You are a smart man.
I'm VERY long HALO but all this weekend excitement is likely to produce disappointment tomorrow.
I'll be ridiculously happy if it closes above 11; very happy above 10.
Don't be a day trader. Stick around for the (hoped for) steady climb coming this fall.
The Novartis drug won't affect OM. COSMIC is why I'm here. I will leave if CYTK spends any more money to develop Tirasemtiv.
Hi golong, Kitty, John, et al,
It is fun to see familiar ids.
Still here waiting patiently. This is a winner. Very low risk though not sure it could ever double from here. Still hanging on to half of my DTRX also. I probably should have completely moved on from there at 18 but got a little greedy. Still liking HALO. Have exploratory positions in ADHD and CYTK.
Yes... but, unlike many little biotech companies where all we can do is wait for the results of that one study, with HALO we get to watch the revenues ramp up due to the sales of other products that pave the way for expansion of a great platform technology.
This one guessed NSCLC as the second target nearly a year ago.
One good reason for this selection is that, sadly, those with stage 3 or 4 disease don't have long to live (compared to the other high H tumors). Like with stage 4 pancreas cancer, this target will give an answer in a relatively short period of time. And if HALO's animal models suggest a good response, all the better.
Very good quarterly. The revenue from the sale of RH20 product to Roche and Baxter in the second quarter is encouraging. The delay in royalties reported from Roche is annoying. The royalty numbers suggest about 34 million dollars worth of Herceptin SC and HyQvia sold in the first quarter. (not sure if AR accrual accounting on Roche and Baxter's part might delay those numbers even more) At any rate, the curve should become asymptotic.
How are you, my friend.? I know you hold some winners too. Diversification is a good thing, eh?
Sorry about today.
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.
used for RA as well
Thanks, Sudn. I just don't have any feel for either the regulatory or the commercial risk.
Funny. My first shares were under 8 last summer. Kept buying up to 13 and mostly held thru the highs. Bought more on the way down from 15 to 7 and, you are correct, poked back into the black in the 9s and now holding more HALO than ever. I feel better here than when we were at 15. GLTU
You may be right as you have often been in the past. Because it isn't my style doesn't mean it won't do well.
Good luck with it.
Radio City 1980 - some of the acoustic shows! Good stuff. Enjoy. Should be extra sweet today if you owned some HALO.
pentech50 took my post out of context. It was in response to another's link to a large study that Roche is conducting to expand the label to home use. It is one of half a dozen new and ongoing studies with SC Herceptin to expand the label. Roche is clearly geared up to grow SC Herceptin's use and a current recommendation (that I am not even sure is universal) to observe pts two hours post therapy is something they must feel can be overcome, or they wouldn't likely be investing so much into these trials.
2500 patients, 477 study locations in 60 countries
A Safety and Tolerability Study of Assisted- and Self-Administered Subcutaneous Herceptin (Trastuzumab) as Adjuvant Therapy in Patients With Early HER2-Positive Breast Cancer (SafeHer)
This study is currently recruiting participants. (see Contacts and Locations)
Verified May 2014 by Hoffmann-La Roche
Information provided by (Responsible Party):
First received: March 22, 2012
Last updated: May 12, 2014
Last verified: May 2014
At your suggestion, starting to read about this. I overlooked this in the past because I don't manage post op pain and don't generally invest in devices. What is the thought about diversion? What prevents the patient who doesn't need that next dose from giving it to their boyfriend? Thanks
Thanks for the link, fezz. This is news to me and I appreciate it.
Regarding your speculation about MS risk and clotting risk and use of SC product: decrease your anxiety about MS, it is a non-issue and, unfortunately, all the experience in the world with SC won't speak to the risk of thromboembolic events with IV. They are just not related. Only time will tell what needs to be done to continue PEG development.
#$%$ shareholders they would have had to file a 13D with the SEC within 10 days of buying or selling HALO stock. They haven't done so, so I think we can conclude their ownership hasn't changed. They should be filing their 13F this week to show holdings as of 3/31/14. Of course, the PEG hold happened in early April.
I am not a securities guy so I can't speak to SEC reporting rules like I can to medical stuff. (I am a doc and cringe when fezz interprets some of his online medical research) I am open to corrections from anyone who knows this SEC stuff better than me.
Torely and company is one reason I'm still here. She has her recent secondary with plenty of cash and now she has business to attend to. We don't need her trying to BS shareholders. You either hang tight or sell to the big boys. She doesn't care.