Halozyme Therapeutics Inc (HALO)

[rod5247]

The difference between ASCO and January analyst day was OS and TE data. That is what made abstract acceptable as new with 12 month OS and big reduction in TE.

The ECCO abstract is the same as ASCO so what degree of OS change qualifies this presentation for acceptance. It had to be over 12 months and not available when abstract was accepted. That in itself indicates 14 months plus.

Is OS complete for stage I or still trending?

12 months OS was expected with a PFS of 9 months. In studies of Gem alone and AG, OS was 3 months longer than PFS. Did the doubling of PFS HAhigh tumors degrade the tumor to an extent to allow longer survival after progression restarts? If my opinion on 14 month plus OS is correct, adding PEG is having a greater effect than just halting progression.

This is only a layman's logic and opinion.

Another reason for them presenting at ECCO is more exposure for potential investigators for the upcoming PIII trial.