I believe she said the "new' product will affect the business after 2027 (near the end of the call) but I'm not positive. I don't think it's something that current Enhanze products are going to switch to.
The IP extension is a good thing and I am guessing it's one of the reasons the new general counsel was hired for. It could be that the patents have been issued but the new product is not being used yet.
The most important positive news about the call imo is the 5 Enhanze products going into phase 2 and phase 3 trials in 2022. New deals can help but this is the best way to reduce the high concentration risk (Darzalex FasPro) Halo has. Hopefully, progress with the 3 products currently in phase 3 and this will ease the concern about the slowdown in revenue growth. The IP extension is also important, though.
If all goes well, revenue growth should accelerate in 2024/2025 but is likely to slow down a bit more in 2023 since best case scenario is that SC efga will be approved in late 2023.