The core of the Protalix model today is Elfabrio (pegunigalsidase alfa) for Fabry disease, commercialized globally by Chiesi under the two Chiesi agreements described in the FY 2024 release and 10-K. :contentReference[oaicite:2]{index=2} Protalix manufactures the drug substance in Carmiel and sells finished product to Chiesi, receiving tiered payments in the 15–35% ex-US and 15–40% US range on average selling price, linked to purchased volumes, as outlined in the “Chiesi Agreements” and “Revenues from selling goods” sections.

Deep dive (as of January 30, 2026) on Kyverna Therapeutics (KYTX): autologous CD19 CAR-T mivocabtagene (miv-cel, KYV-101) in autoimmune diseases, positive registrational KYSA-8 data in stiff person syndrome (SPS), RMAT/Fast Track designations, 2026 BLA ambitions and cash runway into 2027. Educational only, not investment advice

Tiziana Life Sciences is building an entire company around one idea: that intranasal delivery of a fully human anti-CD3 antibody, foralumab, can re-educate the immune system and cool down chronic neuroinflammation without broad systemic immunosuppression.

Quince Therapeutics (QNCX) released topline results from its pivotal Phase 3 NEAT clinical trial of eDSP (EryDex) in Ataxia-Telangiectasia, a rare pediatric neurodegenerative and immunodeficiency disorder. The press release confirms that the study did not meet its primary endpoint on the Rescored modified International Cooperative Ataxia Rating Scale (RmICARS), with insufficient separation versus placebo despite prior Phase 2 and ATTeST signals

“Good headline, bad read” session
Fractyl reported 6-month randomized midpoint data from a blinded, sham-controlled cohort in REMAIN-1. The release highlights less weight regain vs sham, better cardiometabolic profile, and a De Novo pathway discussion. The stock is getting hit because traders are discounting the quality of the signal and the timeline.

From “great science” to “great delivery”: Ekterly’s launch is now the purest real-world test of whether KalVista can turn first-in-class oral HAE convenience into durable cash flow before competition closes the gap.

Moleculin Biotech, Inc. (NASDAQ: MBRX) is a Phase 3 clinical-stage pharmaceutical company dedicated to developing innovative therapies for hard-to-treat tumors and viruses. The company's lead candidate, Annamycin, is advancing in the pivotal Phase 3 MIRACLE trial for relapsed/refractory acute myeloid leukemia (AML), with the first unblinding of data anticipated in Q1 2026.

Serina Therapeutics is a clinical-stage biotechnology company based in Huntsville, Alabama, built around its proprietary POZ Platform, a drug optimization technology based on a controlled, water-soluble poly(2-oxazoline) polymer. The platform is designed to tune half-life, exposure and tissue distribution of small molecules, peptides and biologics, with the ambition of generating “best-in-class” dosing profiles versus conventional formulations.

FDA asks for the full HOPE-3 clinical study report but does not require new trials, while Capricor prepares a February BLA update. The stock hovers around 23–24 $, with a market cap near 1.16 B$, after a 2025 rally fuelled by Duchenne data and aggressive retail positioning.

FDA places a clinical hold on RGX-111 (MPS I) and RGX-121 (MPS II) programs after a single intraventricular CNS tumor in an RGX-111 patient.
Preliminary analysis shows an AAV vector integration event near proto-oncogene PLAG1; causality is still under investigation.
NAVSUNLI (RGX-121) BLA for MPS II remains under priority review with a PDUFA date of February 8, 2026; no public change to that date has been announced as of this report.

As of January 27, 2026, Cardiff Oncology (NASDAQ: CRDF) is trading around 2 dollars per share after a single-session loss of roughly thirty-two percent. The trigger was a GlobeNewswire press release announcing that long-time Chief Executive Officer Mark Erlander and Chief Financial Officer James Levine are both stepping down, with board member Mani Mohindru becoming interim CEO and Senior Vice President of Finance Brigitte Lindsay moving up as interim CFO.