Halozyme Therapeutics Inc (HALO)

[rod5247]

Any thoughts on China reimbursement approval for Herceptin and MabThera with 20% growth as they continue to move into provinces?

I know Roche started work on this years ago for Herceptin but this is first I heard about MabThera and now both with reimbursement and strong growth is new to me.

Roche is now very stingy with detail about sc, it went from qtr. to half year and now a mention. Remember limited discussion on this board last year about Herceptin sc in Hong Kong and how mainland crossed border for drugs? It may take awhile but I must believe with reimbursement and expansion, sc will be next step in China.

The Perjeta/Herceptin read out this Q will be important for Halo also, with projected 5 year Perjeta sales over $5 billion and in early sc trial. The direction of Perjeta sc should be known by eoy.
The success of a Perjeta sc, Herceptin sc combo therapy will be huge for both companies.