Protalix Biotherapeutics, Inc. (PLX)

Protalix Biotherapeutics' stock price has been impacted by several events in the past six months. The company reported Q3 2025 EPS of $0.03, missing expectations. Its price target was decreased by 10.71% to $12.75. Protalix announced a collaboration with Secarna Pharmaceuticals for ASO treatments for rare renal conditions. The CEO highlighted the advancement of PRX-115 and a focus on rare kidney diseases. A positive opinion from the EMA's CHMP for Elfabrio's dosing regimen led to an 11.11% share surge. As of February 3, 2026, the share price was $2.73, an 8.33% increase from the previous year, with a closing price of $2.89 on February 6, 2026. PLX underperformed the US Biotechs industry and the broader US Market over the past year, but the stock has shown stable price volatility in the past three months.

Information regarding specific demand seasonality for Protalix Biotherapeutics' products and services is not readily available. No specific seasonal patterns in demand can be reported at this time.

Protalix Biotherapeutics specializes in developing and manufacturing recombinant therapeutic proteins using its ProCellEx plant cell-based expression system. Its major commercial products include Taliglucerase alfa (Elelyso®) for Gaucher disease, for which Protalix has licensed rights to Pfizer Inc. globally excluding Brazil, and Elfabrio® (pegunigalsidase alfa) for Fabry disease, developed in partnership with Chiesi Farmaceutici S.p.A. The company's pipeline includes PRX-115, in Phase 2 trials for uncontrolled gout, and PRX-119 for NETs-related diseases, inflammation, and fibrosis.

Protalix Biotherapeutics is headquartered in Karmiel, Israel, with U.S. operations in Hackensack, New Jersey. Its products and operations extend to various global markets, including the United States, Australia, Canada, Israel, Brazil, Russia, and Turkey. Revenue sources include sales of BioManguinhos alfataliglicerase in Brazil and drug substances to Pfizer.

Protalix BioTherapeutics has generally maintained a positive brand reputation among analysts, with a consensus rating of "Buy" and forecasts of annual earnings growth of 40.45%. Positive sentiment is driven by the commercialization and regulatory expansion of Elfabrio, pipeline growth, and the scalability of its ProCellEx platform. Concerns include reduced milestone payments from Chiesi, a perceived lack of market traction for Elfabrio, potential operational disruptions due to the conflict in Israel, and the possibility of long-term dilution.

Protalix BioTherapeutics, Inc. has a significant institutional presence, with 132 institutional owners holding 17,518,575 shares. Major institutional shareholders include BlackRock, Inc., Opaleye Management Inc., and iShares Russell 2000 ETF (IWM). The ownership breakdown is approximately 10.6% individual insiders, 18.1% institutions, and 71.3% general public. Dror Bashan, the President and CEO, is a top individual insider, holding 3.15% of the shares. Insider buying has exceeded insider selling over the past three months.