On HALO and IBB and PLI
Agood example of what I posted yesterday. Compare today's chart for PLI to IBB - you will note they follow each other very well.
Another interesting thing to note about HALO and PLI is the following: We often speak of the orphan drugs trials as being largely derisked because they are (in most of these) jusrt fishing out particular proteins (oversimplified but basically true) and providing that protein to those who for some reason are defficient in that protein. So there is very little risk that the protein will not help to treat the disease caused bt the deficientcy. Halo now has a fairly similar notion of derisked trials in the trials for pancreatic cancer and other high HA cancers. Basically they breakdown the HA matrix arounf the cancer cells and thus permit much greater access by the SOC chemo to work much more efficiently in the targeted neighborhood of the cancer cells. Here too, We already know that the SOC chemo works to some degree to kill the cancer cells, so there is not much risk to assume that given greater access to the cell by breaking down the HA matrix the the combined treatment will be better.
I hold a fair amount of HALO so my interest there is not just the connection to PLI, but that helps too as PLI is still my core holding.
Glta
Stockman6767