Biotech Values

[genisi]

PLX

On Enbrel - before attending PLX analyst day, I took another look at patent #8,063,182 and I'm quite certain the only possible way around it for PLX is with oral delivery. I later have asked their CEO if so, and from his answer I got the impression they will not go on with IV Enbrel.
On inhaled recombinant AAT - I have asked about the strategy to break KMDA's potential orphan exclusivity and the answer is as put by ghmm "being a recombinant product would convey some safety benefits" over the human plasma derived product. As discussed here before, I don't think this will work and I'm not even sure PLX will go on with this program if KMDA is successful in its clinical trial.