Karen Johnson's questions to Halozyme Therapeutics Inc (HALO) leadership • Q3 2024
Question
An analyst on behalf of Karen Johnson at Goldman Sachs asked for more detail on the drivers behind the increased royalty revenue guidance, such as new DARZALEX indications or conversion rates. A second question concerned the status of potential auto-injector partnership deals.
Answer
President and CEO Dr. Helen Torley attributed royalty growth to strong execution by partners. This includes DARZALEX share gains in frontline therapy, broadening adoption of VYVGART Hytrulo in GMG plus the new CIDP indication, and Phesgo's continued strong trajectory. Regarding auto-injectors, she confirmed that discussions are progressing through technical evaluations with potential partners.