Core Insights - Protalix BioTherapeutics and Secarna Pharmaceuticals have entered into a collaboration and option agreement to develop antisense oligonucleotide therapies for rare renal diseases, leveraging Protalix's expertise in rare diseases and Secarna's AI-powered OligoCreator platform [1][2][3] Company Overview - Protalix BioTherapeutics focuses on innovative therapeutics for rare diseases and has developed two enzyme replacement therapies available in multiple markets, utilizing a proprietary plant cell-based expression system called ProCellEx [4][5] - Secarna Pharmaceuticals specializes in oligonucleotide therapeutics and employs its OligoCreator platform to rapidly generate high-quality antisense candidates, aiming to transform untreatable conditions into treatable ones [7] Collaboration Details - The collaboration involves Protalix selecting pharmaceutical targets for rare renal indications, while Secarna will use its OligoCreator platform to design and profile ASO candidates against these targets [2] - Protalix has the option for an exclusive, worldwide license to further develop and commercialize the therapeutic programs resulting from this collaboration [2][3] Strategic Goals - The partnership aims to advance programs from preclinical stages to clinical trials, addressing significant unmet medical needs in the rare kidney disease space [2][3] - Both companies express excitement about the collaboration, highlighting the combination of Secarna's rapid candidate generation and Protalix's experience in bringing therapies to market [3]

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Company Overview - Protalix BioTherapeutics, Inc. is a New Jersey-based biopharmaceutical company specializing in recombinant therapeutic proteins [4] - The company develops innovative plant-based biologics, including products like Elelyso, Elfabrio, PRX-115, and PRX-119 [4] Investment Activity - Goldman Sachs Group Inc. increased its holdings in Protalix BioTherapeutics by 482.3% during the first quarter, acquiring 239,751 shares, bringing its total ownership to 289,461 shares valued at approximately $741,000 [1] Product Development - Protalix is expanding its ProCellEx platform into drug delivery optimization, targeting specific tissue requirements, which is considered a "game-changer" for the company [3] - The ProCellEx platform is noted for its cost efficiency and ability to express complex protein capabilities, positioning it as a leader in future biopharmaceutical developments [3] Market Position - The company is recognized as a hidden penny stock with potential for growth, likened to planting a tree that requires time and patience to flourish [2]

Company Overview - Protalix BioTherapeutics (PLX) is a commercial-stage biotech company focused on recombinant therapeutic proteins [1] - The company utilizes its proprietary plant cell-based ProCellEx technology [1] Product Portfolio - Protalix has two approved enzyme replacement therapies: 1) Elfabrio for Fabry disease 2) Elelyso for Gaucher disease [1]

Financial Data and Key Metrics Changes - The company experienced a 50% increase in revenues from selling goods compared to the same period last year [3] - Revenues from selling goods were $15.4 million for Q2 2025, an increase of $2.1 million or 16% compared to $13.3 million for Q2 2024 [12] - Net income for Q2 2025 was approximately $164,000 or $0 per share, compared to a net loss of approximately $2.2 million or $0.03 per share for the same period in 2024 [16] Business Line Data and Key Metrics Changes - Revenue growth was primarily driven by sales of Elfabrio to Chiesi, with an increase of $8 million in sales to Chiesi, partially offset by a decrease of $4.7 million in sales to Brazil and $1.2 million in sales to Pfizer [12] - Research and development expenses increased by $3 million or 100% to approximately $6 million in Q2 2025, primarily due to preparations for the planned Phase II clinical trial of PRX-115 [14] Market Data and Key Metrics Changes - The global market for Fabry disease is approximately $2.3 billion in 2025 and is forecasted to reach approximately $3.2 billion by 2030 [4] - The company anticipates El Fabryo royalties exceeding $100 million by 2030 based on a projected 15% to 20% market share of the estimated $3.2 billion Fabry total market [6] Company Strategy and Development Direction - The company is focused on building its product development pipeline, particularly in early-stage development assets and therapeutic areas related to renal rare diseases [8] - The company plans to initiate a Phase II study for PRX-115 in 2025 and enroll the first patient in Q4 2025 [7] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strategic plan and the foundation being built for future growth, emphasizing the excitement around the Phase II program for PRX-115 [18] - The management noted that Chiesi has been performing better than expected in the marketplace, with significant growth in patient acquisition [28] Other Important Information - The company had $33.4 million in cash and cash equivalents and short-term bank deposits as of June 30, 2025 [16] - Eyal Rubens, the Chief Financial Officer, is stepping down after six years, and Gilad Mambloc will succeed him [9][10] Q&A Session Summary Question: Comments on Chiesi's planned study called Pagasso - Management confirmed it is part of Chiesi's phase four program to enhance the merits and strengths of the program [22][23] Question: Details on the Phase II trial for PRX-115 - The company plans to operate between 20 to 30 sites for the trial, primarily in the U.S. [24][25] Question: Market share held by Chiesi in Fabry disease - Management stated they do not disclose specific market share numbers but assured that Chiesi is performing well and growing its market share [27][28] Question: Utilization of Gilad's experience in business development - Management clarified that while Gilad has significant experience, the company is currently not planning any mergers or acquisitions and is focusing on growing its pipeline [30][32]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced news journalists who produce independent content across various financial markets [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content includes insights into sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is committed to adopting technology to enhance its content creation and workflow processes [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all published content is edited and authored by humans [5]

Company Overview - Protalix BioTherapeutics (PLX) is a biotechnology company that has two marketed therapies: Elelyso for Gaucher disease and Elfabrio for Fabry Disease [1] - The company is actively developing a clinical pipeline that may present future opportunities [1] Market Position - The presence of two marketed therapies positions Protalix BioTherapeutics as a player in the biotechnology sector focused on rare diseases [1]