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Protalix BioTherapeutics, Inc. (PLX) Message Board

mountainmansmith 13 posts  |  Last Activity: Dec 19, 2015 10:14 AM Member since: Dec 21, 2010
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  • mountainmansmith by mountainmansmith Dec 19, 2015 10:14 AM Flag

    British company Glaxo (GSK) just bought HIV assets from Bristol-Meyers Squibb. Now GSK and GILD can partner and control the HIV market and get tax benefits. Possible?

  • Reply to

    Company Has Credible NASH Drug Candidate

    by mc_cath_erty Dec 18, 2015 5:52 AM
    mountainmansmith mountainmansmith Dec 18, 2015 10:16 AM Flag

    And cash on the books is approximately equal to the market cap based on everything I've read. Makes no sense.

  • mountainmansmith mountainmansmith Oct 20, 2015 1:07 PM Flag

    A couple of days in the past week of approximately 4 million shares traded. I assume these are directed pre-arranged sales. Any guesses who is buying and who is selling?
    Good news doesn't seem to be appreciated. $80 million in cash for a company with a $100 million market cap. Pfizer takes equity position and appears to "overpay." Great news on Fabry drug with huge market potential. NASH for liver disease. Other pipeline products to finish proof of concept trials by the end of this year. FDA meeting for Fabry drug within the next month or so. Amicus non-enzyme replacement Fabry drug delay. I don't understand the dropping price of the stock. I'm staying long. Maybe tax selling taking place?

  • mountainmansmith by mountainmansmith Oct 13, 2015 11:29 AM Flag

    I need help understanding today's news. Seems like PLX now has $80 million in cash with a market capitalization of $102 million. So if you back out the cash, the whole company is worth $22 million? Does this seem correct?

  • Reply to

    $1.50's

    by zigzag111 Jul 28, 2015 12:14 AM
    mountainmansmith mountainmansmith Oct 2, 2015 12:41 PM Flag

    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.

  • mountainmansmith mountainmansmith Oct 2, 2015 9:42 AM Flag

    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).

  • Reply to

    Seems like a good gamble to me

    by mountainmansmith Sep 16, 2015 1:09 PM
    mountainmansmith mountainmansmith Sep 19, 2015 11:57 AM Flag

    I'm surprised the stock price has not risen more in response to hopeful ZTE court situation. I guess people would rather wait for a ruling. Such a low market cap that any significant settlement would cause the stock to bounce. I'm holding a position so I don't miss any move. I don't really view this as an investment but more as a bit of a gamble. Semantics but that's my mindset. I enjoy watching the news flow and really believe that the courts will ultimately recognize the value of patents and intellectual property so as not to discourage innovation.

  • mountainmansmith by mountainmansmith Sep 16, 2015 1:09 PM Flag

    63 cents. Take a shot with a few shares. Potential for a big pay day. Better odds than black or red. I would only commit money you can afford to lose. No point in selling now.

  • Reply to

    Undervalued

    by mountainmansmith Jul 8, 2015 8:46 AM
    mountainmansmith mountainmansmith Sep 9, 2015 8:41 AM Flag

    Good news out for Fabry. First potential bio-better with big market potential. The next few months will be interesting with good news flow.

  • mountainmansmith by mountainmansmith Sep 6, 2015 8:46 PM Flag

    Is being named to the Cisco team a big deal or not really of any significance?

  • mountainmansmith mountainmansmith Jul 16, 2015 11:19 AM Flag

    I think the company claims to have enough cash for now. When they need cash to develop the oral anti- inflammatory (like Enbrel) and the inhaled cystic fibrosis drug, they will seek a suitable partner. The proof of concept for these two drugs should be done by the end of 2015 and suitable partners involved by early 2016. If necessary, a bit of dilution may be better than partnering too early.

  • Amicus stock has made a nice move as they promote their non-Enzyme Replacement Therapy for "amenable" Fabry patients. They are calling attention to the fact that most Fabry patients require ERTs and even those that don't may do better with Enzyme Replacement therapy. Protalix study results due out in the 3rd and 4th quarter for what seems to be an ERT bio-better compared to Sanofi (Genzyme) and Shire. Huge potential recurring market relative to Protalix's market cap. Protalix has great upside from this one drug and also becomes a prime takeover candidate for Sanofi, Shire or any Orphan drug company with an interest in protein synthesis.

  • mountainmansmith by mountainmansmith Jul 8, 2015 8:46 AM Flag

    $170 million market cap with a potential bio better for a $1 billion per year market for Fabry's. Proof of platform already done via FDA approval of Elelyso. Other pipeline products being developed. If Fabry data is good this stock can go much higher quickly.
    New management seems to understand the need for better products not just cheaper ones.
    I am a frustrated long-term holder just not willing to give up yet.

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