Financial Data and Key Metrics Changes - The company reported total revenue of $162 million for Q1 2023, a 38% increase year-over-year from $117.3 million in Q1 2022 [10][17] - Royalty revenue for the quarter was $99.6 million, representing a 43% increase compared to $69.6 million in the prior year period [32][126] - EBITDA for the quarter was $74.3 million, compared to $76.4 million in Q1 2022, reflecting a $25 million milestone payment in the previous year that did not recur [20][19] - GAAP diluted earnings per share was $0.29, while non-GAAP diluted earnings per share was $0.47 [20] Business Line Data and Key Metrics Changes - The ENHANZE royalty business is experiencing strong growth, with expectations to add three new agreements in 2023 [3][6] - XYOSTED revenue is projected to reach approximately $100 million in 2023, representing a 20% increase from the run rate following the acquisition [7] - The company anticipates continued strength in ENHANZE wave 2 products, with royalty revenue expected to increase between 23% to 26% over 2022 [21][126] Market Data and Key Metrics Changes - Roche reported Q1 2023 revenues of CHF1.6 billion for OCREVUS, a 14% year-over-year increase, with annualized sales exceeding $7 billion [12] - The subcutaneous formulation of DARZALEX has achieved an 88% market share in the US and over 80% outside the US, driving significant revenue growth [128] - Phesgo sales reached approximately CHF240 million in Q1 2023, a 72% year-over-year increase, with 85% of patients preferring subcutaneous administration [129] Company Strategy and Development Direction - The company aims to expand its product pipeline and advance products through development to regulatory approval, targeting multiple new royalty revenue streams [13][136] - There is a strong focus on enhancing the competitiveness of products through subcutaneous delivery, which is expected to reduce treatment times and improve patient experience [102][124] - The company is actively evaluating M&A opportunities to enhance revenue growth and durability [116] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving goals for 2023, including new ENHANZE deals and continued growth in royalty revenue [6][11] - The company anticipates reaching approximately $1 billion in royalty revenue by 2027, with potential for growth beyond that [104] - Management noted that current partners are awaiting more details from CMS regarding IRA guidance, which has not significantly impacted discussions [24][120] Other Important Information - The company completed $150 million in share repurchases in Q1 2023, fully utilizing the allocated amount for the year [16][90] - Research and development expenses increased to $18 million in Q1 2023, primarily due to a larger workforce and planned investments in ENHANZE [19] Q&A Session Summary Question: How is the IRA guidance impacting conversations with potential partners? - Management indicated that there is still too little detail available to assess any impact, and IRA has not been a frequent topic in discussions with potential partners [24][120] Question: What is the expected impact of the Antares acquisition on earnings? - The Antares acquisition is expected to be accretive to revenue and non-GAAP EPS for the full year 2023 [90] Question: Can you provide more details on planned investments in ENHANZE? - Planned investments focus on developing a high-yield rHuPH20 and a room temperature stable version, which may be suitable for small molecules [88][89] Question: What is the current IV to subcutaneous conversion rate trajectory for other products? - The company expects a target conversion rate of around 60% after three years, with positive progress noted for products like Phesgo [80][95]

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) ___________ ...

• 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 ...

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 ...

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, 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 name of registrant as specified in its charter) _______ ...

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 ...