Halozyme Therapeutics Inc (HALO)

[jamtomorrow2]

So let's assume that PEG is deemed to be a winner in PC. How does HALO go about pricing it? As far as I'm aware this question has never been publicly addressed by HALO but bearing in mind that it will have cost not far short of a $1b to have developed PEG by 2020 one has to assume that it will need to be very expensive - hence Helen's blockbuster remark. But then how much will insurers be willing to pay for an extra 3-4 months of PFS. Probably not as much as HALO will be asking. I've said many times before that add-on drugs have many problems along the way. Is this going to be the next bone of contention. It works but how much is 3-4 months of PFS worth? A $1B pa?