Huge Volume would be partially explained by a quiet period before CEO announcment when the BB, et al knew Torley was coming and couldn't buy until today.
fezz is correct that the market has exaggerated the titer issue
for a good explanation of why Cinryze has been dropped by Viropharma and Baxter and Roche are proceeding, read the Aug 6 SA article: 1610162-silly-selling-creates-huge-opportunity-in-halozyme?
tirasemtiv isn't partnered
it is with OM where royalty payments are relevant
and these numbers are simply WAGs, my point is that good news on tirasemtiv will greatly affect share price
30,000 ALS patients in US any given year.
Rilutek costs about $12,000 per year and doesn't even work.
If Tirasemtiv runs $20,000 per year and is given to 15,000 patients = 300 mill revenue
That alone would support a market cap of a billion.
Add the off label use and the prospects of OM and the upside is enormous.
Now, what is the risk? Place your bets.
Because we've been up so much.
Just ride it out. Patience with this one. If volatility bothers you, go away and come back in a few months. You'll likely like what you see.
I looked it over and I can't get a good enough feel for the company or their technology or the markets they address to have an opinion. Sorry, Sudn. Nice run up though!
I wouldn't worry too much about GA-101. Whenever a chemotherapeutic is relaced as first line, it usually still does well in a second line role. First line drug failures happen for many reasons. MabThera will still sell.
While I'm pretty sure there will be a secondary sometime in the next year, pentech is blowing smoke right now. There is no such news.
The day that comes, it would have a postive impact on this stock because it would almost surely be the last one.
Hey now. Can't let that pass. Then you've been around as long as me. Winterland of the same year and I was on the bus.
I hope not. There is no reason not to keep PegH an independent chemo agent to be tested, trialed and used in combination with any chemo on any high H cancer. I'd like like HALO to NOT partner PegH until after approval. Once approved for the first indication, PegH could even be used with any combination of chemo off-label. Oncologists could run trials very easily and its use would expand very quickly.
I believe it would be odd to sell rights to PegH to Celgene for use only with Abraxane. If big pharma wants rights to it, they would want rights to its use across the board. I don't believe this is like H's use in a premixed combination with biologics for SC administration. That combination must be registered together. PegH is it's own chemical. Just like any other chemotherapeutic. These drugs work together in the body. Certain regimens work best for certain cancers. But each chemotherapeutic is its own drug with its own owner company making its own profits off the use of that drug.
HALO should have the financial ability to develop PegH through Ph3. If they partner before then, they will give away tremendous potential. Did you hear Frost's voice at PJ conf? He is confident HALO will be a big player in five years. PegH is the magic bean.
I understand what you mean. H&H ARE launched, but just. Perhaps he considers the launch process to consist of getting sales up, etc.. Perhaps his referrence was simply sloppy.
I'd love to be wrong. It just makes less sense to be partnering PegH at this stage. They have a ways to go with that one and should wait as long as possible so as to hit that one out of the park. Hti501 is clearly the most likely candidate to partner soon. He chuckled at the thought treating cellulite would be something HALO developed on its own. To believe Hti501, US Insulin and and PegH all are on the cusp of partnership seems too fantastic. I guess we'll see.
Let's add a comma after the word side. The products that are partnered are on the cusp of launch. That is how I interpret it.
"And as we start rolling forward now having three products on the cusp of getting into launch mode on the partner side, and our own products, that maturation from a upfront and milestone based Company than folding over into a royalty generating and income generating Company is certainly something that makes the Company easier for people to understand because it is a very complex business as you know."
YMB edited my response, I suppose, due to the word cr*p when commenting on the above. The CBST suit is old news and has nothing to do with DRTX
" We view the present litigation and potential CBST settlement or loss to Hospira as a significant overhang on the long-term value of the IV serious gram-positive antibiotic marketplace in which DRTX's dalbavancin will compete," Wade adds.
When doing a little reading around Healy, I found a link to a PDF of a nice article about Durata. go to the Sofinnova web site and click on the 9/30 BioWorld article. It is encouraging.
"He is not obliged to sell his shares"
Of course not. He is just quitting the board. Perhaps I should have said to worry IF he sells his shares. It appears he is not selling.
"period" ! ?? Seriously? Is that how you answer a gentle attempt to steer you right? I shouldn't bother, but here goes.
I don't know what to do about you fezz. I've tried to be nice with my rare posting because, after all, you are long HALO and you can't really go wrong being long this stock. That said, you really ought to stick to what you do best (digging up every little HALO mention you can find) and leave the analysis to the adults. But I'm afraid some of your message board admirers can't tell your crazy speculations from your excellent DD. I know many can - and when those who suspect you are wrong suggest an alternative to your speculations they have been shot down by your petulant and overly sensitive replys. Your ego and your YMB fiefdom seem more important to you than the facts.
My post now is really aimed at those who are least likely to know what I'm talking about. So instead of long explanations of the myriad wrong turns fezz has taken with his conclusions, let me sum up with a few to watch going forward. Fezz:
1) - is right that HALO is an excellent company
2) - has no basis for assuming Peg will need to be partnered
3) - has no basis for assuming HALO will get into the business of selling Folfirinox
4) - is making wild speculations on talking about TOPICAL enzymes. The proteinase gel is injected.
5) - can't time European approvals any better than Mr Market
6) - is making too light of Peg's probable eventual need for a Ph 3 trial - though, know that the price of HALO will SOAR on good ph 2 results
7) - should not be afraid of one last financing in 2014
I don't have much time for YMB wars, so please treat this as a one time public service announcement. I'll not likely to respond to flames.
and fezz, I'll look for your helpful posts when I visit. thank you
why do you think HALO with partner Peg? They are calling it a proprietary drug. They make pains to state it is not partnered and imply it will not be. They do not need to partner the drug for it to be used with another company's drug. You posted a link to the regs a few weeks ago that implied you understood that.
thanks for finding and sharing all the info. You save me a lot of work.