Halozyme Therapeutics Inc (HALO)

[rod5247]

Thanks for thoughts and links. I recalled you writing earlier but could not find the post.

Halo is going after Orphan, unmet needs, fast track indications. Big enough to fill trials, small enough to require relatively small patient count in trials. Short time to primary results. Upon first approved indication, off label should follow, especially in indications where safety is shown in phase II trials imo.

Dr. Frost stated last year that cancer was the goal. Dr. Torley stated cancer was her reason for being here and streamlined, focused the company to get there.

Focus on two areas with high potential returns, partners and Peg and eliminate distractions. Although spending large amounts of money on a failed approach is not easy to swallow, it is much better to cut losses and move on than continue throwing money away on the hopes of eventual success.

Herceptin sc launch in France is significant. I don't know why France was slow getting on board but glad to see they are. France, Germany and UK are the big three and have more population than rest of EU combined if memory serves. In Roche's q2 Germany was at only 10% and France was missing.

I also liked the call and got a lot of info that is important to me.