Did you listen to the cc? I did not detect anything new. Royalty revenues almost identical to previous quarter ($18.1M v $18M in Q1), guidance did not change much.
It appears the market is skeptical about Halo's projection of $1B in Enhanze revenues by 2027. I am hopeful but not completely convinced. SC Darzalex will at best add $250M. Revenues from current products are not growing. Will new products be approved in time and perform well enough to add another $700M?
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