Biotech Values

[Fezziwig2008]

Just because Halozyme hits on every catalyst, it doesnt mean that the funds who own 70% want to pay us more for our 30%-they manipulate the stock so they won't: Roche will- The ADCOM means to Roche that Enhanze will be approved by the FDA in Herceptin SC and Mabthera SC. The higher royalties climb, the greater the offset to the final buyout price. Roche's desire to regain the Avastin indication for Breast cancer is made for pegpH20- to facilitate treatment of this high hyaluronan tumor. The further pegpH20 ph2 trials progress, the higher the price. Severin Schwan said recently he was targeting complementary technologies. There is no more complementary than pegpH20 amd Enhanze.