Protalix : oral glucocerebrosidase !!

併購題材加溫 美生技基金發燒 2013/03/23 【聯合報╱記者黃郁文／台北報導】 最近國際股市持續高檔震盪，反而造就防禦型的生技產業出頭天，美國那斯達克生技指數（NBI）今年來已創下歷史新高，也帶動相關基金上揚，今年來生技基金平均漲幅已逾一成。近期生技產業併購頻傳，包括生技大廠Biogen Iden宣布斥資32.5億美元，買下與生技公司Elan合作開發多發性硬化症藥品Tysabri藥品所有權利，Tysabri去年銷售達16億美元，預期此次交易後，將擴大Biogen Idec在多發性硬化症領域的藥品影響能力。另外，小型孤兒藥生技廠商Protalix也傳出將可能被全球製藥大廠Pfizer大幅溢價併購，不但顯示企業併購風潮續增溫，且今年生技併購題材已納入孤兒藥領域，產業相關利多不斷增加。德盛全球生技大壩基金經理人傅子平表示，第二季將來臨的醫學研討會，可望對生技指數帶來利多，目前生技投資主軸未變，投資仍可持續聚焦於被購併條件與藥物研發和上市時程接近後段的公司。傅子平認為，基金選股偏重臨床三期或以後的生技公司，可降低股價波動風險。‧免責聲明：以上內容由各投資機構或媒體提供，純屬研究性質，僅作參考，使用者應明瞭其參考性，審慎考量本身之投資風險，使用者若依本資料投資發生損失須自行負責，聯合理財網對資料內容錯誤、更新延誤不負任何責任。

Overview

Protalix is a biopharmaceutical company that is revolutionizing the development and manufacturing of recombinant therapeutic proteins through its ProCellEx® plant cell-based protein expression system. Using ProCellEx, Protalix is focused on the development and commercialization of a proprietary pipeline of novel and biosimilar proteins that target large, established pharmaceutical markets and that rely upon known biological mechanisms of action. Protalix's initial commercial focus is on complex therapeutic proteins for the treatment of genetic disorders, such as Gaucher disease and Fabry disease. Protalix is also advancing additional recombinant biopharmaceutical drug development programs, including a TNF inhibitor for inflammatory diseases. Protalix's pipeline is led by ELELYSO™(taliglucerase alfa for injection), which was approved for marketing by the U.S. Food and Drug Administration on May 1, 2012, by Israel's Ministry of Health in September 2012 and by the Brazilian National Health Surveillance Agency (ANVISA) on March 18, 2013. It also has been approved in Uruguay. In Latin America, ELEYSO is known as UPLYSO™ (alphataliglucerase). ELELYSO is the first FDA-approved plant cell-based recombinant therapeutic protein. Protalix has partnered with Pfizer for worldwide development and commercialization of ELELYSO, excluding Israel, where Protalix has retained full rights. Additional regulatory submissions are in progress elsewhere throughout the world. Protalix also has an ongoing Phase I/II clinical trial of PRX-102 in adult patients with Fabry disease. PRX-102 is an enzyme being developed as a long-term enzyme replacement therapy in patients with Fabry disease. Protalix is also developing an orally delivered glucocerebrosidase (GCD) enzyme for the potential treatment of Gaucher disease and has received approval from the Israeli Ministry of Health to initiate a Phase I clinical trial of oral GCD. As with development of ELEYSO, PRX-102 and oral GCD are being developed with the ProCellEx platform.