Halozyme Therapeutics Inc (HALO)

[jamtomorrow2]

It seems to me that using PEGPH20 in combination with various pancreatic cancer drugs can improve PFS by a couple of months although it appears that It may not increase OS by much if at all. Of course it only works on patients with high hyaluronan levels (less than 50% of all patients) and effectively just brings those patients to the same PFS and OS levels as non high hyaluronan patients. So it's not a cure, it just extends PFS in some patients by a couple of months but doesn't make them live any longer. Aren't we all getting somewhat carried away with this drug. I'm not convinced that insurance companies will be prepared to pay silly money for it but HALO is certainly spending silly money paying for all the trials. It is also at high risk of being replaced by any new pancreatic cancer drugs developed in the future. Any views?