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floblu14

11/20/07 7:45 PM

#5639 RE: DewDiligence #5638

Thanks Dew - whoever is selling GTC stock better think twice :-)

Dated November 19, 07 - Leo's stats on ATRYN:

>No antibodies to antithrombin alfa have been detected up to 90 days following treatment with ATryn®.<

http://emc.medicines.org.uk/emc/assets/c/html/DisplayDoc.asp?DocumentID=20383
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ThomasS

11/21/07 3:02 AM

#5647 RE: DewDiligence #5638

Since they are "preserving" the value of ATRYN for the DIC indication re HD pricing, this also necessarily implies that total ATRYN sales would be higher than expected for all sales, correct? (Assuming all EU pricing follows UK suite)

"And remember the pricing can vary from country to country in the European Union. LEO is pursuing a strategy to preserve the value of the subsequent DIC indication. [In other words, ATryn will be priced higher than it would if it were intended to be only a treatment for hereditary deficiency.]"