Halozyme Therapeutics Inc (HALO)

[Fred Kadiddlehopper]

There are many dozens of potential MAB/Enhanz collaborations that could come to fruition. The problem for the last 2-3 years is that they are not happening. Why this is so is a subject of debate, but I think deals will start falling into place in the next 2 quarters, changing the momentum. There has been no inkling of talks with ALNY but any MAB drug with long infusion times is at least a candidate for profitable subcu conversion.