33rd Annual JP Morgan Healthcare Conference Preliminary Program
Tuesday Jan 13
Westin St Francis Hotel
1:30 PM Room not Available Aetna Inc. Trivascular Technologies Inc Varian Medical Systems Inc. Henry Schein Inc - Us Hypermarcas S.A. Dr. Reddy's Laboratories Ltd.
2:00 PM Room not Available Laboratory Corporation of America
Holdings IMS Health Holdings Inc Otsuka Holdings Co., Ltd. Dentsply International Inc. Ourofino Gland Pharma
2:30 PM Pfizer Inc. Healthways, Inc. C. R. Bard Inc. Karyopharm Therapeutics Inc ZS Pharma, Inc. Genomma Lab Internacional
S.A.B. de C.V. Lupin Ltd.
3:00 PM Shire plc AmerisourceBergen Corp. Santen Inc. The Cooper Companies Otonomy, Inc. Fleury S.A. Glenmark Pharmaceuticals Ltd
3:30 PM Valeant Pharmaceuticals
International Intuitive Surgical, Inc. Dexcom, Inc. NPS Pharmaceuticals, Inc Accelerate Diagnostics Inc OdontoPrev Healthcare Global Enterprises
4:00 PM Humana Inc. GlaxoSmithKline Keryx Biopharmaceuticals OPKO Health, Inc. Halozyme Therapeutics, Inc. Profarma Aurobindo Pharma Limited
4:30 PM Cerner Corp. Mylan Inc. Masimo Corporation Community Health Systems, Inc. Haemonetics Corporation RaiaDrogasil Room not Available
33rd Annual JPM Healthcare Conference Tues Jan 13 4PM Pacific Time/7PM EST HALO Presents in San Fran.- 1 day after ASCO GI Embargo lifts on Panc Ca1b & Diagnostic Hyaluronan Probe Abstracts- so Free to Discuss @ JPM
It Will appear on ClinicaltrialsGov in due time- it took them 3-4 weeks to change the recruitment status on SWOGS1313 once to began again- HALO put up their website by the end of December as the CEOO said in meetings they would- a simple browser check of "Halozyme lung trial yields the site"- sorry Alien- I don't have time to put the fresh Halozyme prose into into iambic pentameter, so i COPIED and pasted it- I leave the "cuts" to your snarling fangs- go out and find something yourself for the first time. Meanwhile- Torley Delivers what she promises again. More on Jan 7.
Pacific Heme Onc Assoc - Escondido California - Dr. Alberto Bessudoo
My pleasure (believe me) - Helen Torley has delivered again- she made a career out of delivering on assignments at Amgen, on Kyprolis at Onyx- thereby facilitating the takeover of Onyx by Amgen- now Delivering at Halozyme in oncology- her chosen field.
Lung Cancer Study Design and Objectives
This study has three parts. The first part will test PEGPH20 at various dose levels and 2 different schedules of administration in combination with a standard dose of docetaxel. This part of the study will enroll approximately 20-30 patients and will determine the maximum tolerated dose (MTD) level that can be given to patients in each schedule. The second part will enroll approximately 30 patients and will compare the MTD of both schedules to see which one works better. Whichever schedule works better will then be tested in the third part of the study. The third part of the study, Phase 2, will randomize approximately 188 patients evenly to be treated either with the MTD of PEGPH20 plus docetaxel or docetaxel alone.
In the schedule finding part of Phase 1b and in Phase 2, all patients will have samples of their tumor tested to measure the levels of hyaluronan in the tumor. Only patients who have high levels of hyaluronan will be allowed to participate in these two parts of the study.
MGNX MGD007 targets Colon Cancer a high Hyaluronan Tumor-28%--Halozyme preannounced an Immunotherapy trial involving PegpH20- could be used to get MGD007 to work in vivo as well as in vitro. JNJ is partnered with Both HALO and MGNX- both in the past month.
"Quiet periods for fiscal quarters and fiscal years commence on the day after the close of the quarter or year and end after financial results have been made public. Quiet periods are also known as "waiting periods." The term is sometimes confused with blackout period, a period of time during which corporate insiders are legally restricted from trading if they are in possession of relevant information that has not yet been made public."
Blackout period- "In a financial context, a blackout period is a duration of time when a company's executives and/or employees who are privy to inside information are restricted from buying or selling any corporate securities. The purpose of blackout periods is to prevent insider trading based on information that is not available to the general public."
Everything comes in 3's - Another insider buy perhaps on all of this good news...
"Kadcyla utilizes ImmunoGen’s ADC technology and is already approved to treat patients with HER2-positive mBC who previously received trastuzumab and a taxane"- The Street 12/19
SO Only patients already treated with Herceptin (SC) can receive Kadcyla. This is a much different scenario from the one HALO would have faced if the Marianne trial showed a benefit for Kadcyla use.
Torley said we should have a lung cancer trial this Month - which makes me think Monday is Lungday- two Mondays left till 2015- great day for PR.
After Top-Seller Remicade: Analysis of J&J’s Future
BY DAVID J. PHILLIPS DECEMBER 03, 2013
Remicade (IV), which delivered almost $5.0 billion (23.8%) of the drug maker’s $20.8 billion in pharmaceutical revenue through September 2013, will likely face generic biosimilars in Europe and the U.S. come 2015 and 2018, respectively. Against the mise-en-scène shadowed with generic competition for Remicade, JNJ remains the U.S. leader in immunology sales – owning 27% of the $17.0 billion market through December 2012, according to EvaluatePharma.
The stakes are enormous for drugs that treat rheumatoid arthritis and other immune system disorders. Johnson & Johnson’s Remicade brought in more than $7 billion last year. AbbVie’s (ABBV) competing blockbuster Humira brought in $9.3 billion. Amgen’s (AMGN) Enbrel has sales of more than $8 billion.
In earlier articles, YCharts looked at J&J's ability to fight off generic challenges to Remicade.
(Insert MabThera or Herceptin wherever you read Remicade)
It's a good day to be long Halozyme. Then in 3 wks- 1/12 Embargo lift on ASCO GI abstracts- PegpH20 1b Final Data with Historic Progression Free and Overall Survival Numbers in Panc Ca 4b will become part of oncologic conversation, further increasing interest in Halozyme- a great day to be long. The PFS number- 7.3 mo is already reported with the interim Overall # of 529 d back in 9/13- but we know Greg frost said back in Nov 2013 that the Overall number was not mature. In addition to the reporting of the mature data, we should hear how long the last patient lived. There was a complete biochemical responder. Hence the reference to Final data.