Halozyme Therapeutics Incorporated (HALO) 시세

Better to languish at this level than 42. Still needs some deals to prove out there thesis so don’t expect much until then.

... I must say, it is "languishing" quite well. Just like it "drifted" superbly after beating and raising immediately following quarterly results. LOL.

"Momentum traders"?! Not.

... and I might add how the share price is behaving 

Conversations.

Based on what?

This year is my guess.

So WHEN do people think we will see the first HVAI?

I hope its $20 but I say close to $10.
Around $7.50. About 15%.

How much do you all think the first HVAI will add to the share price? $10, $15, $20?

ditto!

Well said

You thought an article wasn't encouraging.
Biotech1 thought it was inconsequential.
Everyone is entitled to their opinion. If you can't handle
that yes you should leave.

Well as always sorry to bring news to this site.........the great know it all BI1 will always find fault.......which is why there is no reason to post the good stuff....

Gooooo Dr Torley....will be waitng for the new PR on a new client, using rhuph and an AI......as noted in several recent patent filings.......

Out of here.......

Inconsequential. The UK decision has to do with Herceptin SC and Mabthera SC. Back then Roche did not file RHUPH20 as an active ingredient early in the process. So the court is saying that they should have done so from the beginning of their filing. Since then everyone has learned their lessons. 

RHUPH20 is considered as active ingredient by the FDA and EU for pretty much all filings since Mabthera and Herceptin. Just look at the FDA package insert for Phego and Faspro and you will see RHUPH20 named as a separate active ingredient.

Potter Clarkson article yesterday wasn't that encouraging, IMO, FWIW.

Hmm. There is no way this board was created in 1970. Is that is Fred DOB?

Probably nothing.

Any news for this after hours spike ?

After Hours: Last | 6:44 PM EST
59.06
quote price arrow up+3.12 (+5.58%)
Volume
21,634

Thanks Minninv, the eMag was jsut general info, and did not expect a comment. Yes you are correct, never thought ATRS AIs were competitive, since the competition is just to large, and could under cut ATRS (Halozyme) costs. Always thought the best use of ATRS AIs was for developing internal AI combos, such as the one below. Was expecting HALO to finish up those combos in progress and develop many more, since HALO has the money, and ATRS never did have much money. But noooo, Dr Torley wanted to develop more AIs no one seems to want. Developing small niche market products is not what Dr Torley wants to do, expectations are to big.

https://www.empr.com/home/news/drugs-in-the-pipeline/hydrocortisone-rescue-pen-fast-tracked-for-adrenal-insufficiency/

https://www.freepatentsonline.com/12102643.html

100 percent agree with everything here. That’s exactly why I feel the stock is languishing. She totally missed the boat on the interview and that article is spot on. Need deals to change this.

... having said all this, these misunderstandings give the sophisticated investor who takes the time to look under the hood an advantage. Enjoy these bargain halo prices. Happy loading!

Helen, unfortunately, is not the best communicator. An example of this is her answer to the last question on her Bloomberg appearance today. When asked about the FDA rejection of amivantamab SC, she did not say that it was because of a standard pre-approval inspection at a manufacturing facility. Per J&J’s release, “The CRL is unrelated to the product formulation, or the efficacy and safety data submitted in the regulatory application, and the FDA has not requested any additional clinical studies.” Helen did not relay any of this
She also missed the opportunity to tout the innovative and groundbreaking HVAI technology with a brand new patent or mention the possibility of US Enhanze patent extension to 2029.
Halo is undervalued because investors are worried that if halo doesn’t get new partners (either HVAI or new coformulation-patent protected Enhanze deals) the earnings growth might slow down in the 2030’s.
She had an opportunity to address and reassure investors today and missed the chance.
We need her to communicate more clearly and know what points to get acrossed. Otherwise the general investor does not have the attention span to dig deep and learn the nuances of co-formulation patent which protect earnings well into 2030’s or new innovative platforms like HVAI. And this is why we end up with half-baked superficially researched articles like this one: (this guy didn’t even take the time to learn that the EU ENHANZE patent was already from 2024 to 2029.):
https://financial-engineering.net/halozyme-therapeutics-an-overlooked-bargain-new-stock-idea/

Looking at the eMag there is a LOT competition for small and large AIs. No wonder HALO cannot get a deal done.

Keep up the good work PD96.......it's to unrewarding for this investor to answer bi1 endless questions, who will never answer yours, only more questions....

FTR posts are there just to point to when coming back to give the pleasure of saying, "Told ya."

