgenic protein production is a good choice. Drug companies as a rule are followers, not leaders.

IMHO too many posters worry about potential share dilution. The realities are unless a company has a revinue stream large enough to sustain its business running costs it must either borrow, sell assets, sell shares, or go out of business. Way it is. If you buy shares in this company you must believe the future prospects are good enough to overcome any effect caused by future dilutions. Generally this means you dont think the dilutions will continue too far into the future and the eventual profits from transgenics will render these dilutions insignificant. This is what I believe and why I am heavily invested. If you don't, you should sell your shares and leave us fools to our folly. A hundred million, two hundred million shares are not a big float for major biotech.

To those who criticise management as shareholder unfriendly;
I'm sure management would welcome any idea you come up with to generate money by some other means.

[Spice is nice]

Heard the Earnings call

My impression is I need to see GTC back their newfound concerns up before considering an investment again. Talking is one thing, backing that up with collaboration rewards not 10 years down the road is quite another.

Until then this company is still one which has historically gone out of its way to devalue shareholder interests for the sake of the bearded pig. An attitude which portends loss.