Protalix BioTherapeutics, Inc. (PLX)
AMEXHealth CareBiotechnologySnapshot 2026-09-04
$2.67+1.91%
Close 2026-09-04 · 1-day change
AMEXHealth CareBiotechnologySnapshot 2026-09-04
QuarterlyIQ Insights · PLX
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -44.8% |
| Our one-year growth estimate | diamond | -11.9% |
Growth built into the price is above our model estimate.
The price assumes 32.9 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Worth watching into the next print: this name operates in a high-miss-rate industry and is on a run of consecutive earnings misses. A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 399 industry peers · Company calendar date is not available
PLX — earnings miss
Dated 2026-03-18
Results of Operations and Financial Condition On March 18, 2026, Protalix BioTherapeutics, Inc. (the “Company”) issued a press release announcing its financial results for the fiscal year ended December 31, 2025 and provided a business and clinical update. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. In accordance with General Instruction B.2 of Form 8-K, the information in this Current Report on Form 8-K, including Exhibit 99.1, shall not be de…
Why it matters: Top-line results from the PRX-115 trial are crucial for assessing its potential as a best-in-class treatment.
Watch forManagement says top-line results are still expected in the second half of 2027.
Also watch forManagement pushes back or changes the timeline for top-line results from the PRX-115 trial.
Why it matters: Progress in these programs could signal future growth and new revenue streams.
Watch forManagement gives updates on PRX-119 and their work with Secarna.
Also watch forNo updates or big delays in the rare kidney disease programs.
Why it matters: Meeting the revenue goal of $78M-$83M is key for investor trust and growth.
Supportive ifTotal revenue for 2026 aligns with or exceeds the guidance range.
Worry ifTotal revenue is much lower than the guidance range. This shows there may be problems.
Why it matters: PRX-119 advancements could improve the pipeline and help growth in rare kidney diseases.
Watch forManagement reports big progress in the PRX-119 program.
Also watch forNo updates or delays in the development of PRX-119.
Why it matters: Meeting the revenue guidance of $78M-$83M is key for investor confidence. It shows the company is on track with its growth strategy.
Supportive ifQ2 2026 revenue reported within the guidance range of $78M-$83M.
Worry ifQ2 2026 revenue falls below $78M.
Why it matters: Getting this payment would help Protalix's cash flow. It would also prove their partnership with Chiesi is strong.
Supportive ifA press release confirming the $25M milestone payment from Chiesi.
Worry ifNo announcement or delay in the milestone payment from Chiesi.
Why it matters: The health care sector is slowing. If revenue growth picks up, it could help Protalix.
Supportive ifHealth care revenue growth re-accelerates back toward 10% year over year.
Worry ifHealth care revenue growth continues to decelerate below 10% year over year.
Why it matters: More market share will prove the company's strategy. It shows growth potential.
Supportive ifElfabrio has over 15% market share in the global Fabry disease treatment market.
Worry ifMarket share is below 10%. This suggests competitive challenges.
Why it matters: Regulatory progress can change when the product hits the market. This matters for future revenue.
Supportive ifWatch for news on new approvals or updates for PRX-115.
Worry ifThere are delays or problems in the regulatory process for PRX-115.
Why it matters: The earnings report will provide updates on revenue and expenses. This is key for understanding financial health.
Watch forEarnings show that revenue growth is speeding up compared to last year.
Also watch forEarnings report shows revenue decline year over year.
Why it matters: Sales growth shows how well Elfabrio's strategies work and if people accept it.
Supportive ifQ3 sales of Elfabrio exceed $20 million, showing strong market traction.
Worry ifElfabrio sales drop below $18 million. This shows possible problems in the market.
Why it matters: Enrollment progress signals the potential for timely top-line results in 2027. This is key for future revenue.
Watch forManagement says more patients are joining the PRX-115 Phase 2 RELEASE trial.
Also watch forEnrollment stalls or fails to meet expected timelines.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$152 on $10,000 · ±1.5% | How much price usually moves either way. |
| Bad day | $458 loss on $10,000 · 4.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,968 loss on $10,000 · 39.7% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.