Halozyme Therapeutics Inc (HALO)

[Fred Kadiddlehopper]

So, Elaine wasn't a disaster but it was more of the same. I did hear her say that the ViiV partnership is evidence of the viability of using HALO tech in small molecule contexts, so for me that was a little bit of an insight. She was given the opportunity by a very friendly Charles Duncan to discuss the ViiV partnership as evidence of more uses in the vaccine space but she really didn't run with it, and so it seemed like she was quashing that idea. That may not have been her intent but that's what I took away from that particular question.
Patent exclusivity rolls off in 2024 in EU and 2027 in US and the halving of royalties happens in conjunction with those events. Royalties are given for 10 years in each indication. More patent protection can be obtained as a result of co-formulations "in some instances". This is still a black hole in my knowledge and she did nothing to expand my understanding of it.
Duncan was a great cheerleader but nothing much else to be had. The idea of buying new platforms was laughably short - addressed only in the final seconds whe they were "out of time". LMAO.