Halozyme Therapeutics Inc (HALO)

[maumar]

Good news for ARGX and HALO. According to JPM, results from UCB's competing therapy for myasthenia gravis are inferior. They see Vyvgart being the leading MG product. I find it interesting that these treatments are SC and one also self-administered.

I am expecting Halo's Q1 royalties to be between $68M and $72M.


"Phase 3 RAISE and MycarinG studies in generalized myasthenia gravis (gMG) show zilucoplan and rozanolixizumab improve gMG-specific outcomes with consistent statistical significance and clinical relevance

BRUSSELS and ATLANTA, May 10, 2022 /PRNewswire/ -- UCB, a global biopharmaceutical company, today announced results from two Phase 3 studies evaluating its investigational treatments, zilucoplan, a self-administered, subcutaneous (SC) peptide inhibitor of complement component 5 (C5 inhibitor) and rozanolixizumab, an SC-infused monoclonal antibody targeting the neonatal Fc receptor (FcRn) in adults with generalized myasthenia gravis (gMG)."