Replies to post #7396 on Halozyme Therapeutics Inc (HALO)

[maumar]

I hope you're right. But new deals would start generating royalties in 6-7 years, and not every deal has created new products. It's only pretty close to a sure thing when they reach phase 3 trials. A stepped down royalty rate on Darzalex Faspro starting from 2024 would be a major blow. And I suspect the market would expect other co-formulations patents to be challenged successfully.