Halozyme Therapeutics Inc (HALO)

[friendofthedevil]

Roche is clearly the front-runner for many reasons recently discussed but, since Bizzari was added to the board earlier this year, Celgene has to be considered. They are a cancer fighting company that has grown almost entirely through acquisitions. They have now two front row perspectives on PEG; from the 202 trial, where their Abraxane is seeing better efficacy, and from the boardroom. (even though Bizzari is recently retired from. Celgene, his former position would have put him in charge of PEG's development).

Because of connections to Torley, Amgen will always know how valuable a company is Halozyme.

And J&J now has a working relationship that will help them know HALO.

PFE might have some unique insight also but, as Rod has said before, they haven't shown much as a long time partner with Enhanze development.

Baxter has insight but PEG doesn't fit, IMO.