Replies to post #7797 on GTC Biotherapeutics (fka GTCB)

[kris_kade]

My take at this point, there will be NO meaningful partnership announcement anytime soon (not until DIC results are out which would be atleast 1 year+).

Nobody wants a piece of GTCB for ATRYN HD or for its patents.

So very likely GTCB will slide into pink sheet. I bet whoever gave away $6 million will use it to right off as 2008 tax loss in big scheme of things.

Looks lile the 11 idiots on the board cannot still figure out how to run a biotech that's in early stages.

[DewDiligence]

GTCB ReadMeFirst

[Miscellaneous updates.]


What is GTC’s business all about?
#msg-19391437 What is the business model?
#msg-26910914 GTC’s role in Follow-On Biologics
#msg-24216158 Edited transcript from 3Q07 conference call (11/1/07)
#msg-22016210 Musings on GTC’s business-model risk
#msg-11752181 ATryn HD program in EU is proof of concept
#msg-9243634 Jan 2006 interview with CEO, Geoff Cox
#msg-9352093 2002 interview with Tom Newberry (dated but informative)
#msg-13171505 Technical paper on the science of transgenics


Valuation and finances
#msg-26650518 Latest financing transaction
#msg-24185216 3Q07 results
#msg-26661030 Current cash balance
#msg-26658455 Share count for valuation purposes
#msg-22017312 Projected ATryn sales are >$1B
#msg-26569564 Valuation comparator: Pharming
#msg-11037571 Valuation comparator: GlycoFi
#msg-25908563 How to value GTC’s net-loss carryforward
#msg-25377457 Hostile takeover highly unlikely


News flow
#msg-26874681 Possible/probable events in 2008-2009
#msg-26883055 Clinical, preclinical goals in 2008-2009


Management and BoD
#msg-25257085 Composition of Board of Directors
#msg-25610590 Current insider holdings
#msg-25370967 Recent insider transactions
#msg-26840492 Largest shareholders


ATryn hereditary-deficiency program in Europe
#msg-24802503 Leo PR on ATryn launch in UK
#msg-11752181 ATryn HD program in EU is proof of concept
#msg-12430822 Economics of the Leo partnership
#msg-24708726 ATryn has a premium price
#msg-24712198 ATryn warrants a premium price
#msg-24709713 Official UK product specs
#msg-20873099 Sales projection for HD indication in EU
#msg-8316050 Leo Pharma partnership announcement
#msg-26883688 What is hereditary AT deficiency? (chase link at bottom)
#msg-9502819 A patient’s story
#msg-26144771 Official EMEA Documents on ATryn in HD


ATryn hereditary-deficiency program in U.S.
#msg-26535139 Phase-3 study meets primary endpoint
#msg-26569418 U.S. ATryn timeline
#msg-25164757 FDA grants ATryn an Orphan Drug designation
#msg-25173071 Significance of the orphan designation
#msg-24751863 Sales projections for HD indication
#msg-20966468 Plasma-derived AT in U.S. is in short supply
#msg-23864419 Risks/supply constraints of plasma-derived drugs
#msg-25943427 Survey results on the US partnership
#msg-25943427 Speculation on the US partner


ATryn DIC/sepsis program
DIC summary from GTC’s website
#msg-22017312 Large addressable market (1)
#msg-25873575 Large addressable market (2)
#msg-26910150 Large addressable market (3)
#msg-25222553 Existing therapeutic option (Xigris) is weak
#msg-25214176 Scientific rationale for program (summary)
#msg-26145421 Scientific rationale for program (detailed)
#msg-12430822 Economics of the Leo partnership
#msg-21636676 Details of Leo’s phase-2 trial
#msg-25154549 Musings by dewophile
#msg-26123066 Musings by Dew
#msg-25154486 How sepsis causes DIC (detailed, for science nerds only!)
#msg-25875407 Musings on the ATryn price
#msg-25325852 Rough DIC timeline
#msg-14495208 When will GTC receive milestone payments?


Miscellaneous info on antithrombin
#msg-26145569 Auxiliary reference list of antithrombin papers


GTC-LFB program in Factor VIIa
Who is LFB?
#msg-13956439 Who is LFB? (addendum)
#msg-13708619 Partnership terms
#msg-15247168 How the collaboration works
#msg-16164190 Sky-high FVIIa price (rationale for GTC/LFB program);
everything you wanted to know about FVIIa in practice
#msg-26456856 FVIIa has blockbuster sales already…
#msg-26909638 …and even larger sales are forecasted
#msg-14084250 FDA approves NovoSeven in acquired hemophilia
#msg-13763244 Patient pool for initial indication
#msg-26146176 Reference list of FVIIa papers


