Biotech Values

[mcbio]

This is one reason I like PLX management. Numerically, Uplyso produced better number in quite a few parameters in its trial than from Cerezyme trial both pre and post approval trial. However, PLX never claimed Uplyso is better than Cerezyme or Vpriv because it has not done superiority comparison trial. They always say they are similar. If other companies have a drug like this, you would hear so much about their so called "advantage" over other drugs conference after conference.

Yes, that's a good point. I also liked during Q&A where one caller referred to Uplyso's hypersensitivity rate as 6% and management was quick to correctly note that it was actually 7%.

I was digging through prior PRs and do have a question about the PR regarding the switchover trial top-line results (http://www.protalix.com/press-room/pr-2010-11-02.asp ). What do you make of the following language down in the PR: "One patient developed non-neutralizing IgG antibodies to taliglucerase at the end of the study." I don't know exactly what this means and if this is something to potentially be concerned about. What are your thoughts on this?