Halozyme Therapeutics Incorporated News - HALO

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Form 8-K - Current report

Halozyme Reiterates 2024 Financial Guidance and Raises 2025 and Multi-Year Financial Guidance

Halozyme Reiterates 2024 Financial Guidance and Raises 2025 and Multi-Year Financial Guidance PR Newswire SAN...

Form 4 - Statement of changes in beneficial ownership of securities

Form 144 - Report of proposed sale of securities

Halozyme to Host Investor Conference Call to Provide Updated 2025 Financial Guidance

Halozyme to Host Investor Conference Call to Provide Updated 2025 Financial Guidance PR Newswire SAN DIEGO...

Halozyme Announces Takeda Received Regulatory Approval for HYQVIA® 10% Subcutaneous Injection Set with ENHANZE® in Japan for Patients with Agammaglobulinemia or Hypogammaglobulinemia

Halozyme Announces Takeda Received Regulatory Approval for HYQVIA® 10% Subcutaneous Injection Set with...

Halozyme Announces argenx's VYDURA with ENHANZE® was Granted Regulatory Approval in Japan for Chronic Inflammatory Demyelinating Polyneuropathy

Halozyme Announces argenx's VYDURA with ENHANZE® was Granted Regulatory Approval in Japan for Chronic...

Halozyme Announces FDA Approval of Bristol Myers Squibb's Opdivo Qvantig™ with ENHANZE® for Subcutaneous Use in Most Previously Approved Adult Solid Tumor Opdivo® (nivolumab) Indications

Halozyme Announces FDA Approval of Bristol Myers Squibb's Opdivo Qvantig™ with ENHANZE® for Subcutaneous Use...

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?

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biotechinvestor1 20 minutes ago

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?

Fred Kadiddlehopper 2 days ago

The facts are there for all to see and Helen's leadership is not on the positive side of the ledger. It seems her continued position as CEO is increasingly being seen as a problem by the analyst community.

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Fred Kadiddlehopper 2 days ago

Best of luck to you. Stay safe.

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Roger1 2 days ago

My prayers are with you.

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halofan 3 days ago

It’s really hard to understand these analysts. Do they not pay attention to facts?

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maumar 3 days ago

JPM maintains neutral rating also. I am dealing with one of the LA fires but I will try to post in the next few days.

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Fred Kadiddlehopper 3 days ago

Piper Sandler maintains neutral rating, raises PT $52-$53. Clearly, Joe Catanzaro, who's followed HALO for a very long time, is not impressed by Helen's empty promises. I'd love to read his notes if anyone could post them.

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biotechinvestor1 3 days ago

Be grateful for this market giving you an opportunity to load up more of halozyme at these prices. This whole week has been pretty rough for the indexes. Otherwise halo would already be in high 50's to low 60's. Take advantage. We are lucky!

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biotechinvestor1 3 days ago

$HALO 2025-01-10 13:12:00 GMT DJ Halozyme
Therapeutics Price Target Raised to $70.00/Share From $68.00 by HC Wainwright & Co.

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biotechinvestor1 3 days ago

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biotechinvestor1 4 days ago

"Several internal products in development"? Say more please. That sounds great.

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stockrafter 4 days ago

FTR:.......Things just takes time…..just look at Selatogrel, first PR in Nov-2019, and per Viatris, estimated to hit the market in mid-2027, as a “blockbuster drug.” .....Selatogrel will be a MAJOR addition of income to HALO for years, (which was a major reason for buying ATRS).……The following are obvious at this time:…… HVAI is for TAK-881 kit…… a few of the small AI deals mentioned,….some of the additional Enhanze deals…...as well as several internal products in development…..…things just take time.........next step M&A….....Dr Torley knows how to grow a business....…the future is up……way up.....!!!!!!

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biotechinvestor1 5 days ago

1/8/25 TD Cowen raises target price for halo from $70 to $77

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Fred Kadiddlehopper 5 days ago

Agreed that we could conceivably hit the triple digits if only HALO was capable of stringing together a couple of significant deals. Helen's Happy talk, and now the recent lame excuses, will not cut the mustard any more with impatient investors, nor should it.

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Howeeme 5 days ago

I listened to the call. What you say is accurate. All that Me and Fred are saying is the market has been hearing lots of talk and no results yet on topics 1&3 and that is holding the price back. Once that clears we could easily get into the hundreds. Hopefully Helen is capable of talking us to that next
Level. I’m not giving up but a lot of time has passed.

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biotechinvestor1 5 days ago

If you had actually listened to the cc today, you would have heard (and still can if you listen to the archive) that the current projections (the graph you speak of) does not include the addative revenue/EPS from A) US patent is extended or B) later wave products from existing partners/programs are approved.

