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Halozyme Therapeutics, Inc. Message Board

hopefully_right 166 posts  |  Last Activity: 19 hours ago Member since: May 27, 2013
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  • Good opportunity to talk about the 2 Phase 3 trials ready to go and update on the SGX942 trial. So far, the market has shown a vote of no confidence through the lack of interest in the SO and amplified by no additional shares purchased by Kirk who normally participates when his babies have offerings. The PPS says it all. IMO, management changes and a clearer, credible path forward would go a long way in restoring investor confidence. GL!

  • Reply to

    deleted messages ??

    by cabodansmail Jan 26, 2015 7:39 PM
    hopefully_right hopefully_right Jan 26, 2015 8:10 PM Flag

    I suggest that you read the investor village website for some good insight from knowledgeable investors on ziop. GL!

  • Stifel Senior Housing and Healthcare Real Estate Conference in CA. Good luck!

  • hopefully_right hopefully_right Jan 26, 2015 10:08 AM Flag

    The latter, as far as I know.

  • Prospects for PEGPH20 in pancreatic Ca and other solid tumors

    Following lifting of the clinical hold on PEGPH20, HALO has released initial data suggesting extension of PFS and OS in patients with high HA. While patient exposure is still relatively light we believe that biologic rationale for tumor matrix disruption, prospective identification of the HA marker and positive anti-tumor effects across several trials suggest a true benefit that should be maintained robustly as patient exposure expands. As an add-on to ABRAXANE in pancreatic Ca, we believe there is a possibility to expand into NSCLC and breast Ca and believe that HALO is undervalued relative to that opportunity.

    We met with HALO management in our San Francisco office during the recent investor event.

    Primary focus was on development of PEGPH20 in pancreatic Ca and broadening development in NSCLC and breast Ca.

    Updated data on PEGPH20 in pancreatic Ca following lifting of the clinical hold suggests potential doubling of PFS and OS as compared to historical data for ABRAXANE + GEMZAR in patients with high HA status.

    Expansion of PEGPH20 into other solid tumors with High HA expression was highlighted with NSCLC as a prominent example.

  • Reply to

    New SEC form 4's filed

    by screen_savior Jan 20, 2015 9:00 PM
    hopefully_right hopefully_right Jan 20, 2015 11:12 PM Flag

    Those are restricted shares that these executive earn over time. These are not purchased shares. I suggest that you Google restricted shares for your own understanding. They are free shares that are part of their compensation. GL!

  • Reply to

    New SEC form 4's filed

    by screen_savior Jan 20, 2015 9:00 PM
    hopefully_right hopefully_right Jan 20, 2015 10:48 PM Flag

    Schwartz and Dulap purchased shares pursuant to the Issuer's Employee Stock Purchase Plan. Each bought less than 4K shares. Restricted shares were also granted.

  • hopefully_right hopefully_right Jan 20, 2015 10:21 AM Flag

    This the first time that I can recall that a company could not present due to illness. Ryan Dunlap has presented before for GALE (see below). Why did he not present? Do you mean in a pinch, no one else could have presented from management? I thought the management team was suppose to be strong? IMO, putting someone in at the last minute would have been better than not presenting at all. Nevertheless, this will be a nonevent and really does not matter in the long run. I am just surprised at this decision.

    PORTLAND, Ore., May 23, 2014 (GLOBE NEWSWIRE) -- Galena Biopharma (Nasdaq:GALE), a biopharmaceutical company developing and commercializing innovative, targeted oncology treatments that address major unmet medical needs to advance cancer care, today announced that Ryan Dunlap, Vice President and Chief Financial Officer.

  • Conquering Cancer
    "Innovations in fracking and horizontal drilling have transformed the world of energy and elevated the U.S. as an energy power. The next American breakthrough appears to be in the world of cancer research, which already is causing a frenzy of interest among investors and excitement in the medical world.

    Advances in immunotherapy, which uses the body’s own immune system to fight cancer, have helped those suffering from melanoma and will likely be applied to other cancers, experts say. Immunotherapy has disappointed in the past, but recent advances seem to offer breakthroughs that patients and investors have been waiting for.
    Making money as a biotech investor is a challenge. Many of the companies leading the way with these treatments, such as Bristol-Myers Squibb (BMY) and Roche Holding (RHHBY), are so large that even successful immunotherapy products would provide only a modest boost to their stocks. A group of smaller companies developing their own immunotherapy approaches, such as Juno Therapeutics (JUNO), Kite Pharma (KITE) and Bluebird Bio (BLUE) are already at expensive levels.

    The best approach: Buy Bristol-Myers and Roche, and wait for shares of the upstarts to fall a bit before wagering on them."

    While the WSJ article is on point about conquering cancer, it fails to mention ZIOP considering the ZIOP, XON and MDA pact. IMO, ZIOP is not expensive considering its potential. GLTA!

