Replies to post #5689 on GTC Biotherapeutics (fka GTCB)

[DewDiligence]

Re: Financing

>Let me know if you think this "gap" would be closed by the partner to allow ongoing operations until US sales ramp up.<

There are too many variables to say with a high degree of confidence. However, the implicit message in Jack Green’s comment in the iBox is that FDA approval of ATryn will be enough of a market-moving event to make raising capital on favorable terms relatively straightforward.

[DewDiligence]

Re: ATryn sales in HD indication

>what is the anticipated market for Atryn in the US HD indication?<

There is no formal guidance from the company. My best guess is that, within a couple of years of launch in each territory, the HD indication will produce gross annual sales of roughly $75M, of which $35M will be US, $25M EU/RoW, and $15M Japan.

Compared to the projected $1B+ of ATryn sales for the DIC indication in the US alone (#msg-19928950, #msg-22017312), you can see why it’s correct to say that HD is a small slice of the ATryn pie.