Replies to post #9962 on Halozyme Therapeutics Inc (HALO)

[Fred Kadiddlehopper]

Hard to say what the exact fallout will be if HALO prevails, but Helen directed her comments toward Merck's liability to pay royalties to Halozyme and was not focused on Alteogen's role at all. Some kind of compromise deal might be cooked up given the risk to HALO if it loses outright; so all things are on the table, it seems to me.

[Fred Kadiddlehopper]

What is your assessment of all of the ins and outs here? I am hesitant to get too optimistic for the simple reason that I find it hard to believe that Merck would be so heedless of the risks of running into patent problems with HALO. They must have had a game plan that is not obvious to the general investor. I might be wrong, and I hope I am, but they can't have been that plainly dumb.