Replies to post #6870 on GTC Biotherapeutics (fka GTCB)

[DewDiligence]

>The "fog" in front of my eyes is the lack of a partnership to exploit the platform.<

GTC has evidently concluded that it’s more practical—and perhaps more lucrative—to ink multiple partnerships according to the indication than to partner the whole platform with one company. There are pros and cons, obviously.

[jessellivermore]

The fog is thicker than you realise........

The misunderstanding you and several other posters which follow your line is the assumption Big Pharma (BP) has any real interest in GTCB's transgenic platform. The reality is they do not. Even though they are aware of and understand "the platform" and its advantages, at the present time the abiding concern of BP is to shorten the time it takes to get a drug through the regulators and to the market. Simply put cell culture is the fastest way. BP does not care about efficency of production or quanity of drug. If they can not make enough drug they just charge more per unit. If BP had any interest in the platform the PPS would not be where it is.This is the sad state of the drug business as of now.......write your congressmen.

GTCB is most likely negotiating principally for marketing and distribution similar to the Leo deal. This should be announced after the anticipated sucessful FDA data. The idea they are going to become a manufacturing arm for BP is not realistic at this time. While FOB may make some difference it's too iffy at present to make much difference.

I like to think they might make an allience with a very large corp like Dow, DuPont who might be tempted by the plasma protein business or MABs as a shoe horn into the drug business....they might also have some political clout.

Hold on to your shares....it is a blessing BP feels and acts the way it does.