The presenter seemed excited about the sub-q administration of Herceptin using Halozyme's technology. I think it is rkrw's post on the Halozyme board that says their royalty is ~5%. Oncology isn't an area I know much about but considering Herceptin sales, the potential economics to Halozyme for that alone made it worth a second look. But I'd need to do a lot of DD to feel comfortable... someone could make a Halozyme readme first to make it easier for me :-).
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