Merck presented great NSCLC data for Keytruda. Any ideas when the pegpH20 data will be presented?
I would expect they get bought at some time. They are developing a solid installed base in a large industry with few competitors. They will eventually move beyond insurance to other asset managers. Increasing stock price, regular dividend, both seem reasonable expectations.
If I only owned more stocks like this! What a steady performer. Added a smidge to my holdings this am. We could be seeing a break above 12.60 soon. Like the recent acquisition. Looks like continued growth ahead.
Hey, my buddy is here. Aloha. Let me tell you all exactly what will happen, eventually. For a group of 4-8 solid tumors, HA scoring will become a basic histopathologic measurement. Those with high scores will get pegH20, almost regardless of what other type of chemotherapy they receive. This is fundamental shift in cancer therapeutics. There it is. Patience definitely required
Abbivie released it's lung cancer phase one trial data this morning, Sunday. Timing doesn't mean anything.
Interestingly, they are highlighting same metrics, ORR. Phase one is simply proof of concept and safety. HALO is 2/2 on those.
Whoa. Hold on second. Who is producing more convincing data? This product almost doubled the response rate to best available chemotherapy. I'd say that's pretty significant. Look at the UCSF trial using pegH20 to pre-treat patients who may be surgical candidates. 50% response rate has a significantly likelihood of downstaging some tumors and therefore making them operable. Duration of response to chemo was doubled. Overall survival is a little misleading, in a perverse way. People can be kept alive. Patients in this study started out as stage 4, disseminated cancer. AG cancer didn't further progress for 6 months. PAG, over 9 months. 50% increase. That means they were relatively healthier for a significantly longer period of time. Could function at higher level for longer. These are big numbers in a nearly untreatable disease. This drug gets approved. No question. This cofactor will be a part of several cancer therapy breakthroughs. It facilitates multiple therapies. The side effects you so frequently talk about are laughably insignificant in cancer therapeutics..
I'm not sure I agree with that. Given the negligible side effects, I think the drug could be approved based on PFS. It is substantially better then AG alone. Whether insurers would pay for it would be another question. One thing at a time.
Yes, they have been saying that. I disagree with OS survival analysis. Survival was increased in PAG arm. Will only take a couple of months increase in survival to reach statistical significance. Considering the problems of the study, we're doing ok. Of course a positive end result is not guaranteed. That's the game.
Pre-determined end points for phase 3 are PGS, ORR. On those metrics, the results here are outstanding. Based on that fact and these results, drug will certainly be approved. FDA doesn't take cost into consideration.
I bet Fridays action based on these results. Monday should be ok. But who knows.
It's only been a bad investment for the last nine months. And it has been pretty #$%$. Prior to that, it was extraordinarily good. Thank you. This is a solid study, but only marginally relevant to HALO on several points. These were surgically treated patients. A clear minority. HALO's current study, as you know , is stage IV patients. We'll see how HALO does in it's ongoing study of pre-treatment of surgical candidates before too long from the UCSF study. These were apparently all post surgical patients. In addition, as another poster has suggested, pegH20 should be seen as a compliment to to chemo, not a substitute or competitor. This study only illustrates why HALO has such a unique position as a co-factor, so to speak. The news so far is still pretty much all good from HALO, just painfully slow.