Halozyme Therapeutics Inc (HALO)

[Fred Kadiddlehopper]

Not really new, just a question of emphasis. She did mention that there could be extensions in patents based on the theory that the new combos are patentable; this is a theory that HALO put forth years ago and has been somewhat undermentioned until now that the topic is more urgent. I'm not a patent expert but it has always made sense to me that this extension theory was valid. That being said, there is no real world evidence of that viz-a-viz Enhanze, though, and I'd guess the interested parties are not going to seek such a patent extension until the 11th hour, so it will remain a theory until then.

She also mentioned that another company has a competing hyaluronidase product in the early stages (ph 1) but emphasised the barriers to entry for any competing product are very high, especially given PEGph20's extensive safety profile with a large variety of combined drugs.

Then there was the metion of seeking new technologies, but with the usual caveat "we're not in a hurry".

Curious if you hear anything more when you listen to it.
Best,
-Fritz