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Re: Fred Kadiddlehopper post# 4557

Wednesday, 05/11/2016 11:26:39 AM

Wednesday, May 11, 2016 11:26:39 AM

Post# of 8493
I hope you are right. I'm usually wrong too.

Below is the discussion I referred to earlier:

"Charles Duncan, Charles Duncan - Analyst [43]

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Okay and then my second question is more kind of broad or speculative, but we have now seen three pancreatic cancer trials or programs not deliver goods. You folks have a very differentiated approach. We have done a compare and contrast in the past, but I guess I'm wondering if there was one or two things that you could highlight that really differentiates your approach and gives you confidence in the pancreatic cancer indication.

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Helen Torley, Halozyme Therapeutics Inc - President, CEO [44]

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Yes. I think, Charles, for me it all comes down to the science. We have strong pre-clinical data supporting the importance of HA in pancreas cancer patients and the approach we're taking which is a targeted therapy to take those patients who have high HA, who we believe are having issues with the drug therapy getting into the tumors where it needs to work, is why we have such conviction that PEGPH20 is going to be able to add on to the efficacy of ABRAXANE and gemcitabine. We continue in dialogue with experts into the field who support this and certainly as we are talking with these 200 centers and the world there's strong support for the mechanism of action in testing this in our Phase III study. Let me ask Athena to add on.

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Athena Countouriotis, Halozyme Therapeutics Inc. - Chief Medical Officer [45]

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I think the only thing I would additionally say, Charles, is remember the unique aspect of our Phase III design is that we have two primary end point. The progression-free survival and overall survival and in likely the three cases you're referring to all of which had overall survival primary endpoints and we all know it's very difficult to win in those settings. So I do think the uniqueness of our design as well as what Helen said, the fact that we're using a companion diagnostic that we worked very hard with Ventana to get to be able to prospectfully test are two differentiation factors."
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