Replies to post #4310 on GTC Biotherapeutics (fka GTCB)

[DewDiligence]

>The company themselves admitted they got lucky with this indication, in that the rapid clearance is probably more beneficial.<

Actually, it was Dr. Meade who said this and he was expressing his personal opinion. He also said in the same session that GTC could have modified the ATryn glycosylation pattern if they had needed to.

[DewDiligence]

jessellivermore is quite right—GTC will pick its spots judiciously. GTC does not need to go head-to-head with CHO-cell manufacturers will nilly because there are plenty of cases where drugs either can’t be made in CHO cells or can’t be made in CHO cells economically. FVIIa is an example of the latter.

>…the company has stated it plans on entering Phase 1 in 2008 for the CD137 mAb. Got that? Next year they're putting their first mAb in the clinic. mAbs are typically made in CHO cells.<

The CD137 program is an exception. In general, it will not be GTC’s business model to pursue totally new compounds. But you already knew that.

[jessellivermore]

As noted you are entitled to your opinions.

You think the differences between the glycolisation patterns on Atryn and those of plasma derived AT3 will be materially significant (you are interested as an investor).

You think an important goal for the company is to replace cell culture protein production with GTCB's transgenic platform.

You are unquestionably a bright individual so with your opinions it's difficult for me to understand why you would be interest in GTCB unless it's from a short position.

You go further by opining the market for Atryn will be in the 5-6MM/yr range which is at varience with the company's estimate.

You denegrate the possibility (would this be another "eye roll") that Atryn might be of clinical benefit in DIC. Gosh as a clinical surgeon I find the clinical reports that keep coming pretty compelling ( dumb me I'm only an MIT and Havard Med grad).

As for your prediction the factor VII plan is doomed to failure at the hands of the new improved CHO vats. Me I'm going to stick with LFB on this one. But then again what do they know about the plasma protien market?

Who controls the Spice controls the universe