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  • Amazing Growth In Herceptin SC Sales In Less Than 1 Year! HALO RHHBY
    Commercial Launch of Herceptin SC in EU Triggers Milestone Payment to Halozyme from Roche


    SAN DIEGO, Sept. 26, 2013 /PRNewswire/ -- Halozyme Therapeutics, Inc.(NASDAQ: HALO) today announced that the commercial launch of Herceptin® SC inEurope has triggered a $10 million milestone payment to Halozyme under the License and Collaboration Agreement between Halozyme and Roche. This time-saving subcutaneous formulation of Herceptin (trastuzumab) using Halozyme's recombinant human hyaluronidase (rHuPH20) received marketing authorization from the European Commission on August 28, 2013 for the treatment of patients with HER2-positive breast cancer and was launched upon approval. Herceptin SC reduces treatment times and enhances convenience compared to the standard intravenous (IV) form.


    "With pricing on par with the intravenous formulation, Herceptin SC represents a compelling treatment alternative for breast cancer patients in Europe, and we congratulate Roche on making this time-saving therapy available to patients inEurope so quickly," saidGregory I. Frost, Ph.D., President and Chief Executive Officer of Halozyme. "This will be the third commercial product using our rHuPH20 enzyme and represents a significant achievement for our technology and company as a whole."


    July 24, 2014 Roche 1/2 Year 2014 Presentation Slide 22

    Country Launch % Share of TOTAL Herceptin Sales

    Sweden Sept >50%

    Denmark Nov >50%

    UK Sept 50%

    Chile Dec 45%

    Finland Nov 40%

    Austria Sept 40%

    Norway Oct 40%

    Portugal Sept 18%

    Netherl Oct 15%

    Germany Sept 10%


    Roche will Use Herceptin SC as it's "Defense against Biosimilars", since all biosimilars are IV and require a 1-2 Hr infusion by skilled personnel vs a 5 min "jab" that family or the patient can be trained to administer at home. Look for Roche to advertise this distinction more as European patent expire on IV Herceptin in the coming year.

    The future of SC formulations of Herceptin and MabThera looks Bright for Halozyme.

    Disclosure: The author is long HALO.

    Jul 24 4:25 AM | Link | 3 Comments
  • The Next Roche-Halo Partnership- Antibiotics For Superbugs

    There are 10 targets to go on the 2006 Roche- Halozyme Agreement-

    Research shows that the addition of Enhanze- rhupH20- to subcutaneously delivered antibiotics improves their Maximum Concentration and Duration, making them superior to antibiotics delivered through oral, Iv , or Subcut without rhupH20 routes. Roche has declared its entry into the race for treatment of MRSA and other superbugs. They have made 3 acquisitions in this effort this year. Given the difficulty in treating these virulent and adaptive pathogens, surely the advantage that rhupH20 offers will be utilized under the agreement in force with Halozyme.

    New $HALO App Antibiotics-Use of SC rhupH20 increased absorption capacity, increased the Concentration & added one hour to the duration vs SC & IV

    Basis for new Antibiotic Application- Safety & pharmacokinetics of subcutaneous ceftriaxone administered with or without rHuPH20 Curr Med Res Opin

    RhupH20 increases Antibiotic Max Concentration/Duration-allowing $RHHBY advantage over $CBST $CEMP $DRTX- Makes SC Antibiotics better than IV or po

    Subcut has compliance and ease of administration advantages- requiring less skilled labor and lower supervision/administration costs.

    "Subcut ceftriaxone admin seems to be preferred for fragile elderly patients independent of disease severity" $HALO

    Roche Returns to Antibiotic Research as Superbug Threat Grows" Employing technology they used to fight Cancer- like rhupH20 SC

    Disclosure: The author is long HALO.

