Halozyme Therapeutics Inc (HALO)

[maumar]

Well, maybe it was pretty much priced in. I thought that having the Pdufa date in March instead of May would generate a little more excitement. JPM changed their Dec ‘23 PT from $53 to $54. Apparently, one issue is that argx’s management said they expect the SC formulation to do better in Europe and ROW than in US. Something to do with Medicare. It doesn’t make much sense but that doesn’t mean they are wrong, unfortunately. I am not sure if they have filed anywhere else. Maybe the SC Tecentriq filing will make more of a difference.