Halo Investor Day Jan 7 2015 summary
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Not much new stuff for anyone who followed halo regularly. The only new stuff I could tell was some details about Study202 with PegPh20+Abraxane+Gem.
Financials:
Enhanze platform with partnership to big Pharmas : Roche and Mabthera and Herceptin in Europe, Baxter and Hyqvia and Pfizer and Janssen undisclosed. Revenues from Ehanze is expected to fund future ops without needing dilution.
Now the meat of the matter is the P2 Study202 in pancreatic cancer with PegPh20+Abra+gem vs Abraxane+Gem(SOC).
This study was halted due thromboembolic events and just restarted last yr. Enrollment was increased by 100 at restart with 2:1 ratio for treatment arm vs placebo(SOC) with LWMH treatment to both arms.
The latest and very early data (as of Dec5 2015) regarding effectiveness is excellent for HA expressing group (HR=0.38 vs HR=0.92 for non HA).
PFS = 9.2 mos for treatment arm vs 4.3 mos for SOC.
So overall, I feel pretty about the odds for Study202. The timeline is 2015Q4 to 2016Q1. Recently sugarcone blog has a writeup on the effect of pegph20 on pancreatic cancer (Dec5 2014).
It gave me a warm sense as there seems to be a darn good scientific explanation for the actions of pegph20.
There are also another early stage trial in NSCLC but for me, the results of Study202 P2 in later 2015,early 2016 is the primary driver along perhaps with a surprise in revenues received from partners Roche and Baxter during 2015.
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