Halozyme Therapeutics Incorporated (HALO) Quote

Agreed, but biotechs were pretty strong today, xbi up 1.64%, and high volume on option expiration day doesn’t necessarily lead to a lower stock price. Part of the selling is hopefully tax loss harvesting.

We're coming to the end of yet another year in which Helen Torley has utterly failed to deliver on any of her promises, so I'm not prone to seeing good news in the current state of Halozyme, Inc.

Today was option expiration day. Always with large volumes. Nothing unexpected. 

What’s interesting is that with the thin trading in HALO stock, a sell off of this magnitude would normally have caused the stock to fall $2 or $3. So, maybe the fact that it only fell $.36 might be a good sign?

I'm guessing it's the last options expiry of the year that caused part of the volume, along with the fact that it is really the last true trading day of the year because all the trading bosses are heading out to their ski chalets until after New Years.

4.22M shares traded today and another 577k in after hours so far. The biggest risk is that halo doesn’t get the US patent extension, imho. Hopefully, whoever sold today did it for other reasons.

Looks like someone dumped a lot of share in the last 9 minutes of trading.

Ask yourself what would be the shareprice be when:

1) HVAI deal is announced
2) US Enhanze patent is extended to 2029
3) Alteogen agrees (or is compelled to) pay licensing fees to Halo
4) OPDIVO SC is approved

North of $80

Loading up more. Current PE is 15. Forward PE is 10. PEG OF 0.4

https://finviz.com/quote.ashx?t=HALO&p=d

Halozyme Therapeutics Price Target Maintained With a $68.00/Share by HC
Wainwright & Co.

Stupid judge!

Law360, London (December 16, 2024, 8:35 PM GMT) -- A London judge on Monday rejected Halozyme's bid to protect an active ingredient in two breast cancer drugs with a supplementary protection certificate, after finding that it was actually an inactive substance used to enhance other therapeutic effects

In the table below, we summarize the PDUFA and advisory committee dates for several notable FDA approvals that could happen in 2024 and 2025. In the following sections, we’ll review each one in greater detail.


Opdivo (nivolumab)

Subcutaneous (under the skin) administration

December 29, 2024

Higher volune today than normal. News brewing?

"In Halozyme Therapeutics, the short percent of float has declined by 18.07%, a notable shift in sentiment. Such a sharp reduction in bearish positions might indicate improving fundamentals or positive expectations among investors. It may also suggest that recent developments have alleviated concerns that previously drove traders to short the stock."


https://stocksrunner.com/posts/2024-12-12-Short-Interest-Shifts

Thanks for the reminder......

He's upset that B1 got 2 thumbs up.🤣😂😂
You just can't make this up.
He used to be a great poster. Perma Bears got to him.

... I wonder if he was amused by the volumes; 10, 20, 30 all the way up to 50ml given in short duration without an on-body wearable pump. No one else (other than halo) can do this. Truly innovative.

What’s perplexing? Looks like a possible solution to the limits of spring powered large volume injections.

Yes, they never get it.....

Need to encourage not discourage........never know what arises from some of those hidden crumbs, and some are hidden way down there, but why down there of all places....

This one is perplexing, to say the least........what are they up to now.....

https://worldwide.espacenet.com/patent/search/family/093429904/publication/AU2023430176B1?q=pn%3DAU2023430176B1

Interesting......

bi1 gets two thumbs for a twisted reply to some incredible bread crumbs, in which it was clearly stated info wasn't competition related...."for a break from the old competition, and MDASE stuff......... "

Time will definitely tell on this big one.....

Greg Frost was CEO when I bought my shares...BOTH Greg & Helen are AWESOME CEOs !!!
THEY know who is infringing !!

Very nice day.
Considering the markets were down including the XBI
this was a solid day. Hope the momentum continues.

Correct, he was CEO before Helen Torley.

This is no competition. Greg Frost is one of the co-founders of Halozyme, co-inventor of human hyaluronidase and former CEO of halozyme.

This weekends breadcrumb leads an investor on a whole new interesting path, for a break from the old competition, and MDASE stuff.........

