InvestorsHub Logo

mblimon

05/03/07 2:24 PM

#3439 RE: DewDiligence #3437

3Q07: Complete enrollment
4Q07: Report clinical results
Early 2008: Submit BLA
Late 2008/early 2009: FDA decision on BLA


As to the timing, I appreciate you are being so meticulous and transparant. I heard it, but couldn't give it a place. You are just doing that.

To give some positive swing to the CC. For the first time Cox was selling the technology as the priority in the overall portfolio and indicating that it has the potential to become a cash cow (a.o. in the area of FOB). He also clearly indicated that they need partnerhips for Atryn/HD in the US, as such giving an indication that they cannot burn more shares to develop things at their own expense (though there was some remark on FVIIa which I would like to listen to again).

GTCB is talking with many parties. Would it be odd to expect such a partner for the US popping up before they finish Phase III in the US and issue the BLA? After all, the EMEA put the data upside down and finally could not find a "lasting" reason to stop it from being approved. It might be interesting for a partner to fix the deal as early as possible, making the positive outcome part of the deal.

DewDiligence

09/19/07 1:50 AM

#5027 RE: DewDiligence #3437

U.S. ATryn Development Timeline for HD Indication

[These expectations are based on the
slightly-updated guidance on yesterday’s
ThinkEquity webcast (#msg-22963840).]


4Q07: Complete study; report top-line results
1Q08: Complete data analysis
2Q08: Submit BLA
Late 2008/early 2009: FDA decision on BLA

Note: the FDA review period is 6 months or
10 months depending on whether the FDA
grants a priority or a standard review.