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HALOZYME THERAPEUTICS (HALO)

Halozyme Therapeutics, Inc. is a biotechnology company focused on developing and commercializing drug/device combination products. The company generates revenue through royalties, product sales, and collaborative agreements. Its operations include compliance with regulatory requirements and healthcare laws, as well as investments in research and development.

  1. Royalties - Earns revenue from royalties on products developed using its proprietary technology, contributing significantly to overall revenue.
  2. Product Sales - Sells proprietary products, bulk rHuPH20, and device-partnered products.
  3. Collaboration Revenue - Generates income from collaborative agreements, including upfront license fees, milestone fees, and device licensing and development revenue.

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NamePositionExternal RolesShort Bio

Mark Snyder

Executive

Senior Vice President, General Counsel, Chief Compliance Officer, and Secretary

Mark Snyder is currently the Senior Vice President, General Counsel, Chief Compliance Officer, and Secretary at Halozyme Therapeutics, having joined the company in January 2022. He brings over 30 years of experience and previously held senior legal roles at Qualcomm from 2008 to 2021.

Nicole LaBrosse

Executive

Senior Vice President, Chief Financial Officer

Nicole LaBrosse is the Senior Vice President and Chief Financial Officer at Halozyme Therapeutics, Inc., serving in this executive capacity since at least February 20, 2024. There is no information regarding board memberships or other roles at the company.

Bernadette Connaughton

Board

Director, Chair of the Compensation Committee

Director at Editas Medicine, Inc. ; Director at Zealand Pharma A/S

Bernadette Connaughton has been serving as a Director and Chair of the Compensation Committee at Halozyme since 2018. She brings extensive expertise in pharma business leadership, international operations, and human capital management from her prior senior roles at Bristol-Myers Squibb.

Jeffrey W. Henderson

Board

Chair of the Board of Directors

Member of Board of Directors of Becton Dickinson ; Member of Board of Directors of Qualcomm, Inc. ; President of JWH Consulting LLC

Jeffrey W. Henderson has been serving as the non-employee Chair of the Board of Directors at HALO since May 2022 and as a Director since 2015. He brings over 30 years of financial, commercial, and pharmaceutical expertise.

Mahesh Krishnan

Board

Board Member

Group Vice President of Growth at DaVita, Inc.

Mahesh Krishnan, M.D. has served on the Board of Directors of Halozyme Therapeutics, Inc. since April 25, 2024 , and previously held leadership roles including Group Vice President of Growth at DaVita, Inc..

Moni Miyashita

Board

Board Director

Managing Partner at Beacon Hill Strategy Group

Moni Miyashita has been serving as a Director at HALO since March 11, 2022. With over 25 years of global experience in business transformations, strategy and M&A, she previously held roles including Chief Strategy Officer at Valo Health, LLC and Partner at Innosight Consulting.

  1. Given the sequential impact of the annual contractual rate resets, can you explain in detail how you expect the shift from the Q1 negative 10% royalty rate to a full rate to occur within the year, particularly with DARZALEX’s rapid volume growth?
  2. With the current exclusivity agreement preventing partnering on PD-1 bispecific programs, what steps is management taking to ensure this limitation does not hinder future business development opportunities?
  3. For the small volume auto-injector deal, can you provide more specifics on its anticipated commercial impact and how it compares to the potential of the high-volume auto-injector, despite the current confidentiality constraints?
  4. You defined mid-single digit royalty rates as 3% to 7%—what potential risks or market dynamics could push these rates outside of that range, especially given the variability seen with products like DARZALEX subcutaneous?
  5. With guidance projecting royalty revenue exceeding $1 billion by 2027 and durability extending into the 2040s, what are the key regulatory or market risks that could derail these projections, particularly with emerging products such as amivantamab subcutaneous?
Program DetailsProgram 1Program 2
Approval DateDecember 2021 February 2024
End Date/DurationJune 2024 (3 years) Ongoing (No specified end date)
Total Amount Authorized$750.0 million $750.0 million
Remaining Amount$0 $500.0 million
DetailsCompleted: 19.1 million shares repurchased at $39.31/share Initial ASR: $250.0 million, 4.2 million shares delivered (~80% of ASR total)

Competitors mentioned in the company's latest 10K filing.

