Replies to post #18582 on GTC Biotherapeutics (fka GTCB)

[vinmantoo]

My only frustration is with your constant drumbeat of negative interpretations of everything GTCB. The lysoyme enriched milk is a case in point. Lysozyme is an enzyme that weakens the integrity of the bacterial cell wall, as do many antibiotics such as penicillin do. Such lysozyme enriched milk must be classified as a therapeutic, not as a nutrient supplement. This means the lysoyme enriched milk is another potential revenue source. Not guaranteed, or even likely, but it is a possibility. Your rather pedestrian comments on this topic just re-inforces that you have no desire to perform even the most basic analysis with an open mind. Your everything is negative or has no value to GTCB comes through loud and clear.

The potential for big selling drugs from GTCB is far sooner than 5 years from now. In the past you noted such things, but now with your everything negative all the time with regard to GTCB attitude, it is much longer. In any event, even if your super negative view is correct, which I competely disagree with, 7 years of multi-billion dollar drugs sounds pretty good to me.

[Lewis R Goudy]

> the 12 years until the 2021 expiration of GTC’s milk patent<

Time flies when you're having fun. I agree that effective monetization of the firm's intellectual estate in-house is no longer something present management is capable of, and perhaps out of reach of a competent team. I have made the point more than once that IP is a wasting asset so that time is of the essence in valuing it. No muscle, no hustle and vice versa.

It's nice to have one's view eventually ratified by someone of your ilk.

Meanwhile the bird guys are keeping busy:
http://www.freshpatents.com/-dt20090319ptan20090074718.php