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@MTJournalClub Avatar @MTJournalClub Sean F. Anderson, MD

Sean F. Anderson, MD posts on X about $halo, $gild, acquisition, over the the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence stocks XXXX% finance XXXX%

Social topic influence $halo #2, $gild 3.31%, acquisition 1.32%, over the 1.32%, future of 0.66%, all the 0.66%, cms 0.66%, feb 0.66%, take the 0.66%, developers XXXX%

Top accounts mentioned or mentioned by @halozymeinc @merck @buddyopalosam @carterbworth @invdiary @mjschl @yuzhu4

Top assets mentioned Halozyme Therapeutics, Inc. (HALO) Gilead Sciences, Inc. (GILD)

Top Social Posts #

Top posts by engagements in the last XX hours

"$halo $GILD Just reveald on investorhub: Halozyme has a brand new big pharma partner (Gilead) . Take a look at this new patent under halozyme name which combines Enhanze with Trodelvy which is an IV breast cancer therapy made by Gilead. Look at the diagram on the first tab and 4th tabs. It's rhuph20 (Enhanze) plus Trodelvy to turn it from IV to SC"
X Link @MTJournalClub 2025-09-26T18:24Z XXX followers, XXX engagements

"$halo Halozyme compared to S&P 500"
X Link @MTJournalClub 2025-10-11T18:54Z XXX followers, XXX engagements

"$HALO Halozymes 2025 PE is XX and peg is XXX (see link below) Once the market is done digesting the acquisition news we will resume the uptrend. These valuations for a highly profitable company with EPS CAGR OF XX% are ridiculously low. BTW Even the Leerinks Partners analyst think that the Elektrofi acquisition was a good move"
X Link @MTJournalClub 2025-10-06T16:30Z XXX followers, XXX engagements

"$halo $GILD The linked patent (WO2025188901) appears to describe the use of Halozyme's Enhanze drug delivery technology in combination with Trodelvy which is a breast cancer therapy developed by Gilead1. The fact that Halozyme is filing intellectual property specifically covering the pairing of its Enhanze platform with a Gilead molecule strongly suggests ongoing technical collaboration and is often a precursor to a formal commercial partnership or licensing agreement1. ### Evidence of Collaboration - The patent mentions both Enhanze (Halozyme's proprietary technology) and Trodelvy (a key"
X Link @MTJournalClub 2025-09-27T13:54Z XXX followers, XXX engagements

"$halo $GILD If/when confirmed this is truly big news. Halozyme has had some small biotech partnerships and plenty of expansion of exisiting partnerships with big pharma over the past few years but not a new big pharma partnership for some time. This shows how big pharma sees the future of Enhanze and HVAI. It looks brilliant"
X Link @MTJournalClub 2025-09-26T18:42Z XXX followers, XXX engagements

"$halo ChatGPT's thoughts on the market reaction to acquisition by Halozyme. Interesting read all the way to the end"
X Link @MTJournalClub 2025-10-06T17:07Z XXX followers, XXX engagements

"$HALO Halozymes position statement on CMS Final IPAY 2028 Guidance"
X Link @MTJournalClub 2025-10-14T13:14Z XXX followers, XX engagements

"$halo 2025 PE ratio estimate is now with a XX handle (10.9 see link below). I think this is the lowest current full calendar year estimated PE halozyme has ever traded at since it became profitable X years ago. The 2024 PE ratio is XX. This means that for halo to maintain the same PE ratio in 2025 as 2024 by the end of 4th quarter 2025 (let's say Feb 2026 when halozyme releases the 4th quarter earnings) PE has to go from XX to XX. That is a XX% appreciation in shareprice and this would not even factor in the increase in earnings quarter over quarter. In other words even with the same"
X Link @MTJournalClub 2025-10-11T16:15Z XXX followers, XXX engagements

"$HALO $GILD Don't forget that if the deal with Gilead covers multiple therapeutics it will likely come with a substantial upfront payment (like Halozyme's deals with Roche Bristol Myers and JNJ etc). With the upfront payment Halozyme will raise its 2025 earnings guidance. This along with renewed confidence in Halozyme's ability to build partnerships with big Pharma again will take the share price to north of $XXX. Halo is currently trading at a 2025 estimated P/E ratio of XX (see link). Even if the share price goes to $XXX it will still be significantly undervalued for a company that has"
X Link @MTJournalClub 2025-09-28T18:45Z XXX followers, XXX engagements

"$halo #halozyme Helen today: "Now that drug developers have a better grasp of the IRAs impact Halozyme has seen a ramp-up of deal discussions over the last XX months and Torley said shes very pleased" with the ongoing conversations. We are going to sign and announce a deal this year and were very excited about that the Halozyme CEO said"
X Link @MTJournalClub 2025-10-15T01:15Z XXX followers, XXX engagements

"$HALO $GILD Loving the opportunity to buy Halozyme with this XX% discount with so many near and long term catalysts: 1) Gilead deal 2) HVAI deal 3) Enhanze US patent extension 4) Earnings beat and guidance raise on 10/28 quarterly earnings 5) Merck settlement For a company with: 1) EPS CAGR of +30% 2) +70% profit margin 3) 2025 estimated PE of XX 4) PEG of XXX Savvy investors salivate over such a rare combo"
X Link @MTJournalClub 2025-09-29T14:43Z XXX followers, XXX engagements

"$HALO Johnson & Johnsons Darzalex (daratumumab) sales for Q3 2025 exceeded market estimates. Worldwide net sales reached $XXXXX billion surpassing the consensus analyst forecast. Bodes well for Halozymes earnings in a couple of weeks"
X Link @MTJournalClub 2025-10-14T13:48Z XXX followers, XXX engagements

"$HALO Factoring in that Helen repeatedly informed investors that halozyme is looking to buy another company:"
X Link @MTJournalClub 2025-10-06T18:52Z XXX followers, XXX engagements

"$halo Forecast of halozyme price action with Gilead Enhanze partnership"
X Link @MTJournalClub 2025-10-13T03:06Z XXX followers, XXX engagements

"$halo #halozyme The max strike price of the capped call options halozyme purchased in 2022 was $XXXXX (see link below). Don't be surprised if Halozyme converted those options for a hefty sum of cash with which it can pay off the convertible bonds. In retrospect that was a brilliant move. I remeber how Fred and easycomeandgo poopooed ut at the time (2022)"
X Link @MTJournalClub 2025-09-04T14:38Z XXX followers, XXX engagements