Replies to post #10441 on Biotech Values

[DewDiligence]

Updated for R&R Paris webcast/post-mortem,
and for musings on protein production:

GTCB
Read Me First

Items in bold-face type are those considered to be of greater interest.

Rodman & Renchaw/Paris webcast
#msg-6231451 Webcast link and commentary

Latest quarterly results and CC
1Q05 CC (4/28/05): http://tinyurl.com/dbdrg
#msg-6183031 Cash position
#msg-6177420 CC notes (Urche)
#msg-6177856 CC notes (Dew)
#msg-6174965 1Q05 PR

ATryn in Europe
#msg-6151290 Now GTC’s game to lose
#msg-6140979 EMEA review moves to final stage

ATryn in the U.S.
#msg-5601222 U.S. trial to use pooled data
#msg-5607789 Efficacy endpoint is *clinical* DVT
#msg-5609005 GTC’s Non- Non Sequitur (design of control arm)
#msg-5963842 U.S. ATryn trial begins (4/6/05)

Musings on GTC’s business model
#msg-4364077 10/22/04 (Urche)
#msg-4359874 10/22/04 (Dew)

Protein production
#msg-6242807 Comments by PGS
#msg-2820748 Comments by Biowatch
#msg-6240481 Other companies to watch

Miscellaneous topics

#msg-5447077 Norman Klein’s report*
#msg-4787482 New high-pedigreed GTC directors

#msg-4988136 ATryn vs blood-based antithrombin
#msg-4372780 Risks of plasma-derived proteins
#msg-4987230 Addendum on ATryn history
#msg-4483514 History of ATryn development

#msg-5054169 Human serum albumin
#msg-3007897 Preclinical cancer program
#msg-4316445 Bioterror contract with U.S. army

#msg-5027284 GTC’s nuclear-transfer IP (Geron)
#msg-4107224 IP license to Nexia

#msg-4057315 Article in The Economist
#msg-3990950 Article in Chemical Market Reporter
#msg-3631094 Bioterror article in Boston Herald

#msg-2792299 Rodman & Renshaw $6 target (4/04)

* View Norman Klein’s report directly at http://www.cowgoat.com/gtcbreport.pdf. The report is preliminary and is in the process of being edited.