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Author: BlueLiner55 Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 31  
Subject: Halozyme Therapeutics, what's its future? Date: 12/11/2006 2:12 PM
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I would love to know if anyone else has been following HTI. I've been purchasing the stock for the past 6 months and have been looking forward to some of the up and coming product releases like what happened last week. The Roche deal seams to be only one of the many roll outs that they have planned.

I read an article that suggested that Pfizer is next to purchase one of the smaller companies, is HTI an option. Does anyone know more about HTI and what is in the pipeline? Thanks.
Rob
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Author: stillwater9999 Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 3 of 31
Subject: Re: Halozyme Therapeutics, what's its future? Date: 12/11/2006 6:46 PM
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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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Author: stillwater9999 Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 4 of 31
Subject: Re: Halozyme Therapeutics, what's its future? Date: 12/11/2006 6:53 PM
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Some of the links in my last post did not come through correctly. Lets try again:

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

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

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



























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Author: pokerden One star, 50 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 5 of 31
Subject: Re: Halozyme Therapeutics, what's its future? Date: 12/12/2006 10:35 AM
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They are all links to hidden gems...if you don't mind cross posting here that would be nice. I only have a rulebreaker subscription right now...

He is a pretty sharp guy, some of his older business associates have described him as ruthless. I think its a matter of which side of the deal you are on with him :) For him business is fun, so its not work...he has far more money than he will ever need (radford is not an expensive place to live). He is a very energetic big picture type guy.

I had bought small positions in Novi and Scios both had been profitable...so with NRPH I took a larger stake than normal in the teens and 20's pre-split. Worked out well...then noticed one day, his stake in HTI...I think I researched HTI all of 15 minutes before I bought a couple of thousand shares.

If you look at HTI Enhanze, you will see it has a lot of similarities to NRPH's Carrierwave Technology. Basically both are platforms for drug delivery. Carrierwave seeks to minimize abuse by essentially making the drug inert until a stomach enzyme can carve off a molecule so that the original drug is released. It can be applied to a multitude of drugs.

This is the same with Enhanze...you are using a platform to deliver well researched drugs. But with enhanze you are providing greater bioavailability at localized sites.

You have the following advantages:
-Delivery of Drugs that have already received FDA approval
-Potentially shortened FDA approval (see NRPH 104)
-Less liability as the risks of the drugs have already been determine.
The above is true for both Enhanze and Carrierwave...but Enhanze also has the following advantage:
-The ability to potentially resurrect drugs that failed FDA approval because of bioavailability.

My only worry with HTI and also with NRPH is that the companies will be taken out by a big pharma before their full potential can be realised.


-pokerden


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Author: BlueLiner55 Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 6 of 31
Subject: Re: Halozyme Therapeutics, what's its future? Date: 12/12/2006 11:30 AM
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Thanks SW,

I too started with a good base at $2.30 - $2.80 but continue to add to it at $5 and $6. It is my biggest position and beleive that there will be more good news to be released in 2nd half of 2007.

It's good to hear that you confirm the positive outlook for Hylenex, Enhance, and Chemophase and with the new found attention that HTI is getting the volume should continue to be above 1M shares.

I read yesterday's article on big Pharma companies purchasing the little guys and was wondering what the likelihood of HTI being next in line?

I will also continue to post when I hear any news.
Rob

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Author: stillwater9999 Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 7 of 31
Subject: Re: Halozyme Therapeutics, what's its future? Date: 12/12/2006 11:40 AM
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pokerden -

Great post. I agree. I have dealt with RJ Kirk in business. I would not want to partner with him, but feel very comfortable investing along side him.

One other point on both Carrierwave and Enhanze is strong patent position.

sw

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