Now that’s some good mini-
news, by the way. If that SC Nanotrastuzumab provides AUC, Cmax, and Tmax values in pigs equivalent to Herceptin HYLECTA, I would proceed with the assumption that there is also reason to expect similar results in humans. Now, I suppose it’s a matter of the timeline for bringing the production line up to GMP standards and when human trials can begin.
Here are Halozyme’s projections for the revenues of those acquired Hypercon methods for reference (copied from the Halozyme presentation here).
I also checked to see who is currently selling this, and Handelsbanken, Danske, and S-Pankki were the largest sellers in January. S-Pankki has now dropped off the top 25 list.
edit: I’ll add this regarding the trastuzumab market. https://www.polarismarketresearch.com/industry-analysis/herceptin-biosimilars-market
" The Herceptin Biosimilars market size was valued at USD 2,711.22 million in 2024. The market is projected to grow from USD 3,325.31 million in 2025 to USD 21,271.43 million by 2034, exhibiting a CAGR of 22.9% during 2025–2034."
And of course, if this works with one antibody, the next good candidate could be Pembrolizumab, whose patent expiration deadline is in 2028. Pembro’s annual sales are currently around 30 billion USD.