Halozyme Therapeutics Inc (HALO)

[jamtomorrow2]

Bio - actually the results showed that PEG also worked better than control even on low HA patients, although of course it worked much better on high HA ones. This was one point that I was wondering about. In the Phase 3 trial all patients will be high HA and therefore nobody will be sure whether PEG works better than control on low HA patients.

One thing the trial did show was that the high HA percentage of patients was less than the previously quoted 40%. At today's conference call they said that they had always said 35-40% (I'm not sure that is actually true) but from memory the actual figures were between 30-35%. So with 65-70% of patients potentially excluded that's a lot of people that might still get some benefit from PEG. I wonder how this will be addressed. After approval will doctors use PEG 'off label' for low HA patients too?

Can the diagnostic tell exactly the HA level so anyone with a score of say 40 might still be a good candidate for PEG?

Anyway this all looks pretty good to me.