Halozyme Therapeutics Inc (HALO)

[rod5247]

I still say ASCO is late breaking abstract. It would not qualify for presentation on already presented PFS/ORR data. The OS data qualified it for presentation and not being revealed until day of presentation indicates late breaking. Assuming the above is correct, a minimum 12 month OS will be presented.

Now keep in mind, this is from someone that could not find the abstract.

On another note: Royalties indicate sales of 130-170 million in Q4 of partner products. The vast majority of that has to be Herceptin. The sales milestone is figured by fiscal year. These sales will increase Q over Q with more countries and greater conversion. IMO, that milestone for Herceptin SC will trigger Q3 or Q4 and not be delayed.

Any discussion or opposing views appreciated.

Fred, you still alive???

Rod