Replies to post #7399 on Halozyme Therapeutics Inc (HALO)

[maumar]

Yes, for now. MS came out with another 12 page note today : A Framework to Understand
Hyaluronidase-Based SubQ IP - Darzalex Faspro as A Case Study. They say patent implications for Enhanze technology "represent an area of investor focus."

I don't feel comfortable posting the whole thing. Apparently, Darzalex Faspro in the US is protected by the COM patent of daratumumab, which expires in 2029. So, the main concern is about Europe but they think the hearing in March may prove informative for understanding the defensibility of subQ co-formulation patents.

"The co-formulation patent underlying subQ Darzalex is facing an
invalidity challenge in Europe in the near-term, and we believe the outcome of this
event should provide investors with clarity into IP strength."