Halozyme Therapeutics Inc (HALO)

[jamtomorrow2]

Over the years there has been plenty of speculation about takeovers but there is one thing that has never been clear to me. HALO now has numerous Enhanze partnerships and some PEG partnerships with many of the world’s elite big Pharmas. Many if these Pharmas are sharing extremely confidential information with HALO. If Roche, for example, buys HALO then Roche will finish up having access to competitors secrets. This could be a major hurdle to a deal. As I see it it is much more likely that HALO will be acquired by somebody outside of big Pharma as that would allow the business to expand in all areas with all big Pharmas.