Halozyme Therapeutics Inc (HALO)

[jamtomorrow2]

PEG combination trials take 5 years from start to finish. With things moving fast in the cancer world and new combination treatments seemingly cropping up every few months HALO has a problem. If it trials with a current standard of care drug and then during the 5 year trial period that standard of care drug is either knocked off its perch by a rival drug or a combination of drugs then the trial is effectively worthless. Isn’t that’s exactly what’s happening with PEG and Keytruda in their small cell lung cancer trial? Keytruda’s new three drug combination treatment is doing better than Keytruda alone so where does that leave the PEG Keytruda combination? Probably on the shelf. And surely this is going to continue to happen. If PEG can’t get approved in its own right but has to go through 5 years of trialing with each combination drug then it could be toast. Any views?