Replies to post #3915 on GTC Biotherapeutics (fka GTCB)

[Jonathan Robinson]

I think we generally agree, accept with respect to TNFs. I look at the class and see PML, cancers and deaths. Extreme toxicity. What if a small difference exacerbates the effect? And don't forget, for some diseases, these drugs can be taken off and on for life.

Jon

[masterlongevity]

how will physicians make money off follow-on biologics. Will they get paid at similar rate to inject FOBs or will this be a hurdle for prescribing?

[microcapfun]

Which generics will require more thorough clinicals ...

>>The TNF-a mAbs, the recombinant plasma proteins, and the interferons (alpha and beta).<<

Only peg IF-alpha (or Albuferon or some other version of IF-alpha which has a half life of at least several days) has any chance of breaking into the market. That probably complicates things from both an equivalency and an IP perspective.

Most other protein therapeutics are also 2nd or 3rd generation, so simply copying the 1st generation version will probably not be meaningful from a market perspective.

micro