Halozyme Therapeutics Inc (HALO)

[Fred Kadiddlehopper]

In fact, I have never seen such a blatant showing of cards regarding another Enhanze deal in the entire time you and I have been watching HALO (over 8 years now! Geez!) Almost sounds like they are simply waiting for the ink to dry before announcing it.
I can't say who would jump into insulin program, but it is certainly not dead. They are merely formalizing the fact that they are highly focused on PEG right now. No reason to keep spending money on progressing insulin when a partner can do it for free.
Secondly, it would seem that the PEG pre-clinical and clinical results must be pretty hair-raising for them to put such a concentrated focus on this prospect. They seem to have an extremely high degree of confidence. The FDA's fast track and orphan designations point to the same.
Lastly, Helen as much as promised that we will be getting more partnership news in 2015.
All-in-all a very interesting conference call.