I know very little about GCTB, except being a former Elan holder. Was always a little dubious about ability of their novel (goat) methods to displace current (plant) methods.
But I see that you mention a theory that they can reduce or eliminate patient antibodies in biologics (relative to conventional methods I presume) - on what basis does this theory exist ?
If valid, it would seem to give them a clear advantage - for example Rebif triggers antibodies in something like 30% of MS patients.