Halozyme Therapeutics Incorporated (HALO) Opciones

I sold 30% just in case. Of course, 70% of my entire savings were invested in HALO. Wee bit over exposed. Have plenty of dry power for sale prices over the next two weeks in the market

Nothing is ever a guarantee when you’re dealing with a judge. You don’t know whether the buyers are putting on a spread to protect the downside if they lose. All I know is this decision is a very big deal one way or another.

Judging by the price action since the WSJ article came out and also since HALO filed (3/7/25) its response to Merck's petition, I would say institutions overwhelmingly believe halozyme will win. Halo has gone up in price since these two events in some of the nastiest market sell offs even when XBI was down.

People are placing their bets on Halo. Let’s hope they’re right.

People are placing their bets on Halo. Let’s hope they’re right.

I think this case could either make or break halo. If they win we are going over 100. If we lose could be a long haul.

Elektrofi

Howee, what is this in response to?

I hope you all read halozyme response to Merck's post-registration petition (see link below). The significance of halo's strong case is not just for Keytruda SC but for any and all others who might have considered going with a competitor's version of hyaluronidase. They will think twice and know it would be far better to go with Enhaze or license MDASE.

This is big win for halo and its continued earning growth beyond just Keytruda SC.

https://s3-us-west-1.amazonaws.com/ptab-filings%2FPGR2025-00003%2F12

Maybe Helen isn't as bad as we've been told on this board.
Thx for posting.

$HALO “Halozyme stock is tied for the No. 1 spot out of 723 stocks in the Medical-Biomed/Biotech group, which ranks No. 63 out of the 197 industry groups tracked by Investor's Business Daily.” 

https://www.investors.com/stock-lists/sector-leaders/halozyme-stock-halo-sector-leaders/

Mr. DeFilippis most recently served as the Senior Vice President, CBO of Halozyme, where he was responsible for business development, alliance management and project management. Prior to Halozyme, he was the Senior Vice President, Device Business and Alliances at Antares Pharma managing combination drug-device business development, alliance management, product development engineering and project management. Over the course of his career, Mr. DeFilippis has held increasing roles of responsibility in business development, technical operations, supply chain and continuous improvement at biotech and pharmaceutical manufacturing companies including Teva Pharmaceuticals, Barr Laboratories, Pliva, Actavis, and Alpharma. He holds a B.S. in Industrial and Systems Engineering from Virginia Tech and an MBA in Finance from Fairleigh Dickinson University.

Nice find. Further proves that Electrofi's technology is dependent on Halzyme's rhuph20. Electrofi is not competition to halo. They are a potential customer of halozyme.

Agreed. Not a good result for enhanz iin this instance.

Sorry to intrude, but was passing thru......

Could not read your link, to uppity, but the situation was discussed a while ago, by you know who, with little fan fair.......It was learned and pointed out earlier...as this article addresses it......

"Tolerability was worse in the subcutaneous group, with 16% of patients having grade 3 or 4 redness of the skin. The results informed ViiV’s decision to take a six-month intravenous formulation of N6LS into part two of the trial. Halozyme provided the technology that enabled subcutaneous delivery."...

https://www.fiercebiotech.com/biotech/gsk-posts-data-hiv-assets-vying-roles-6-month-combo

So do not think Halozyme is in the study anymore, they did not progress to P2, they went IM route instead of SC.......unless your article proves otherwise.....sorry....?

Uncomfortably passing thru again, but circumstances warrant overcoming one’s fear of verbal abuse from the bullies…….

What a bread crumb…. a new filing was posted, and not a word as to, “What is going on?”………Well it’s eventually gotta be Elktrofl..…....That’s whats going on........IMO...

“PARTICLES AND SUSPENSIONS COMPRISING HYALURONAN DEGRADING AGENTS AND METHODS OF USE THEREOF”

https://www.freepatentsonline.com/y2025/0082736.html

Hyaluronidase listed 284 times…….

“191. The method of claim 124, wherein the composition is administered by a syringe or portable drug delivery injection device.”

Hopefully the final product does not use the “YpsoMate 2.25 mL Autoinjector from Ypsomed” used in the filling, as seen in Fig 31……..

Well there you go.…gotta go.…getting nervous….

Goooo HALOoooo spill the beans…..

ViiV Healthcare announced Wednesday the latest findings from its EMBRACE phase 2b study.

The study found that N6LS (VH3810109 or VH109), given every four months in combination with monthly cabotegravir long-acting (CAB LA), kept viral levels suppressed in adults living with HIV who were already stable on treatment.

These results were presented at the Conference on Retroviruses and Opportunistic Infections (CROI 2025).

