Biotech Values

[ghmm]

PLX:

I didn't catch the analyst day (live) and tried replays throughout the afternoon (and again now) and doesn't seem to be up hopefully they put it up. For those interested you can get a (very large) slide presentation and PR here (may need to click on June 20th in the calendar)
http://phx.corporate-ir.net/phoenix.zhtml?c=101161&p=irol-calendar
http://media.corporate-ir.net/media_files/IROL/10/101161/Protalix%20Analyst%20Day%20Presentation%20(June%2020,%202013).pdf (direct pdf link)

In looking at their slides I see they have a CF candidate but I think we only invest in potentiators and correctors . Actually I saw on the slides about their Oral delivery of proteins that seems intriguing and I wonder how much potential that could have (longer term).

I do however have a little bit of a hard time investing in them because their business model seems to be to undercut on price .

EDIT: The recombinant AAT sounds interesting too.