PLX Protalix BioTherapeutics Inc.

$PLX Forget Elfabrio and Elelyso. If Protalix at this point was only a PRX-115 play, Gout, being 1 year away from it's trial data readout (knowing what the first trial data looked like), no debt and $40+MM in cash - would it not most likely be valued more than it is right now? Not making a joke here. There are small cap bios looking for their first drug approval in a smaller market than the Gout drug will be in and are valued much higher the PLX. PLX valuation is insanely low.

$PLX Brazil’s regulator, ANVISA, approved Elfabrio (pegunigalsidase alfa) for long-term enzyme-replacement therapy in adults with confirmed Fabry disease. The approval was announced on October 5, 2026, under Resolution RE No. 3,880/2026.

$PLX This company is finally firing on all cylinders! Debt free. No warrants. Cash in the bank. Increasing Elfabrio sales. 25% market share of Gaucher market in Brazil (lets buy it back from Pfizer!). Funding its own operations through cash flow. Fabry market continues to grow. Gout data scheduled for release by end of next year. Differentiated from Krystexs who only sells to 5% of the potential gout market. Huge gout potential even more than Fabry. Plant-based platform is now proven to be effective, easily scalable, immune to contamination and much cheaper than mammalian cells. He feels that even at the current stock price the market cap does not reflect the true value of the company. I don’t know of any other biotechs like this one!

$PLX when $20? It feels like a year ago that I asked the last time 😂😂😂 slowly but surely or how is it called 😁

$PLX Dror Bashan my most favorite CEO ever, will be at my office 9am for a quick meeting/update… I’m a huge shareholder [standard stuff] 👨🏾‍🌾🥕🐈🐈‍⬛ *If you have any questions that cannot wait until a CC — please list them here; I will ask him directly & relay back

$PLX September 16. Protalix CFO Gilad Mamlok confirmed that Chiesi⁠� is actively working with the FDA regarding bringing Elfabrio's every-four-week (E4W) dosing regimen to the U.S. Most importantly, Mamlok described the U.S. effort as “a work in progress.” He also said there is “nothing to report now,” meaning Protalix has not announced an sBLA submission, FDA acceptance, PDUFA date, or approval timeline. This is materially stronger than the information we had before: we now have direct management confirmation that the U.S. E4W pathway is actively being pursued with FDA, rather than simply being a logical future possibility. Protalix also said it is already seeing European patients switch from every-two-week dosing to E4W after the European approval. So I would currently classify the status as: EU/UK E4W approved → Chiesi actively working with FDA → U.S. E4W “work in progress” → no disclosed sBLA filing yet. This is exactly the type of development your PLX watch was intended to catch.

$PLX I think we see two cup and handle runs here. First to 8$ range to pull back some to make the handle and move back to 8$. The next will be the run to 14$. Potentially, this time next year. FDA label expansion and Gout data could really propel the stock much higher! Set and forget it…

$PLX BREAKING (in a BULLS dream): ) $PLX halted at $18.57 pending news. Twitter immediately floods with "just a router glitch" takes. Comes back 40 minutes later. Chiesi buyout confirmed at $24.36/share. Market cap prints at $1.96B. Bag holders become bag flexers overnight. CNBC pronounces "Protalix" wrong live on air. Some guy who sold at $2.40 "for tax reasons" posts a 47 tweet thread explaining why he's still bullish. Jim Cramer discovers the ticker exists, immediately claims he called it in 2019.

$PLX Running the numbers on what a real Chiesi or Sanofi bid for PLX might actually look like, and it's not one number, it's two different ceilings depending on who's buying. Core value: $612M royalty NPV through patent expiry, $558M in discounted milestone payments, $54M for Elelyso, $41M cash, and $60M risk adjusted for PRX-115. That's $1.325B total, or $16.44/share, the ceiling for a buyer with no other angle. Sanofi's different though, they'd add real value from ProCellEx as a second manufacturing pathway for their own Genzyme enzyme portfolio, plant cell tech that's structurally immune to the kind of viral contamination that shut down Genzyme's Allston plant back in 2009 and cost them hundreds of millions. That pushes Sanofi's own ceiling to $17.68/share.

$PLX Zacks Research substantially raised their FY2026 EPS estimate for PLX to $0.17 from a prior estimate of negative $0.06, versus a Street consensus of just $0.01. That's a real, disclosed, and fairly dramatic estimate revision (from a loss to real profitability, and well above the tiny consensus)

$PLX Above average volume today at 1.2M and up over 2%. Around 5 weeks likely until next earnings.

$PLX seems like we’ve been trading near a million shares a day… things looking up. Brazil, South Korea, Taiwan, Australia paying for Elfabrio. Soon most of Canada and France!

$PLX I'm curious if anyone has heard or seen comments from elfabrio users who have started the once a month dosage.

$PLX Next huge catalyst is most likely higher royalty tier in 6 months! Besides 4 week dosing BLA filing in US! Plus 4 week dosing EU increasing revenues in EU and eating into Sanofi’s market share each month!

$PLX lmao after today’s news I reckon everyone realized that Israelis are absolutely badass and can do anything!! BUY ISRAEL STOCKS THESE GUYS ROCK!! 🤘🏼

$PLX no one is selling or buying. Everyone is waiting for explosive Elfabrio revenues and PRX 115 read out next year. Love it! And if it falls on a bumpy quarter I am here to buy more at hard support levels 😂🎉🥂🍾☀️😁

$PLX Good to hear that "Chiesi is working with the FDA " on getting four week dosing approved in the United States. Good for Protalix, and also a welcome option for patients, with fewer infusions needed.

$PLX Rises above 2.80 - "Damn, why didn’t I buy more of this gem?" Drops below 2.70 - "Oh no… not again." It’s hard not to get emotional with this one. 😅

$PLX Today's conference did not occur until 2pm and the positive pricing action started early so don't think this had much influence on today's action. I think if anything the Morgan Stanley presentation on Wednesday at 1pm can have more influence - let's face it Morgan Stanley carries more clout than H.C. Wainwright. Catch the eye of the right people at Morgan Stanley and maybe get some traction.

$PLX 👀 Chiesi H1 2026: • Group growth: +3.6% • Rare Diseases: +9.9% (+€45M) • US: +9.6% • Respiratory: -0.8% No Elfabrio breakdown, but Rare Diseases remains one of Chiesi’s key growth drivers. Positive read-through for Elfabrio / $PLX. 🟢