Replies to post #11365 on GTC Biotherapeutics (fka GTCB)

[Lewis R Goudy]

>Anybody see any flaws in my logic?
Capacity to effectively express one protein does not entail
like advantage in the expression of every protein.

[jessellivermore]

Dear cho....

Your name is sort of a give away...lol. If its chinese hampsters or humans it still a cell culture system and probably lacks the ability to express the plasma proteins and mabs that GTC's platform can....unless I'm missing something.

[DragonBits]

This PR was posted in Dew's readmefirst file back in March.

He and others didn't think it was significant back then.

The way the biotech market places treats GTC, a better expression system in the future seems to be anticipated, but it is very difficult to prove that one way or another just by doing superficial due diligence on company press releases. One almost needs to be a researcher in the industry to have a good idea of what the future might hold.

I would look to see how their next partnership is structured to get a better idea of what the industry thinks.

[DewDiligence]

From an investment standpoint, I’m more interested in the steady, incremental improvements in yield from mainstream biomanufacturing than in the PER.C6 platform from DSM/Crucell.

>…there is no longer the need for the classic 10K liter stainless steel reactor to produce kilos of drug. It can now readily be achieved in the 500-1000L disposable bioreactors currently marketed by HyClone or Xcellerex… So in my mind the two major attractions of the transgenic platform, high expression and greatly reduced capital expenditures have been vaporized.<

You should tell this to Genentech. They just spent $250M to build the world’s largest biomanufacturing plant in Vacaville CA:

http://www.dnai.org/text/mediashowcase/index2.html?id=577

Regards, Dew



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