# ![@MTJournalClub Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::118769249.png) @MTJournalClub Sean F. Anderson, MD

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

### Engagements: [-----] [#](/creator/twitter::118769249/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::118769249/c:line/m:interactions.svg)

- [--] Week [--] -94%
- [--] Month [-----] +167%
- [--] Months [------] -100%
- [--] Year [----------] -30%

### Mentions: [--] [#](/creator/twitter::118769249/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::118769249/c:line/m:posts_active.svg)

- [--] Month [--] -80%
- [--] Months [---] +188%
- [--] Year [---] +377%

### Followers: [---] [#](/creator/twitter::118769249/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::118769249/c:line/m:followers.svg)

- [--] Month [---] +0.74%
- [--] Months [---] +30%
- [--] Year [---] +101%

### CreatorRank: [---------] [#](/creator/twitter::118769249/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::118769249/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  28% [stocks](/list/stocks)  27% [countries](/list/countries)  10% [technology brands](/list/technology-brands)  2% [financial services](/list/financial-services)  1% [travel destinations](/list/travel-destinations)  1% [exchanges](/list/exchanges)  1% [social networks](/list/social-networks)  1%

**Social topic influence**
[$halo](/topic/$halo) #1, [target](/topic/target) 9%, [germany](/topic/germany) 7%, [$mrk](/topic/$mrk) #38, [investment](/topic/investment) 5%, [stocks](/topic/stocks) 4%, [south korea](/topic/south-korea) 3%, [strong](/topic/strong) 3%, [future](/topic/future) 3%, [goldman sachs](/topic/goldman-sachs) 3%

**Top accounts mentioned or mentioned by**
[@halozymeinc](/creator/undefined) [@invest091](/creator/undefined) [@biblapmatch](/creator/undefined) [@datastaion](/creator/undefined)

**Top assets mentioned**
[Halozyme Therapeutics, Inc. (HALO)](/topic/$halo) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Goldman Sachs (GS)](/topic/goldman-sachs) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [Morgan Stanley (MS)](/topic/morgan-stanley) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Sanofi (SNY)](/topic/sanofi) [West Pharmaceutical Services Inc. (WST)](/topic/$wst)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$halo @halozymeinc As a 15+ year investor in Halozyme I am deeply disappointed that you have not been presenting for the 3rd year in a row at the largest healthcare investment event of the industry. Look at what our competitor Alteogen did at JPM this year (first link below) and how their share price reacted (+10%) after this article was published. They came all the way from South Korea to San Francisco and you could not make it there for a corporate presentation from San Diego You routinely present at a number of other far less significant healthcare investment conferences throughout the"  
[X Link](https://x.com/MTJournalClub/status/2012250158122353116)  2026-01-16T19:46Z [---] followers, [----] engagements


"$halo #halozyme Following is the English translation of Alteogen's press release regarding their 23% drop in their share price last night "Alteogen's Position and Business Status Regarding Keytruda SCHello this is Alteogen.We are providing our position regarding the issue raised today concerning the royalty rate of the Keytruda SC product.According to the contract signed between MSD and Alteogen the specific milestones and royalty conditions of the contract are confidential.Alteogen first signed a license agreement with MSD in [----] and in February [----] changed it to an exclusive agreement for"  
[X Link](https://x.com/MTJournalClub/status/2013959555525619810)  2026-01-21T12:59Z [---] followers, [---] engagements


"$halo @halozymeinc Can't argue with facts. See CNBC article below re significance of individual investors. Halozyme's IR just doesn't get it. With chronic near 100% institutional ownership (see second link below) halo's valuations have been consistently suppressed. There has been little true share price discovery for Halozyme compared to industry peers and markets which benefit from a healthy dose of individual investors. Helen needs to appear on investment podcast YouTube investment channels CNBC Bloomberg and tell the growth (now and future) story of halozyme. Storytelling is one of the"  
[X Link](https://x.com/anyuser/status/2016138406510940247)  2026-01-27T13:17Z [---] followers, [---] engagements


"$halo #halozyme @halozymeinc . i hope she starts a media tour after a strong guidance update tomorrow. Let's go Helen. It's time to get off the mat of chronic low PE and Peg ratios. We can do much better with a broader investor audience. Tell the story of present and future growth. https://twitter.com/i/web/status/2016142166264054180 https://twitter.com/i/web/status/2016142166264054180"  
[X Link](https://x.com/anyuser/status/2016142166264054180)  2026-01-27T13:32Z [---] followers, [---] engagements