"Exuma Biotech".......the possibilities........ "The use of claim 2, wherein the modified lymphocytes are administered subcutaneously in the presence of hyaluronidase." ...... bi1 looks like the Frost character you mentioned has been keeping busy.........

Nearly everyting you post is either misinformed or incorrect. I never asked for a patent number from you. Show me the post (the message number) where you claim ai asked for it.

I mean there was a fraudulent accounting news on one of the dates I listed, where do you focus on it?
In the end, it was all falsehood articles, and it will be the same this time.

I wonder if Goldman Sachs' analyst really has knowledge of the patent field.

I am referring to Sanofi v AMGEN's lawsuit as it relates to a violation of activation requirements.
It's very close with this case. You really don't know?

I can see your level when you say it's not related and sarcastically say martial law 2.0 lol

I am a shareholder of Alteogen and a shareholder of Halozyme. I'm just a regular person who wants to know the truth.

Previously, you asked me to bring the patent document number, but when I mentioned the patent document number and claim, I saw your level of answering with stock price. BI1 rofl.

At your level, it's only a mocking level of conversation, and I don't think it's going to be an in-depth conversation related to patents, so I'll end it now.

FAREWELL!

None of the dates you mentioned show a 33% drop in a span of few days with no real/material news and purely based on drevitives manipulations (or martial law) as you initially postulated on this board. Now you have changed your story to "fradulant accounting"!!! By whom? Alteogen? Of course Alteogen's stock should have gone down if there were concerns about "fraudulant accounting." That would be significant/material news/concern.

And "malicious news"!!! Get real! We don't need conspiracy theories. The simplest explanation tends to be the real truth. Here is the simple truth: right after the market learned about Alteogen's patent viloation through Goldman Sacs, alteogen dropped 33%. No consoiracy theory needed. The market participants believe Alteogen will lose. You can come up with all the comical alternatives explanations you want!

Also, news of halo buying Evotec broke out and Halo's stock dropped immediately. No conspiracy theory needed. Simple and perfect explanation.

The news of Meck patent challenge against halo was not made PUBLIC for many days after the filing. So agian nice try, but you are wrong.

You keep referring to another patent dispute with two other companies (Amgen and Sanofi) with different merits that has little relevence to the matter between Halo and Alteos. 

You keep repeating the nonsensical argument from alteo's CEO. Do you work for Alteogen? 

You will have the answers you seek for the merits of halozyme patent arguments once halo's attorney file their response. 

In the meantime, keep entertaining us with your conspiry theories! Martial law 2.0?

Answer the patent document & violation of enablement requirement.
(If you don't understand, search Amgen v Sanofi. i told you this so many time.)

Your answer is tied only to the stock price view.

And, find chart
09/20/20 ~ 05/20/21
12/13/21 ~ 01/27/22
08/22/22 ~ 10/13/22
03/26/24 ~ 04/05/24
and recent days.

Every time that fell, there was always malicious news, like termination of his contract with Merck and malicious - fraudulent accounting news.

According to your logic, the date Merck requested USTPO to judge is the 12th. Since then, Halozyme has fallen 30%, and the stock has not returned.

Judging by the stock price is only fragmentary, and it is correct to judge by the scope of patent rights.

Leaving aside the facts of the patent, it is rather silliness to judge only in the direction of the stock price.

MDASE's scope of a patent claim(distinct polypeptide is 1.50 x 10^63 and 1.35 x 10^66) is so large.
That scope of the claim is the scope that another inventor cannot complete even if he studies for life.
-----> this is violation of enablement requirement.


MDASE US9,447,401's claim seq id no:3 / 204 F replace to P
---> Alteogen's not use seq id no;3 and do not replace them

US 11,952,600 claim 1, at least 95% of the residues of the amino acid sequence of the modified PH20 polypeptide are identical to the residues in an amino acid sequence selected from the group consisting of SEQ ID NOs: 3
and 32-66 the modification at position 320 is a replacement selected from among H, K, R and S.

It is almost impossible for competitors to choose the best sequence, truncate position, and replacement targets while experimenting with such a large number of cases.

I wonder who will laugh in the end haha

For the true halo investors on this board: I hope you are getting the same sense of confidence as I am when you see how the bears have to resort to silly arguments to explain their position. Just in the past 24 hours we have read about Martial Law and deravatives causing alteogen's 33% drop, company size determining patent outcomes, etc etc.

