Halozyme Therapeutics Inc (HALO)

[rod5247]

A lot of the pending news was in the call and big news imo.

Info. on the EMA was as good as it gets. Doesn't a CMA on PFS with trending OS mean the filing is rolling and the equivalent to Fast Track in US?

Diagnostic on track and separate expansion to breast/lung.

Janssen going to clinic less than 12 months of partnership. The trial is listed on clinicaltrials.gov and scheduled to start October.

SWOG completed 1b, enrolling phase II and increasing centers.

While royalties were down QoQ by 400k, due to Bax frontloading prior Q, the bulk sales, which are current was up 25% from 6.1 million to 7.7 million. Bulk sales are the leading indicator for increased royalties.

LOL, Halo is always in a news lull until news is released.

The only negative is an old one, Pfizer. 2 yrs. 8 months and nothing in the clinic. They appear to be protecting against anyone using the technology against them. With the new deals, they are becoming insignificant, thank you for the money.

One more deal or some milestone payments and we are fat for 2015. We are already plump.

Agree the correction was long overdue. The trading yesterday was a masterpiece. Run it up to nail the shorts, then down to nail the longs. Big money made big money. We try to play their game when we can.