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wjlknew

05/31/08 10:16 AM

#11377 RE: DragonBits #11376

I have no idea, but if you do a little research you will see a post that specifically asked Dew "if we have been leapfroged" (paraphrased). His answer was "definitely not, but we had better keep an eye on the competition" (paraphrased). (That was in response to the March 08 PR. I have quoted verbatim his response to the February 07 PR.) None of the responses in March 08, (total of 2 as I recall) support your statement that, "He and others didn't think it was significant back then."

As a footnote, the March 08 PR came out a few days after the GTCB pps did its back flip from .70 to .50 and the infamous insider sales took place. At the time, no one could explain the drastic decline in pps. Coincidence? Maybe, maybe not.




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Lewis R Goudy

05/31/08 11:21 AM

#11378 RE: DragonBits #11376

What I took from a visit to their site is that what is
special about these cells is not the range of proteins
they can produce but the fact that they can be grown out
to unusually high density (150M cells/ml). Offhand I
don't see any reason to suppose they offer anything special
vis a vis AT.

Apparently though the glycosylation is fine so my mention
of that should be dismissed as a hip shot.

They may give us some trouble re FVIII and FIX but I don't
see sign of trouble for Atryn. There is no sign of any
work on the anti-coagulation side of the blood factor space,
just FV and FIX.