Replies to post #423 on PROTALIX BIOTHERAPEUTICS, INC. (PLX)

[genisi]

I attend their presentations once in a while and the one at Canaccord dids not differ much except the joke about calling prGCD 'carrotzyme', sounds better in Hebrew. Only new detail I noticed here was Aviezer's comment on the switching study, which enrolls much faster now due to the Cerezyme shortage.
I don't have new insights, they are all old :-)
There are several potential upside drivers for 2009 regarding PLX itself: IRB approvals, phase III data are expected in Oct. and an NDA submission by year-end (only next year in EU), commercial collaboration for prGCD could also occur soon. External factors - we didn't yet see full data from Shire and any hiccup there may be positive for PLX. Same goes for the Cerezyme shortage.

[genisi]

Dr. Aviezer at Oppenheimer conference repeated the ability to treat about 1,000 patients and 1,500 more in 2010. On partnering he said it is very likely to be signed before approval.