Halozyme Therapeutics Inc (HALO)

[friendofthedevil]

Thanks for the link, Rod. The oncologist's survey seems right on. I didn't comment because I've kind of considered that a no-brainer. I have NO question about the market for PEG once it gets approved. If PEG achieves improvements in this very do-able range we are talking about, it won't sit on the shelf.

But I am waiting for clean data. ASCO will be a success for me if they show similar efficacy numbers as January but with few exclusions for unknown PEG status. The ratio of high HA to low HA should be consistent with what we've been led to expect - something over 50% would be fine. They will hit a home run if they can show those same numbers when PEG status is back tested with the new HA tool.