Replies to post #9315 on GTC Biotherapeutics (fka GTCB)

[vinmantoo]

<<o the key linchpin to the thesis should be questioned.

Can a process that is superior to GTC produce similar quantities of complex proteins in another manner in the future?

Has anyone speculated on other means that are being developed to produce large quantifies of these complex proteins?>>

Personally, I think you are full of crap. Funny how you come up with a lot of negative reasons including other competitors and present yourself as being thorough and balanced. Yet you fail to consider how long it will take competitors to get to the point where GTCB is now, nor how much it would cost to develop that platform, nor consider that each putative new method wouldn't have the ability to produce same spectrum of proteins efficiently, nor consider which proteins GTCB already has in their bag for which others wouldn't or couldn't compete.

[keitern]

John, this bit from the CC transcript may also help in your evaluation. Pardon me for having posted this a couple of times, but if may be worthy of repeating:

"To illustrate the growing impact of our partnering efforts, today we have already booked and included in our forecast $15 million in respective cash receipts from our currently contracted partners indicating another year of significant revenue growth ahead of us. We will continue to build on this strong base as we add new and expanded collaborations."

[wjlknew]

I tend to agree with vinmantoo.

>>Has anyone speculated on other means that are being developed to produce large quantifies of these complex proteins?>>

Ad nauseam. Why don't you spend a little time doing your own research by reading the material Dew has supplied in the "Read Me First"?

[n4807g]

I'm on the "outlook" too. GTC's technology is proven. They've had one drug approved and probable approval in the USA. They have a logical approach to building a portfolio of drugs. The only serious concern is a funding mechanism. Will they, or won't they receive timely financial support? That is the million(s)+ question.

If they receive "timely financial support" I believe:

"GTC will be able to be a great stock that can rise into a larger company."

Whatever rising into a larger company means?

[vinmantoo]

Juhn,

Hmm, I see you like to avoid the topic and bring up unrelated issues like black holes. You implied that the GTCB business model should be questioned because

<<Can a process that is superior to GTC produce similar quantities of complex proteins in another manner in the future?

Has anyone speculated on other means that are being developed to produce large quantifies of these complex proteins?>>


Of course these issues have been discussed many, many times. I provided specific answers why this is not the big concern for GTCB now. You simply avoided responding. I used the term putative several times to drive home a point. You want us to worry about something that hasn't happened, but more importantly, won't destroy GTCB even if it happened.

The issue of glycolsylation is relevant because GTCB has provided evidence that it makes GTCB produced monoclonal antibodies that are superior with regard to ADCC as compared to htose made by cell culture. Now, do you want to address my rebuttal to your thesis? Do you want to speculate what the superior ADCC means? Or will you simply continue to pontificate in generalities that aren't relavant to GTCB now and that lack real substance.