Replies to post #18196 on GTC Biotherapeutics (fka GTCB)

[read_this_n0w]

re INSM deal: Keep in mind insmed had a complex biologic of its own and subsequent highly advance purificiation train.
Plus their lead drug iplex igf1-igf1bp3 was unsuccesfully attempted to produce by giants suchs as Genentech.. whom failed.

as a result that purification could be combined with standard production methods in creating very good comparable biogenerics with high levels of purity

Gtcb on the other hand is likely to have variations in the produced compound due to the trangenic production method and this adds risk to any biogeneric aim. Ie less (a damn lot less) likely to see investment at this stage into that .

[vinmantoo]

Dew,

<The most consequential assets MRK is acquiring from INSM are the manufacturing building, the production equipment, and the trained staff.>

The goats are GTCB's manufacturing and production facility, and GTCB has the highly trained staff needed to run the facility. In addition, GTCB production facilities can be easily scaled up, as you so often brought up in the past as one of the major advantages of GTCB. Do you think that GTCB has lost the proceedure on how to scale up so that it is no longer an advantage??

If we follow your line of thinking, that the production capability and staff are why INSM are a good value, then buying GTCB is superior. Buying GTCB is akin to buying a generic drug pipeline. The plasma proteins GTCB is making can be considered as approved drugs, or dare I say it, approved biologicals. This doesn't even include the FOBs.