CompanyDescription

The company produces Amphadase®, a bovine (bull) hyaluronidase, which is a competitor to Hylenex recombinant, the only FDA-approved recombinant human hyaluronidase on the market.

The company offers Androgel®, a transdermal solution for testosterone replacement therapy, which competes with XYOSTED in the U.S. testosterone replacement market.

The company provides a generic version of Androgel® Topical Gel 1.62%, competing in the U.S. testosterone replacement market.

The company markets Axiron®, a transdermal solution for testosterone replacement therapy, and is also a competitor in the medical device space.

The company offers Testim®, Fortesta®, Aveed®, and Testopel® pellets for testosterone replacement therapy, competing with XYOSTED.

Verity Pharma

The company markets TLANDO® and Natesto®, which are testosterone replacement therapies competing with XYOSTED.

The company provides Depo®-Testosterone, an injectable form of testosterone replacement therapy, competing with XYOSTED.

Actavis

The company sells generic oil testosterone products, competing in the testosterone replacement therapy market.

Sandoz

The company offers generic oil testosterone products, competing in the testosterone replacement therapy market.

The company markets generic oil testosterone products, competing in the testosterone replacement therapy market.

The company provides generic oil testosterone products and is a competitor in the medical device space.

Tolmar

The company offers JATENZO®, an oral formulation for testosterone replacement therapy, competing with XYOSTED.

Marius Pharmaceuticals

The company markets Kyzatrex, an oral formulation for testosterone replacement therapy, competing with XYOSTED.

Scandinavian Health Ltd.

The company is a competitor in the medical device space, focusing on specific market segments.

Ypsomed AG

The company is a competitor in the medical device space, focusing on specific market segments.

The company is a competitor in the medical device space, focusing on specific market segments.

Owen Mumford Ltd.

The company is a competitor in the medical device space, focusing on specific market segments.

CustomerRelationshipSegmentDetails

Janssen

Collaboration with licensing and development agreements.

All

Accounts receivable: part of 60% (2024) ; total revenue: 41% (2024), 44% (2023), 46% (2022).

Roche

Collaboration with licensing and development agreements.

All

Accounts receivable: part of 60% (2024) ; total revenue: 17% (2024), 19% (2023), 20% (2022).

Teva

Supply and development agreements for pharmaceuticals.

All

Accounts receivable: part of 69% (2023) ; total revenue: 8% (2024), 10% (2023).

Notable M&A activity and strategic investments in the past 3 years.

CompanyYearDetails

Antares Pharma, Inc.

2022

Recent press releases and 8-K filings for HALO.

