Monday, March 29, 2021 7:37:16 PM
1. I agree that the convertible issue creates overhang and will be a positive only if they make a brilliant acquisition, which of course is no sure thing. The potential acquisition also makes me nervous because it makes you wonder, if Halo thinks Enhanze is so great and is not concerned about its patents' expiry, why do they want/need another platform/technology?
2. I am concerned our royalties are heavily reliant on Darzalex Faspro. Could it be 70%, perhaps even higher? Does anybody have an educated guess? In any case, any slowdown in Darzalex revenue growth could really hurt us unless Phesgo surpasses expectations and/or we sign several new deals, we have more phase 3 trial starts, etc.
3. When will we get a new product approved? Will it be close to Jan 2023 or closer to Dec 2025?
4. I believe Halo has signed only two new deals, with Horizon (Nov 2020) and with Argenx (Feb 2019) since the deals with ALXN and BMY in 2017. Why haven't there been more new collaborations?
Recent HALO News
- Halozyme Announces Expansion of Global Collaboration and License Agreement with argenx for ENHANZE® • PR Newswire (US) • 10/03/2024 12:00:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 09/26/2024 10:06:56 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 09/26/2024 08:05:28 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 09/25/2024 08:00:51 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 09/24/2024 08:05:31 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 09/18/2024 10:49:57 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 09/18/2024 08:01:16 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 09/17/2024 08:03:48 PM
- Halozyme Announces FDA Approval of Roche's Subcutaneous OCREVUS ZUNOVO™ with ENHANZE® for People with Relapsing and Primary Progressive Multiple Sclerosis • PR Newswire (US) • 09/13/2024 05:30:00 PM
- Halozyme Announces FDA Approval of Roche's Tecentriq Hybreza™ With ENHANZE® for Multiple Types of Cancer • PR Newswire (US) • 09/13/2024 12:00:00 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 09/12/2024 09:56:59 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 09/12/2024 08:12:07 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 09/11/2024 08:05:49 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 09/10/2024 08:16:18 PM
- Halozyme to Present at Upcoming Investor Conferences • PR Newswire (US) • 08/28/2024 12:30:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/27/2024 11:49:52 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/21/2024 10:03:29 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 08/21/2024 08:11:18 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 08/20/2024 08:16:46 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/15/2024 08:59:35 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 08/15/2024 08:31:05 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/14/2024 08:57:27 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 08/14/2024 08:08:38 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 08/13/2024 08:19:53 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 08/06/2024 08:07:29 PM
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