    Jun 27 8:41 AM | Link | 2 Comments
  • Highlights From UBS Halozyme ( HALO ) Upgrade 6/11/14

    UBS Upgraded HALO to Buy @ PT $16 - 6/11/14

    Andrew Peters


    Matthew Roden, PhD


    Jeffrey Hung

    Associate Analyst

    Charles Shi, PhD

    Associate Analyst

    1st Independent Confirmation "Herceptin-SC is expected to reach the US Market"" We forecast Peak Royalty Revenue in 2018" UBS 6/11/14

    fezziwig2008 @fezziwig2008 · 9h

    UBS 6/11/14 Report - "We see HALO as a Top Acquisition Target in mid-cap Biotech" $HALO

    fezziwig2008 @fezziwig2008 · 12h

    UBS 6/11 $HALO "we have increased confidence in the program and see compelling rationale for why both ph2 studies could read out positively"

    (author's note - so when pegph20-folfirinox reads out positively, Halozyme will own- under the granted NCI CRADA full patent rights to the most potent combination for Pancreatic AND colorectal CA- where Folfirinox is already used- Colon CA is over 1/4 high hyaluronan - Therefore, HALO should choose Breast as the 2nd PEG site- to allow Roche's Avastin- which recently lost Breast as an indication- and Celgene's Abraxane franchises vie for the study by raising buyout bids.)

    fezziwig2008 @fezziwig2008 8h

    UBS "Assuming incrd prob. of success(PEG & Hylenex diab moved >25% risk-adjustment to 50%) would raise our valuation to $27/share " $HALO

    fezziwig2008 @fezziwig2008 · 16h

    $HALO "Said UBS: "We like the positioning from here. Upgrading...on pipeline potential and risk/reward."'

    fezziwig2008 @fezziwig2008 · 8h

    UBS 6/11 " $HALO appears Undervalued based on the breadth of portfolio: optionality on pipeline supported by de-risked partnership programs"

    fezziwig2008 @fezziwig2008 ·

    9hUBS- Ph1b data also look promising vs recent Abraxane data- why a triple combination (ph2b study design) should be even More Effective $halo

    fezziwig2008 @fezziwig2008 · 10h

    UBS 6/11 "While we admit limitations from small phase-1b data,we believe it's Sufficiently Pos. to suggest @ least evidence of effect" $halo

    (author's note-

    fezziwig2008 @fezziwig20089h

    UBS Stamping the Peg Ph1b data as Kosher means expect it to be presented @ESMO where it will get the attention 568 day OS deserves $halo)

    fezziwig2008 @fezziwig2008 · 10h

    UBS -Jakafi is an appropriate comp for $HALO PEG program> INCY added ~$1.6bn in Mkt cap on (mildly)pos ph2 panc cancer data w only US rights (authors note- ruxolitinib plus capecitabine group versus the capecitabine alone group at three months was 48 percent- so less than 50% alive at 3 monghs means Median Overall Survival under 3 mos- but with highj hyaluron Ph1b, Peg-Gem MOS- 19 months)

    fezziwig2008 @fezziwig2008 · 11h

    UBS-Ph2 data is key long-term driver w a signif discount 'tween our new(& in our view still conserv.valuation method) & current levels $halo

    fezziwig2008 @fezziwig2008 · 12h

    UBS $HALO cats 1) full CONSISTENT1 data 2Q14. 2)FDA fdback-Hylenex diab 3) Q update Herc/MabSC launch 4) Potnl FDA apvl HyQ 5) 2nd Peg Site

    fezziwig2008 @fezziwig2008 · 12h

    UBS 6/11 on $HALO "We see the Roche partnerships worth $6/share, suggesting Upside potential on pipeline optionality"

    **fezziwig2008 @fezziwig2008

    · 7h

    Fair Warning- I just found a huge nugget of $halo news in UBS report-for release before the open Tomrw stay tuned-no "subscription" required

    Disclosure: The author is long HALO.

    Tags: HALO
    Jun 13 12:32 AM | Link | 1 Comment
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