Loading...
Back to narrative

PLX: European Label Expansion Review Will Drive Next Phase Of Upside Potential

Update shared on 16 Dec 2025

n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
4.0%
7D
3.4%

Analysts have nudged their price target on Protalix BioTherapeutics slightly higher to $11.00, reflecting marginal adjustments to discount rate, long term growth, and profitability assumptions, while maintaining a broadly consistent valuation framework.

What's in the News

  • Chiesi Global Rare Diseases and Protalix BioTherapeutics requested re examination of the EMA CHMP negative opinion on adding a once every 4 weeks 2 mg/kg Elfabrio dosing regimen to the currently approved every 2 weeks regimen, seeking broader label flexibility in Europe (Key Developments)
  • Safety data from Elfabrio clinical trials highlighted hypersensitivity reactions in 14 percent of treated patients and anaphylaxis in 3 percent, underscoring the need for careful infusion monitoring and potential dose adjustments (Key Developments)
  • Additional clinical observations included infusion associated reactions in 29 percent of Elfabrio patients and a reported case of membranoproliferative glomerulonephritis, prompting recommendations to monitor renal function and infusion related symptoms (Key Developments)
  • Protalix BioTherapeutics was added to the S&P Global BMI Index, potentially increasing its visibility and accessibility to global institutional investors (Key Developments)

Valuation Changes

  • Fair value estimate maintained at $11.00 per share, indicating no change to the analyst target price.
  • Discount rate risen slightly from 7.13 percent to approximately 7.13 percent, reflecting a marginally higher perceived risk profile.
  • Revenue growth assumption effectively unchanged at about 6.65 percent, signaling stable expectations for top line expansion.
  • Net profit margin essentially flat at roughly 34.04 percent, indicating no material revision to long term profitability assumptions.
  • Future P/E multiple edged up slightly from about 46.60x to 46.61x, suggesting a modestly higher valuation multiple applied to future earnings.

Have other thoughts on Protalix BioTherapeutics?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.