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I listened to the call but I guess

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maumar Member Level  Tuesday, 02/23/21 08:33:11 PM
Re: Fred Kadiddlehopper post# 6329
Post # of 6349 
I listened to the call but I guess I missed that comment. I will read the call transcript later. I don't think 4-5% percent is low but I'm not sure. In any case, that's what they've been able to negotiate and I doubt that will change.

"Halozyme is projecting total revenue of $1bn by 2027 based on their experience so far."

I believe they are projecting $1B in royalties not revenue and the question is, can we get from $32M today to an average of $250M per quarter in 2027? And what happens after that? Will revenues come down significantly as the author of the article believes? Time will tell. Helen said they don't expect that to happen but my impression is the market is not so sure yet.

I haven't researched the pipeline enough to determine if Halo may have another Enhanze product with benefits even remotely as compelling as Darzalex. Also, as Helen explained on this call and the previous one, the next products will probably be approved in the 2023 to 2025 range so we really need Darzalex and Phesgo to perform well until then. Any competitors that take market share from them will hurt us. My guess is Darzalex is generating at least 60% of royalties for Halo now. Hopefully, Phesgo will do well too.

There is potential for Halo's future to be very bright. There is a decent chance that SC Efgartigimod may get approved earlier than 2023 and if we get a couple of new deals soon, more phase 3 trials begin, etc., investors will keep buying.

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