Halozyme Therapeutics Inc (HALO)

[maumar]

My sense is that results were good enough for the stock to hold more or less at these levels but not to go back to $56 for now.

I hope I'm wrong but I think we need new deals and more visibility into which products will be approved and when. To say the Wave 2 products will be approved between 2023 and 2025 is not good enough when possibly 80% of royalties in 2021 will come from SC Darzalex alone, perhaps an even higher percentage in 2022 unless Phesgo does really well.