Replies to post #5659 on Halozyme Therapeutics Inc (HALO)

[Fred Kadiddlehopper]

Yes, I did listen this morning and agree that nothing new was disclosed. I don't agree that the market is skeptical. Today's action is on low volume and reflects larger market forces which are likely triggering margin calls, etc.

Also, I do think that the 2027 income estimate is reasonable. (BTW, Helen emphasized today that that figure does not include milestones).

We'll get 301 cancer news by Christmas time and that is now only 4 months away.

Lastly there was a continued emphasis on the prospect for new deals which can, and will, come at any time.

Good luck!
-Fritz

[Sluicebox]

THX for your informative posts on HALO.
When you say revenues from DAR SC will only be 250 M, what DAR sales are you using and what royalty %. Optimists on DAR sales have it at 10 B by 2026, and with Genmab CEO thinking 80% will be SC, then 250 M is too low IMO. If HALO get 5% royalty it could go as high as 400 M. BTW I hate Helens CAP on 1 B in ENHANZE sales, based on current partnerships, sure. From a SP perspective I like hear her talk about all the potential partner out there that could benefit from ENHANZE and the pile of revenues they represent. The 1 B CAP minus risks of some partners failing is the reason why the SP is down here.