GREY:BIOAF - Post by User
Post by
prophetoffactzon Apr 25, 2023 1:35pm
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Post# 35412801
Protalix
ProtalixHere's some posts from Stock Twits of unkown reliability:
EMA (EUROPEAN FDA) decision on May 2nd and US FDA PDUFA decision date by May 9th!!! -------
$PLX It will be really interesting to see if the approval is for every two weeks dosing or every four weeks... if we get approved for every 4 weeks (which makes sense based on the dramatically longer half-life of our product) then I think Chiesi and PLX are being modest about how much market share they can take... I could see them getting towards half the market in that scenario... infusions with competing products take several hours... so you basically are buring a day of your life every two weeks; a) who wouldn't want 12 days of their life back every year and b) it will be cheaper for insurers so they will be keen on the switch... I almost wonder if the drug gets used off label as a monthly product even if its not explicitly approved
$PLX It will be really interesting to see if the approval is for every two weeks dosing or every four weeks... if we get approved for every 4 weeks (which makes sense based on the dramatically longer half-life of our product) then I think Chiesi and PLX are being modest about how much market share they can take... I could see them getting towards half the market in that scenario... infusions with competing products take several hours... so you basically are buring a day of your life every two weeks; a) who wouldn't want 12 days of their life back every year and b) it will be cheaper for insurers so they will be keen on the switch... I almost wonder if the drug gets used off label as a monthly product even if its not explicitly approved