Halozyme Therapeutics Inc (HALO)

[Fred Kadiddlehopper]

Rod: In reviewing your post I took particular interest in your statement: The Phase I Cheetah data was absolutely fantastic!!!
Any longterm HTI/HALO investor knows that it is a significantly bullish signal when you use exclamation points. And here you choose to use three!!! Certainly somthing to pay attention to IMHO.
As for the quietude of the board in response to the phase I Cheetah data, I am not so surprised at the lack of comment as this was in no way unexpected. However, the rest of your comment is really where the matter lays at this point in time, i.e., how and when does HALO capitalize on this fantastic development.
I recall several conf. calls ago that Dr. Lim stated that HALO employs 2 full time staff in the pursuit of partnerships. The analysts on the call gave that info a big ho-hum, but HALO is not in the business of wasting capital, so I've always felt that we could get partnership news out of the blue at any time. That feeling is stronger than ever in light of the Cheetah developments. This is huge and we are truly at the cusp of a memorable pivot point in the development of HALO and the pps.
Very exciting times indeed, despite the quiet. Calm before the storm,IMHO.
Good luck!
-Fritz