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Stocks H / Halozyme Therapeutics

URL:  http://boards.fool.com/hi-rob-i-have-been-posting-quite-frequently-on-24921779.aspx

Subject:  Re: Halozyme Therapeutics, what's its future? Date:  12/11/2006  6:46 PM
Author:  stillwater9999 Number:  3 of 31

Hi Rob -

I have been posting quite frequently on HTI recently. Here are some of my recent posts:

http://boards.fool.com/Message.asp?mid=24839451

http://boards.fool.com/Message.asp?

mid=24903857http://boards.fool.com/Message.asp?mid=24907611

http://boards.fool.com/Message.asp?

mid=24921693http://boards.fool.com/Message.asp?mid=24920955


I think HTI has tremendous potential but also quite abit of risk and uncertainty. I bought in the $2.50 range and am holding firm at these prices $6+. Amazingly RJ Kirk (see last post above) is still buying at 6+ even though he owns 10% + of the company.

The Enhanze technology has the most promise but is still far from the market. However we could see one or more additional deals on Enhanze in the next 6-9 months. On the recent conference call HTI said that deal discussions on Enhanze are ongoing with other partners besides Roche.

On Hylenex it appears that a real launch will come in early 2007 from Baxter. It appears that while the product has the ability to reduce infusion times, it is somewhat tricky to administer. Baxter has been hiring people to do training of nurses etc. There are jobs of this type on the Baxter web site.

Chemophase could also be big, but is further out. HTI is also working on other human recombinant enzymes.

I will post more on this as developments proceed.

While I started with a small position, after the large run-up it is now a reasonably big position in my portfolio.

sw














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