Re: GTCB PR and CC:
>> The total market for these three plasma derived products [antithrombin, albumin, and AAT] has been estimated to be $1 billion.<<
As you probably heard on the CC, this $1B figure comes from a report by Goldman Sachs.
>> 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. <<
Plasma proteins are where GTCB’s advantage relative to standard protein production is the greatest, so it makes sense to focus there. But GTCB has programs in development for non-plasma proteins too, e.g. Antegren.
What did you think of the CC?
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