This level of silliness is reassuring. They have no good arguments.

Which do you want in your body at this time? Altogen's testing is about 15 years behind FDA proven HALO. Why doesn't Alteogen need testing? Because they've copied HALO? (Merek knows!)

Alteogen has many other profitable products. The fact that it's market cap is larger than halozyme has nothing to do with the patent issue or even with hyaluronidases.

I have a feeling you already knew this.

You are saying that Alteogen's stock price has fallen 30%.

Alteogen's market capitalization is twice that of Halozyme. Since Alteogen's market capitalization is high, does this mean that Alteogen is better than Halozyme?

No. Halo was at $62 right when the idiotic Evotec acquisition news came out. It hasn't fully recovered because some of the investors who left the stock lost trust in Helen and have not come back. Others are still worried that she might try to buy another company prematurely.

Of course you already knew all this, but as our permabear moderator try to confuse the readers heres.

HALO is down ~30% also. But that's just the market being stupid, right?

.... and the market participants handicapped the odds with a 33% drop in Ateogen's stock price

Wrong again. I'm not a Helen cheerleader. Eveyone here knows that. I have been critical of her when evidence warrants it (eg Evotec, Antares, etc).

It is actually you who is drinking the coolaid of Alteogen's and Merck's management. I trust the market percipitants over alteogen's delusional claims. 

Markets are the best handicappers of future events. 

lol

If there is a suspension of sales in time for the release date of the product, it will be hurt, so it is to prevent it in advance.
.
PLZ
SEARCH PATENT DOCUMENT
AND SESRCH ENABLEMENT REQUIREMENTS.
AND AMGEN V SANOFI CASE.
.
You're smarter than the legal team of big pharmaceutical companies, aren't you?
.
This is my last post at this time.
Bye BI1, No conversation with you seems to be beneficial.
.
Trust Helen.
I will Trust Merck, Daiichi, Sandoz.

Yes, more info to the ongoing competition saga....

Been watching the Daiichi part of the saga, and would suggest a minor correction to your conclusion.........."

“The conclusion is that, Alteogen and Daiichi, concluded that it did not infringe on the Halozyme patent." The courts will eventually make the final call on infringement, IMO

Looks like investors will need to keep a watch on any new petition filings related to Daiichi, as well as Sandoz, and the ongoing MSD petitions, which seems MSD has filed a second petition to a second MDASE patent “12018298.”

https://pharmaphorum.com/news/daiichi-sankyo-partners-alteogen-subcutaneous-enhertu

https://www.businesswire.com/news/home/20230102005028/en/Alteogen-Enters-Into-an-Exclusive-License-Agreement-to-Develop-and-Commercialize-Biosimilar-Products-Enabled-by-Alteogen%E2%80%99s-Hybrozyme%E2%84%A2-Technology

Good, at least you gave up on the silly martial law excuse.

Stocks in any country go up and down. Nobody denies that. However, you are making a claim that a 33% drop in Alteogen (coinciding with patent vilation news) is not because of the news but because of characteristics of derivatives in a particular foreign market and that things are volatile over there. However, the chart of the very company you're making this claim about rejects your argument. Alt's chart does not show frequent 30% drops as you claim.

On one hand, ALT CEO claims that they're not infringing on any of Halozyme's patents and on the other hand Merck is trying to invalidate one of Halozyme's patents. Ask yourselves this question, if they didn't think they're infringing why would they move to invalidate a patent?

Also remember, as Helen said in her Q&A this week, it is not just the one patent (the one Merck is trying to invalidate) that Alteogen is infringing, rather it's a whole portfolio of other patents thag Alt is violation of.

Hedge funds short stock futures position, sell spot stock to maximize profits and buy back down below. and publishing bearish news.
That's KOSPI & KOSDAQ 's characteristic.

and you can see Alteogen's longterm chart for yourself. There have not been many (or hardly any) sudden 30% drops in the price over the past 5 or 10 years. -->
lots of drops 5 years.
Every time that fell, there was always malicious news, like termination of his contract with Merck.
But what is the price of Alteogen now?


