Biotech Values

[jq1234]

PLX: PRX102 ERT for Fabry, currently in ph1/2. With efficacy problem from Amigal monotherapy trial, Replagal not getting approved in US, it presents a great opportunity for PRX102. Other candidates are still in early stage. Uplyso for Gaucher deal with Brazil shows that lower priced alternative ERT has bright market opportunity in emerging markets.

By the way, I do like the two new targets they choose: DNase I and AAT.