Third Quarter 2023 Financial and Operating Results NASDAQ: HALO November 6, 2023 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-32335 ___________________________ HALOZYME THERAPEUTICS, INC. (Exact name of registrant as specified in its charter) _______ ...

财务数据和关键指标变化 - 公司在第二季度实现了强劲的同比收入和利润增长 [32][34][35] - 公司提高了全年非GAAP每股收益指引的下限,并增加了总收入和EBITDA指引的下限 [36][37] 各条业务线数据和关键指标变化 - 公司的ENHANZE技术授权业务和自动注射器技术业务表现强劲,成为收入增长的主要驱动因素 [11][15] - 公司的商业产品XYOSTED需求增长38% [30] - 公司的TLANDO产品由于未能与药房福利管理公司达成适当的返利率,预计2023年收入较低 [30] 各个市场数据和关键指标变化 - DARZALEX FASPRO和Phesgo是2023年公司版税收入增长的主要驱动因素 [15][16][17][18] - 德国市场Phesgo的转换率相对较低,可能与当地医疗体系的报销机制有关 [56] 公司战略和发展方向及行业竞争 - 公司正在积极拓展ENHANZE和自动注射器技术的新合作伙伴,并希望在2023年内签署新的合作协议 [28][31] - 公司的ENHANZE技术和自动注射器技术为生物制剂的快速皮下给药提供了差异化解决方案,在行业内处于领先地位 [11][14][29] 管理层对经营环境和未来前景的评论 - 管理层对公司2023年的财务表现保持乐观,并预计ENHANZE技术授权业务将持续增长 [7][15] - 管理层认为ENHANZE技术可为患者带来临床获益,并为医疗体系带来成本节约 [14] 其他重要信息 - 公司的ENHANZE技术被FDA列为多种组合产品的活性成分,公司认为这可能使这些组合产品在未来药品价格谈判中获得更有利的地位 [8][9][10] - 公司的高容量自动注射器临床试验取得成功,证明了10毫升生物制剂的快速皮下给药的可行性和耐受性 [12][28][29] 问答环节重要的提问和回答 问题1 **Mohit Bansal 提问** IRA对公司与潜在合作伙伴的谈判有何影响?ENHANZE技术专利到期后会否对公司产生影响? [40][41][42][43] **Helen Torley 回答** IRA目前对谈判影响不大,公司主要关注ENHANZE技术的临床获益和差异化。公司的合作模式可应对ENHANZE专利到期后的情况 [41][42][43] 问题2 **Michael DiFiore 提问** CMS的Part D指引是否意味着公司的产品将被视为固定剂量组合产品?这是否意味着未来Part B指引也会类似? [50][51][52][53][54] **Helen Torley 回答** Part D指引表明,包含两种或更多活性成分的固定剂量组合产品将被视为独立产品。公司认为这一原则可能也适用于Part B指引,但仍需等待Part B指引的发布 [51][52][53][54] 问题3 **David Risinger 提问** 公司是否仍有信心在2023年内签署新的ENHANZE和自动注射器技术合作协议?哪些产品可能受到ENHANZE专利到期的影响? [59][60][61][62] **Helen Torley 回答** 公司仍有信心在2023年内签署新的ENHANZE和自动注射器技术合作协议。ENHANZE专利到期不会影响公司现有产品的版税收入期限,但可能会导致部分产品的版税率下降 [60][61][62]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-32335 ___________________________ HALOZYME THERAPEUTICS, INC. (Exact name of registrant as specified in its charter) ____________ ...

Corporate Presentation NASDAQ: HALO May 2023 1 Forward Looking Statements In addition to historical information, the statements set forth in this presentation include forward-looking statements including, without limitation, statements concerning the Company's expected future growth, financial performance (including the Company's financial outlook for 2023) and expectations for profitability, revenue (including expectations for future royalties, milestones and product sales), EBITDA and earnings-per-share, ...

Halozyme Therapeutics, Inc. (NASDAQ:HALO) Q1 2023 Earnings Conference Call May 9, 2023 4:30 PM ET Company Participants Tram Bui - Vice President, Investor Relations and Corporate Communications Helen Torley - President and Chief Executive Officer Nicole LaBrosse - Chief Financial Officer Conference Call Participants Na Sun - JPMorgan Corinne Jenkins - Goldman Sachs Mohit Bansal - Wells Fargo Michael DiFiore - Evercore ISI Roy Buchanan - JMP Securities David Risinger - SVB Securities Caroline Palomeque - Ber ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-32335 ___________________________ HALOZYME THERAPEUTICS, INC. (Exact name of registrant as specified in its charter) ___________ ...

Corporate Presentation NASDAQ: HALO March 2023 1 Forward Looking Statements In addition to historical information, the statements set forth in this presentation include forward-looking statements including, without limitation, statements concerning the Company's expected future financial performance (including the Company's financial outlook for 2023) and expectations for profitability, revenue (including expectations for future royalties, milestones and product sales), EBITDA and earnings-per-share, and th ...

Fourth Quarter and Full Year 2022 Financial and Operating Results NASDAQ: HALO February 21, 2023 1 Forward Looking Statements In addition to historical information, the statements set forth in this presentation include forward-looking statements including, without limitation, statements concerning the Company's expected future financial performance (including the Company's financial outlook for 2023) and expectations for profitability, revenue (including expectations for future royalties, milestones and pro ...

Halozyme Therapeutics, Inc. (NASDAQ:HALO) Q4 2022 Earnings Conference Call February 21, 2023 4:30 PM ET Company Participants Tram Bui - Vice President, Investor Relations and Corporate Communications Dr. Helen Torley - President and CEO Nicole LaBrosse - Chief Financial Officer Conference Call Participants Mohit Bansal - Wells Fargo Mike DiFiore - Evercore ISI Jason Butler - JMP Securities Jessica Fye - JPMorgan Corinne Jenkins - Goldman Sachs Vikram Purohit - Morgan Stanley Dan Tarjan - SVB Securities Oper ...