74% EU Oncologists will Prescribe Herceptin SC As Soon As Approved- Jefferies
If approved, ~74% of the surveyed would prescribe SC Herceptin, with ~22% unsure and 4%
would not use. This is positive as EU oncologists are open to trying SC Herceptin.
Approximately 45% of the surveyed E.U. oncologists currently receive higher compensation for IV (vs. SC) drug
administration, while ~48% receive equivalent compensation for SC vs. IV drugs, and 6% receiving more for SC.
About half of the surveyed (51%) expect no change in their compensation with SC Herceptin,
However, ~66% of the surveyed noted that if overall costs for administering SC Herceptin are lower
than administering IV Herceptin, payers would mandate that they use the SC formulation.
Jeffries is quite reliable why do you think they are shorting HALO makes me nervous. Selling into a 30% run up is one thing shorting is them saying something is flawed? (unless they are simply hedging a long position.) Opinions?