Replies to post #9120 on GTC Biotherapeutics (fka GTCB)

[pharm]

Is Genzyme involved? The CEO of Genzyme, Mr. Henry Termeer, is famous for closing deals very attracktive for Genzyme. The management of Pharming does not like him very much, very bad memories! If Genzyme is screwing the shareprice down they can easily takeover GTC while GTC's management still can exercise their options. Is this an option Dew?

[DewDiligence]

Re: AAT (alpha 1 antitrypsin) program

> Is a lower cost of GTC AAT vs plasma derived AAT part of the rational for the alpha-1 antitripsin program? Are competing products (inhaled) under development also plasma derived?<

Yes, and yes. Additionally, since AAT hereditary deficiency (unlike AT HD) requires chronic treatment, production capacity is a key component of the rationale for GTC’s program.

>Is there any way to characterize the probabilities this product has to succeed and the size, length, expense and difficulties of the trials etc.?<

GTC’s trial designs for injectable AAT will probably be similar to those used in Kamada’s injectable AAT program. I think it’s too soon to get quantitative on the probability of success for GTC’s program, but I haven’t seen anything to make me a doubter.