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Halozyme Therapeutics (HALO) investor relations material
Halozyme Therapeutics Evercore ISI 8th Annual HealthCONx Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Evercore ISI 8th Annual HealthCONx Conference summary2 Dec, 2025
Business overview and technology portfolio
Strong adoption of subcutaneous (subQ) delivery technologies, with ENHANZE approved for 10 products and driving royalty revenue growth.
Recent acquisition of Elektrofi and its Hypercon technology expands capabilities for at-home, small-volume biologic delivery.
Three core technologies now address a wide range of partner needs for competitive drug delivery.
ENHANZE and high-volume autoinjector can be used alone or in combination with Hypercon for flexible delivery options.
Hypercon enables higher drug concentrations and easier at-home administration, opening new market opportunities.
Financial performance and growth outlook
Revenue guidance raised to $1.3–$1.375 billion, with royalty growth of about 50% year over year.
EBITDA expected to grow nearly 50% to $880–$930 million this year.
Blockbuster products (DARZALEX, Phesgo, VYVGART Hytrulo) remain key revenue drivers, with new launches (OCREVUS, TECENTRIQ, OPDIVO, RYBREVANT) set to contribute meaningfully from 2026 onward.
New deals, such as with Merus, will add to future royalty streams.
Core products expected to generate royalties at least through 2030, with many extending into the 2040s.
Market and regulatory environment
Minimal impact expected from IRA price negotiations due to orphan drug status, biosimilar entry, and product formulation specifics.
CMS guidance and recent legislation clarify that most key products are excluded or delayed from negotiation.
Clinical benefits of ENHANZE, such as reduced infusion reactions and improved patient experience, support its differentiation.
Hypercon's market interest and adoption outlook
Hypercon products' IRA price negotiation risk
Future ENHANZE deal structure for bispecifics
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Next Halozyme Therapeutics earnings date
Q4 202518 Feb, 2026
Next Halozyme Therapeutics earnings date
Q4 202518 Feb, 2026
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Frequently asked questions
Halozyme Therapeutics Inc is a biotechnology company that develops and licenses drug delivery technology and oncology therapeutics. Its ENHANZE drug delivery platform is used to facilitate the subcutaneous administration of biologics. The company also has proprietary oncology assets under development. The company is headquartered in San Diego, California, and its shares are listed on the NASDAQ.
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