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Alias Born | 06/21/2006 |
Friday, February 05, 2016 2:46:03 AM
When the stage 1 202 data came out a year ago, I had hoped it would be strengthened with explanations of the short comings I observed (previously discussed). I couldn't get the company to call me back with answers. And ASCO came and went and there was no clarification. The OS K-M curved was presented and it was very weak. I have seen all kinds of trials fail in the past with cancer when the MOA seemed like a no-brainer. Even Dr Ko, the UCSF PI on the latest PEG trial, was somewhat cautious in a CME presentation on advances in PanCan Jan 21 in SF sponsored by Celgene. Although he was excited to be doing the PEG trial (as well as other promising PanCan trials) he cautioned that simply depleting the stroma and decreasing tumor pressure wasn't enough to predict improved outcomes. That is basically what was tried in a number of failed hedgehog inhibitor trials in pancan and it turns out the stroma probably acts as an inhibitor to tumor growth.
So, we are back to clinical data - and it isn't good enough for me right now. It might have been had HALO kept me a believer in their ability to fund PEG all the way to market. But their recent financial disclosures and guidance as well at the overall market makes me worried about having to find a partnership or other financing in a era of tightening purse strings.
I'd love to increase investment in HALO again. I'll be watching for news. And if the news moves faster than I can in a good direction, I'll be satisfied with my lesser profits and very happy for you all.
Recent HALO News
- Mahesh Krishnan Elected to Halozyme's Board of Directors • PR Newswire (US) • 04/25/2024 08:45:00 PM
- Halozyme to Report First Quarter 2024 Financial and Operating Results • PR Newswire (US) • 04/23/2024 12:30:00 PM
- Form PRE 14A - Other preliminary proxy statements • Edgar (US Regulatory) • 03/04/2024 09:13:48 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/28/2024 11:49:54 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 02/28/2024 09:07:37 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/27/2024 10:12:10 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/27/2024 10:05:35 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/27/2024 10:01:21 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 02/27/2024 09:08:09 PM
- Halozyme to Participate in Upcoming Investor Conferences • PR Newswire (US) • 02/27/2024 01:30:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/20/2024 11:59:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/20/2024 11:55:59 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/20/2024 11:53:11 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/20/2024 11:49:54 PM
- Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405] • Edgar (US Regulatory) • 02/20/2024 09:07:29 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/20/2024 09:03:54 PM
- HALOZYME REPORTS FOURTH QUARTER AND FULL YEAR 2023 FINANCIAL AND OPERATING RESULTS • PR Newswire (US) • 02/20/2024 09:01:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/16/2024 10:47:15 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/16/2024 10:41:51 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/16/2024 10:39:34 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/13/2024 09:18:09 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/13/2024 09:15:51 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/13/2024 09:12:56 PM
- Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend] • Edgar (US Regulatory) • 02/12/2024 11:19:50 AM
- Halozyme To Report Fourth Quarter and Full Year 2023 Financial and Operating Results • PR Newswire (US) • 02/08/2024 09:30:00 PM
NanoViricides Reports that the Phase I NV-387 Clinical Trial is Completed Successfully and Data Lock is Expected Soon • NNVC • May 2, 2024 10:07 AM
ILUS Files Form 10-K and Provides Shareholder Update • ILUS • May 2, 2024 8:52 AM
Avant Technologies Names New CEO Following Acquisition of Healthcare Technology and Data Integration Firm • AVAI • May 2, 2024 8:00 AM
Bantec Engaged in a Letter of Intent to Acquire a Small New Jersey Based Manufacturing Company • BANT • May 1, 2024 10:00 AM
Cannabix Technologies to Deliver Breath Logix Alcohol Screening Device to Australia • BLO • Apr 30, 2024 8:53 AM
Hydromer, Inc. Reports Preliminary Unaudited Financial Results for First Quarter 2024 • HYDI • Apr 29, 2024 9:10 AM