You're welcome. So, my impression is that the bad news is that Roche has practically no competition from biosimilars for Herceptin and Mabthera right now, but the good news is that there will probably be a lot of competition in a year or so.
In the meantime, stock is acting well and it feels like we'll get some good news soon.
I'm also comforted that BB Biotech and FMR added to their positions and Baker Bros. did not sell in the last quarter.
The next six months could be very exciting for HALO.
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