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maumar

07/19/22 5:50 PM

#7141 RE: Fred Kadiddlehopper #7140

Yes, very few options traded, which I guess is unusual given the strong moves up and down we've had recently.

Darzalex sales were $1,986 for Q2 ($1,856M in Q1). According to JPM this was +146M (!) vs cons. Before the JNJ report JPM expected Halo royalty rev for 2022 to be $312M (cons 313M) above guidance of $300M. They see Darzalex Faspro reaching 90% penetration in US by the end the year. I suppose some analysts may revise their estimates and Helen may raise her $300M guidance a little.

maumar

08/04/22 11:36 AM

#7146 RE: Fred Kadiddlehopper #7140

Any thoughts about why the sudden weakness?