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 around six months since my previous Halozyme (NASDAQ: HALO ) article , where I defended the company’s growth designation thanks to an impressive Q1 earnings with a 35% increase in revenue, 54% net income growth, and management raising theirHe ...

Accessibility StatementSkip Navigation Tram BuiVP, Investor Relations and Corporate Communications609-333-7668[email protected] Sydney CharltonTeneo917-972-8407[email protected] SOURCE Halozyme Therapeutics, Inc. SAN DIEGO, Oct. 21, 2025 /PRNewswire/ -- Halozyme Therapeutics, Inc. (NASDAQ: HALO) ("Halozyme") today announced it will release its third quarter 2025 financial and operating results on Monday, November 3, 2025, following the close of trading. Halozyme will host a conference call on Monday, Nove ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Halozyme Therapeutics (HALO) , which belongs to the Zacks Medical - Biomedical and Genetics industry.This biopharmaceutical company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 21.02%.For the most recent quarter, Halozyme Therapeutics was expected ...

Core Insights - Halozyme Therapeutics (HALO) is experiencing steady growth in 2025, primarily due to increasing investor confidence in its novel drug delivery technology, ENHANZE, for subcutaneous drug administration [1] Group 1: Business Model and Revenue Streams - Halozyme has collaboration agreements with major pharmaceutical companies utilizing its ENHANZE technology for developing subcutaneous formulations of approved drugs, generating royalties, milestone payments, and annual license fees [2] - The company has eight marketed partnered drugs based on ENHANZE technology, including J&J's Darzalex and Roche's Phesgo [2] - Total revenues in the first half of 2025 reached $373.8 million, driven by a 52.3% year-over-year increase in royalty payments from Roche and J&J [6][7] Group 2: Recent Developments - Halozyme entered a definitive agreement to acquire Elektrofi, enhancing its drug delivery capabilities with Elektrofi's Hypercon technology, expected to support long-term growth through licensing and royalty income [4] - The acquisition deal involves an upfront payment of $750 million and potential milestone payments of $150 million, contingent on regulatory approvals [5] Group 3: Financial Performance and Projections - The company anticipates total revenues for 2025 to be between $1.28 billion and $1.36 billion, reflecting a growth of 26% to 33% compared to 2024 [7] - The Zacks Consensus Estimate for 2025 EPS remains stable at $6.18, with 2026 EPS estimates increasing from $7.57 to $7.61 [15] Group 4: Market Position and Valuation - Year-to-date, Halozyme's stock has increased by 38.8%, outperforming the industry average of 8.2% [10] - The stock is currently trading at a price-to-sales (P/S) ratio of 6.99, which is above the industry average of 2.23 but below its five-year mean of 8.76 [14]

Core Viewpoint - Halozyme Therapeutics (HALO) stock is positioned as a strong investment opportunity due to its robust margins, low-debt capital structure, reasonable valuation, and strong momentum [2][3]. Financial Performance - Revenue Growth: Halozyme Therapeutics reported a revenue growth of 35.0% for the last twelve months (LTM) and an average growth of 35.5% over the past three years [6]. - Long-Term Profitability: The company has maintained an operating cash flow margin of approximately 44.7% and an operating margin of 47.8% averaged over the last three years [6]. Market Position - Strong Momentum: HALO is currently in the top 10 percentile of stocks based on a proprietary momentum metric, indicating strong trend strength [6]. - Valuation: Despite its positive momentum, HALO stock is trading 17% lower than its 52-week high, suggesting potential for further growth [6]. Investment Strategy - Selection Criteria: The investment strategy focuses on stocks with a market cap exceeding $2 billion, high operating and cash flow margins, no significant revenue decreases in the past five years, reasonable valuations, low-debt capital structures, and robust momentum [5]. - Historical Performance: Stocks adhering to this selection strategy have shown average 12-month forward returns nearing 15% [5]. Risk and Resilience - Historical Volatility: HALO has experienced significant declines in the past, including a 74% drop during the Global Financial Crisis and a nearly 49% drop during the Inflation Shock [8]. - Recovery Potential: The stock has historically rebounded from sharp declines, indicating resilience despite market volatility [9].

