Replies to post #5640 on GTC Biotherapeutics (fka GTCB)

[DewDiligence]

Re: Premium pricing

GTC has never stated that ATryn will compete on price with plasma-derived antithrombin. To the contrary, ATryn warrants a premium price relative to plasma-derived antithrombin because:

1. It is safer (for obvious reasons);
2. The supply is more reliable; and
3. It is the only antithrombin that comes with the EMEA’s seal of approval.

>that figure is kind of staggering considering the goats are the low cost production platform.<

Compared to plasma-derived AT, ATryn costs less to produce yet it sells at a higher price — we get margin expansion at both ends!

Perhaps you are surprised by this because you are thinking of programs where GTC will compete against recombinant drugs rather than plasma-derived drugs. In those cases, e.g. the FVIIa program, GTC does intend to compete based on price.