Results from the EMBRACE study at the six-month primary endpoint showed:

96% of participants receiving VH109 60mg/kg intravenously (IV) and 88% receiving VH109 3000mg subcutaneously (SC) with rHuPH20 maintained HIV-1 RNA levels below 50 copies/mL, compared to 96% in the standard-of-care group.
Overall, 4% of the IV group and 6% of the SC group had HIV-1 RNA levels of 50 copies/mL or higher when measured at month six, compared to none in the standard-of-care group.
VH109 was generally well tolerated, though infusion site reactions were more frequent with SC administration, occurring in 14% compared to none with IV administration.
ViiV Healthcare will progress a six-month IV formulation of VH109 in combination with CAB LA for further evaluation in an EMBRACE part two trial.
https://www.benzinga.com/general/biotech/25/03/44290984/gsk-and-pfizer-viiv-healthcares-mid-stage-study-shows-strong-hiv-viral-suppression-with-long-acting-therapy

Game, set and match! See the link below for Halozyme's well wirtten, powerful and compelling response. Compare it to Merck's poor logic, full of typos, weak filing. Merck will agree to pay MDASE licensing fee or not be able to bring Keytruda SC to merkets.

https://s3-us-west-1.amazonaws.com/ptab-filings%2FPGR2025-00003%2F12

Erased yet again, I see.

Kind of a weird life when you moderate an investment message board, only to be negative about the company, post false information, and try to troll the people on it. Yes, he’s an idiot. I have him and easycomeandgo on ignore.

There used to be another permabear who went by the name easycomeandgo. His predictions and calls were so cconsistently bad, that nearly everytime he made one, it was a sure sign to take the opposite side. I miss him. He helped me buy the dips with surprising accuracy. 

Yep, he's been consistently wrong for years

He's an idiot. Just ignore his posts.
After last week I've realized he's not worth our time.
Mistake after mistake after mistake.

I agree, it keeps Darzalex front and center and the AE's would be a good reason to stop the investigation.

You can't cite a source, so I'm assuming you are the one posting falsehoods. I've never seen any evidence that the Bay Area office was devoted to the cancer program. It was for Helen's convenience and as far as I know it is still operational.

We know the answer. He has been a halo permabear for as long as I have been on this board (since 2011). The market has proven him wrong over and over and over again.

Safety and not a significant enough improvement over Darzalex. This is obviously very positive news for Halo.

"Safety woes

Early data from a Phase I/II trial might shed some light as to why J&J decided not to move forward with GEN3014. Though Genmab said the results "showed robust clinical efficacy," the intravenous HexaBody programme did not seem to significantly improve overall response rate (ORR) compared with subcutaneous Darzalex.

Of 84 evaluable patients with relapsed or refractory MM or another blood cancer, half received GEN3014 and half took the flagship drug. Patients in the GEN3014 arm saw an ORR of 55% and a complete response rate of 7%, compared with rates of 52% and 2% for Darzalex recipients.

Moreover, GEN3014 was associated with a notably higher rate of severe related treatment-emergent adverse events (TEAEs), with 73.3% of patients experiencing Grade 3 or higher events compared to 18.6% with Darzalex, and related serious TEAEs occurring nearly twice as often at 22.2%. Treatment interruptions due to TEAEs were reported in 51.1% of GEN3014 patients versus 4.7% for Darzalex, while dose delays occurred in 75.6% and 34.9% of cases, respectively."

https://firstwordpharma.com/story/5941032

The real question is why would the forum moderator state something as fact that is not true?

Thanks for the correction. How do you know this?

Not true, she works and has worked in San Diego for at least the last seven years. The satellite office was for the pancreatic drug that failed. The satellite office was closed after trial failure.

Looks like the ORR was equivalent or better than Darzalex. Why do you think JnJ pulled the plug?

If you want to visit Dr. Torley you have to go to the Bay Area. When hired, she negotiated a deal whereby we stockholders pay for a satellite office and staff up there, so she needn't be bothered by the inconvenience of leaving her hometown just to run the company.

We got lucky again. GMAB down 8.97% today.
https://finance.yahoo.com/news/genmab-announces-johnson-johnson-decision-142100844.html

Maybe the cloud over the company is starting to lift. Having been a holder for close to 20 years when I see consistent upward movement for this long of a period of time it usually is a good indicator of something good coming soon. Let’s hope that’s the case. This Merck situation is very interesting for sure.

Everyone down here knows HALO is a VERY SPECIAL company!!

Never visited. 40 year career in S.D. at a number of medical product development companies.
"Someone" needs to get off Ms. Torley's case. HALO STOCKHOLDERS prove she is doing a fine job. Don't forget that it is a multi-billion $ business to give I.V. (s) NO company & hospital wants to lose this revenue! Only the patient wants this! Add expiring patents...(& HALO!)

Howee, you know as well as I do that the pps would be $100 if Helen could demonstrate the ability to ink deals to develop the business and show forward paths for growth. So, in that sense, the market very much agrees with me. That being said, I continue to be impressed by the way the stock has been impervious to all the swirling chaos that is buffeting the markets in general. I find this to be very intriguing. Stay tuned....

