HALO Halozyme Therapeutics Inc.

$HALO I checked the last presentation, and there is no mention of Petosemtamab. We can expect around 2% of royalties on the SC form (following the deal with Merus, acquired by $GMAB), and the peak sales of Peto are conservatively estimated between $4-5B (probably between 2030-2035). So it could add $80M-$100M of royalties to Halozyme.

$HALO Exactly the quarter I wanted. Solid results and solid management team. Stock ran into earnings and we had an entire market drop today. Nothing to worry about at all. This will slowly go back up over the coming weeks and if it takes longer that’s just more time to buy more!

$HALO that joke of an analyst from JP Morgan tried to ask about something she thought would be a dig but it backfired. How does she justify to her clients and bosses being so wrong on Halozyme for so many years?

$HALO Thank you Mr. Market for the juicy discount. Enjoy your bargain shopping. Will likely see analyst upgrades soon.

$HALO Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $2.39 up 38.95% YoY • Reported revenue of $492.97M up 39.15% YoY

$HALO A poster on IBD, did some research and found out the FDA approval for Qlex (Keytruda SC) references manufacturing in Italy and Italy only by an Italian company called BSP. This might affect Merck US supply of Qlex. The Dutch court ruling prohibits Merck, within seven days after service of this judgment, from infringing the Belgian, Danish, French, Irish, Italian, Dutch, Swedish and Swiss parts of EP 622, in particular by manufacturing or having manufactured Keytruda SC in those countries, offering it, putting it on the market or using it, or importing or stocking it for those purposes. The key phrase is “manufacturing or having manufactured”. If Merck does not have a FDA approved facility outside of Italy for Qlex, it would have to apply for FDA approval and this can take some time. This would put additional pressure on Merck to do the right thing and sign a licensing deal with Halo.

$HALO is ranked #1 in healthcare balanced with a score of 85. I posted these rankings yesterday, but I think they're worth sharing again. I bought yesterday because money is made when the markets are down. I used Stock Meadow's scoring model to find what I'm buying.

$HALO beat and raise quarterly report. Yet price is down after hours… still a great company with excellent growth prospects at a reasonable price

$HALO is sitting at 103.94 let her move on up towards 120 and hit 115... That would be a fair ending.

$HALO Feels like it got caught in the broader market sell off and algos took over due to some stupid TA data. I'm still sticking to my prediction.

Trend Trade Letter: the party is still raging. $HALO, $INTA, now $GDDY out at targets this week...crazy week.

$HALO Not that this has anything to do with the stock price but only 5000 eyes on this ticker. Still under the radar in my eyes even after the run it's having. Seems like there's been more mentions and coverage than in the past so may help push the price up but will probably have even greater swings.

H.C. Wainwright reiterated $HALO Buy-$130 and said -- Switching Takeda's primary immunodeficiency patients from GAMMAGARD LIQUID or CUVITRU to TAK-881 could add Halozyme royalties. $TAK $RHHBY JNJ ARGX LLY ORKA BMY PFE VRTX GSK ABBV GMAB CHGCY ABOS SKYE TEVA H.C. Wainwright added — On October 14, Takeda (TAK; not rated) presented detailed Phase 2/3 IgGNITE results for its investigational 20% subcutaneous immunoglobulin (SCIG) with Halozyme's recombinant human hyaluronidase (ENHANZE) in primary immunodeficiency (PID). Median single-site infusions took 75.8 vs. 132 minutes with HYQVIA, a 42.6% reduction; two-site infusions took 58.3 vs. 86 minutes, a 32.2% reduction. The same IgG dose required half the volume, with dosing every three to four weeks. We think these gains could retain HYQVIA patients and attract patients from Takeda's own non-ENHANZE GAMMAGARD LIQUID and CUVITRU, expanding Halozyme's royalty base even with flat Takeda immunoglobulin sales.

$HALO is through 116.85. Closed at 121.51 today, up 9.8% from this post on Tuesday. It sat quiet under its September high first. Volume was only average, so now it has to hold above that level.

$HALO 122.33 ath. 62.9% last 3m, just been relentless since that Aug 6 er. Regret this wasn’t larger for me.

$HALO TD Cowen lifted its target to 130 dollars from 105, Buy kept, the second firm at 130 in a week after H.C. Wainwright. JPMorgan is still at 78 with a Neutral, so the spread between the bull and neutral cases is 52 dollars. The argument sits underneath, in court. On Oct 7 a Dutch patent court in The Hague found Merck infringed Halozyme's MDASE patent and blocked Keytruda SC manufacture and sale in eight European countries, rejecting Merck's invalidity case. Halozyme was clear those MDASE patents are separate from the ENHANZE patents behind its royalty licensing, so the existing royalty stream isn't the thing at risk here. The US suit in New Jersey is still pending. Shares hit a new 52-week high at 119.21 dollars today.

$HALO I’ll take this pop! Especially on a day like today. Great company and great product. Not even thinking about trimming!

$HALO $GMAB Genmab confirmed the partnership with Halozyme on Petosemtabmab, initiated by Merus.

$HALO is down about 4% premarket even though Q3 revenue grew 39% to 493M and royalty revenue grew 44% to 341M, now about 70% of sales. It raised 2026 EPS guidance to $8.75-9.05 from $8.65-9.00 and has bought back 400M of stock this year. What's behind the drop?