PresentationFor this session, we have the Halozyme President and CEO, Helen Torley. Thank you for your time today. Greatly appreciate you being here. And maybe just to set the scene a little bit, if you'd like to make some opening remarks, Helen, that would be amazing.Good morning, everyone. Welcome to Morgan Stanley's Global Healthcare Conference. I'm Sean Laaman, the Head of the SMid-Cap Biotech Equity Research team here at the firm. For important disclosures, please see Morgan Stanley research disclosure ...

Halozyme Therapeutics (NasdaqGS:HALO) FY Conference September 08, 2025 07:45 AM ET Company ParticipantsHelen Torley - President & CEOConference Call ParticipantsSean Laaman - Research Analyst - Biotechnology Small & MidcapSean LaamanGood morning, everyone. Welcome to Morgan Stanley's Global Healthcare Conference. I'm Sean Lam, the Head of the SmidtCap Biotech Equity Research team here at the firm. For important disclosures, please see Morgan Stanley Research Disclosure website at www.morganstanley.com/resea ...

Key Takeaways Halozyme earnings are projected to rise 46.1% in 2025, with ratings up 9.1% in four weeks.Leidos expects 2025 earnings growth of 9.2% and has seen a 5.6% broker rating upgrade.TransUnion projects 2025 earnings growth of 4.1% and ratings raised 5% in four weeks.Stock markets have been hitting fresh records lately as investors gain confidence that the Federal Reserve will resume rate cuts this month. The softening labor market and rising inflation due to tariffs indicate a deteriorating macro en ...

Question-and-Answer SessionThank you. So I'll give the floor to you because there are exciting times. I mean you -- like we were expecting a lot of launches and now there are new launches there. So -- and you have been raising guidance consistently. So talk a little bit about the progress on the commercial side and the investment case in the company at this point?Helen TorleyPresident, CEO & Director Yes. So for those who are less familiar with Halozyme, just let me give a little bit of background. We are t ...

Halozyme Therapeutics (HALO) FY 2025 Conference September 04, 2025 01:30 PM ET Company ParticipantsHelen Torley - President, CEO & DirectorMohit Bansal - MD & Co-Head of Therapeutics ResearchMohit BansalAwesome. Thank you very much for joining us today. This is not quite the post-lunch. There's one after the post-lunch session. My name is Mohit Bansal. I'm one of the biopharma analysts here at Wells Fargo, and I'm joined by Dr. Helen Torley. Helen has been coming here longer than I have been here. Thank you ...

Halozyme Therapeutics (HALO) FY 2025 Conference September 04, 2025 01:30 PM ET Speaker1Awesome. Thank you very much for joining us today. This is not quite the post-lunch. There's one after the post-lunch session. My name is Mohit Bansal. I'm one of the biopharma analysts here at Wells Fargo, and I'm joined by Dr. Helen Torley. Helen has been coming here longer than I have been here. Thank you very much for being consistent with coming to this conference.Speaker0Yeah, we appreciate it, Mohit. That was a gre ...

Key Takeaways Halozyme offers a discounted PEG and 31% expected growth, backed by its ENHANZE drug delivery tech.Phibro shows discounted PEG and P/E with a 15% long-term growth rate in animal health and nutrition.Leidos and PDD both present low PEG ratios, with growth rates of 14.6% and 9.7%, respectively.In the equity market, investments need to be prudently hedged to overcome uncertainties and limit losses related to external shocks. A question that often arises is whether one should resort to a value str ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With 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 that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock characte ...

Shares of Halozyme Therapeutics (HALO) have been strong performers lately, with the stock up 20.6% over the past month. The stock hit a new 52-week high of $74.44 in the previous session. Halozyme Therapeutics has gained 53.4% since the start of the year compared to the -2.1% gain for the Zacks Medical sector and the 3.6% return for the Zacks Medical - Biomedical and Genetics industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, having beaten the Zacks Cons ...

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