HALO - Halozyme Therapeutics, Inc.
SAN DIEGO, June 30, 2026 /PRNewswire/ -- Halozyme Therapeutics, Inc. (Nasdaq: HALO) ("Halozyme" or the "Company") today announced the appointment of David Ramsay as President Drug Delivery, effective June 30, 2026. In this newly created role, Mr.
SAN DIEGO, June 15, 2026 /PRNewswire/ -- Halozyme Therapeutics, Inc. (Nasdaq: HALO) ("Halozyme" or the "Company") today confirmed that the Company expects zero to minimal royalty revenue impact based on its analysis of the proposed rule for the Medicare Drug Price Negotiation Program ("Program") issued by the U.S. Centers for Medicare & Medicaid Services ("CMS") on June 12, 2026. "Based on our analysis of CMS's proposed rule and the statutory framework established under the One Big Beautiful Bill Act ("OBBBA"), Halozyme projects zero to minimal impact to its royalty revenues through at least 2035.
Halozyme Therapeutics (HALO) reported earnings 30 days ago. What's next for the stock?
North American railroads like UNP, NSC, CSX, CNI, and CP exhibit HALO traits: irreplaceable heavy assets, low obsolescence, and durable cash flows. Current railroad valuations are rich, with multiples well above historical averages, suggesting limited near-term upside for new investors. Greenbrier offers a contrarian opportunity: trading below normal multiples, with a $2.1B backlog and 2.9% yield despite near-term headwinds.
Sky Harbour is building a national network of private aviation campuses on some of America's most irreplaceable airport real estate. The company's business model fits squarely within my HALO framework: Heavy Assets, Low Obsolescence. Airport land is among the most supply-constrained infrastructure assets in the United States.
I focus on HALO investing: Heavy Assets, Low Obsolescence - owning irreplaceable physical assets with durable moats against technological disruption. Top recommendations include American Tower, Brookfield Infrastructure, Prologis, Rexford Industrial, Lineage, Americold, VICI Properties, and Lamar Advertising. AMT, COLD, and VICI currently offer attractive entry points based on discounted multiples, robust dividend yields, and resilient, monopoly-like asset bases.
Investors need to pay close attention to HALO stock based on the movements in the options market lately.
Halozyme Therapeutics is delivering strong shareholder value, driven by robust royalty growth and disciplined capital allocation. HALO posted a double beat on Q1 2026 earnings, reaffirmed 2026–2028 guidance, and announced a new $1 billion share repurchase program. HALO trades at a significant discount to historical and sector valuations, despite maintaining >75% gross margins and strong free cash flow.
Acquisition gives Nexalin control of AI-integrated remote patient-monitoring, clinical data-capture and virtual-care infrastructure already deployed at UCSD Acquisition gives Nexalin control of AI-integrated remote patient-monitoring, clinical data-capture and virtual-care infrastructure already deployed at UCSD
Josh Brown, co-founder and CEO of Ritholtz Wealth Management, coined the term HALO as a way to identify companies immune to AI disruption. Many HALO stocks are outperforming this year, such as FedEx, ExxonMobil, and Coca-Cola, as enterprise software names like Adobe, ServiceNow, and Salesforce test 52-week lows.
Dave Mazza, CEO of Roundhill Investments, joins CNBC's "Halftime Report" to highlight the launch of their new "HALO" ETF coined by our very own Josh Brown. It stands for "Heavy Assets, Low Obsolescence.
HALO beats Q1 earnings estimates as royalty revenues from partner drugs and strong product sales lift revenues by 42% year over year.
Halozyme Therapeutics, Inc. (HALO) Q1 2026 Earnings Call Transcript
Halozyme Therapeutics NASDAQ: HALO reported a sharp increase in first-quarter 2026 revenue and earnings, driven by continued growth in royalties from its ENHANZE drug-delivery platform, and announced a new $1 billion share repurchase authorization.
While the top- and bottom-line numbers for Halozyme Therapeutics (HALO) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Halozyme Therapeutics (HALO) came out with quarterly earnings of $1.6 per share, beating the Zacks Consensus Estimate of $1.54 per share. This compares to earnings of $1.11 per share a year ago.
Announcing New $1 billion Share Repurchase Program Projecting to Buy Back at Least $400 million in 2026 Total Revenue Increased 42% YOY to $377 million Royalty Revenue Increased 43% YOY to $241 million Reiterating 2026 Financial Guidance Ranges: Total Revenue of $1.710 - $1.810 billion, YOY Growth of 22% - 30% Royalty Revenue of $1.130 - $1.170 billion, YOY Growth of 30% - 35% Adjusted EBITDA of $1.125 - $1.205 billion, YOY Growth of 71% - 83%1 Non-GAAP Diluted EPS of $7.75 - $8.25, YOY Growth of 87% - 99%1 SAN DIEGO, May 11, 2026 /PRNewswire/ -- Halozyme Therapeutics, Inc. (Nasdaq: HALO) ("Halozyme" or the "Company") today reported its financial and operating results for the first quarter ended March 31, 2026, and provided an update on its recent corporate activities. "I am pleased to announce our new $1 billion share repurchase program and that we project to repurchase at least $400 million in 2026, which is a reflection of our strong cash generation and confidence in the long-term value and durability of our business.
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Marks first ENHANZE ® agreement to include ADC targets Collaboration also includes option for additional future targets First clinical trial projected to initiate in 2026 SAN DIEGO, May 7, 2026 /PRNewswire/ -- Halozyme Therapeutics, Inc. (Nasdaq: HALO) ("Halozyme" or the "Company") today announced the Company entered into a global collaboration and license agreement with GSK. Under the collaboration, GSK has licensed Halozyme's ENHANZE® drug delivery technology for the development and potential commercialization of subcutaneous administration of multiple oncology targets, including antibody drug conjugates (ADCs), as well as an option for additional future drug targets.
Besides Wall Street's top-and-bottom-line estimates for Halozyme Therapeutics (HALO), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2026.