There is no middle! I think constructive dialogue leads to answers, so this is helpful.
Here's what I will tell you. I know what the Haloyzme filings say. But, I asked the direct question to the old management team (Lias) and was told that Avid would not get the commercial production for Darzalex. The reason was because Catalent was doing the work in the trials and it was unlikely to switch, especially because AT THAT TIME, Avid did not have the same process (i.e, when Janssen would file the BLA, they would file it with the rH process currently in action and approved at Catalent.) Note, rH is produced in an old way (Franklin) and a new way (Myford) at Avid. It is possible when Myford's process was finally vetted by FDA they regained the commercial volume.
My other thought is you can see Janssen ordered a bunch of product in Q3 2019, ahead of their approval in May 2020. I do not know if that product counts as clinical or commercial, but I believe it was purchased to build inventory ahead of its commercial launch.
Either way, it is pretty positive for Avid, as I pointed out. I think there is going to be a surge from HALO, and I continue to believe they will get to $270mm revenue sooner than the market thinks.