• 13-20% YoY growth • Excludes impact of future share repurchases | --- | --- | --- | --- | --- | |---------------|---------|-----------------|-------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | | Total Revenue | $660.1M | $815M ...

NASDAQ: HALO February 21, 2023 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 the Company's plans to repurchase shares under ...

财务数据和关键指标变化 - 2022年总收入达到6.6亿美元,同比增长49% [7] - 2022年第四季度收入为1.81亿美元,同比增长78% [8] - 2022年全年EBITDA为3.2亿美元,同比增长30% [8] - 2023年预计总收入为8.15亿至8.45亿美元,同比增长23%至28% [8] - 2023年预计EBITDA为4.15亿至4.4亿美元,同比增长30% [8] 各条业务线数据和关键指标变化 - ENHANZE平台收入在2022年第四季度达到1.06亿美元,同比增长69% [31] - 2022年全年ENHANZE平台收入为3.605亿美元,同比增长77% [33] - 2023年预计ENHANZE平台收入为4.45亿至4.55亿美元,同比增长23%至26% [9] 各个市场数据和关键指标变化 - DARZALEX FASPRO在美国市场的销售额在2022年第四季度达到86%的市场份额 [10] - 2022年全年DARZALEX全球销售额达到80亿美元,同比增长近40% [11] - 2022年第四季度DARZALEX全球销售额超过20亿美元,同比增长近34% [11] - Phesgo在2022年全年销售额达到7.14亿瑞士法郎,接近10亿美元 [12] 公司战略和发展方向和行业竞争 - 通过ENHANZE平台和收购Antares Pharma,扩展了皮下药物递送平台 [7] - 目标是扩大使用ENHANZE平台的新老合作伙伴数量 [8] - 计划在2023年推出两个新的ENHANZE产品:皮下efgartigimod和皮下atezolizumab [9] - 正在开发高容量自动注射器,预计2023年年中完成人体可行性研究 [25] 管理层对经营环境和未来前景的评论 - 对2022年第四季度和全年业绩感到满意,认为公司处于强劲的增长轨道 [7] - 预计2023年将是另一个具有显著增长机会的年份 [36] - 对ENHANZE平台和自动注射器业务的前景感到兴奋 [36] 其他重要信息 - 2022年完成了3.5亿美元的股份回购计划,计划在2023年再回购1.5亿美元 [28] - 2022年研发费用为6660万美元,同比增长86% [34] - 2022年销售、一般和管理费用为1.435亿美元,同比增长185% [34] 问答环节所有提问和回答 问题: 通货膨胀减少法案对ENHANZE产品的影响 - 目前仍在等待CMS提供实施细节,尚不清楚具体影响 [40] 问题: Merck的皮下pembrolizumab试验与ENHANZE的区别 - 公司无法评论Merck的具体方法,但强调ENHANZE平台的成功记录 [43] 问题: 皮下Vyvgart的PDUFA延迟是否影响指引 - PDUFA日期仅推迟3个月,不会改变2023年指引 [44] 问题: ENHANZE自动注射器合作的进展 - 正在与现有和新潜在合作伙伴讨论,预计年中完成人体可行性研究 [47] 问题: 患者偏好研究和Merck的皮下pembrolizumab - 患者偏好研究是为了增强药物的使用信息 [51] - 公司不担心合作伙伴开发自己的透明质酸酶,因为ENHANZE平台的安全性和成功记录 [52] 问题: 10毫升版本自动注射器的开发进展 - 原型设计具有灵活性,可以调整填充量,预计年中完成人体可行性研究 [56] 问题: 皮下ocrelizumab的市场前景 - 预计数据将在年中公布,目标是减少治疗时间,提高患者便利性 [63] 问题: Phase 1候选药物的进展和2023年第一季度的预测 - Phase 1候选药物的进展取决于合作伙伴的计划 [66] - 预计2023年第一季度合作收入持平,第二季度开始有里程碑收入 [69]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 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 nam ...

Halozyme Therapeutics, Inc. (NASDAQ:HALO) Q3 2022 Earnings Conference Call November 8, 2022 4:30 PM ET Company Participants Tram Bui - Vice President, Investor Relations & Corporate Communication Helen Torley - President & Chief Executive Officer Nicole LaBrosse - Chief Financial Officer Conference Call Participants Michael DiFiore - Evercore ISI Jessica Fye - JPMorgan David Risinger - SVB Securities Jason Butler - JMP Corinne Jenkins - Goldman Sachs Operator Good afternoon. My name is Shantou, and I will b ...

Halozyme Confidential and Proprietary Third Quarter 2022 Financial and Operating Results Nasdaq: HALO November 8, 2022 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 2022) and expectations for profitability, revenue (including expectations for future milestone ...

Halozyme Therapeutics, Inc. (NASDAQ:HALO) Q2 2022 Earnings Conference Call August 9, 2022 4:30 PM ET Company Participants Tram Bui - Vice President, Investor Relations & Corporate Communication Helen Torley - President & Chief Executive Officer Nicole LaBrosse - Chief Financial Officer Conference Call Participants Mike DiFiore - Evercore Corinne Jenkins - Goldman Sachs David Risinger - SVB Securities Jessica Fye - JPM Chase Operator Good afternoon. My name is Rex, and I will be your conference operator tod ...

Halozyme Therapeutics, Inc. (NASDAQ:HALO) Q1 2022 Earnings Conference Call May 10, 2022 4:30 PM ET Company Participants Helen Torley - President & Chief Executive Officer Nicole LaBrosse - Chief Financial Officer Conference Call Participants Charles Duncan - Cantor Fitzgerald Mike DiFiore - Evercore Corinne Jenkins - Goldman Sachs Jessica Fye - JPM Chase Anita Dushyanth - Berenberg Capital Markets Operator Good afternoon. My name is Emma, and I will be your conference operator today. At this time, I would ...

First Quarter 2022 Financial Results Presentation May 10, 2022 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 2022) and expectations for profitability, revenue (including expectations for future milestones and royalties), operating income, and earnings-per-sha ...

antares making medicines better" C Investor Presentation NASDAQ: ATRS | March 2022 Safe Harbor Statement & Non-GAAP Metrics This presentation contains forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forwardlooking statements are subject to certain risks and uncertainties that can cause actual results to differ materially from those described. Factors that may cause such differences include, but are not limited to: the Compa ...