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DewDiligence

12/08/08 11:02 PM

#15786 RE: vinmantoo #15785

>The MAbs can be made by other means, but that doesn't mean GTCB can't find a large market with their FOBs.<

In my opinion, an FoB deal with a big-name partner for a blockbuster mAb whose patent is set to expire in the next few years is what it will take for the market to finally recognize GTC’s technology. Unfortunately, I see little chance of this happening in the near future due to uncertainly about when—and in what form—Congress will pass FoB-enabling legislation.

Waxman’s replacing Dingell as Chair of the House Energy and Commerce Committee ought to help (#msg-33759265), but the clock is ticking. Regards, Dew