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DewDiligence

09/07/07 3:46 PM

#4957 RE: keitern #4956

You sound unduly pessimistic; ATryn HD in the US will be a much bigger-selling product for GTC than HD in Europe because: 1) There is less competition from plasma-derived antithrombin in the US; 2) ATryn’s price is apt to be higher in the US; and 3) GTC still owns 100% the US rights.
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floblu14

09/07/07 4:19 PM

#4960 RE: keitern #4956

>I was surprised that Atryn US would not be much of an economic win by itself if we were to gain approval by the FDA<

>Do you think we would need a partner in the US to effectively market Atryn for HD?<

Dr. Cox's statement from 2Q07 CC (Dew's post - READ ME FIRST)

Notice the words "significantly underserved market"

>Effective partnering will be important in maximizing and exploiting the market opportunity for ATryn in the significantly underserved market. Remember there is only a single plasma derived product in the US market and sales have been constrained over the years by lack of product availability. A large, well financed, commercial partner is an important objective for GTC to achieve the market presence and opportunity which we believe ATryn represents, and I look forward to updating you on our progress.<
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