Halozyme Therapeutics Inc (HALO)

[friendofthedevil]

Thank you very much, rod. You have a grasp of HALO's finances like no other. Any speculation about today's sell-off? It seemed to start in after hours when the financial guidance came out. There is a lot of nay-saying about the ph2 results, in particular regarding the OS numbers.

I've engaged a bit on the Biotech Values Board yesterday and today but it is hard for some to see past the 'failed' combined stage 1&2 OS curve. While that curve isn't confidence inspiring, there are plenty of reasons to believe it is simply due to a few outliers in the stage 1 control cohort that we already knew about. But the top-line look at slide 25, arguably the most important slide in the presentation, turns many off. It has to be explained and any time you have to do that, you look like an apologist.