I would do that too if I had a gazillion shares.

Because there’s an underlying lack of confidence in the company’s long term growth.

What happened to them? I don’t see a ticker for them.

…or tank on any bad news. This stock is highly sensitive. Any negative patent news or new rival tech in advanced stages would put this somewhere in the 40’s. And why hasn’t there been a significant new deal in the last couple of years when the CEO keeps telling us they’ve been in talks that whole time? They need either a new major partnership or something innovative. Without either of those, this stock is a ticking time bomb.

I’m losing confidence in Halozyme. It’s a one trick pony that can’t make new deals. Very fragile. I should have sold off a bunch more at $70.

I just think your argument is dumb, and you’re kind of a fool with your daily cheerleading and emotional instability. That’s all.

Have you gone outside today? I admire your time and dedication being a cheerleader for Halozyme all day, every day to the 10–20 people on here. It’s a great use of time. And then when someone doesn’t agree with you, keep spazzing and projecting your emotional instability. You almost have me convinced, but I need more examples and more insults, in all caps.

Lol, you’re spazzing. You’re still confusing individual employee vs company obligation.

I think your argument is nonsense. You’re acting like an individual employee owes you something. They owe you nothing and have no obligation to prove something to you. You sound entitled and confusing company vs employee obligation. It’s ridiculous for you to feel an employee has an obligation to buy shares to make other potential investors feel better.

Halozyme is much more generous with stock incentives than most established biotechs. Executives are regular people with families and personal goals. They shouldn’t need or want to have an unbalanced portfolio to prove a point to other investors. While this stock has been profitable, when timed right, it has proven to be very sensitive to news and potential issues. It just doesn’t make sense to me for an employee to buy shares to satisfy other investor’s expectations and perceptions. The company has a fiduciary duty to the shareholders, but individual employees have no obligation to put their personal financial strategy at risk. If an employee has tens or hundreds of thousands of ISOs that they have to strategically exercise, and can buy shares at a discount through ESPP, why would they purchase more at retail?

Why would they buy shares in the open market when they get tens or hundreds of thousands of shares with their incentive packages and annual reviews, and also buy shares at a discount through ESPP? It’s not reasonable to complain about this.

Unfortunately, this is going to create uncertainty for a long time. And Helen saying it won’t have an impact doesn’t mean much to me, as she is a BS artist. Maybe we’ll see high 50’s or low 60’s, but we’re not getting back to the 70’s anytime soon.

I’m sure they get plenty of ISOs and ESPP. Wouldn’t make sense to buy more when they are already heavy with Halo stock.

I got some at $49. Easy money.

And all from her San Francisco office that doesn’t exist.

But Fred said it would be stuck in the 30’s

Kind of a weird life when you moderate an investment message board, only to be negative about the company, post false information, and try to troll the people on it. Yes, he’s an idiot. I have him and easycomeandgo on ignore.

The real question is why would the forum moderator state something as fact that is not true?

Not true, she works and has worked in San Diego for at least the last seven years. The satellite office was for the pancreatic drug that failed. The satellite office was closed after trial failure.

What’s perplexing? Looks like a possible solution to the limits of spring powered large volume injections.

X

This is what I want.

The AI (artificial intelligence) is interesting to me. With a good data set and analysis, generated with AI, it’s possible to develop very robust and flexible processes. If you can develop a process with as many knobs as you can turn, real time, following real-time and historical data, to maximize efficiency and total product, that could be huge. I know how difficult it can be to deal with a suboptimal process, and it’s especially difficult to change it after the process has been validated and filed with regulatory agencies. If you can develop a product, with knobs (adjustments), assisted with AI data and analysis, built into the process at an early stage, and then subsequently validated and filed with that flexibility, you could have a killer process. Maximum efficiency, success rate, total product, product quality, and regulatory flexibility I love the potential of AI.

I’m just saying that if you haven’t sold anything, you haven’t made money yet. The stock went up because of Enhanze sales; not because of anything that became of the Antares deal. Halozyme could have developed a “clunky” (as someone else said) auto injector without Antares. They pretty much got nothing out of that deal. This deal could turn out to be huge, but could also turn out to be another dud. High risk, high reward, but I don’t think Halozyme needs to be this risky. I really do hope I’m wrong.

I’m just emotional because I was planning to sell some in the beginning of the year and don’t want another stretch of dead money.

How did Halo make you rich by not selling one share? Helen didn’t make the stock go up, Enhanze did. Enhanze was not developed by her. All she has done is put the company’s focus on Enhanze and add partners. She also bought Antares, which was a terrible deal. This new proposed deal looks even worse. Germany is in terrible shape as a country right now and buying a company there for 2 billion is a terrible idea. All she has to do is sell the gift that was given to her. I maybe short sighted and hope I am wrong, but I have a history and future with this stock and just took a massive hit.

I’m glad you’re usually wrong. Are you the same person as BONKEN on the Yahoo forum? He was the worst at forecasting the stock price.

It’s the same drug that’s already approved. They’ll be able to leverage comparability to skip much of the clinical pathway. But I see your point about lower royalties. I wonder if that was baked in with the original partner agreement.

The stock is up 33% for the year, even after a big dip. I’m not a big fan of Helen, but she has taken the company from a massive phase 3 failure to high profitability. Who’s disillusioned?

The argenx deal is huge. Efgartigimod is the gift that keeps on giving. Cutting off the FcRn pathway is genius and the drug can literally be used for tens of indications. argenx is a very well run, focused company and Halozyme was very fortunate to partner with them. So much for Halozyme having a flat quarter!

Halozyme opened up a handful of positions, including an executive director of M&A and integration. The stock is looking like it’s about to pop to new levels, especially if there is some significant news coming.

Haha, I muted him/her a while ago.

I believe it’s the target site.

In other words you were wrong by 10%-30%.