Replies to post #4632 on Halozyme Therapeutics Inc (HALO)

[maumar]

Q2 2016 Presentation with appendix: http://www.roche.com/irp160721.pdf

Page 24: conversion rates for herceptin (47%) in 53 countries plus 3 in Q1 and mabthera (34%) in 16 countries plus Spain in Q1.

Things are moving a little slower with mabthera in terms of launched countries but conversion rate seems similar.

[maumar]

From the Roche earnings call:

"I have a slide next on the subcutaneous, but really going well and again at the right time. And I would continue to confirm the fact that the APHINITY trial, which is event driven, we expect either late this year or early next year the results of that in the front-line metastatic setting. Here you can see the progress of the subcutaneous in both Herceptin and MabThera. A couple of points, of course the Herceptin subcutaneous was launched in advance of MabThera, so it is a bit ahead in terms of the market share and penetration.

We are now in 53 markets with Herceptin subcu, and excluding some of the launches that were just out the door, we are at an average share of 47%. We have 5 or 6 countries that are above 70% in terms of market share. This continues to be a real benefit for patients and healthcare systems, and that is why I think we see these conversion rates, which are significant.

Now in the MabThera subcu we had the indication in non-Hodgkin's lymphoma. We just recently received it in CLL as well. And it is a little bit late in terms of its penetration, but the same benefit to patients and to the healthcare systems, now at an average share of around 35% with more to grow between now and the entrance of biosimilars."