Halozyme: FDA Approves DARZALEX Faspro® for High-Risk Smoldering Multiple Myeloma
HALO
Product Launch
New Projects/Investments
  • Halozyme Therapeutics (HALO) announced that Johnson & Johnson received FDA approval for a new indication for DARZALEX Faspro®, which is co-formulated with Halozyme's ENHANZE® drug delivery technology.
  • This approval designates DARZALEX Faspro® as the first and only approved treatment for high-risk smoldering multiple myeloma (HR-SMM) in adult patients.
  • The new indication expands the therapeutic applications for DARZALEX Faspro with ENHANZE, reinforcing its role as a cornerstone therapy across all stages of multiple myeloma.
1 hour ago
Halozyme Therapeutics, Inc. Announces Pricing of Convertible Senior Notes Offering
HALO
Debt Issuance
New Projects/Investments
  • Halozyme Therapeutics, Inc. priced a private offering of $650.0 million aggregate principal amount of 0% convertible senior notes due 2031 and $650.0 million aggregate principal amount of 0.875% convertible senior notes due 2032 on November 6, 2025.
  • The company granted initial purchasers a 13-day option to buy an additional $100.0 million of each series of notes.
  • The initial conversion price for both series is approximately $87.20 per share, representing a 27.5% premium over the common stock's closing price of $68.39 per share on November 6, 2025.
  • Halozyme expects to receive approximately $1.274 billion in net proceeds, which it plans to use primarily to repurchase existing 2027 and 2028 convertible senior notes (~$1.020 billion) and fund capped call transactions (~$182.7 million), with the remainder for general corporate purposes.
2 hours ago
Halozyme Therapeutics Announces Proposed Offering of Convertible Senior Notes and Credit Agreement Amendment
HALO
Debt Issuance
  • Halozyme Therapeutics, Inc. announced a proposed offering of $650 million aggregate principal amount of convertible senior notes due 2031 and $650 million aggregate principal amount of convertible senior notes due 2032.
  • The company expects to grant initial purchasers an option to buy up to an additional $100 million of each series of notes.
  • Proceeds from the offering are intended to fund capped call transactions, repurchase outstanding 2027 and 2028 convertible senior notes, and for general corporate purposes.
  • On November 5, 2025, Halozyme also amended its Credit Agreement, increasing the aggregate commitments under its revolving credit facility to $750,000,000 with a new maturity date of November 5, 2030.
  • As of November 5, 2025, the company had $0 of outstanding borrowings under the Credit Agreement after giving effect to the amendment.
1 day ago
Halozyme Therapeutics Announces Proposed Offering of Convertible Senior Notes
HALO
Debt Issuance
New Projects/Investments
  • Halozyme Therapeutics, Inc. intends to offer $650 million aggregate principal amount of convertible senior notes due 2031 and $650 million aggregate principal amount of convertible senior notes due 2032.
  • The company expects to grant an option to initial purchasers to buy up to an additional $100 million aggregate principal amount of each series of notes.
  • The 2031 Notes will mature on February 15, 2031, and the 2032 Notes will mature on November 15, 2032.
  • A portion of the net proceeds will be used to fund capped call transactions and to repurchase outstanding 0.25% convertible senior notes due 2027 and 1.00% convertible senior notes due 2028.
  • The remaining net proceeds are intended for general corporate purposes, including working capital, capital expenditures, potential acquisitions, and strategic transactions.
1 day ago
Halozyme Reports Strong Q3 2025 Results, Raises Full-Year Guidance, and Announces Electrovive Acquisition
HALO
Earnings
Guidance Update
M&A
CFO Change
  • Halozyme reported strong Q3 2025 financial results, with royalty revenue increasing 52% year-over-year to $236 million and total revenue growing 22% to $354 million. Driven by this performance, the company raised its full-year 2025 guidance, now projecting total revenue of $1.3 billion-$1.375 billion and non-GAAP diluted EPS of $6.10-$6.50.
  • Key product developments include European Commission approval for Darzalex Subcutaneous in smoldering multiple myeloma , a 96% year-over-year increase in Vyvgart Hytrulo sales to $1.13 billion in Q3 , and Fesgo's nine-month revenue reaching CHF 1.8 billion (approximately $2.3 billion), up 54% year-over-year.
  • The company announced the acquisition of Electrovive to expand its drug delivery technology portfolio and repurchased $342 million of shares year-to-date. Additionally, the CFO will transition to a new opportunity in 2026 or by March 30, 2026.
4 days ago
Halozyme Therapeutics Reports Record Q3 2025 Results and Raises Full-Year Guidance
HALO
Earnings
Guidance Update
M&A
  • Halozyme Therapeutics reported record Q3 2025 royalty revenue of $236 million, a 52% increase year-over-year, contributing to a total revenue of $354 million, up 22% year-over-year. Adjusted EBITDA for the quarter grew 35% to $248 million.
