Replies to post #6147 on GTC Biotherapeutics (fka GTCB)

[DewDiligence]

>This $3B deal should WAKE UP the market to realize that transgenic milk production GOES THRU GTCB. This, to me, is the quintessential event that PUTS GTCB on the map for complex protein production and low cost production of proteins, regardless of the mammal making the milk.<

I haven’t used words like quintessential to describe the ProGenetics deal because I already took it for granted that GTC’s IP has teeth. That’s what brought LFB and PharmAthene to the negotiating table.

[Lewis R Goudy]

We are on the same page Mr. Shears.
I suspect that five years hence Factors VII, VIII, and IX
will be much more important drivers of value than Atryn.
Atryn is to us what the Beetle was to Volkswagon, the cash
cow that pays off the mortgage and builds the big barn.

Maybe it is just a trope, but I *like* the fact that we now
are situated at both ends of the hemostasis universe--DIC
and hemophilia are in a sense logically dual conditions.
Maybe that's just the burbling of an esthete, but maybe not.

Intas doesn't seem to get much mind share here--Dew seems to
discount India for the same reason I discount Thailand, ie
IP enforcement is a joke (and it should be noted that in India
the communists are a significant political block). If that's so,
why did Progenetics get in bed with them; and if doing so made
business sense for them might it not for us as well?
I am not speaking now of any particular biotherapeutic or
indication but generally speaking to the matter of partnering
in the emerging biosimilars space.

[ThomasS]

"This, to me, is the quintiscential event event that PUTS GTCB on the map for complex protein production and low cost production of proteins, regardless of the mammal making the milk."

--I respectfully disagree, partially. "THE EVENT" will be the first FDA approval for GTCB, which may occur in a year. Without this acknowledgement of transgenics, you'd have that map without a compass rose.


(the other possibility is that ProGenetics is managed by Koran readers, in which case pig products are rather distasteful)

[n4807g]

These are all pieces to the puzzle falling into place but I think the real eye opener will be the partnership(s). IMO it is essential that the partner(s) be highly visible (and respected pharms(s)) and that they confirm the value of GTC's platform in their press release. Assuming they have a press release.