Replies to post #5446 on GTC Biotherapeutics (fka GTCB)

[DewDiligence]

It’s far from assured that the US Atryn partnership will have an equity component. The fact that LFB is already a 20% owner makes it less likely that GTC will sell a significant equity stake to another partner, IMO.

[ThomasS]

Given the huge revenue metrics for the US in AD's... it isn't difficult to see GTC negotiating a deal that doesn't involve further dilution.
(On the other hand, I'd happily trade a doubling of the share count outstanding today, for a doubling of the AD royalty % later... an enormous bargain for us. But it ain't gonna happen.)

[jessellivermore]

IMHO this is a terrible idea. GTCB should negotiate with product and services, not with shares.