Replies to post #8239 on Halozyme Therapeutics Inc (HALO)

[Fred Kadiddlehopper]

She did say they were in meetings after the first of the year. That might explain why she failed to appear at the usual investor conferences recently.

[easycomeandgo]

No. It was the “we are very excited about this” and “very excited about that” without anything concrete. Nice to know the high level of excitement that rules, but specifics might also be helpful. It is the lack of those which prevents the stock from languishing in the mid 40’s rather than here. I heard no prospect of ANY change in the business plan. “Returning money to shareholders” through buy-backs, etc. And why not? Those policies have produces such excellent results. Actually, the buy backs are not strictly aligned with shareholder interest. The stock is highly subjected to… let’s call it price grooming. The buybacks benefit from low prices and shareholders would like to see high prices. That is an excellent reason for the CEO to encourage a “long term” point of view. In the long term, everything merges with the night - as Brian Eno has sang.