Replies to post #15104 on GTC Biotherapeutics (fka GTCB)

[go seek]

ref #msg-30578513

to compare.

[biopearl]

This is a change from an earlier slide archived by Dew from earlier this year that showed two early development products in phase I late in 2009, AAT and one of the coag factors. Another overly optomistic misrepresentation by management. bp

[DewDiligence]

2009 Clinical and Preclinical Goals

The top chart is from today’s Rodman & Renshaw
webcast, and the bottom chart is from the Collins
Stewart webcast on 9-Jul-2008.





What has changed? Several things:

1. The ATryn phase-2 DIC trial, which had been expected to wrap up in mid 2009, is now expected to drag into 2010 (and possibly beyond).

2. Canadian approval of ATryn is no longer being sought. (This is not surprising inasmuch as LFB has no presence in Canada.)

3. The start of phase-1 for AAT has been pushed back from late 2009 to early 2010.

4. The CD137 program is no longer shown on the chart and has presumably been moved to the back burner.