Yes, reason number 3 from my previous post (HVAI or new parterships) is not in the bag yet and you can call it speculation. I would call it future highly likely catalysts. Reason 1 is not in the bag yet either but EU granted the same patent extension and it is highly unlikely that US won't.

Reason 2 is in the bag and is not a speculative whatsoever.

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Fred Kadiddlehopper 5 days ago

Helen's own graphs from today's presentation support my position. Anything that deviates from that is speculation only.

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Howeeme 5 days ago

When all of that happens no problem. But the market is not convinced. The reason I say that is because talk is cheap and there’s a lot of talk.

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biotechinvestor1 5 days ago

That is incorrect for the following 3 reasons:

1) US and EU Enhanze patent extensions to 2029

2) Waves 2, 3, 4 and 5 Enhanze products with co-formulation patents effective well into 2030's will ramp up and more than offset decline (step down) in royalty from Darzelex. You are forgetting or intentionally ignoring the coformulation patents which will protect mid-single digit royalties (i.e. avoid royalty step downs). Pretty much all Enhanze contracts with the exception of Darzelex have terms that protect royalties if there is a coformulation patent even when the stand-alone Enhanze patent expires in 2029.

3) We will have HVAI as well as more Enhanze deals.

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Fred Kadiddlehopper 5 days ago

The impressive year over year revenue increases hit a wall in 2028. That is what is holding the pps back.

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biotechinvestor1 5 days ago

... even without a new deal, halo's de-risked/proven earnings growth (conservative CAGR of 20-30% through 2029 with the expected US patent extension) with the existing partners and profit margin of 60-70% support a PE of at least 20. We are currently (with the recent run up) at a 2024 PE of 13 (see link below).

So unlike you and the permabear duo on this board, I'm of the opinion that even without a new deal, we will be back to the $60's in short order (barring a market or biotech crash). Feel free to call that a "drift" again if you want!

With HVAI deals, halo will be securing earnings growth CAGR through 2030's. HVAI is brand new technology and the patent was issued just last December. With HVAI deal in the bad, $halo will be "drifting" to triple digits.

https://www.nasdaq.com/market-activity/stocks/halo/price-earnings-peg-ratios

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biotechinvestor1 5 days ago

Your "drift" prediction was right after one of the earnings calls last year. It was not "very accurate" at all simply because the stock went up more than 20% and hit a new all-time-high shortly after your post. You later claimed that the run up was due to momentum traders and had nothing to do with the impressive earnings beat and raised guidance.

The stock dropped from the mid $60's mainly due to the Evotec buy-out fiasco which by the way you were a big cheerleader for. Unlike you, majority of market participants disliked the idea and punished the stock for it.

I agree that the pace of deal making has been slower than we all expected and what Helen had promised in 2023. I have been critical of her about it. I do agree that we will be much higher once we get new deals, especially HVAI.

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Howeeme 5 days ago

I would expect that. This stock has drifted since my very accurate comments months ago that you disputed. Until the strategy of spending 1b on Antares is confirmed by new deals the stock won’t fly like we all think it should. That’s why we trade at a low multiple.

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biotechinvestor1 5 days ago

Expect analyst upgrades

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Fred Kadiddlehopper 5 days ago

Her explanation of the lack of execution of new deals was not believable. She blamed lack of financial resources on the part of Big Pharma, which is causing them to go slow, an absurd excuse, IMHO.

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Howeeme 5 days ago

Great news but still overhang of new deals delay. When we get some new deals shares will make new highs. Until then maybe more churn.

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biotechinvestor1 5 days ago

The timing of doom and gloom comments by our permabear duo over the last weekend was fascinating!

BTW, as mentioned in the cc today, the applixation US patent extension to 2029 is still live and well and once grantes will lead to another investor conference call with another (additive) multiyear guidance raises. If you recall, last year halo raised mutiyear guidance when EU extended enhnazd patent to 2029.

Today's guidance raise was unrelated to US patent extesion and a total surprise.

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MysticalGladiator72 5 days ago

Great news.

Halozyme Therapeutics (NASDAQ:HALO - issued an update on its FY25 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of $4.95-$5.35 for the period, compared to the consensus estimate of $4.83. The company issued revenue guidance of $1.150-$1.225 billion, compared to the consensus revenue estimate of $1.16 billion. Halozyme Therapeutics also updated its FY24 guidance to $4.00-$4.20 EPS.

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biotechinvestor1 6 days ago

Strong finish with good volume. Depending on the announcements tomorrow am, a lot left in this run. Don't be surprised to see $60's in relatively short order.

