Halozyme Therapeutics Inc (HALO)

[fotd]

I think it would be to Roche's advantage to convert as many clinics as they can to the SC version NOW before the biosimilars start taking market share. I think they might even offer it at a slight discount to the IV just to get clinics used to it. There will be pushback and resistance to going back to the old way - IV infusion - if the nurses and schedulers are already enjoying the SC version. The psychology will be different if the cheap biosimilars have already taken hold. Then the clinic manager will have to convince the formulary to buy something more expensive and the cost analysis argument will have to reverse the status quo. It would be a bit of an uphill battle to get the more expensive SC version into the clinic.