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Halozyme Therapeutics, Inc. Message Board

  • sudnwealth sudnwealth Jul 20, 2014 5:47 PM Flag

    FOTD. How are you doing? Your thoughts on this weeks event?

    I'm still here with a boatload....

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    • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Jul 21, 2014 12:32 AM Flag

      Hey Sudn,

      My boat is piled high as well.

      I think it is very likely the adcom recommendation is positive. What the stock price does in the short term is anyone's guess. On one hand, it might not move much because Baxter is a few years from having enough Ig product to expand the SC market. On the other hand, FDA approval would open the door for US expansion of the platform. Remember that Roche/Genetech hasn't even mentioned making Herceptin and Rituxin SC in the US. That will happen one of these days. Perhaps the Hyqvia crack will allow the door to open more soon.

      The most important news over the next year will come from Roche and the rate of rollout of MabThere and Herceptin SC. If it is brisk, expect more partnerships to be announced. Of course, you will never know when.

      Then keep your fingers crossed we have progress on the insulin and pegulated fronts. There is lots here to make this an excellent long term play. I'm still aiming for $40 in 4 years. I have no idea what twists and turns we will take on the way there.

      GLTU

      fotd

      • 1 Reply to afriendofthedevilsafriendofmine
      • Yes, I kinda figured you would say don't sweat the short term stuff and keep your eyes on the prize, or something to that effect..I have made this a long term core holding in my IRA so time is on my side. What else are you in nowadays?
        That other one we discussed has a PDUFA date on July 27, so if you get bored check in over there....bound to be some fireworks! They say approval is a 90 % probability given the 3 P3's data. We shall know within a week, GLTU. Sudn

 
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