This one guessed NSCLC as the second target nearly a year ago.
One good reason for this selection is that, sadly, those with stage 3 or 4 disease don't have long to live (compared to the other high H tumors). Like with stage 4 pancreas cancer, this target will give an answer in a relatively short period of time. And if HALO's animal models suggest a good response, all the better.
Very good quarterly. The revenue from the sale of RH20 product to Roche and Baxter in the second quarter is encouraging. The delay in royalties reported from Roche is annoying. The royalty numbers suggest about 34 million dollars worth of Herceptin SC and HyQvia sold in the first quarter. (not sure if AR accrual accounting on Roche and Baxter's part might delay those numbers even more) At any rate, the curve should become asymptotic.