$heff's $tation of $tocks & $olid DD

[jrbritt]

This is good news. Although the Cerezyme supply has been corrected the ability to switchover is VITAL to success of UPLYSO because the market has been exposed to Cerezyme for some time. This allows Protalix to not just limit their market to new patients but to those already using Cerezyme. It is always a challenge to break into an established market but with the results from the switchover trial, at least they aren't "behind the 8-ball" so to speak and all patients are potentially up for grabs. Sales will depend on PLX developing an effective market plan - as all the data/safety results seem on par, if not slightly better is some aspects, with competitors.

Good luck to all!




Disclosure: I am holding a small position in PLX and will be holding through the decision.