A month has gone by since the last earnings report for Halozyme Therapeutics (HALO) . Shares have lost about 23.2% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Halozyme Therapeutics due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Moving ...

SAN DIEGO, May 28, 2025 /PRNewswire/ -- Halozyme Therapeutics, Inc. (NASDAQ: HALO) ("Halozyme") today announced that Dr. Helen Torley, president and chief executive officer, is scheduled to participate and host investor meetings at the following investor conferences.Details on the Company's participation are as follows: Event: Benchmark 2025 Healthcare House Call Virtual Conference Format: 1x1 Meetings Date: Thursday, May 29, 2025 Event: Goldman Sachs 46th Annual Global Hea ...

Opdivo® is the first and only PD-1 inhibitor approved for subcutaneous (SC) use in the European Union SAN DIEGO, May 28, 2025 /PRNewswire/ -- Halozyme Therapeutics, Inc. (NASDAQ: HALO) (Halozyme) today announced that Bristol Myers Squibb received European Commission (EC) approval of a new Opdivo® (nivolumab) subcutaneous formulation developed with ENHANZE®, Halozyme's proprietary recombinant human hyaluronidase enzyme (rHuPH20), for use across multiple adult solid tumors as monotherapy, monotherapy maintena ...

纪要涉及的公司 Halozyme Therapeutics（HALO） 纪要提到的核心观点和论据 公司业务现状与增长动力 - **产品驱动增长**：第一季度业绩强劲，由三款畅销产品DARZALEX皮下注射剂、FEZZO和VIBEKAR HYTRUL推动，预计未来多年持续增长；另有四款新上市产品Tecentriq皮下注射剂、Ocrevus皮下注射剂、Opdivo和Amivantamab皮下注射剂，2026年报销到位后将显著贡献收入[2][3][4] - **增长催化剂众多**：有11个增长催化剂已发生或即将发生，包括产品新适应症、新地区拓展、重要报销里程碑等，如Ocrevus获得J代码，预计Opdivo 7月在美国获得J代码[4] - **业绩指引提升**：将今年收入指引提高到12 - 12.8亿美元，EBITDA为7.9 - 8.4亿美元，自由现金流占比达75%[5] 业务拓展与战略规划 - **M&A战略**：考虑进行并购，寻找药物递送平台，创造更多类似ENHANZE的合作协议，同时利用现金流进行股票回购，今年新增2.5亿美元回购计划，自2019年已返还15.5亿美元[6] - **ENHANZE平台优势**：被视为快速大容量皮下注射的黄金标准，有10款产品获批，治疗100万患者；即使有公司尝试替代透明质酸酶，最终也会选择Halozyme；合同结构合理，无IP时仍有合理特许权使用费[10][11] - **合作机会丰富**：持续就IV转皮下注射、皮下开发、延长给药间隔等方面进行积极讨论，新合作机会包括糖尿病皮下注射、皮下延长给药等[12] IRA政策影响 - **政策解读**：IRA中与Halozyme相关的部分涉及固定组合药物价格谈判，Part D和Part B指南均认可有临床益处的固定组合药物作为单独药物谈判；虽有新段落引发解读困惑，但核心是各成分需证明临床益处[21][22] - **临床益处显著**：以DARZALEX和Amibantamab为例，使用ENHANZE技术的皮下注射剂可大幅缩短给药时间、降低输液相关反应发生率，甚至改善总体生存率[23][26] - **应对措施积极**：公司和合作伙伴将参与评论期，向国会和参议院成员说明皮下注射的差异化优势，确保政策理解无误[32] 资本部署与财务规划 - **平衡发展**：公司处于有利地位，可同时进行业务投资、并购和股票回购，上周宣布新增2.5亿美元股票回购计划，历史上每年约2.5亿美元[36] - **长期增长前景**：2023 - 2028年营收复合年增长率为20%，调整后EBITDA复合年增长率为25%，有信心通过并购和股票回购为股东优化回报[39][40] 法律事务与专利情况 - **专利申请与影响**：申请的与DARZALEX和amibantamab制造工艺相关的新专利若获批，将使这两款产品在美国的特许权使用费率在2027 - 2029年维持在中个位数水平，具有重要价值[41][42][43] - **诉讼情况**：起诉Merck侵犯改良透明质酸酶专利，寻求损害赔偿和禁令救济，MDAS专利在欧洲到2032年、在美国到2034年，胜诉后有望获得特许权使用费[46][47] - **共同配方专利**：共同配方专利对公司重要，可延长特许权使用期限和维持费率；多款产品已获得或已申请共同配方专利，预计未来会有更多[51][52][54] 未来市场趋势与产品展望 - **皮下注射趋势**：肿瘤治疗领域向皮下注射转变，尤其是在家中给药，但取决于产品风险效益和FDA审查；如FESGO在欧洲获批在家中由医护人员给药[57] - **驱动因素**：肿瘤药物向非IV治疗方案转变，可减少患者在椅时间，缓解输液容量限制，提高治疗效率[61][62] 其他重要但是可能被忽略的内容 - **Keytruda销售情况**：上一季度销售额达7亿美元，若公司胜诉获得中个位数特许权使用费，将产生重大影响[50] - **BiPar He Trullo进展**：在美国获批预填充注射器，患者可自行给药，为重症肌无力和CIDP患者带来便利[59]

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Thank you for reading my research on Seeking Alpha. If you want to learn even more about my method and how I discover these investment opportunities, please check out my subscription marketplace service, Compounding Healthcare , and sign up for a free trial.It has been roughly five months since my previous Halozyme Therapeutics (NASDAQ: HALO ) article , where is discussed the company’s failed attempt to acquire Evotec ( EVO ) and the impact of Johnson & Johnson (He is the leader of the investing group Compo ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

Halozyme Therapeutics (HALO) reported first-quarter 2025 adjusted earnings of $1.11 per share, which comprehensively beat the Zacks Consensus Estimate of 95 cents. Earnings rose 41% year over year.Total revenues in the first quarter increased 35% year over year to $264.9 million. Revenues too surpassed the Zacks Consensus Estimate of $239 million. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)The top-line growth was primarily driven by higher royalty payments from Roche (RHHBY) fo ...

Halozyme Therapeutics (HALO) came out with quarterly earnings of $1.11 per share, beating the Zacks Consensus Estimate of $0.95 per share. This compares to earnings of $0.79 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 16.84%. A quarter ago, it was expected that this biopharmaceutical company would post earnings of $1.16 per share when it actually produced earnings of $1.26, delivering a surprise of 8.62%.Over the last four ...

Halozyme Therapeutics (HALO) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Company Participants Tram Bui - Vice President of Investor Relations & Corporate CommunicationsHelen Torley - President and CEONicole LaBrosse - CFOSadia Rahman - Vice President, Biopharma Equity ResearchMichael Difiore - Managing DirectorAdam Ferrarini - Biotech Equity Research AssociateDavid Risinger - Senior Managing Director, Biopharma Conference Call Participants Sean Laaman - AnalystMitchell Kapoor - Director, Senior Biotechno ...