Replies to post #4457 on GTC Biotherapeutics (fka GTCB)

[mblimon]

Thanks for your observations and question marks, Dew.

Considering the financial commitments assumed by GTCB in the agreements with LFB, I am wondering how their financial strategy looks like over the years to come. They seem confident to play the equal partner role vis-a-vis LFB, but IMO can only do that if they have access to the deep pockets of a big pharmaceutical company, in other words they must be sure to find a big partner or to be taken over.

In any case, the broader the (transgenic) pipeline, the more serious they will be taken by the pharmaceutical community.

[ghmm]

If I recall correctly I believe a couple of follow-ons for the CD-20 MAB are in the works. I vaguely recall Inex (small canadian company) working on one before their RNA split (don't know where it stands now) I recall seeing at least one other company working on one but that eludes me. I don't think BIIB will let their Rituxan franchise slip anytime soon.

I am relatively new to GTC after seeing many of the posters are the same as on Biotech Values. I had thought GTC's Transgenic business was more a play on generic biologicals but after seeing this: "...and to have relatively higher antibody dependent cell-mediated cytotoxicity, or ADCC" I was wondering if GTC's follow-ons may provide some sort of benefit in efficacy/dosing/toxicity/etc.? Sorry if this has been addressed here before.