Halozyme Therapeutics Inc (HALO)

[maumar]

Although the Halo website tells us that Pfizer has specified 4 targets (including Rivipansel and PCSK-9), your point "They appear to be protecting against anyone using the technology against them." is interesting and I suspect well taken. I had not really considered that Halo's interests might not be perfectly aligned with their partners'. And now I wonder if this might be true of other partners besides Pfizer. Roche has had a deal for up to 8 potential targets for a long time. Do they have anything else in the clinic? And are they really pushing Herceptin SC and Mabthera SC as hard as they can?

We've been told Halo has the opportunity to collect royalties on sales of $6B just on the two drugs from Roche. But how realistic is it we'll get anywhere close to that? I would think these drugs will become obsolete much sooner.

Friday was probably a good buying opportunity. I already have a ridiculously large position so I sold a bunch of Dec 16 puts (starting a bit too early in the week) hoping that we'll be back to new highs by then. But I think it'll be because of PEG much more than Enhanze.