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MTB

11/28/07 12:53 PM

#5742 RE: croumagnon #5741

I couldn't agree with croumagnon more.

Cox again outlined a reasoned, conservative road-map for moving through very low-risk entry markets with HUGE upside potentials in the not too distant future. I made a very pleasant profit on DNDN this spring, but the possibilities surrounding GTCB make it a uniquely good investment.

As I've noted before, I think after the initial jump surrounding the imminent release of the US topline data and partnering news (potentially taking us to $2/share depending on what is announced), the chief danger to our LT huge appreciation of GTCB shares is a quick buy out.

Given the ominous threat that GTCB's intellectual property holds for so many massive pharma concerns, from them not to venture a quick purchase of GTCB ($500 million?) as simple insurance (much less as a conservative investment of their own), seems a very self-interested course and one I'm increasingly afraid will come to pass. LT it will be very good news for us if it does not.

I'm a conservative investor with limited means, but have upped my holdings into the six figures.

In the short and LT, our patience will be rewarded.


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croumagnon

11/28/07 12:59 PM

#5743 RE: croumagnon #5741

I can only envision two posible risks in a GTCB investment...

1) Risk of transferring some "goat" into humans. While so far this has been a non-issue based on GTCB's studies, it nevertheless is a potential spoiler if the data ever proves differently down the line.

2) Competitive risk from Transgenic Plants. while these are still far behind GTCB, the concept is a lot easier to digest (no pun intended) and could result in much better controls and social acceptance.

Otherwise, I consider GTCB to be a very low risk investment...