Replies to post #162825 on Biotech Values

[ghmm]

PLX:

Thanks for the info. I tried going to the Kamada website (www.kamada.com/?) but it seems down. I take it Kamada's is recombinant too. Can't PLX avoid first to market Orphan's :-). The idea of being able to drink a glass of carrot juice to get your Enzyme instead of an IV sounds interesting. I have to take a closer look to see if they get good up-take or if they degrade before researching their targets. At $5 and now with Gaucher revenue though I imagine they still have a burn the market cap doesn't seem too bad if their pipeline is promising.

[mcbio]

Note that PLX is going for inhaled formulation and they will know the results from KMDA's phase II/III of inhaled AAT in the same indication by early 2014. Interesting also since Kamada has an orphan drug designation in both EU and US.

Are you suggesting PLX may not have a path forward in AAT if KMDA is successful? I saw a prior post from last year where you indicated you didn't think PLX could work around AMGN's patents on its anti-TNF drug.

In general, are you a fan of PLX risk-reward here?