Halozyme Therapeutics Inc (HALO)

[maumar]

"Other than that, she sounded like a person somewhat desperately trying to convince the BOD that she should be retained. Just my humble opinion."

Interesting point and you may be right. She certainly tried hard to persuade analysts and investors that Halo's revenues are durable. It seems to have somewhat worked. And yet, revenue growth is slowing and the biggest overhang remains the potential step-downs in 2024 and 2027, especially in regards to Darzalex FasPro. I think the market is giving Darzalex FasPro a low chance of getting a co-formulation patent. If that changes, depending on whether the step-down is delayed or eliminated the stock may jump $5 to $10 imho. I have no idea when that may happen, though.

The biggest catalyst coming up is SC Efga phase 3 results now expected in Q1. We really need positive results and more phase 3 trials to start.