Halozyme Therapeutics Inc (HALO)

[ghmm]

Not on the insulin program thats for sure! Its a mix and the stock has doubled off the lows just a few months ago.

I think HyQ looks like a great product though Baxter was cautious in launch expectations for 2012 (they need to build capacity if they really expect to gain market share because of it and they aren't just yet).

The Herceptin sub-q data seem good enough for approval. No reason to not think MabThera sub-q results won't be good as well. On the negatives Roche scaled back their partnership with them.

I really like the Viropharma deal too.

Their own programs I don't like the Insulin and doubt hylenex will amount to anything. Their pancreatic cancer program sounds interesting in theory and data could come relatively quick. I don't know how to handicap/value the cellulite program could be big but I wouldn't put much value in it at this point.

Sorry for the long (non?) answer. I like to try and present things balanced and let people decide for themselves.

For what its worth I still own a fair amount.