Halozyme Therapeutics Inc (HALO)

[biotechinvestor1]

Fred, I think you are a short (nothing wrong with it) pretending to be long. Your comments about the CFO, your disregard for simple common-practice accounting principles (royalties vs. revenue) and this whole none-sense remark about the GAAP, leaves us with little doubt.

It’s quite simple, Halozyme just beat analyst estimates on top and bottom numbers. They are growing gag-busters at least for a few years. They have a fat profit margin and a moat around their platform. Halozyme is not perfect but then again there is no perfect investment out there. I’m content watching my investments in halozyme grow while we debate simple accounting practices :)