Per.C6 The fact is that GTCB has expressed antithrombin at high levels and has approval to sell Atryn in Europe. In addition they are on the verge of FDA approval within a year.
Once a cheap and efficient expression system for a recombinant protein exists it would make very little business sense for another company to go after that market when there are so many other proteins which are not produced efficiently for them to target. Indeed that is what GTCB is doing with CD20 etc..
As GTCB has shown it is a long way from high expression levels to salable drug. Furthermore there is still no legislation for FOBs to guide the regulatory process.
IMO there is plenty of space for these companies with their improved expression systems to operate without competing.
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