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DewDiligence

12/10/07 7:33 PM

#6070 RE: stockdak #6069

>the two things from [today’s] announcement that jump out at me are that:
1.) GTCB may have saved the FDA fee of $1,178,000 with Orphan drug status. That is not a small amount to this company.
2.) The time line for top-end data just slipped into Jan. 08 from end of 2007.<


More consequential than either of the above, IMO, is that the FDA recognizes the superior safety of recombinant plasma proteins vs their plasma-derived counterparts. Were this not true, the FDA would not have granted ATryn an orphan-drug designation for the HD indication.
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ThomasS

12/10/07 7:39 PM

#6071 RE: stockdak #6069

Perhaps it is just my reading comprehension skills, but, where did you read that GTC ruled out a December release of

1. Topline data?
2. Partnership announcement?
3. Any other possible news items?
4. Also, did you assume that GTC was paying the FDA filing fee, whether in total or partially?

"I have funds to add to my share count but am betting that we drift lower through the next week before XMAS without a partner announcement."
--Then shouldn't you be selling, rather than buying?


TIA