Go Dr Torley....

https://www.marketscreener.com/quote/stock/HALOZYME-THERAPEUTICS-INC-50245/news/Converting-IV-drip-Medications-into-Shots-48789666/

Only a few mentions of Halozyme in the eMag, but nothing on their fancy small or large AIs

https://issuu.com/guyfurness/docs/pfs_-_ondd_-_jan_2025_-_issue_168_-_hires

Thanks for posting that. Hope all is well with you as the catastrophe continues.

Jan 8 note from JPM:

"We came away from HALO’s guidance call impressed by the momentum and profitability of the company’s Enhanze royalty portfolio with ‘24 guidance maintained and top- and bottom-line guidance raised for 2025-2028. We see better than expected growth for Vyvgart as a key driver of the 2025 guidance increase along with better than expected performance from Darzalex Faspro and Phesgo. While HALO also expects to see royalties from three new launches, Ocrevus, Tecentriq, and Opdivo, the more meaningful royalty contribution from these products will come in 2026. HALO also announced a new $250mm accelerated share repurchase under the existing $750mm program given management’s confidence in the company’s cash flow and speaking to the lack of an identified near-term M&A opportunity post-Evotec. While many expected a bump to 2025+ guidance after management raised 2024 guidance with 3Q results, we still welcome the lift in guidance driven by better than expected growth in key partnered products. Still, we would like to see more deals with new or existing partners with good economics and broadly more long-term visibility to get more constructive.

Other tidbits. Management is still waiting to hear from the USPTO on the extension of the US LOE for Enhanze, which should extend the Enhanze LOE into 2029 (without it, US LOE is in Sept 2027). This has not been incorporated into management’s forecast and would provide incremental upside when it does (our model assumes this already).

It was at CheckMate-6GE. (2.25ml)
The AI option is with the partner. This means that the next partner may choose Halozyme's AI. If this happens, YPSOMED will fail to invest in production facilities. We can guess that MSD will approach YPSOMED.
???? ???? ?????. ??? ??????

As far as I remember, BMS also clinicalized Opdivo with YPSOMED products. all syringe companies have their own patents, and injection devices are difficult technologies. However, injection equipment companies are overflowing, and it's important that there are only two hyaluronidase suppliers, Alteogen and Halozyme. The difference between Halozyme is that it injects 10ml in up to 30 seconds.

There is no need to be disappointed that Vyvgart does not use Halozyme's AI. Before Halozyme developed the AI, the clinical trials of Vyvgart AI were already starting

I looked at all the figures you mentioned in your post. Not sure what you are trying to say. Can anyone decipher his cryptic post? The genius can only communicate via clues and hints.

If your point is that Argx is not using halo's AI, yes, I agree. I already posted that I stand corrected thanks to Pioneer's post.

What I don't understand is how is Argx would not be infringing on halo's HVAI patent if they are putting halo's enhanze in someone else's injector. Companies are free to use any autoinjector they want but the combination of Enhanze and an Autoinjector for high volume  is unique and protected by halo's patent. Perhaps Argx will pay halo for licensing the HVAI patent.

PD96, thanks for pointing that out. It was instantly obvious seeing the picture it was an YpsoMate AI. FWIW, posted an article of the current large volume AIs some months ago for fellow investors, and the YpsoMate was listed, as is typical the info was belittled. Been following the trial for a while and was wondering what AI was being used, figured it wasn’t HALO’s AI, since it was never mentioned in a PR. Selecting the YsopMate over HALO’s, is very disappointing, since HALO clearly had a suitable AI, as shown in Fig 150 of the HVAI patent, bi1 is always mentioning. At least there are several other small volume AI in the development stage, with high potential as being a HALO AI.

Speaking of bi1…..Really….. “.still not sure how Argenx could do HVAI which clearly involves rhuph20 with another autoinjector without licensing it from halozyme. Here is the relevant patent for using rhuph20 with an autoinjector for volumes higher than 3ml:”

BI1, just what do you think the HVAI is for, not the one in Fig 150 which could have been used by Argenx, but the one in Fig 154, which is truly a large volume AI, as is the injector in the new patent filing posted on the AU site. Here are some hints: comments directly from the patent, to be used along with the reference in the FTR posting the other day.

Patent 12178860….Hyaluronidase enzyme formulations for high volume administration

“In one embodiment, the flange 20 may be couplable to a tubing set 21 (as shown in FIG. 166) in fluid communication with the medicament in the container portion 16.”

“FIG. 166 is a perspective view of the button actuated auto-injector coupled to a tubing set in accordance with a fifth exemplary embodiment of the present invention.”