Core Insights - Halozyme Therapeutics (HALO) has established collaboration deals leveraging its ENHANZE technology with major pharmaceutical companies, generating royalties, milestone payments, and annual license fees that contribute to its revenue stream [1][2]. Group 1: Collaboration and Revenue Generation - Halozyme has eight marketed partnered drugs utilizing ENHANZE technology, including subcutaneous formulations of J&J's Darzalex and Roche's Phesgo, which significantly contribute to its revenue [2]. - The company is actively pursuing new partnerships to diversify and enhance growth, recently agreeing to acquire Elektrofi, a biopharmaceutical firm known for its microparticle technology [3][4]. Group 2: Elektrofi Acquisition Details - The acquisition of Elektrofi involves an upfront payment of $750 million, with potential milestone payments of up to $150 million based on regulatory approvals for three products, expected to close in Q4 2025 [4][5]. - The integration of Elektrofi's Hypercon technology is anticipated to broaden Halozyme's drug delivery capabilities and support long-term revenue growth through a licensing and royalty model, with royalty revenues expected to commence in 2030 [5]. Group 3: Financial Outlook - Halozyme has reaffirmed its 2025 revenue guidance, projecting total revenues between $1.28 billion and $1.36 billion, with royalty revenues expected to be in the range of $825 million to $860 million [6][8]. - Adjusted EBITDA is forecasted to be between $865 million and $915 million, with adjusted EPS anticipated to range from $6.00 to $6.40 in 2025 [6]. Group 4: Stock Performance and Valuation - Year-to-date, Halozyme's shares have increased by 38.1%, outperforming the industry average rise of 8.1% [7]. - The company's shares are currently trading at a price-to-sales (P/S) ratio of 6.95, which is significantly higher than the industry average of 2.23, although below its five-year mean of 8.80 [9]. Group 5: Earnings Estimates - The Zacks Consensus Estimate for 2025 EPS has slightly decreased from $6.22 to $6.18 over the past 60 days, while estimates for 2026 have increased from $7.15 to $7.58 [10].

Group 1 - Halozyme Therapeutics, Inc. (NASDAQ:HALO) is considered one of the best biotech stocks to buy, with Benchmark maintaining a Buy rating and increasing the price target from $75 to $90 due to favorable financial forecasts and solid earnings results for the first half of 2025 [1][2] - Benchmark's revised price target is based on the expectation that Halozyme's projected 2025 revenues will be 8.5 times higher, highlighting the company's growth potential [2] - The FDA recently approved Merck's Keytruda Qlex, which utilizes an enzyme licensed from Alteogen that competes with Halozyme's Enhanze enzyme, leading to ongoing patent disputes between the two companies [2][3] Group 2 - Halozyme Therapeutics operates as a biopharmaceutical technology platform company, focusing on creating, manufacturing, and selling drug-device combination solutions using advanced auto-injector technologies [3]

PresentationGood morning. My name is Rob, and I will be your conference operator today. At this time, I would like to welcome everyone to the Halozyme Investor Call. [Operator Instructions] Please note, this event is being recorded. I will now turn the call over to Tram Bui, Halozyme's Vice President of Investor Relations and Corporate Communications. Please go ahead.Tram BuiHead of Investor Relations & Corporate Communications Thank you, operator. Good morning, and welcome to our investor conference call. ...

PresentationGood morning. My name is Rob, and I will be your conference operator today. At this time, I would like to welcome everyone to the Halozyme Investor Call. [Operator Instructions] Please note, this event is being recorded. I will now turn the call over to Tram Bui, Halozyme's Vice President of Investor Relations and Corporate Communications. Please go ahead.Tram BuiHead of Investor Relations & Corporate Communications Thank you, operator. Good morning, and welcome to our investor conference call. ...

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