Halozyme Therapeutics Inc (HALO)

[friendofthedevil]

Unfortunately, I have to agree with jam.
Since the SWOG results, I haven’t had much in HALO. Tomorrow I will sell the rest.
PFS seemed a slam dunk while OS seemed the more risky hurdle. (You can imagine the tumor staying small longer due to the de-bulking effect of PEG.) This change in trial protocol cannot be interpreted in any positive way.
I will reconsider the company in the future after trial results. I now expect them to be poor. That said, there is a lot going on in SD on Serrano Drive and I might like HALO better after they move on from pancan.

I take no joy in expressing these views here. I have lost huge sums overnight on more than one occasion when a trial result flubbed. I know the dagger in the heart feeling. But I keep researching and grinding and I build it back. But it takes continued honest re-evaluation of the investment premise. Good luck

fotd