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biotecholdguy 6 days ago

Shhh! Don't tell anyone...(you're MY moderator these days!)

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biotechinvestor1 6 days ago

Thanks. Happy new year to you too!

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biotecholdguy 6 days ago

Biotechinvestor1:
Happy new year!

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biotechinvestor1 6 days ago

Halo "behaving" quite well even on a tough tape and despite what permabear duo on this board try to have you believe.

Last time they raised guidance, stock went up 14%. We have gone up about 6-7% since the announcement of the investor conference (scheduled for tomorrow am). So if history is a guide, we have another 7% to go. Although since we were way oversold and extremely undervalued recently (full 12 month 2024 PE eatimate of 10), I suspect the run up could be more like 20-25%.

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MysticalGladiator72 7 days ago

🤪😝🤗

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biotecholdguy 7 days ago

these permabears ought to just buy bitcoin! No CEO to whine about, no product to sell, just a huge ponzi scheme.

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biotechinvestor1 1 week ago

.... and consistent with years of their posts on this board, when our permabear duo share their gloomiest forecasts, halo starts its run. It's like clockwork!

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biotechinvestor1 1 week ago

Sounds like we will be getting a guidance raise this Wednesday.

https://lifesciencereport.com/news/nasdaq/halo/halozyme-to-host-investor-conference-call-to-provide-updated-2025-financial-guidance

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biotechinvestor1 1 week ago

He is a permabear. He can't help it. Same with Maumer.

They were proven wromg when halo was trading in single digits, teens, $20's, 30's, and low $40's. Read their posts going back to 2010 and you will see that there is always an underlying doom and gloom tone/forecast. But just because they are permabears, it doesn't mean they are always wrong. Occasionally they get it right.

SO FAR, Helen's inability to deliver on HVAI is a fact. She forecasted it for 2023 and we are now in 2025. My sense is that HVAI will happen soon. Roche gave us a big hint in September.

Once HVAI deal is done, royalty growth through 2030's is once and for all confirmed. Remeber HVAI with Enhanze has a brand new patent that was just issued.https://patents.justia.com/patent/12178860

But even without any new catalysts , Halo is severly undervalued. 2024 PE of 12!!!! Even without a single new deal, we have at least 5 more years of fantastic EPS growth ahead of us. That's plenty of time to get many many more Enhanze, HVAI and MDASE deals.

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biotecholdguy 1 week ago

If you "trim" your position...do you still get to be "moderator"? Moderator ought to be unbiased, I would think.

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Fred Kadiddlehopper 1 week ago

I agree about the prospects for a patent extension. Not a slam dunk by any means. Moreover, HALO is languishing because everybody but the BOD realizes Helen is incapable of growing the company. The EVO saga was a complete embarrassment and confirms my long-held view that Dr. Torley is not a deal maker. Worse, deals she has promised for over two years have not materialized and she has been what might be seen as less than honest with investors and analysts. I'm continuing to trim my position. Nothing to see here unless she is made to leave and we get new blood at the helm.

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maumar 1 week ago

The stock is not acting well, to say the least. The 200 moving average is now above the 50. I am concerned Halo will not get the US patent extension and somebody knows about it. Didn't they say they were confident they would get it in 2024? Obviously, it could be something else. I believe Halo is not presenting at the JPM healthcare conference, which I seem to remember they usually do.

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biotechinvestor1 2 weeks ago

$HALO Patents Assigned to Halozyme, Inc.
Hyaluronidase enzyme formulations for high volume administration
Patent number: 12178860
Abstract: In one aspect, the present disclosure provides a formulation comprising a hyaluronidase enzyme and a therapeutically effective amount of an active ingredient. In another aspect, the present disclosure provides a method of administering a high volume of the formulation in a single administration to treat a disease or disorder in a subject.
Type: Grant
Filed: December 22, 2023
Date of Patent: December 31, 2024
Assignee: Halozyme, Inc.
Inventors: David W. Kang, Robert J. Connor, Tara Nekoroski, Todd J. Leadens, II, Baylor Frantz, Scott Beacher, Kevin
Swanson, Mike Travanty

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biotechinvestor1 2 weeks ago

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biotechinvestor1 2 weeks ago

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biotechinvestor1 2 weeks ago

Good question. Halo ended 2024 with a 2023 PE of 19.12 (see link below). If it ends 2025 with a trailing year (2024) PE of 19.12, share price will be around $73. My sesne is that it could be much higher than $73 if we get HVAI deal(s) and US Enhanze manufacturing patent extension to 2029.

