Replies to post #8271 on Halozyme Therapeutics Inc (HALO)

[OncoJock]

Agree with this critical analysis. Appreciate the shades of gray here, as opposed to all black or all white.

-- OJ

[Fred Kadiddlehopper]

A similar negative sentiment was shared by a couple of posters on this board (including you) when PEGPH2 failed. Folks were so focused on that one failure that they missed all the other successes. This is why a few here didn’t like halozyme when it was trading in single digits and teens just a few years ago. I loaded up and posted numerous time here on this board back then. I think it is undervalued now as it was then despite the recent management failure.

For the record, I was not posting negative sentiment when pegPH20 failed. In fact, before the final phase 3 study results werer published, Dew Diligence asked me what I thought would happen to HALO pps if the endpoints were not met. I told him that the pps would be fine, because HALO's core Enhanz would continue to generate cash and the company would be unencumbered with the need for further cash burn to develop the cancer indication. I was proven correct.