Halozyme Therapeutics Inc (HALO)

[jamtomorrow2]

A couple of interesting questions in the CC about exclusivity. I hadn’t realised that once a big Pharma signs up with HALO on one of their drugs in a particular area then they have absolute exclusivity in that area for seemingly all time. This is potentially a problem to HALO isn’t it? Suppose a competitor comes along with a superior drug in one of those areas somewhere down the line. Then HALO can’t haloise that new drug because that area is taken. Also of course we could potentially have a Baxter type situation where a Pharma signs up in order to prevent other Pharmas in that area haloising their drugs but then decides not to market their haloised version (like HyQ or Mab/Herceptin in the US).