Of course overall market conditions and XBI trends are always a factor as well.

https://www.nasdaq.com/market-activity/stocks/halo/price-earnings-peg-ratios

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MysticalGladiator72 2 weeks ago

Question for the board ?
What will HALO stock price be at the end of 2025.
I'll start off with a prediction of $64.

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biotechinvestor1 2 weeks ago

There will be much bigger gains in halo with:

1) Approval of US manufacturing patent extension to 2027
2) HVAI deals (my sense is that the first one will be with Roche)
3) Natural appreciation in the numerator to keep up with the rising denominator just to keep up with the current P/E valuations:

2024 PE Estimates 12.412025 PE Estimates 10.342026 PE Estimates 7.8PEG .43https://www.nasdaq.com/market-activity/stocks/halo/price-earnings-peg-ratios

Once we have a HVAI deal, the worries about earnings growth decceleration in the 2030's will dissipate. HVAI will have its own brand new COM/manufacturing (device pluse rhuph20) patents and brand new coformulation patents ensuring continued earnings growth into 2040's.

In the meantime, we need Helen to explicitly announce that she will not try to buy another company until HVAI deal(s) are made and halo is trading closer to peers in biotech industry:

PE Ratio by Sector (US) -
Drugs (Biotechnology) 30.39
Drugs (Pharmaceutical) 57.63

https://pages.stern.nyu.edu/~adamodar/New_Home_Page/datafile/pedata.html

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Halozyme Therapeutics Incorporated (HALO)

Your Hub for Real-Time streaming quotes, Ideas and Live Discussions

HALO News

Form 8-K - Current report

Halozyme Reiterates 2024 Financial Guidance and Raises 2025 and Multi-Year Financial Guidance

Form 4 - Statement of changes in beneficial ownership of securities

Form 4 - Statement of changes in beneficial ownership of securities

Form 144 - Report of proposed sale of securities

Halozyme to Host Investor Conference Call to Provide Updated 2025 Financial Guidance

Halozyme Announces Takeda Received Regulatory Approval for HYQVIA® 10% Subcutaneous Injection Set with ENHANZE® in Japan for Patients with Agammaglobulinemia or Hypogammaglobulinemia

Halozyme Announces argenx's VYDURA with ENHANZE® was Granted Regulatory Approval in Japan for Chronic Inflammatory Demyelinating Polyneuropathy

Halozyme Announces FDA Approval of Bristol Myers Squibb's Opdivo Qvantig™ with ENHANZE® for Subcutaneous Use in Most Previously Approved Adult Solid Tumor Opdivo® (nivolumab) Indications

Form 4 - Statement of changes in beneficial ownership of securities

Form 4 - Statement of changes in beneficial ownership of securities

Halozyme to Present at Upcoming Investor Conferences

Halozyme Withdraws Proposal to Acquire Evotec Following Evotec's Unwillingness to Engage in Discussions

Halozyme Confirms Proposal to Combine with Evotec for €11.00 Per Share in an All-Cash Transaction

Form SC 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend]

HALO Discussion

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Halozyme Therapeutics Incorporated (HALO)

Your Hub for Real-Time streaming quotes, Ideas and Live Discussions

HALO News

Form 8-K - Current report

Halozyme Reiterates 2024 Financial Guidance and Raises 2025 and Multi-Year Financial Guidance

Form 4 - Statement of changes in beneficial ownership of securities

Form 4 - Statement of changes in beneficial ownership of securities

Form 144 - Report of proposed sale of securities

Halozyme to Host Investor Conference Call to Provide Updated 2025 Financial Guidance

Halozyme Announces Takeda Received Regulatory Approval for HYQVIA® 10% Subcutaneous Injection Set with ENHANZE® in Japan for Patients with Agammaglobulinemia or Hypogammaglobulinemia

Halozyme Announces argenx's VYDURA with ENHANZE® was Granted Regulatory Approval in Japan for Chronic Inflammatory Demyelinating Polyneuropathy

Halozyme Announces FDA Approval of Bristol Myers Squibb's Opdivo Qvantig™ with ENHANZE® for Subcutaneous Use in Most Previously Approved Adult Solid Tumor Opdivo® (nivolumab) Indications

Form 4 - Statement of changes in beneficial ownership of securities

Form 4 - Statement of changes in beneficial ownership of securities

Halozyme to Present at Upcoming Investor Conferences

Halozyme Withdraws Proposal to Acquire Evotec Following Evotec's Unwillingness to Engage in Discussions

Halozyme Confirms Proposal to Combine with Evotec for €11.00 Per Share in an All-Cash Transaction

Form SC 13G/A - Statement of Beneficial Ownership by Certain Investors: [Amend]

HALO Discussion

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