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silly beaver

01/09/08 9:47 PM

#6860 RE: DewDiligence #6859

I hope you are right Dew. But with GTCB sitting at a 52 week low the market is telling me that it is pricing in failure and some sort of toxic financing that isn't shareholder friendly. The market seems to be betting on the scenario I mentioned rather than success and a U.S. partnership. Do you fear this happening? I guess these risks are what makes the potential upside so huge. Your thoughts are most appreciated.
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ThomasS

01/10/08 12:25 AM

#6863 RE: DewDiligence #6859

o/t: Noted. However, since biotech stock investing is essentially "informed gambling," I like the odds on this wager.
As an aside, the current market cap certainly ascribes little value to the remaining clinical pipeline, with perhaps too much inclination torwards the HD trial.

Remember your quote from April 2005 on Yahoo at @ $.88, something like: "If there's a better biotech value out there, I'd sure like to know?"

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keitern

01/10/08 7:57 AM

#6869 RE: DewDiligence #6859

>>Some bizarre side effect shows up in a single patient in the ATryn arm.<<
Necessitating a new trial?
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n4807g

01/10/08 7:59 AM

#6870 RE: DewDiligence #6859

OK....we continue to focus on the single trial. My only concern going forward isn't the trial. Certainly a successful outcome would make a better case for a partnership in the USA and Japan and provide needed funds. The "fog" in front of my eyes is the lack of a partnership to exploit the platform. I assume that the primary reason we haven't seen this angle fully exploited is a function of the need for congress to put forward a Bill that clears the way for F.O.B's.

If/when that happens GTC becomes a very valuable company.