Replies to post #4451 on GTC Biotherapeutics (fka GTCB)

[DewDiligence]

>Does it really matter, when another company has a big head start? Being in Phase III already Genentech/BIIB may expand the market substantially before the (better) transgenic product comes to market.<

Yes, it matters. The CD20 mAb from GTC/LFB will be a second brand rather than a generic. Hence, GTC/LFB will have to spend a lot of money to offset the marketing spend by DNA/BIIB/Roche in order to get a meaningful “share of voice” with prescribing physicians.

In other words, the CD20 product will entail a different and more expensive kind of selling proposition than going head-to-head against either plasma-derived drugs or recombinant drugs such as NovoSeven that will no longer be actively detailed by the time GTC is in the market.