Replies to post #4225 on Halozyme Therapeutics Inc (HALO)

[rod5247]

Well, exclusive deals prohibit Halo from making competitive deals for drugs/indications. I believe all deals to date are exclusive.

Pfizer is the only partner apparently using the deal for protection. With 4 named targets and only 1 starting phase I in three years, their intentions are very suspect.

Celltrion's experience/success with biosimilars should motivate existing/potential partners if they needed more motivation.

Celltrion is running global trials, if successful, will be ready for US application upon patent expiration of MabThera/Herceptin. This should motivate Roche to move if not already planned.

Roche made a recent statement that 2017 would be the earliest they would see biosimilar competition but no one has filed. Well, someone has filed.

While MabThera US patent expires 2016, Roche believes they have an additional platform patent that gives protection until 2018. I believe it is called "Cabby" but know nothing about it.

I have thought for some time, that the cessation of Herceptin detail and total lack of MabThera detail was for competitive reasons. Now I firmly believe that to be the case.

[rod5247]

"Pfizer's $15 billion purchase earlier this year of hospital products maker Hospira, which sells generic injectable drugs and is developing biosimilar versions of top-selling biotech medicines, was widely seen as a move to make its generics business more attractive ahead of a sale."

Celltrion was partnered with Hospira, now with Pfizer.

Your connection seems to already exist.