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Protalix BioTherapeutics, Inc. (PLX) Message Board

mountainmansmith 3 posts  |  Last Activity: Jul 16, 2015 11:19 AM Member since: Dec 21, 2010
  • 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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