Replies to post #15649 on GTC Biotherapeutics (fka GTCB)

[vinmantoo]

Ovation is just trying to make the best deal they can for themselves. They wouldn't worry about where GTCB will get more money to carry out all their projects as all. They are only concerned about rATIII, not whether Cox is pushing an unrealistic plan of building a transgenic empire without even a fraction of the requisite cash needed to do so. In their view, is up to GTCB to move that forward, but not build an empire without even a fraction of the funding needed to do so. Perhaps Ovation was told by GTCB that others deals would be coming to take care of their GTCB's cash needs so they don't need to worry. Doesn't that sound familiar to GTCB investors?


<I hope it’s not that GTC,Ovation and LFB are run by IDIOTS.>


The only idiots seem to be Cox, and people like me for believing Cox had a plan for GTCB. Perhaps Ovation, like LFB, was very smart to provide only the minimum cash needed to get GTCB to sign a deal. This way they have a good shot at coming back and providing additional cash, like LFB, for a substantial chunk of GTCB. Sounds like both Ovation and LFB are on the ball to me, not idiots.


<LEO, what was that all about? No foresight or are the rumors true that ATryn is being blocked in Europe because of the trial?>


Oky, don't repeat the lies spread by scotty on the Yahoo board about the EMEA and rATIII approval. There is no EMEA derived block. Leo's incompetence, lack of commitment to rATIII and or lack of resources to move rATIII to the market or through trials is the problem.


Vinny

P.S. John Bits, once you apologize to me and to the board for lying, I might, but only might, respond to you again. You lied more than once by saying PGNX and Merrimack dropped their projects with GTCB as part of the proof that companies didn't think transgenics were a viable option. Actually, the opposite is true as these companies staked their entire product on transgenics and would have brought them to market using it. Unfortunately, those products didn't pan out in trials so were dropped. You repeated these lies even after I corrected you.

[DewDiligence]

I just posted this on the Yahoo board, FWIW:

http://messages.finance.yahoo.com/Stocks_(A_to_Z)/Stocks_G/threadview?m=te&bn=8235&tid=49838&mid=49914&tof=2&frt=2#49914

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>It will be appreciated if you or someone one can tell me why Atryn does not sale in Europe.<

Leo priced ATryn too high to compete effectively against the plasma-derived products in Europe. Leo did this to maintain the opportunity for premium pricing in the DIC/sepsis indication, but they carried the idea too far and killed off whatever modest sales might have occurred in the HD indication.

Now, Leo has evidently concluded that ATryn doesn’t work in DIC/sepsis and hence they no longer have any interest in the drug.

If LFB does not jump in to pick up the DIC program from Leo on essentially the same terms, it will imply that LFB, too, thinks ATryn doesn’t work in this indication. If this were to happen, it would be Strike Three for DIC inasmuch as Ovation has put the DIC indication on the back burner, to be pursued after chasing the much smaller CABG/HR indication.
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