Atryn in the HD indication is a small market. Thus there would be little interest in another company with a different expression system to do the work to produce this protein. IMO the near term competition is unlikely for Atryn. If it proves to useful in other chronic indications or things like DIC then that could change. However in this case GTCB would be first to the market with a recombinant form.
I agree that this is not true for other proteins that GTCB has targeted with its partners like FVIII and FIX. In these cases GTCB has to prove that the transgenic goats are better/faster/cheaper.
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