Halozyme Therapeutics Inc (HALO)

[friendofthedevil]

Partially. I was very happy they did that. There are still missing subjects and there is still questions why they didn't give us the OS information with the new method. Clearly, if it suited them to do so, they would have. Yes, there are plenty of reasons why stage 1 had issues that stage 2 could fix. But I am going to wait to see before I might ramp up again.

Fritz, it is against my nature to bash a stock or company. I feel like justifying the slimming of my HALO holdings will cause me to unleash a lot of stuff that could be misunderstood. I still love this company. But this biotech beat-down has made some other companies more compelling right now. I will keep a close eye on the science here and watch for some clinical reassurance.