I have heard many of their scientific meetings and investor conferences over the past few years. They keep relating a very positive story. I would hate to think they were misrepresenting the facts but I share all of your concerns.
Amicus (FOLD) had bad news for their Fabry drug. Check it out. The stock is being crushed. Great timing for PLX. May be huge market opportunity. I hope the FDA wants to facilitate a new bio-better enzyme replacement therapy for the Fabry community. Approximately $1 Billion dollars per year spent on Fabry drugs from my understanding. More PLX news regarding Fabry trials is due out in the final quarter of this year (could be any day between now and year end).
I think that the company has to dosclose how come the Brazil Agreement does not provide the agreed earnings...otherwise we may think that this agreement which covered big news was a scam... Management please explain how come