Replies to post #3470 on GTC Biotherapeutics (fka GTCB)

[DewDiligence]

>Perhaps another entry for the read-me-first?<

Yes—I’ll try to get that into the next revision.

>This mates with my answer to the survey re "future GTCB valuation," where I voted my opinion that GTCB would not exist beyond 2008.<

Aha—the identity of one of the four such votes is now known! I might as well disclose that I was one of the other three :-)

[cesrph09]

I think GTCB could possibly let themselves go at 300 million, which to me would be a huge disappointment. I really believe that in 5 to 6 years, if left alone, GTC will be worth 2 to 3 billion. I think Atryn will prove beneficial in DIC, and Merrimack's MM-093 will become a blockbuster, plus I think there are 2 to 3 big partnership deals that will be made in that timeframe. But let's be honest, big pharma is in a desperate way, I really don't see GTC surving as a stand alone for another 5 years. Some likey suitors to me are Novartis, Bayer, Pfeizer, Amgen and Merck. I do not not see Genzyme getting reinvolved - nobody likes hearing "I told you so."