“Referring to FIG. 166, there is a fifth embodiment of the injector 10 shown. The injector 10 may be similar to the embodiment of the injector 10 shown in FIGS. 154-161 except that the flange 20 may couple to a tubing set 21 for applications where a needle 19 may be insufficient or inappropriate for delivery of the medicament. The plug 54 may be removed prior to the tubing set 21 being coupled to the luer lock. The tubing set 21 may be threadedly coupled to the flange 20 to establish fluid communication therethrough.”

And in the new AU patent filing… AU2023430176 - BUTTON ACTUATED AUTOINJECTOR

“[0056]   In one embodiment, the flange 130 may be couplable to a tubing set (not shown) in fluid communication with the medicament in the container portion 126.”

...still not sure how Argx could do HVAI which clearly involves rhuph20 with another autoinjector without licensing it from halozyme. Here is the relevant patent for using rhuph20 with an autoinjector for volumes higher than 3ml:

method comprising administering to the subject via subcutaneous administration about 3 mL to about 50 mL of a formulation comprising a therapeutically effective amount of an active ingredient selected from a small molecule, a peptide fragment, a biologic, a nanoparticle, an antibody, an antibody fragment, and a small molecule antiviral, wherein the subcutaneous administration occurs via a high volume autoinjector with a starting delivery force of about 3 lbf to about 50 lbf, an ending delivery force of about 5 lbf to about 20 lbf, a starting pressure of about 50 psi to about 200 psi, and/or an ending pressure of about 20 psi to about 75 psi. In one embodiment, the formulation further comprises a hyaluronidase enzyme.



https://patents.justia.com/patent/12178860

Pioneer, welcome to the board. Thanks for your informative post. Who do think hlao is likely to sign the first HVAI with?

You are right. I stand corrected. The syringe does look like YPSOMED 5.5 too. 

That's disappointing. I think Helen said above 5ml is HV and cannot be done (delivered rapidly) without ENHANZE. It looks like Argx is using Enhanze but putting (Vyvgard Hytrulo which includes Enhanze) in YPSOMED autoinjector. But halizyme now has a patent (as of late last year) for HVAI !!!!

They will always have something to complain about.
It's a disorder.

?????. ? ???? YPSOMED? YpsoMate 5.5 ???.

Agreed. I think we know what's cooking now. HVAI deal is what we have all been waiting for. Not delivering on it is what's held valuations at bargain PE ratios deapite the magnificently growthing earnings. 

With this ARGX leak, don't be surprised if we have a sustained run back to 60's and likley hit new all time highs once the official announcement is made.

Also, remeber that the HVAI has its own brand new patent that was issues late last year. So the permabears who always remind us of patent expiration after 2029 and plateauing of earnings, will have nothing left to complain about.

No back pressure. Sounds very familiar. I’m going out on a limb and say it looks like Halo has an HVAI deal with argenx in the works. Nice find!!!!!

Zoom in on the AI syringe, page 11 on their (ARGX) presentation (see link below). It shows the same concentration (2000 units/ml) as the vial. This means to get the normal dosing of 11,200 units, the AI has to deliver 5.6 ml. This is considered high volume and is impossible to deliver rapidly without Enhanze and halo's patented HVAI. 

I thought Roche might be the first company to sign a HVAI deal with halo. But it seems Argx beat them to it.

https://argenx.com/content/dam/argenx-corp/events-presentations/argenx_Corporate_Presentation_Sept_2024.pdf

Today was all because of Argx. Very impressive results. Curious about AI program in 2027 and if Halo involved.

Agreed. But Argenx reported Vyvgart Q4 sales of $737m, way above expectations. I imagine this is helping halo’s stock action.

... something's cookin

Not sure what world you live in, but halo went from $48 to now $53 since they announced the investor conference. And this while XBI and the overall markets have absolutely been horrible


Take your permabear glasses off.

It's clear Helen's PR stunt last week failed to impress. The excuse that deals are not happening because of tight money is preposterous. Significant deals are popping off every day in biotech. By now, most investors are truly tired of Dr. Torley's failure to deliver.

...and yet, the stock is in the green. Something is brewing.

Wells Fargo lowers PT from $62-$57, maintains equal weight.

Nasdaq, S&P and XBI are all down significantly. No one would have been surprised if Halozyme $halo was down too. Yet, it's green. Something brewing with HVAI? Hunkered down to put the finishing touches on an HVAI deal instead of attending JPM conference?  

Nasdaq, S&P and XBI are all down significantly. No one would have been surprised if Halo was down too. Yet, it's green. 

Something brewing with HVAI? Hunkered down to put the finishing touches on an HVAI deal instead of JPM conference?

Thank you.

Thank you.