Stocks To Watch Trade Near Buy Points; Three Are Data Center Plays | Investor's Business DailyBREAKING: [Stocks Test Key Levels; U.S. Government Enters Shutdown]---GE Vernova (GEV) broke out past a buy point Friday, while Vertiv Holdings (VRT), Dycom Industries (DY), Halozyme Therapeutics (HALO) and Viking Holdings (VIK) are other stocks to watch as they trade near buy points. Of the five stocks, three are benefiting from data center expansion. Those companies — GE Vernova, Vertiv and Dycom — grew earnings ...

Halozyme Therapeutics, Inc. (NASDAQ:HALO) is one of the 11 Best Stocks to Buy for Investment. On January 9, H.C. Wainwright reiterated a Buy rating on Halozyme Therapeutics, Inc. (NASDAQ:HALO), maintaining the price target at $90. Mitchell Kapoor from H.C. Wainwright remains positive on HALO, considering the strategic and financial strength of its ENHANZE platform. Kapoor believes the recent business developments with Takeda and Skye are a significant win for the company, expanding ENHANZE’s reach beyond ...

Core Insights - Halozyme Therapeutics (HALO) shares increased nearly 4% after the release of preliminary full-year 2025 results that exceeded expectations, along with an upward revision of sales and EPS guidance for 2026 [1][6]. Financial Performance - Preliminary revenues for full-year 2025 are projected to be between $1.39 billion and $1.40 billion, reflecting a year-over-year growth of 36% to 38%, surpassing previous guidance of $1.30 billion to $1.38 billion and the Zacks Consensus Estimate of $1.35 billion [4]. - Anticipated royalty revenues for 2025 are expected to be in the range of $865 million to $870 million, indicating a year-over-year growth of 51% to 52% [5]. 2026 Guidance - For 2026, total revenues are expected to be between $1.71 billion and $1.81 billion, representing a growth of 23% to 30% over projected 2025 revenues [6]. - Royalty revenues for 2026 are now anticipated to be between $1.13 billion and $1.17 billion, implying a year-over-year growth of 30% to 35%, ahead of previous expectations of $900 million to $940 million [7]. - Adjusted earnings per share for 2026 are projected to be between $7.75 and $8.25, an increase from earlier projections of $6.50 to $7.00 [8]. Strategic Developments - The raised guidance for adjusted EBITDA and earnings per share includes a financial impact of approximately $60 million from the acquisition of Hypercon and Surf Bio technologies, which were not included in earlier guidance [9]. - By the end of 2026, the company expects to have 15 partner programs in development and aims to sign three or more new drug-delivery licensing agreements [10]. Market Performance - Over the past year, shares of Halozyme have increased by 29.1%, compared to the industry growth of 15.6% [2].

PresentationGood morning. My name is Eric, and I will be your conference operator today. At this time, I would like to welcome everyone to Halozyme's Investor Conference Call. [Operator Instructions] Please note, this event is being recorded.Tram BuiHead of Investor Relations & Corporate Communications Thank you, operator. Good morning, and welcome to Halozyme's investor conference call. In addition to the press release issued earlier this morning, you can find a supplementary slide presentation that will b ...

For smaller-volume, at-home administration, Halozyme highlighted Hypercon and Surf Bio, which management said can enable hyperconcentration of therapeutics up to approximately 500 mg/mL—potentially reducing injection volumes to less than 2 mL or into a 2 mL to 10 mL range that could fit either a small-volume autoinjector or Halozyme’s proprietary high-volume autoinjector.Torley also pointed to two areas of emerging interest for ENHANZE: potential applications with nucleic acids (including interest in lipid ...

Halozyme Therapeutics (NasdaqGS:HALO) Update / briefing January 28, 2026 08:30 AM ET Company ParticipantsBrendan Smith - DirectorCorinne Johnson - Managing DirectorDavid Risinger - Senior Managing DirectorHelen Torley - President and CEOJason Butler - Managing DirectorMichael DiFiore - Managing DirectorMohit Bansal - Managing DirectorNicole LaBrosse - CFOConference Call ParticipantsMitchell Kapoor - Director and Senior Biotechnology AnalystOperatorGood morning. My name is Eric, and I will be your conference ...

