Replies to post #12088 on GTC Biotherapeutics (fka GTCB)

[palindromy]

Yes, I think effective royalty being in the low 20s is quite good considering the kind of bargaining position they were in. It seems like from a financial perspective, this will be a close run thing as to whether there is more dilution.

One scenario is that further partnerships and revenue materialize.

Another scenario is dependent on if and when the FDA convenes an advisory panel. Looking at the tentative calendar, blood products AC(which I assume will rightfully look at Atryn) has slots in Sep and Dec. In this case, effectively GTCB will know the fate of Atryn wrt FDA this year. If Atryn is approved, I cannot see how the enterprise value will be below 100m.

[investorjd]

I upped my holding of GTCB by 30% today at $0.40.

The time to buy Biotech stocks is when nobody wants them, assuming they still have value. And GTCB has value in multiple areas.

The moves in the pps will be many and huge when the BLA submission is complete and priority review is granted, formation of further partnerships with FoB’s, with FDA approval of ATryn, and positive results from Ph II trial on DIC associated with severe sepsis.

This stock at this price represents a 10 bagger over the next year or two.

The risk is if the FDA will not accept these transgenic therapeutic proteins. To me they appear to be an important treatment option for the medical community.