Thank you Due Diligence.
This board is great, and the "read me first" section is truly outstanding" It is a great help.
I think that as time goes on, more and more people will be looking at GTCB, and here.
I did not post until now due to my lack of much more to add.
Pre_Clincals reference to a slide (if there were one) comparing Mab from cell culture to this technology as a "money" slide, was right on target.
I took some issue with your thought that this particular poster was not really looking for any information, and wanted to say that I myself really appreciated the series of posts. I posted because I did not see any reason at all to be negative to PC or chase him/her away. . His posts are They are knowledgable, and they are applicable here, since the GTCB transgenic technology will be competing with the "well established" CHO technology. I particulary liked his statement about the big prize being as a "replacement" ( not a substitute) for the CHO technology. For all we know,there may be forces out there that just want to keep the status quo. My original investment in this company was is seeing the enormous and ever esculating costs of cancer therapy, and my thought that this 'status quo" can't go on forever. Transgenic mammary gland expression I am hoping will break this status quo. GTCB has already stated in the last several conference calls that they are planing in going after these (Mab)therapies for cancer and immunology.
It is possible for someone to both search for information, and to provide information. I don't at all see any type problem with posting things about cell culture technology and the intricasies of glycosolation. I have some science background, and over the past several years I have tried to find information on CHO technology, and any advancements that are there, sine I a sure that these things must be being looked at. Everytime I have looked for information I have become baffled , and gave up.
I sense that PC knows CHO technology well, and this is the type of poster I have hoped would show up for several years.
GTCB's business model is going to be very strong I feel in the plasma protein arena.
Atryn is probably only the start. The FactorVII market is huge.
At times I have seen people with active refractory bleeding, and the question comes up to give Novo Seven, and then the idea quelched by the high price tag. Hospitals have to often eat the cost, with with medicare where they are payed by DRG system. Give just one or two shots of this and you are in the red sometimes for the entire admission.
Plasma proteins alone can be a big business.
But getting some of the 350 or so MAb's that are in various stages can be much bigger. I loved the "money" slide inference by PC. This market is what he is eluding to.