That guys like Lim has 700k shares - it took double the shares to own that sum. Everyone but shareholders are making out in biotech - game is just about over....... Just watch.
I looked at the job opening today to see what types of jobs were needed at Halo (which I do periodically), and noticed a VP Global Product Lead PEG position open. I thought maybe Sunil got promoted??? But when I went to the Executive Folder on the website, He's NO LONGER even listed in the Exec List.
That is Torley's hand picked guy from ONYX days.... Tough to read - but on face value - wouldn't appear as good..
That is the question - figure it out. On a separate note - one brother in law is a managing director at Bain, and the other is a fellow at Corning. Where is the lawyer from Oregon so we can figure out if 'Ed can go 3 for 3'?
Hello Hopefully - Glad all is well... There is a interesting question ' if Ed can go 3 for 3'. There is a position above VP - Cxx / that Ed has been given at his last 3 firms (including Halo), but is not listed on Executive roster.
and the Lawyer from Oregon figured out the last puzzle (estimated prophet) ( Hope all is well by the way!) - let's see who is either interested or can figure it out.
Can Ed go 3 for 3?
This is all about Enhanze from here, and the decisions that are made. That Franchise is worth is 2 or 3 Billion in (Market Cap - NOT Revenue) in 2017/2018, so depending on where they go from here, you could see 30-50% PPS appreciation in the next couple of years.
DISCOUNT ANY BS you hear about ADA and 1511!!!!!!!!!!! They are quite literally 2030 Assets and will never be used for anything BUT Manipulation until then (IF then).
The Marketing push has been on ADA, and other Next Gen Pipeline (1511)... OOOWWW AHHHH - what is says, is we don't have a ton of confidence is what we've pushed for last 7 years (PEG accepted into broad Category, heck even into a narrow Category), and we need a plan to get more of your money to support our multi million $ paydays, while trying hard - we're almost certainly confident there will be NO real deliverable on This Gen Product. So Sorry.
Hit send by accident, was only getting started.
There is a NO Breakthrough Status coming - Halo will need to Run Peg Out through Phase 3, through a committee, possibly do more trials, and after all of that - you get 3 to 4 years of marketing uncertainty because it's not a triple or home run - it's a Solid Single.. While the progressive free #s are good, they are on a small sample - the OS # are not exactly following them, there have been many amendments while HA % is defined, AE disruptions etc,. In every case HA has been amended to a smaller and smaller population. Clinical trials started in 2009, and they are really just beginning from an Investor Standpoint - thus the stagnation since 2008. AND that get's you 1/12 of the PDA Community as Patients.
** Even CMO Athena mentioned OS was running in the wrong direction on last CC
PEG looks a ton like Enhanze in 2005 - well, because it is, and that is the plan for PEG. To partner it to large pharma's who don't have a priority for it until 2023.
It's an interesting approach. The Model really needs a BROAD Acceptance - and the THEORY is there and being proved (more or less depending on how you look at it), but it requires an Adoption and Urgency from the Pharma Community that SIMPLY is not there yet. And once it come, and it Might - it's going to TAKE a Very Long time to turn into Profitable Revenue.
And that is where we Stand Today, and for the next 4-5 years. I've watched closely for 10 yrs, and I'm 100 % correct.
1. Short interest is UP to 19M, a huge spike.
2. Halo is pushing ADA, again another 10yr PUNT.
3. The fact that NO OTHER company has PFS as a benchmark, is not correct, check Intermune.
If you want to discuss 8th grade math - Then ' Why did Halo trade slightly positive on 4X the normal volume today?'