  • hopefully_right hopefully_right Jan 8, 2015 7:23 PM Flag

    Wow, I did not know that you were so!!!! Keep posting, you are quite the entertainer.

  • Reply to

    Is SGX203 really slated for a phase 3?

    by darkroast33 Jan 8, 2015 3:32 PM
    hopefully_right hopefully_right Jan 8, 2015 7:21 PM Flag

    If it was real, it would not have been tucked away in a presentation in an update to a filing. Besides, it still needs to be approved like the other 203 phases that never happened. If it was going to happen, would they have struggled to sell shares to the public? Would SNGX be sitting at $1.11? Its not because of the dilution. SNGX does not have the money to fund these programs, except the defense ones and for some reason, mgt is dragging its feet on this. GL guys!

  • hopefully_right hopefully_right Jan 8, 2015 7:14 PM Flag

    19.5 million shorts. Do the world a favor and check your spelling.

  • hopefully_right hopefully_right Jan 8, 2015 7:11 PM Flag

    Well, why don't you start your sentence, In my a normal poster would do when making a prediction. Your estimates are not even close to management's. For me, you and your other aliases (i.e. Dan) are not worth arguing with because you lack credibility (for me), while you try to deceive investors on this board. You think you're making a difference on this board, but you're not. Your statements are full of holes. Good luck trying to manipulate this board.

  • hopefully_right hopefully_right Jan 8, 2015 5:33 PM Flag

    So, your estimates are better then management's? Did you even read the press release? My support is the press release. When you continue to post garbage, you hurt the stock and not me. Keep it real.

  • hopefully_right hopefully_right Jan 8, 2015 4:16 PM Flag

    Thanks! I think you need to adjust your numbers to account for the Zuplenz launch and the fact that the sales numbers do not translate straight into cash (for example, the royalty payments, increased selling expenses, etc). As sales increase, the cost as a % of sales will fall. the hope is that once GALE has positive trial results and the PPS increases significantly, they have a SO and not rely on the Lincoln deal. In my opinion, it is better to have a SO and "rip the bandaid off", then to sell to Lincoln who then sells the shares into the market and therefore being a drag on PPS. GL to you!

  • Reply to

    Above the price of the secondary

    by alien_twin Jan 8, 2015 9:33 AM
    hopefully_right hopefully_right Jan 8, 2015 1:53 PM Flag

    You bet! 21 million short shares @ Sept 30 with 2 big conferences next week.

  • hopefully_right hopefully_right Jan 8, 2015 10:59 AM Flag

    Orchid don't be upset because I am objective and don't try to meet lead people on this board. The PR states, "Achieve $15-18 million net revenue in 2015. As penetration of Abstral® (fentanyl) sublingual tablets continues to grow to treat patients with breakthrough cancer pain, the Company expects the product to become accretive this year." Where are you getting your $10M per quarter in sales? The remaining purchases from Lincoln only occur if GALE management initiates it. It is the equivalent of a stock offering and will have the same dilutive effect.

    You and Dan should not try to mislead investors on this board. You are only hurting your fellow longs.

  • hopefully_right hopefully_right Jan 8, 2015 10:48 AM Flag

    I see where the confusion is from my post. The $18M to $20M was referring to 2014, not 2015. I cannot begin to speculate about 2015.

  • GALE making very good progress on drug trials, but cash burn due to going down the road to resell Abstral and Zuplenz and using Lincoln as a piggy bank will weigh on the PPS. Hopefully, good news on drug trials will counter the cash burn issue.

    Q4 sales of Abstral will be $2.9M compared to $1.6M in Q3 and $2.3 M in Q2. No guidance on cash. This will not be overlooked. At Sept 30, GALE cash was $24.8M. GALE burned through $11M in Q3 for cash from operations, so they will probably end the year with $18M to $20M (taking into consideration the $5M from Lincoln). The statement, Further, we expect Abstral® to become accretive in 2015 and, with the launch of Zuplenz®, we expect over 50% revenue growth this year," means mgt expect Abstral to be accretive by the end of the year and NOT accretive for the year.

    If Neuvax turns out to be a blockbuster, GALE shareholders will be rewarded. Until then, GALE will continue to be a nail-biter stock.

  • Reply to

    updated presentation.

    by tswenor7 Jan 7, 2015 10:08 AM
    hopefully_right hopefully_right Jan 7, 2015 8:29 PM Flag

    I think HALO will continue to trade higher. Today's news was not widely dispersed. If you have time, take a look at their webcast today. There are other events next week which should propel it higher including 2 posters @ 2015 Gastrointestinal Cancers Symposium in San Francisco from January 15-17, 2015 and a presentation at JPM conference.

    SGX203 trial has not received FDA clearance and seems to be in limbo. I have not seen what you've described going from "preclinical data straight to phase 3" if you meant that literally. GL!

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