Halozyme Therapeutics Inc (HALO)

[friendofthedevil]

There are many catalysts that could surprise.
- HT said she had a goal of signing at least one more Enhanze contract this year. Knowing her, its already in the bag - or she wouldn't have said anything.
- You never know when sales of any current partnered project could jump. Hyqvia anyone?
- The PEG partnerships are real and add substance to my optimism about PEG being an active molecule that will eventually be approved. An early look into 301 is probably less than two years away.
- I don't any reason why the burn has to exceed the current 80-100 million per year. We have 200 million now. The hole isn't 450 million.
- Considering the wide uses of PEG, when it is approved for one indication, this is a ten billion company. I estimate that as being likely within four years. This market cap won't catch up with the future in one step overnight.