Halozyme Therapeutics Inc (HALO)

[maumar]

I guess Helen's saying "as we focus on expanding and extending the growth opportunities for Halozyme" suggests an acknowledgment that the demand for Enhanze is unfortunately limited right now and that the patent expiries is a problem that needs to be addressed. It just feels that by not saving the cash generated mainly from Darzalex SC and not taking advantage of the unprecedented selloff in biotechs Halo may have missed some opportunities to buy another strong technology platform.

It's been surprising and disappointing that there have been so few new deals in the past several years and none since June '21. We have to hope that the growth will come from the existing partnerships or an acquisition. Moni Miyashita is not an MD or a scientist so I don't think she will be helpful in picking the right acquisition target, which is my main concern. My other concern is: do we have enough cash to make a significant acquisition or do we need to go further into debt now that interest rates are rising?