Biotech Values

[genisi]

I expect velaglucerase to be the most attractive option for patients not taking drug holiday during Cerezyme's shortage. I'm sure Actelion is trying to push Zavesca but I don't see many patients going on it, and I bet those who are, will switch back to Cerezyme as fast as they can. On the other hand, some of velaglucerase and prGCD switchers might stay on the alternative ERT.
Two disclosures: I'm not an expert and Biocell (the Israeli way of holding PLX) is still one of my largest positions at TASE.