The medical community will be well aware of this new treatment option. I wonder what availability, if any, exists off label.
135 patients is a significant data set. Several failed pancreatic trials in the last few months. Reasonable side effects profile. I think this therapy is approvable on this data alone. There are no alternative therapies in the near term. Stage 4 pancreatic CA. It's as bad as it gets. Frustrating how muted the reaction to this company's prospects has been.
Was the high HA cut-off based on these outcomes? If we know(?) there was a 73% response rate in high HA patients, what's new in the data that hasn't been released? Survival?
They had some good data going onto their trial. Scary and encouraging at the same time. Dr. Ko from UCSF was one of the researchers. I think he is running the pegH20 pre-op trial, as well.
If they halt the trial for lack of efficacy, that is a problem. Otherwise, these are extraordinarily sick and unfortunate individuals with no chance of survival. Metastatic stomach cancer has very few treatment options. They will tweak the trial and continue. No question in my mind. Profound side effects are usual for cancer therapeutics. Rarely will they prevent an efficacious drug from being approved where there are limited treatment options. If you think the science is good, and can stand the risk that it just simply doesn't work, buy more.
These were patients post surgical resection. A relatively small number of patients are surgical candidates. UCSF has a trial ongoing, I believe, investigating pre-treatment, including pegH20, to see whether some patients otherwise not resectable may become surgical candidates. The survival times are obviously much longer. Haven't heard anything about that trial since it was announced last year.
It's a relief. Looks pretty good. Biotech has been so hammered, it'll take good numbers to keep us from being thrown out with the rest. Looks like some delay in the Keytruda study, not related to HALO, per release, but still all setbacks are unwelcome.
Would have liked to see a little more juice from the upgrade today. Should be able to get a retracement of some recent losses. We'll see. 50% retracement would put us nicely in the upper $40's. A nice profit for me.
True to form stock hammered after earnings. Fortunately I sold out. Looks like solid number again, though. Last earnings call, same thing, analysts questioned why they didn't increase their numbers yet in the end they trounced the estimates. Back in this morning. This haircut seems way overdone.
I'm thinking it's related to the CVT buyout. A lot of cloud stocks getting a boost. Just bought in (again) last week. Good timing for me. Good company.
I am likewise intrigued by the announcement of this deal. They are telegraphing growth for next year, creditor problems have been pushed back. I'm surprised there isn't more movement in the share price as well.
HALO presenting a bunch of interesting abstracts, furthering PEGH20 as a potential facilitator of newer anti-cancer therapies. Interesting to see them present data on Wilms' tumor, an uncommon pediatric cancer, as a high HA cancer and promising target. This therapy truly is in a class by itself.
SHOP seems to be in a sweet spot of e-commerce at the moment. I keep reading about their payment platform. Seems to be gaining support among the big boys. Stock's gone up a lot, but I'm inclined to hold on.
Any stakeholders out there?