Replies to post #2957 on Halozyme Therapeutics Inc (HALO)

[Fred Kadiddlehopper]

During the last conference call it was mentioned that there is a lag of a couple of quarters in getting the royalties banked, so that accounts for at least a part of the lower numbers, especially for 2014.
I don't have a feel for how Roche's roll-out is going. We'll know more about that soon but if it is a slow, country by country event, then we'll have to assume that the 2015 numbers are a good estimate.
-Fritz

[rod5247]

Well, I have no idea what the IV poster did. A search only showed two matches, here and IV. It really does not matter.

What were projections for Herceptin SC, Hylenex, HyQ? What kind of model only includes the most recent approved without any launch guidance given by Roche since it has not launched.

UK has indicated they were converting to Herceptin SC in Q1. They have conservative 7k patients per year. The sales in UK based on published data I could find is very conservative $210mil to realistic $350mil per year.

What is happening in other 3 announced launch countries. Have additional countries been added in past 6 months since launch announcement.

We do not know and will not know for sure until Roche makes it public.

If I believed those royalty numbers, I would sell and never look back.

Good Luck,

Rod