Exhibit 99.1 Expands Drug Delivery Opportunity with Acquisition of Surf Bio and its Hyperconcentration Technology Conference Call Scheduled Today at 5:30am PT/8:30am ET SAN DIEGO, January 28, 2026 -- Halozyme Therapeutics, Inc. (Nasdaq: HALO) ("Halozyme" or the "Company") today provided a business update, including providing preliminary unaudited 2025 revenue estimates and raising full year 2026 and multi-year financial guidance. The Company also announced it acquired Surf Bio, Inc. ("Surf Bio"), a biopharm ...

Core Insights - Halozyme Therapeutics has raised its revenue estimates for 2025 and provided updated financial guidance for 2026, reflecting strong growth in its core ENHANZE business and recent acquisitions [1] Financial Estimates for 2025 - Total revenue is estimated to be between $1,385 million and $1,400 million, representing a year-over-year growth of 36% to 38% [1] - Royalty revenue is projected to be between $865 million and $870 million, with a year-over-year growth of 51% to 52% [1] Financial Guidance for 2026 - Total revenue guidance has been increased to a range of $1,710 million to $1,810 million, indicating a year-over-year growth of 23% to 30% [1] - Royalty revenue guidance has been raised to between $1,130 million and $1,170 million, reflecting a growth of 30% to 35% compared to 2025 [1] - Adjusted EBITDA is expected to be between $1,125 million and $1,205 million [1] - Non-GAAP diluted EPS is projected to be between $7.75 and $8.25 [1] Strategic Acquisitions - The company acquired Surf Bio for an upfront payment of $300 million, with potential milestone payments of up to $100 million, totaling up to $400 million [1] - Surf Bio's hyperconcentration technology aims to enable high concentrations of therapeutics for subcutaneous delivery, enhancing patient experience [1] Business Development and Partnerships - In 2025, Halozyme signed three new ENHANZE collaboration and licensing agreements, along with one new auto-injector commercial licensing agreement and two development agreements [1] - The company anticipates having 15 partner programs in development by the end of 2026, further expanding its drug delivery portfolio [1]

Company Performance - Halozyme reported strong third-quarter results with record revenue of $354 million, a 22% increase year over year, and earnings per share (EPS) of $1.43, up 36% from the previous year [1] - The company reduced its net long-term debt from $1.5 billion to $800 million, indicating improved fiscal health [1] Revenue Sources - The increase in revenue includes $236 million from royalty revenue, which rose by 52% compared to the same period last year, partly due to the approval of Opdivo for subcutaneous use in Europe [1][2] - Halozyme's Enhanze drug-delivery platform is utilized in 10 drugs, including major cancer therapies like Herceptin and Darzalex Faspro [3] Market Position and Strategy - Halozyme operates as a "pick-and-shovel" stock, focusing on drug-delivery systems rather than therapies, which allows for lower costs compared to many biotech firms [4] - The company is in the process of acquiring Elektrofi, a competitor with a different drug-delivery system, which may enhance its market position [4] Future Outlook - Halozyme forecasts annual revenue between $1.3 billion and $1.375 billion, representing a growth of 28% to 35%, and expects EPS to rise to between $6.10 and $6.50, an increase of at least 44% [8] - The company is well-positioned for growth due to its low debt levels and strong revenue projections, which could provide significant returns for investors [14][15] Industry Context - The biotech sector has shown signs of recovery, with the SPDR S&P Biotech ETF rising 27% in 2025, indicating a positive trend for companies like Halozyme [6] - Both Halozyme and Catalyst Pharmaceuticals are noted for their profitability and relatively low valuations compared to the sector average, suggesting potential for investment [13][14]

Group 1 - Halozyme Therapeutics Inc. is identified as a promising mid-cap growth stock, with TD Cowen raising its price target from $79 to $90 while maintaining a Buy rating [1] - Investor sentiment is shifting positively ahead of Q4 2025 earnings, with 2026 guidance being crucial for positioning in a sector-wide recovery [1][3] - A global collaboration and exclusive license agreement was announced between Takeda and Halozyme, granting Takeda access to Halozyme's ENHANZE drug-delivery technology for vedolizumab [2][3] Group 2 - The agreement allows Takeda to utilize Halozyme's recombinant human hyaluronidase PH20 enzyme to enhance the subcutaneous delivery of vedolizumab, aiming to improve treatment flexibility and reduce therapy management time [3] - Halozyme is a biopharmaceutical company focused on researching, developing, and commercializing proprietary enzymes and devices both in the US and internationally [4]