Halozyme Therapeutics Inc (HALO): Since I am not a paid subscriber, I cann...

Reply Private New

Replies (1) Next 10 Prev Next

Send PM Follow Ignore

Followers	4
Posts	1139
Boards Moderated	0
Alias Born	04/27/2006

rod5247

Re: maumar post# 4059

Sunday, 08/23/2015 11:29:45 AM

Sunday, August 23, 2015 11:29:45 AM

Since I am not a paid subscriber, I cannot reply to private messages.

Herceptin/MabThera sc in US/Japan is a bit complicated. First realize that no matter the public stance of for benefit of patients, it is always about making the most money.

Roche has partners for Herceptin/MabThera in US/Japan to deal with. I have not tried to research those partnerships for potential limitations but assume Roche cannot make unilateral decisions.

Patent expirations are at least 4 years away. MabThera may be on its way out by then. Herceptin gained new life with the excellent results for Herceptin/Perjeta trials and marketing approvals.

I see potential for Herceptin sc in the US if biosimilars become a threat. Approval should be quick and easy if Roche applies. That is years away and PEG will make or break Halo before then so it is not a concern to me.

I am looking two years out and the cash to get there. My focus is on trial results, new partners, milestone payments, and bulk PH20 sales.

Never argue with a fool, for after awhile, it becomes difficult to determine which is the fool.