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DewDiligence

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DewDiligence

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Re: DewDiligence post# 15871

Monday, 10/24/2005 12:09:53 AM

Monday, October 24, 2005 12:09:53 AM

Post# of 251866
GTCB ReadMeFirst

[Updated with developments since mid September, including the shelf registration, the article in Scientific American, and new info about the Merrimack collaboration. Items in bold-face type are those considered to be of greater interest.]


Valuation and finances
#msg-6745233 Musings on valuation
#msg-6183031 Cash position
#msg-7426370 Most recent financing
#msg-8198052 Shelf registration
#msg-8204114 Musings on shelf registration
#msg-6177856 Notes on the 1Q05 CC (2Q05 CC was less interesting)
2Q05 CC link: http://tinyurl.com/d4zup
#msg-7315789 2Q05 press release


Annual shareholders’ meeting (5/25/05)
#msg-6478142 Webcast, slides, Q&A notations
2004 Annual Report: http://www.gtc-bio.com/investorinfo/annualreport2004.pdf (allow time for loading)


ATryn development program in Europe
#msg-7767118 EMEA opinion delayed until 2/06
#msg-7957310 Additional color on the delay
#msg-6231451 EMEA to conduct inspection (stock was then at 85 cents)
#msg-6762063 Market opportunity


ATryn development program in U.S.
#msg-6632863 U.S. ATryn timeline
#msg-6542448 Market opportunity
#msg-6543884 Non-availability of competing antithrombin
#msg-5601222 U.S. trial uses pooled data
#msg-5607789 Efficacy endpoint is *clinical* DVT
#msg-5609005 Design of control arm
#msg-6632420 Patient eligibility and exclusions


ATryn vs plasma-derived antithrombin
#msg-4372780 Risks of plasma-derived proteins
#msg-7306242 Which one will doctors prescribe?
#msg-7221666 Price, availability of commercial plasma-derived AT products
#msg-7327529 Heparin contamination?


Miscellaneous info on ATryn and antithrombin
#msg-6795394 Potential label expansion (ATryn vs oral anticoagulants)
#msg-7268415 ATryn in sepsis (please follow reply chain)
#msg-4316445 Bioterror contract with U.S. army
#msg-7050226 Abstract on antithrombin deficiency in pregnancy


Non-ATryn development programs
Background info: http://www.transgenics.com/products/prod.html
#msg-5054169 Human serum albumin
#msg-6488263 Alpha-1 Antitrypsin market size
#msg-7293132 Alpha-1 Antitrypsin market size (more)
#msg-8163705 Merrimack program in RA
#msg-8111599 Musings on economics of Merrimack collaboration
#msg-8111467 Merrimack program in psoriasis
#msg-7136629 Collaboration with Scancell


Intellectual property
#msg-7179529 Purification patent
#msg-5027284 Nuclear-transfer IP (Geron)
#msg-4107224 IP license to Nexia


Musings on business model and protein production
#msg-4364077 (Urche)
#msg-4359874 (Dew)
#msg-6242807 (Poorgradstudent)
#msg-2820748 (Biowatch)
#msg-6240481 Other companies to watch
#msg-7542154 Origen’s transgenic chickens

Miscellaneous topics
#msg-4787482 High-pedigreed GTC directors
#msg-6493919 Sell-side analyst reports (5/05)


Articles about GTCB and transgenics
#msg-8162424 Scientific American (10/05)
#msg-6806806 Wall St Transcript interview with Tom Newberry (6/05)
#msg-6775592 Newsweek special issue on healthcare (6/05)
#msg-6276428 Worcester, MA Telegram & Gazette (5/05)
#msg-7431316 Nature Biotechnology (10/04)
#msg-4057315 The Economist (9/04)
#msg-3990950 Chemical Market Reporter (9/04)
#msg-3631094 Boston Herald on bioterror (7/04)

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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