  • The company raised its full-year 2025 guidance, now projecting total revenue between $1.3 billion-$1.375 billion (representing 28%-35% growth over 2024) and royalty revenue of $850 million-$880 million (49%-54% growth). Non-GAAP diluted EPS is expected to be $6.10-$6.50.
  • This growth was primarily driven by the continued strong performance of its three established blockbuster subcutaneous therapies: Darzalex Subcutaneous, Phesgo, and VYVGART Hytrulo, with VYVGART Hytrulo projected to be the largest royalty dollar growth driver.
  • Halozyme announced the acquisition of Elektrofi, aiming to expand its drug delivery technology portfolio with Hypercon technology, which is expected to result in approximately 2x net debt-to-EBITDA at closing.
  • CFO Nicole LaBrosse will be transitioning from her role by March 30, 2026.
4 days ago
Halozyme Therapeutics Reports Strong Q3 2025 Results and Raises Full-Year Guidance
HALO
Earnings
Guidance Update
Share Buyback
  • Halozyme Therapeutics reported strong Q3 2025 financial results, with Total Revenue of $354.3 million (up 22% from Q3 2024) and Adjusted EBITDA of $248.2 million (up 35%). Royalty Revenue increased 52% to $236.0 million.
  • The company raised its 2025 financial guidance, now projecting Total Revenue between $1,300 million and $1,375 million, Royalty Revenue between $850 million and $880 million, Adjusted EBITDA between $885 million and $935 million, and Non-GAAP Diluted EPS between $6.10 and $6.50.
  • Growth was driven by established blockbuster subcutaneous therapies and 13 recent ENHANZE® growth catalysts, including new indication and product approvals in Q3 2025.
  • Halozyme has completed $342 million in share repurchases year-to-date 2025 and plans for $500 million in repurchases for the full year 2025, contributing to a 10% reduction in diluted weighted average shares outstanding from 2019 to 2024.
  • The company is expanding its drug delivery technology portfolio with the potential acquisition of Elektrofi, Inc., introducing the Hypercon™ technology for ultra-concentrated biologic formulations.
4 days ago
Halozyme Therapeutics Reports Q3 2025 Results and Raises Full-Year Guidance
HALO
Earnings
Guidance Update
M&A
  • Halozyme Therapeutics reported strong Q3 2025 financial results, with total revenue of $354 million (22% year-over-year growth) and royalty revenue of $236 million (52% year-over-year growth), primarily driven by Darzalex Subcutaneous, Fesgo, and Vyvgart Hytrulo.
  • The company raised its full-year 2025 guidance, now projecting total revenue of $1.3 billion-$1.375 billion and non-GAAP diluted EPS of $6.10-$6.50, reflecting significant year-over-year growth.
  • Halozyme announced the acquisition of Electrovive, which adds HyperCon technology to expand subcutaneous delivery options and strengthen its drug delivery portfolio.
  • Key product developments include European Commission approval for Darzalex Subcutaneous in smoldering multiple myeloma and Japanese approval for Vyvgart Hytrulo self-injection for generalized myasthenia gravis and chronic inflammatory demyelinating polyneuropathy.
  • CFO Nicole LaBrosse will transition from her role by March 30, 2026.
4 days ago
Halozyme Reports Strong Q3 2025 Results, Raises Full-Year Guidance, and Announces Elektrofi Acquisition
HALO
Earnings
Guidance Update
M&A
  • Halozyme reported strong third quarter 2025 financial results, with total revenue increasing 22% year-over-year to a record $354 million and GAAP diluted EPS increasing 36% year-over-year to $1.43.
  • The company raised its full-year 2025 financial guidance, now expecting total revenue of $1,300 million to $1,375 million and Non-GAAP diluted EPS of $6.10 to $6.50.
  • Halozyme agreed to acquire Elektrofi for $750 million in upfront consideration plus potential milestone payments, a move expected to amplify its subcutaneous drug delivery technology and close in the fourth quarter of 2025.
  • Nicole LaBrosse, the Chief Financial Officer, will depart by March 30, 2026, and an external search for a successor has been initiated.
4 days ago
Halozyme Therapeutics Reports Strong Q3 2025 Results, Raises Full-Year Guidance, and Announces CFO Transition and Acquisition
HALO
Earnings
Guidance Update
M&A
  • Halozyme Therapeutics reported strong third quarter 2025 financial results, with royalty revenue increasing 52% year-over-year to $236 million and total revenue increasing 22% year-over-year to $354 million.
  • Net income for Q3 2025 rose 28% year-over-year to $175 million, and Non-GAAP diluted EPS increased 35% year-over-year to $1.72.
  • The company raised its 2025 financial guidance, now projecting total revenue of $1,300 million to $1,375 million and Non-GAAP diluted EPS of $6.10 to $6.50.
  • Halozyme announced a CFO transition plan for Nicole LaBrosse and agreed to acquire Elektrofi for $750 million in upfront consideration plus potential milestone payments, with royalty contributions projected to begin in 2030.
  • As of September 30, 2025, Halozyme had repurchased approximately 1.7 million shares for $92.3 million under its share repurchase program.
4 days ago