prnewswire.com · 30 jun

Halozyme Appoints David Ramsay as President Drug Delivery

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.

prnewswire.com · 15 jun

Halozyme Confirms It Projects Zero to Minimal Impact to Royalty Revenue Through At Least 2035 Based on Newly Released Draft Medicare Drug Price Negotiation Program Proposed Rule for IPAY 2029

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.

zacks.com · 10 jun

Halozyme Therapeutics (HALO) Up 0.8% Since Last Earnings Report: Can It Continue?

Halozyme Therapeutics (HALO) reported earnings 30 days ago. What's next for the stock?

seekingalpha.com · 9 jun

Anti-AI Investing: The HALO Moat Goes Off The Rails

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.

seekingalpha.com · 7 jun

Sky Harbour: The Ultimate HALO Investment Taking Flight

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.

seekingalpha.com · 31 may

Anti-AI Investing: The HALO Moat

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.

zacks.com · 26 may

Implied Volatility Surging for Halozyme Therapeutics Stock Options

Investors need to pay close attention to HALO stock based on the movements in the options market lately.

seekingalpha.com · 19 may

Halozyme Therapeutics: Royalty King

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.