Alpha-1 antitrypsin program
#msg-26909835 Rationale for AAT program
#msg-22581060 Quick read on AAT deficiency
#msg-15170172 More background on AAT deficiency
#msg-24192571 Musings on orphan-drug exclusivity


Miscellaneous internal and external programs
#msg-26883499 GTC’s drug portfolio
Capsule summaries of internal programs
#msg-25039843 ProGenetics collaboration
#msg-25875091 LFB joins Factor IX program
#msg-26909850 Rationale for CD137 program
#msg-13797351 SBIR grant for CD137 program
#msg-21754646 CD20 (Rituxan FoB) program


Intellectual property
#msg-22560060 “Milk” patent
#msg-7179529 Purification patent
#msg-26153446 Pending patent applications
#msg-18949245 IP summary from most recent 10K report
#msg-25410579 Musings on fibrinogen IP
#msg-18615705 Nuclear-transfer license from Geron
#msg-19226707 Notes on nuclear-transfer license


Existing and potential competition
(See GTC-LFB heading above for NovoSeven™ brand rFVIIa)

Plasma-derived products:
#msg-23864419 Risks/supply constraints of plasma-derived drugs
#msg-11909951 Thrombate AT from Talecris
#msg-15898317 AT from Grifols
#msg-11829819 Prolastin AAT from Talecris
http://alpha1health.com Aralast AAT from Baxter
#msg-6488263 AAT from Purely Proteins (market-size info)
#msg-10073726 Kamada to begin phase-3 for injected AAT
#msg-25990836 Kamada completes phase-1 in inhaled AAT
#msg-25174719 Musings on Kamada’s orphan designation
#msg-25848126 Ditto

Non-transgenic recombinant products:
#msg-26911038 ART-123 from Artisan Pharma
#msg-25222553 Xigris
#msg-15157973 Tifacogin for CAP/sepsis from NVS
#msg-22562453 Miscellaneous competition in DIC/sepsis
#msg-25259635 FVIIa analogues from Novo Nordisk
#msg-19911920 Maxygen’s Maxy-Seven
#msg-25188594 CSL’s albumin-FVIIa conjugate
#msg-25800123 Baxter Factor IX programs
#msg-25447561 Baxter-NKTR pegylated clotting factors
#msg-15573025 Baxter-Lipoxen clotting factors
#msg-15983905 Factor IX-Fc from Biovitrum / BIIB
#msg-22076906 Factor V Leiden from CRXL
#msg-14176380 AM-Pharma program in sepsis
#msg-26162978 AZN/Protherics program in sepsis
#msg-21761579 Second-generation CD20 program from DNA/BIIB
#msg-24683024 HuMax-CD20 from GSK/Genmab
#msg-21863730 CD20 program from InNexus Biotechnology
#msg-25325807 Overview of CD20 programs (20-min video)
#msg-23821925 BioWa / Kyowa Hakko
#msg-24264196 Protalix
#msg-20143313 Novozymes
#msg-21123960 Inspiration Biopharmaceuticals
http://greenovation.com Greenovation

Products derived from transgenic animals:
#msg-23381254 Origen (polyclonal Ab’s from chicken eggs)
#msg-16835174 Technical issues with transgenic chickens
#msg-18396260 Roche (polyclonal Ab’s from animal serum)
#msg-15899425 Kirin / Hematech

Products derived from transgenic plants:
#msg-24872146 Risks of plant-based platforms
#msg-26569811 Biolex (CD20 program)
#msg-15925882 SemBioSys
#msg-14191540 Prairie Plant Systems
#msg-25520143 Medicago

Miscellaneous:
#msg-21040065 Major FoB players
#msg-26911313 ATryn vs FXa inhibitors
#msg-24140012 Lovenox doesn’t work for AT HD
#msg-13169472 GlycoFi/Merck (humanized yeast glycosylation)
#msg-13222976 More on the GlycoFi story
#msg-21530514 DSM/Crucell antibody-production platform
#msg-20702138 Penn State’s mushrooms


Feature stories on GTCB and transgenics
#msg-23866167 Contract Pharma (10/07)
#msg-23359755 BioWorld International profiles LFB (10/07)
#msg-19726180 BioPharma Reporter (5/07)
#msg-17042733 Wired (2/07)
#msg-15920370 Managed Care (11/06)
#msg-13365243 Times of London (9/06)
#msg-13152292 Nature.com (9/06)
#msg-14278650 Biotechnology Healthcare (8/06)
#msg-12573463 Nature Biotechnology (8/06)
#msg-12273566 Boston Globe profiles Dr. Harry Meade (7/06)
#msg-11635041 Framingham, Mass. Daily News (6/06)