Dew,
On Yahoo you asked for questions to be asked at the CC.
In light of the PR (and especially the parts you highlighted in bold) my question would be:
Given GTCB's current cash position, how will the company finance the likely increased cash burn related to launch of ATryn in 2005? I expect the answer will be possible equity offering. But, perhaps if partner negotiations have reached an advanced stage we could hear promise of partnership funding of launch expenses.
The other point worth highlighting in the PR, and which I also heard talking to IR recently is this:
Other recombinant human plasma proteins that GTC is developing include recombinant human albumin and recombinant human alpha 1 antitrypsin. The total market for these three plasma derived products has been estimated to be $1 billion.
While not really new, this seems to be a more focused view of GTCB's future development direction---plasma proteins currently available only from pooled serum.
Hope to hear you on the CC!
Urche
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