As you know, biosimilar companies are quite specialized in patents that are released in time for the patent expiration of the original drug.
It must have been reviewed by MERCK, DAIICHI, and SANDOZ.
If they can't use ENHAZE, they can use MDASE, but why did they do that?

AND plz Search AMGEN V SANOFI.

MDASE US9,447,401's claim seq id no:3 / 204 F replace to P
---> Alteogen's not use seq id no;3 and do not replace them

US 11,952,600 claim 1, at least 95% of the residues of the amino acid sequence of the modified PH20 polypeptide are identical to the residues in an amino acid sequence selected from the group consisting of SEQ ID NOs: 3
and 32-66 the modification at position 320 is a replacement selected from among H, K, R and S.

It is almost impossible for competitors to choose the best sequence, truncate position, and replacement targets while experimenting with such a large number of cases.

MDASE have violated enablement requirements.

We can just wait USTPO'S judgment.

Nice try! But you are incorrect. The price drop in Alteogen occured well before the Martial Law. The price dropped 33% from 450k to 290k on the news of patent infringment between November 15 and 25. The Martial law was Dec 3 to Dec 4. There was no material change in price of Alteogen stock on Dec 3 or 4. Everyone can see that and here is the chart:


Alteogen Inc
https://g.co/kgs/prrHssx
Regarding the "deravatives" nonesense, you can see Alteogen's longterm chart for yourself. There have not been many (or hardly any) sudden 30% drops in the price over the past 5 or 10 years. So, to say that this new sudden and significant drop is due to "deravatives" makes little sense.

You know it's related to the patnet infringement, when their CEO is constantly issuing memos and talking to media pleading that they are not in trouble with patent infringement. 

Regarding Sandoz, they are doing a biosimilar product with Alteogen. Halzoyme doesn't work with biosimilar makers (at least not so far). Halo prefers to have the royalty percentage from higher base price of brands vs. genereics.

Other Alteogen partners are forced to go with alteogen, because halozyme has an exclusive contract in that class of medication with another pharma.

Nope, Kosdaq is not same Nasdaq.
The Korean stock market fluctuates depending on derivatives positions.
And there's also the influence of martial law.

Search Amgen v Sanofi PCSK9 case.
it's same as this case.

MDASE's scope of a patent claim(distinct polypeptide is 1.50 x 10^63 and 1.35 x 10^66) is so large.
That scope of the claim is the scope that another inventor cannot complete even if he studies for life.

Sandoz and other global pharma choose Alteogen. Why did they do that?

Not at all 

Typically market participants are the best handicappers/predictors of what's the future holds. You see that with company events, elections, etc. Eversince the news (mid Nov) came out from Goldman Sacs that Alteogen is in violation of Halo's patents and halo plans to go after them, Alteogen's stock has dropped from 450k to 300k or 33% and not recovered depsite their CEO trying his best to comvince investors they are not infringing. 

Markets are the best handicappers of these matters.

Alteogen received the down payment from Daiichi Sankyo.

If Alteogen had violated MDASE, the above deposit would not have been received.

The conclusion is that Alteogen did not infringe on the Halozyme patent.

https://kormedi.com/1741578/

Agree with most, thought both presentations were helpful.

Dr Torley, was a little more upfront on the MSD petition and thoughts on the "competition." She was upfront on the reality of the HVAI taking longer then expected (always does), and that 3-5 ml range seems to have the most interest. Did mention some firms are doing internal research on the HVAI, sounded promising. Explanation on interest in Evotec, was very good, since it agreed with my view: wanted to increase the chance of utilizing Enhanze, MDASE, and autoinjectors, during the developing stage of upcoming products.

As for the MSD petition....Alteogen had something to say again.....will need to keep a watch on the MSD Petition filing for updates to the story......

https://pharm-edaily-co-kr.translate.goog/News/Read?newsId=01302166639114584&_x_tr_sl=ko&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=sc

That’s what I heard also. Far as I’m concerned the sell off is way overdone.

If I remember correctly Helen bought some shares at $14 but not since then.

I believe neither Helen nor Nicole said anything about the stock buybacks. Am I right or did I miss it?