I believe the rise is due to the CAR-T fail and that future CAR-T Meso fails will each serve as catalysts. Then NVS, JUNO, etc will choose other targets and they will fail. Finally, they will be forced to partner (not 5%) with HALO for the one Rx that removes Both Hyaluronan barriers to CAR-T Rx- the one on the cellular level- Hyaluronan in the cell membrane with the protrusions shown on HALO Slide 11 in the 1/7/15 Analyst Day presentation- HA in membrane created Activated T cell death- AND the better known HA Intratumor pressure rise restricting CAR-T influx. Without pegpH20, treating pancreatic Ca with IV CAR-T would be like treating ALL with CAR-T cells injected inside a pancreatic tumor. You Can't treat what you can't reach.
The minute NVS or JUNO release a PR discussing a deal with HALO, there will be a much deserved explosion in the pps.
This was a factor in Halozyme's recent rise as PegpH20 is a possible adjunct to Sold Tumor CAR-T- Look at Data presented in Jan 7 Analyst Day slides- esp Slide 11 and 37.
CART-Meso targets 1 site on multiple solid tumors- pancreas, lung, pleura- with safety but no real response, so June will choose other targets- when he fails, he'll realize hyaluronan is a barrier. That's where Halozyme comes in. (Can you imagine the response to 1st word of this collaboration?)
Yes - this is Open Data so it will represent an update on the 9.2 mo PFS and 71% reponse rate.
Efficacy Halt is coming- Actually per Annals of Oncology- Happening in Cancer trials with greater frequency. The Primary Endpoint - PFS- will have long since been easily met anyway.
You forgot the DMC and its ability to Halt 202 on efficacy the minute MOS passes 11.1 mos (Folfirinox record)
First hurdle for any short argument on this board.
Like a Home Run in a Game of T-Ball.
He was counting early Breast cancer with advanced cases- Halozyme treats ONLY advanced cases- PegpH20 is NOT used with lumpectomies.
Aniu Student @AniuStudent 9h9 hours ago
@fezziwig2008 @ahaskett8 Breast cancer tends 2 top lung cancer in women. Lung cancer is hard to treat & expected2decline sharply here. $HALO
10:41 AM - 10 Apr 2015 · Details
American Lung Assn- Fact Sheet
Lung cancer is the leading cancer killer in both men and women in the United States. In 1987, it surpassed breast cancer to become the leading cause of cancer deaths in women.1
Lung cancer causes more deaths than colorectal, breast and prostate cancers combined. An estimated 158,040 Americans are expected to die from lung cancer in 2015, accounting for approximately 27 percent of all cancer deaths.2
Pancreatic Cancer Set to Become Second Biggest Cancer Killer-
Tuesday, 20 May 2014 10:55 AM
If the projections hold, pancreatic cancer will bypass breast, prostate and colorectal cancers, ending up second only to LUNG cancer as the nation's deadliest cancer.
Shows 2 things- 9.2 mo PFS was impressive and FDA is acknowleging the Unmet Need Pancreatic Cancer Represents- the rest of the short=Student argument is noise.
The minutes need to be reviewed and approved before any publication of a decision- I think the nature of the disease will speed things up- but we are discussion a federal agency.
Notice is hereby given that the annual meeting of the stockholders of Halozyme Therapeutics, Inc., a Delaware corporation, will be held on May 6, 2015 , at 8:00 a.m. local time, at the Halozyme Conference Center, 11404 Sorrento Valley Road, San Diego, California
Torley isn't discussing obtaining rights to a PD-1 inhibitor (perhaps from Pfizer in exchange for interest in pegpH20 combination Rx) if she and Kirk were looking to be taken out early. You underestimate the explosive growth that will come with each positive FDA announcement. Torley brought ONXX "home" to Amgen mainly for Kyprolis- 1 indication- MM.
PegpH20 will partner with generics like Docetaxel and Folfironox, wholly owned by Halozyme. Celgene will need to partner to get Abraxane approved in England. A Buyout would be a let down in the near future.
Did they Hire one ahead of the HyQvia CRL? No. I Don't know what they are paying Mazzola, but if they were expecting bad news and more prolonged trials with added expenditures- I don't believe they would be spending on outside help whose expertise at a large entity was Branding.
We now Know Low Molecular Weight Heparin works with pegpH20- No Surprises from Adverse Effects.
To go along with Progression Free Survival of 9.2 mos- which eclipsed Abraxane-Gem's of 5.5mo in MPACT study-which was rewarded w FDA Approval. Type B FDA Mtgs- Pre phase 3- are scheduled within 60 d of request unless sponsor requests a longer span.
The PFS post halt is a running figure that Halozyme verifies regularly- this "informed" and inspired the decision to pursue the lung and gastric studies. The 9.2 mos is just the beginning- The CEO said in Reuters that PegpH20 would "readily" become a Blockbuster with this data in mind. Similarly, the effectiveness of the LMW Heparin made the launching of the lung study seem a safe proposition. All good.