Halozyme Therapeutics Inc (HALO)

[friendofthedevil]

The Roche anti-PDL1 drug, MPDL3280A, has breakthrough designation for treatment of NSCLC (as well as bladder cancer). Both cancers have subpopulations with high HA and could benefit from PEGPH20.

http://www.roche.com/media/store/releases/med-cor-2015-02-02.htm

And the "companion diagnostics" section of Roche Diagnostics was highlighted today as an important area of future growth. One division looks like a particularly good fit for HALO's new HA test:

Roche Tissue Diagnostics

Ventana Medical Systems, Inc., a member of the Roche Group, is the leading supplier of cancer diagnostic systems to the pathology market. They manufacture over 220 cancer tests with related instruments that automate tissue processing and slide staining. Ventana solutions are used in clinical histology and drug development research laboratories worldwide.

http://www.roche.com/about/business/diagnostics/about-diagnostics.htm

There seem to be many ways Halozyme is a natural fit with Roche. However, I can see Torley not wanting to give too much control to Roche by allowing too many partnerships.