Thanks for the spell check! So you live in San Diego? Have you visited Halo's campus?

Biotechinvestor1,
"Qualcomm" is the way they spell it here in San Diego.
(A Helen Cheerleader)

The Evotec acquisition attempt was clearly a mistake. However, it is important to recognize that all CEO's can make mistakes form time to time. The key is course correction. After all, the best definition of inteligence is the abilty to course correct.

For years, a couple of permbears (pretending to be long) on this board called for Helen to make an acquisition instead of share buybacks. One or two Helen cheerleaders also insisted that Evotec bid was a good call despite the market reaction. Now your posts settles this debate once and for all. Artisan has been the largest non-indx fund, non-mutual fund instisitutional investor in halo for over a decade. The fact that they reduced their holdings after the evotec attempt speaks volumes and rests this case for good. The Helen Cheerleader can no longer say that the reaction was due to some momemtum traders. Halozyme is 99% institutionally owned anyway. There are hardly any retail or momentum traders in this name. When halo shareprice goes up, it's due to institutions and fundamentals (like beating earnings expectations or deals). It is not because of non-existant momentum traders. Same when shares go down.

Helen regained my respect when she course corrected. I would not be surprised if you see Artisan and other institutional investors increase their holdings since the recent changes. I think Helen is doing a great job now. Her decision to hire Mark Snyder, Chief Legal Officer, from Qualcome (and all his experience in patent litigation between Qualcome and Apple) a few years back has proven to be brilliant. 

Catalysts to look forward to:

1) US patent extension to 2029
2) HVAI deal, openning of the flood gates to new source of earnings growth into 2030's and 40's
3) MDASE licensing revenue from MERCK and anyone else Alteogen gets an approval with
4) SVAI deal (already made but partner not revealed for competetive reasons.
5) Helen promoting all the recent successes on podcasts, social media, CNBC and Bloomberg.
6) Dare I say, halo being bought out. With so much proven past, present and future earnings growth offered at 2025 PE of 15 and PEG of 0.5, halozyme is a juicig take over target.

Somehow the market doesn’t seem to agree.

Unfortunate opinion for the "moderator"...IMHO

Helen is a drag on this company, IMHO. Time for a change.

Artisan Small Cap Fund stated the following regarding Halozyme Therapeutics, Inc. (NASDAQ:HALO) in its Q4 2024 investor letter:

"Among our top detractors were Halozyme Therapeutics, Inc. (NASDAQ:HALO), Crocs and Novanta. Halozyme provides a unique technology platform (ENHANZE®) that enables the conversion of biologics and small molecule drugs administered intravenously into a subcutaneous formulation. This business has been executing well and has benefited from several new partnerships. First, the company announced that Argenx (a key partner) received US FDA approval for VYVGART® Hytrulo co formulated with ENHANZE® for the treatment of adults with chronic inflammatory demyelinating polyneuropathy (CIDP). Second, it announced that Roche received European Commission marketing authorization for OCREVUS® co-formulated with ENHANZE® for treating relapsing multiple sclerosis (RMS) and primary progressive multiple sclerosis (PPMS). However, offsetting that progress was an unexpected hostile offer for German-based Evotec that drove shares down. While management ultimately decided against pursuing Evotec, we decreased our position given the uncertainty around how management will invest free cash flow in the future."

From Barron's
Halozyme Therapeutics
HALO

+1.38%
• HALO-Nasdaq
Buy • $58.14 on March 5
by Benchmark
The Wall Street Journal reported this morning that Halozyme believes that Merck has infringed on Halozyme’s patents with its new subcutaneous injectable formulation of Keytruda.

The SubQ Keytruda is currently under review by the FDA for approval to potentially supplement or even replace sales of intravenous Keytruda...Merck uses an enzyme made by South Korea-based Alteogen, but Merck has also recently petitioned the U.S. Patent and Trademark Office to reconsider seven of Halozyme’s Mdase patents—stating that they are too broad...

If Merck is forced to sign a license agreement for its SubQ version of Keytruda or agrees to sign an agreement with Halozyme voluntarily, the potential royalty revenue for this new formulation of Keytruda could bring in a 20% to 30% boost to 2024 revenue. Target price: $75.

All 3 would be North of 100 !!!!

Liking the slow and steady melt up with no super high volume capitulation day yet. Tells me we have a long way to go. Don't be surprised if we gradually melt up to all time highs north of $66.

...or when it's proven that Merck Financed the startup of Alteogen in S. Korea for the sole purpose of copying HALO !

I fear that you may be right, that this is the "new deal" that Helen is touting.

Halo is still trading at juicy bargain valuations:

2024 actual PE is 15
2025 estimated PE is 12
PEG 0.4
https://www.nasdaq.com/market-activity/stocks/halo/price-earnings-peg-ratios