"As for the quietude of the board in response to the phase I Cheetah data, I am not so surprised at the lack of comment as this was in no way unexpected."
Well, we knew about the poster at ADA and we had access to the abstract but I was surprised with the full data of this blinded Phase I trial. The PK/GD was far superior when compared to existing products. Action starts in 3 minutes, WOW! Wish I had the background to fully understand the data and hoped someone here with a better understanding would share and simplify. I spent hours so far trying to understand the terminology but can only get so far without a scientific background. Someone brought up Biodel and their co-formulation in Phase III. I tried comparing their published data with Cheetah but they have very little detail that I could find for comparison. What I could find seemed to indicate Cheetah was superior. Also think it significant, the poster was accepted as late breaking which means it was accepted after deadline. Not only was I surprised with the results but also with the depth of detail. Seems to me, Team Halozyme is excited and very pleased with results. Is it possible to move from this blinded Phase I to a Phase II-III? Our once leading Hylenex is quickly moving down in my long term picture. Chemophase, Cheetah, IVIG/PH20 are the knowns that could vastly eclipse Hylenex by 2012. Hylenex is turning into a stepping stone that will provide some revenue until the blockbusters get to market imo. Halo is not reinventing the wheel, just putting two approved drugs together. So far every trial is safe and effective. Building that database makes each successive trial easier and faster for each existing and new indication. Interesting that historical and other pre-clinical data was included in presentation.
Good Luck,
Rod
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