Halozyme Therapeutics Inc (HALO)

[friendofthedevil]

Thank you for the report. I didn't listen.

I wonder if aggressive HyQ marketing is waiting for availability of more IgG - next year they are able to produce more? I haven't thought about that for awhile.

It would be nice if Cinryse came back into the picture but I don't know of any reason to hope for that. The most interesting part of that story was the claims there was something to the "titre scare" that caused Viropharma to go it alone. Of course, subsequent development and sales of other products with Enhanze have shown its safety.

I think you ought give Humira no more tears. I see many patients who happily and easily give it to themselves at home every week or two. I believe any studies looking into its combination with Enhanze were never serious and I doubt anyone ever estimated any value for Halozyme from Humira.

As you suggest, I've long thought Halozyme might do well partnering with a generic company to develop a few of these large proteins separate from BP but, instead of contractual limitations holding them back, I suspect they don't because of a lack of resources. Besides, they probably want to be recognized as in the business of extending patents. I know docs don't like to hire lawyers to defend malpractice cases if they've dirtied themselves on the other side of the business.