Replies to post #8833 on GTC Biotherapeutics (fka GTCB)

[DewDiligence]

Re: News flow

>I think the thread 8195, talking about partnering, according to the latest CC has to be updated<

It was updated in #msg-27448432 after another poster, kaivamei, brought this to my attention. Regards, Dew

[DewDiligence]

Re: FVIIa, FIX, and AAT

>Then GTC initiated discussions with potential partners for rec. plasma-proteins, presumably Factor 7, Factor 9 and antitrypsin. Signing this year?<

The FVIIa and FIX programs are already partnered with LFB.

AAT may end up being partnered with LFB too, but a decision on partnering AAT need not be made yet.

In short, no near-term news flow is expected from any of these programs.

[DewDiligence]

Re: CABG

>Cox also mentioned coronary artery bypass surgery, as he did that before in an interview on 2/11/08. A potential market of $ 150-200 mm a year. He did not mention that partnering discussions are taking place already, but introduction into the market could be more quickly than the DIC treatment.<

ThomasS recently pointed out the newfound emphasis on CABG in Dr. Cox’s remarks (#msg-27074445). I remain skeptical (#msg-27077984), but I would be happy to be proven wrong! Regards, Dew

[pharm]

From the transcript page 2: "While Leo continues to develop the DIC acquired deficiency in their territories, we will have access to that data for the US. We expect to be working with our US partner on ADDITIONAL acquired-deficiency indications...". The last sentence could refer to the deficiencies that sometimes occur in patients undergoing corony artery bypass surgeries-potentally a $150mm to $200mm-a year market. On page 6 Cox mentions that this treatment could bring GTC into the market more quickly than the DIC itself.