Jesse,
< The EMEA had unexpectedly given the company a negative opinion and the share price dropped 50% and there was alot of worry about a possible cheap buyout. I talked to Christian B. CEO of LBF who was there and asked him in private if LFB would defend GTC against a takeover. His very words were, "LFB would not act as a White Knight". Little did I guess that later it might be LFB in the role of the raider.>
What I find amazing is that you still need to boost your self importance and relevance by name dropping. It amuses me. Thanks for the laugh. Right, you can Christian are great pals. In the one or two minutes you spoke with him 2 1/2 years ago he told you his deepest thoughts and long term plans. Nobody expects LFB to save GTCB when they would benefit more by taking it over. What happened in 2006 after the initial EMEA rejection is irrelevant after FDA approval. What matters is who GTCB can attract, not what LFB will do.
<The way I see it, GTC is not well situated to bringing truly novel biotherapeutics to the market. The drug industry-FDA game is rigged against them as described in several of my previous posts. The FOB situations are unclear at the present and will be heavily dependent on how the FDA decides where and if transgenic production can substitute for cell culture.>
Of course Cox has been a bad manager. GTCB needs buyer with deep pockets and a desire to expand their pipeline with generics and biologics. The INSM deal shows that there is some interest, the issue is at what price and will Cox and the BOD wise up and make a sale. The new Sanofi-Aventis boss said as much.
<That leaves plasma proteins.There are well over a hundred plasma protiens and the potential profits are mind boggling. In this game, GTC's NPPP holds all the Aces. They face two problems... The first one is the difficulty of expressing plasma proteins in cell culture and their availability in pooled plasma, although limited, has meant relatively few BPs have done much business with them,,ergo they are outside of most of BPs interest. BP executives are not renown for their abilities to think "outside the box".The other problem is LFB who is in the plasma protien business and clearly understands how important GTC's NPPP is, and also understands how desperate things are at GTC. To me it looks like an alligator dragging one of my kids into a swamp.>
Now you don't make any sense, because plasma proteins are exactly where GTCB's strength is. It is why I still hold GTCB. That LFB recognizes it is irrelevant to GTCB's chances of selling the company or making a deal. If anything, it makes it clear why a sale or deal is a very real possibility. You need to ask yourself, if BPs don't think outside the box, how is it that LFB recognizes GTCB's value, but nobody else does? What, they don't have a box in France?
One of your problems is that you don't seem to realize that GTCB is INSIDE the box now, not outside, following FDA approval of rATIII. We have seen congressional interest and White House interest grow with regard to FOBs, and we have seen some pharma interest in seen FOB deals. I don't think you understand pharma or pharma executives as once things get rolling, they all want to jump on board as nobody wants to be left behind. Does this mean a good deal or great deal is imminent, or any deal at all for that matter? NO, but I think the chances for one have improved greatly.
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