When I got into Halo - it wasn't even Halo at that time - we were lucky to get 5k shares traded a day. I worried about how I would get out of my position. A slow day is now a million shares.
Short interest is down to 16 million shares. Good news I think. Volume is way down as well, so still trying to figure that out. Not overly concerned, just thought I'd mention. Ps - my mama is doing awesome, talked to her yesterday. Have a nice weekend.
If breast cancer is a possible indication, at this point I don't think it is. It's high HA, but lower mortality fortunately. Are the AEs of PEG only applicable to high mortality in the eyes of FDA? I think that is correct at this point, and maybe why Roche is backing off the partnership?
Prediction, Helen will close down SWOG sooner than later.
Of course you always have. 4. SWOG readout, but I believe enrollment isn't even close to complete on this ph11 trial, so probably not the repellent we need for the next 24 mos?
Unfortunately the shorts have a long runway at this point, the only serious repellents are 1. Threat of being purchased, which is likely low at this point or 2. Breakthrough status, which is likely low. 3. Enhanze revenue, which I think we're all losing a touch of faith in. So the shorts have a runway until closer to 301 PFS readout in 2017 than any of us would like.
I was hoping for a breeze like cellulite or facial wrinkles to get us way farther, it was promised? And just didn't work out, let's see where we go, but don't think you're smarter because you got in last week........
For Met CA drugs, and there have only been 4, is 6 yrs - and the median is Close to that...... Halo started in 2009 - and we're looking at 3 more. Granted, a tough indication, that is why we have a 2B dollar company.
Or a lot of others. Hopefully biotech holds up until we see this through. And patients get a chance at at least a few hundred more sunsets.
Greg for getting the technology right, Kirk for his wisdom and knowledge, Helen for her pure skill in execution? Probably all 3 if this works out.........
As do I, we're going from a shot gun to a rifle. Always hard to figure out who to commend for 'talent upgrade' process, but Halo is getting it done....