Replies to post #3811 on Halozyme Therapeutics Inc (HALO)

[friendofthedevil]

Not wasting any time, are they?

If the Ig business grows by 8% per year, and most of that is driven by Hyqvia, and Hyqvia takes some share from their other Ig products, that 100 million in 2015 could easily be over 200 million in 2016. Is HALO's guidance on royalties for Hyqvia also "mid single digits," as it is for Enhanze?

Would also like to know if the latest deal with J&J was any sweeter for HALO. I'm surprised there were no questions about that at analyst day. Rod suggested the sweeteners may come in the form of larger mile-stones. Has anyone seen this addressed?

Thanks

[maumar]

Thank you for posting this. It sounds very good but I don't understand why they say, "We think that HYQVIA will be about $100 million for 2015." if they had "U.S. HYQVIA sales in the fourth quarter of $35 million."