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@MTJournalClub Avatar @MTJournalClub Sean F. Anderson, MD

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

Engagements: XXX #

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Followers: XXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% countries XXXX% travel destinations XXX% exchanges XXX%

Social topic influence $halo #2, germany 5.41%, target 5.41%, acquisition 5.41%, pe ratio 2.7%, longterm 2.7%, astra 2.7%, $mrk #32, yearend 2.7%, ceo XXX%

Top accounts mentioned or mentioned by @halozymeinc @biblapmatch @invest091 @finenzi

Top assets mentioned Halozyme Therapeutics, Inc. (HALO) Merck & Co., Inc. (MRK) Merus N.V. Common Shares (MRUS)

Top Social Posts

Top posts by engagements in the last XX hours

"$halo #halozyme The current moment (post-German injunction pre-UK/US rulings) represents a pivotal window where Merck's incentive to settle is rapidly increasing. Here is a breakdown of the key factors driving that decision for Merck: The Escalating Pressure on Merck X. The Precedent of the German Injunction (The "Domino Effect") Commercial Pain: The injunction in Germanya major European marketimmediately stops or severely limits the commercial launch of Keytruda SC. Global Signal: While patent law is territorial the German court's finding of "imminent infringement" and the granting of a"
X Link 2025-12-06T21:28Z XXX followers, XXX engagements

"@halozymeinc $halo XXX Companies in pharma. Average P/E ratio (TTM): XX (see link below). Halozymes CAGR and profit margins are far better than the average pharma yet its PE ratio is half (14)"
X Link 2025-11-20T15:13Z XXX followers, XX engagements

"$halo So many near term catalysts for halozyme: 1) January annual earnings guidance update. Halozyme does this update every January. 2) Announcement of Enhanze partnership with Gilead (remember the leaked halo patent containing Gilead'a antibody) 3) new Enhaze deal with Regeneron/Sanofi (also a leaked Halo patent.) 4) Enhanze US patent extension to 2029. The extension was applied for a couple of years ago. Similar extension was granted by the EU authorities in 2024. 5) Merck will settle with halo and license MDASE. Halo has the upper hand with the X patents thay not subject to PGR's 6) Moving"
X Link 2025-12-04T17:36Z XXX followers, XXX engagements

"$halo As I have been saying for sometime now Merck will pay MDASE licensing fees which means Astra Zenenca and the other company that signed with Alteogen will pay Halozyme for the MDASES licensing. Another longterm source of licensing revenue for halo for many years to come"
X Link 2025-12-04T19:42Z XXX followers, XXX engagements

"$halo @halozymeinc This is why I have been saying Halozyme needs retail investors. Take a look at the attached chart. Things are so different tgan XX years ago"
X Link 2025-12-05T23:54Z XXX followers, XXX engagements

"$halo handicapping odds of halozyme victory given the recent court win in Germany and the fact that X of halos MDASE patents are immune from Mercks PGRs: Gemini: High Probability: Favorable Settlement for Halozyme (45%) Moderate Probability: Halozyme Secures U.S. Injunction/Trial Victory (35%) Moderate Probability: Mixed Outcome/Patent Invalidity (15%) Low Probability: Total Merck Victory (5%) Grock: Halozyme holds the edge (85% chance of some victory/settlement) bolstered by the fresh Germany injunction and PGR shieldthese reduce Mercks kill all patents path. Claude: Base case probability:"
X Link 2025-12-06T14:56Z XXX followers, XXX engagements

"$halo $mrk #halozyme Anticipated Outcome: High Likelihood of Deal Announcement Before Year-End (70%) While a fully executed sealed and delivered agreement by the end of December is ambitious due to the typical corporate lag the incentives are powerful enough to push for a signed term sheet or public announcement within that window. X. The Commercial Urgency of Year-End Keytruda SC's Strategic Value: The subcutaneous (SC) formulation is Merck's single most important defense against the sim$25 billion Keytruda IV patent cliff in 2028. Every day of delay in its global rollout undermines this"
X Link 2025-12-07T16:22Z XXX followers, XXX engagements

"$halo The Motley Fool on halozyme:"
X Link 2025-12-06T15:04Z XXX followers, XXX engagements

"$HALO This Halozyme CEO incentive package will tell you all you need to know about where the stock is headed over the next X years: XX% of the target shares will be eligible to vest if the average share price reaches or exceeds $XXX. Vesting rises to XXX% at $XXX XXX% at $XXX and XXX% at $XXX. Remember that compensation committees tend to set realistic and sometimes even easy to achieve goals so that their executives get the compensation more likely than not. Dont be surprised if halo exceed these levels with ease"
X Link 2025-12-10T00:05Z XXX followers, XXX engagements

"$HALO On the news of Halozyme's win against Merck Alteogen's stock is down X% in South Korea in early trading. Their market opened up a few minutes ago. 196170.KQ has dropped XXXX% to 491000.00"
X Link 2025-12-05T00:35Z XXX followers, XXX engagements

"$halo #halozyme .Make that Alteogen down XX% and now trading is seemingly halted"
X Link 2025-12-05T00:40Z XXX followers, XXX engagements

"$halo Make that XX% down for Alteogen. The South Korean investors know the significance of this win for Halozyme. Halozyme share price is dominated almost entirely by institutions and many of those are super slow to move. Once the significance of this news registers with them they will start buying. Watch for a sustained run in halozyme share price and new all time highs is short order. Who knows maybe we will get aome retail investors in halozyme too"
X Link 2025-12-05T01:04Z XXX followers, XXX engagements

"@invest091 Not to mention that Halozyme is trading at a forward of XX (see link) which is about XX% lower than peers (see pic) and its also the LOWEST forward PE $halo has ever traded in. It can go up to $90-$100 and it would still be cheap for such high quality"
X Link 2025-11-03T03:31Z XXX followers, XXX engagements

"$HALO behind the new halozyme partner Merus is actually the giant biopharma Genmab: Genmab A/S listed on both the Copenhagen and Nasdaq exchanges made headlines on September XX 2025 when it revealed plans to acquire Netherlands-based Merus N.V. in a cash deal valued at approximately $XXX billion. The acquisition will be executed at $XXXXX per share representing a premium of XX percent to Merus closing price just before the announcement. Both companies boards have given unanimous approval and the deal is expected to close in the first quarter of 2026 pending regulatory clearances and"
X Link 2025-11-17T19:21Z XXX followers, XXX engagements

"$halo $MRUS $GMAB it is very likely Merus consulted Genmab and received blessing before executing the Halozyme ENHANZE agreement. X. Timing makes it almost certain Genmabs acquisition of Merus is already publicly announced and in progress. During an acquisition period: The target company (Merus) must notify the acquirer (Genmab) of any material new agreements. Any collaboration involving IP future royalties or potential future commercial rights is material by definition. Merus cannot legally sign new agreements that could affect valuation or strategic direction without informing Genmab and"
X Link 2025-11-18T12:38Z XXX followers, XXX engagements

"@biblapmatch $halo Halozymes PEG is XXX (see link below). Also you have the EBITA CAGR wrong (look at halos latest guidance). Its much higher"
X Link 2025-12-03T17:25Z XXX followers, XXX engagements

"$HALO Alteogen's stock is down another X% today. It's down XX% since the day Halozyme won the injunction againat Merck in Germany. Alteogen investors know more global courts will follow Germany and Merck will sign a licensing agreement with halozyme and so will Astra Zeneca and Daiichi"
X Link 2025-12-12T01:59Z XXX followers, XXX engagements