Yes you're right- but there is less than a 1% chance that any single biotech or Big Pharma would be so represented in the leadership of a small-midcap- so I'm intrigued, while I hope it's just the familiarity of former colleagues that brings them together
There is no speculation in that comment- pure fact. Given the way Amgen bought ONXX following a 2 year stint by Helen Torley who left AMGN 8/11 to be CCO and returned- after buyout 8/13- to AMGN-I will speculate that Santayana knew what he was saying. I would prefer for HALO to remain independent, but the CFO hire reminds me of ONXX.
right regressions- thanks- 6/7 w peg- the point is the telegraphing of what's to come- shIDO-ST Paper with plan to enter clinic? - check- Eisai Halaven collaboration w PegpH20? check- 3rd slide in Analyst presentation- T cell and NK cell access into solid tumors- Gimme a Big Check on that one HALO and I'm good.
Look at the Slide of Halaven and PegpH20 preclinical work at the Jan 7 Analyst day- amazing results- 6/7 CRs. HALO telegraphed this deal AND the City of Hope shIDO-ST research in those slides- what else? Oh, just the one on how PegpH20 gains T cells and NK cells solid tumor access- That might have some importance soon- not to put the horse before the CAR-T.
The Biggest "All talk" move in this arena was CS Behring's last minute effort to stop HyQvia with "A Citizen's Petition" No one in their right mind would have believed a trumped up "titer argument" would have ever persuaded anyone without an ulterior motive-Of Course it failed.
Todays CC was all about Hemodialysis, Medical Devices, and CEO succession- no mention of BAXALTA drugs- just split financials.
see lad2cad1 assessment of the situation....
Twitter was full of GILD-HALO possible synergies today and 3 analysts tried to get GILD leadership to commit on their Q2 conference call- the CCO responded to the 3rd question with the reply that he was not in the practice of giving stock tips. The CEO did then give the two solid clues above- which can refer to many companies- Certainly Halozyme is one.
The safety involved in the use of pegpH20 plus LMW Heparin was demonstrated in the interim 202 data- safer than the control- and since its use releases LMW Hyaluronan from HMW Hyaluronan with the same resulting action on Tumor Associated Macrophages as IL-12, safety is on Halozyme's side.
Good post- Baxalta has HyQvia Now But they started trading in Q2 so BAX will hopefully tell us about extending indications, as they mentioned last quarter.
Hans Bishop said WONDERFUL things about Provenge for Dendreon- so let's take these comments from whence they come.
JUNO has a P1 trial with Celgene that differs from Novartis trial in target and use of IL-12 an addition Juno calls "armored car cells" - cute but does Not address the High Molecular Weight-CD44 binding of the Tcell component of CAR-T- please see my Seeking Alpha Instablog Solid Tumor CAR-T Autoimmune Defense and PegpH20- you see CD44 protects us from autoimmune attack and sees the CAR-T cells in the very same way- on the other hand - IL-12 is essential for the differentiation, proliferation, and maintenance of T helper 1 (Th1) responses that lead to IFN gamma and IL-2 production. In turn, these cytokines promote T cell responses and macrophage activation. In other word, IL-12 duplicates the function of LMW Hyaluronan which stimulates Tumor Associated Macrophages to create antitumor inflammation.
Yes- $15M was taken in Q4 14 for JNJ's upfront payment.
Recall 2 Parabolic Growth Graphs on Slide 18 in Roche Q1 2015 Presentation? Herceptin SC # Markets and Share- Check Clears Q2.
HALO short position is down about 7% as of early July- I don't know what it is this week - but end of June # was lowest in a yesr- so you are in a shrinking pool- someone has to say that there are at least 3 large catalysts pending, so I hope for your sake you brought protection.