"$halo #halozyme https://finance.yahoo.com/news/darzalex-faspro-based-quadruplet-regimen-204900267.html https://finance.yahoo.com/news/darzalex-faspro-based-quadruplet-regimen-204900267.html"  
[X Link](https://x.com/anyuser/status/2016322814983471286)  2026-01-28T01:29Z [---] followers, [---] engagements


"$halo @halozymeinc Tour de force Helen That was by far the strongest conference call by her since she has been with Halozyme. She is becoming a compelling storyteller. I hope to see her on investment podcasts CNBC and Bloomberg with the same level of conviction and strength attracting a broader range of investors. https://twitter.com/i/web/status/2016520216499605627 https://twitter.com/i/web/status/2016520216499605627"  
[X Link](https://x.com/anyuser/status/2016520216499605627)  2026-01-28T14:34Z [---] followers, [---] engagements


"$halo Corinne Johnson (Goldman Sachs) do you care to correct your 12/4/2025 downgrade of Halozyme with a price target of $56 now or do you prefer to wait until we are trading in the $80's and $'90s You should have a chat with your Goldman Sach's director of asset management who appeared on CNBC with a list of best [----] stocks which included Halozyme during the same week you issued your downgrade. Remember that course correction is a sign of intelligence https://twitter.com/i/web/status/2016570557010235426 https://twitter.com/i/web/status/2016570557010235426"  
[X Link](https://x.com/anyuser/status/2016570557010235426)  2026-01-28T17:54Z [---] followers, [---] engagements


"$halo Goldman Sachs's analyst Cornnie Johnson downgraded Halozyme to "sell" with price target of $56 on 12/4/25 based on her concern about potential decline in earnings past [----]. Since her 12/4/25 comical analysis the stock rose from low/mid $60s to low/mid $70s. She did not learn her lesson and today reiterated her sell rating with her concern over the rate of revenue growth slowing to 1% after [----]. This is one amateurish downgrade since just a couple of weeks before her 12/4/25 sell rating she had issued a new "hold" rating (1st link below). Ask yourself this: did anything change that"  
[X Link](https://x.com/anyuser/status/2016910457505010140)  2026-01-29T16:25Z [---] followers, [---] engagements


"$halo #halozyme Very constructive action today. Cornnie Johnson's comical rating could not keep the price down even for one day"  
[X Link](https://x.com/anyuser/status/2016980561357918386)  2026-01-29T21:03Z [---] followers, [---] engagements


"$halo #halozyme Most companies don't even talk about EPS growth [--] years out let alone talk about growth 5-10 years out.We ate blessed to have multi-year guidance by halo. What is causing this low valuation is a dumb and superficial analysis (more like kneejerk reaction) by a couple analysts that there is a patent cliff problem with halozyme. Helen has said it repeatedly and I agree that there is no patent cliff for Enhanze. Why A) there are co-formulation patents going out for many more years than Enhanze patents alone. B) As Helen said on the last CC when then the current partnerships expire"  
[X Link](https://x.com/anyuser/status/2018076536344363015)  2026-02-01T21:38Z [---] followers, [---] engagements


"$halo Merck's earnings call is tomorrow. Don't be surprised if they announce an MDASE licensing deal with Halozyme. Analysts like Morgan Stanley are talking about Keytruda life cycle management being the most important topic to be addressed at the CC tomorrow. With the court injunction against Merck banning Keytruda SC in Germany there is tremendous time pressure for a deal before more EU courts follow the German example. Per Helen: A) [--] of Halozymes MDASE patents are immune from PGR attempts by Merck and B) the amino acid sequence in AltB-4 used by Merck is public for anyone to see and this"  
[X Link](https://x.com/anyuser/status/2018494444857938001)  2026-02-03T01:19Z [---] followers, [---] engagements


"$halo @halozymeinc come on Helen this is the kind of of market when a high quality company/stock like Halozyme truly shines. Time to reach a broader audience than just the institutional investors. How about a victory lap on CNBC Bloomberg and investment podcasts"  
[X Link](https://x.com/MTJournalClub/status/2019510888932470887)  2026-02-05T20:38Z [---] followers, [---] engagements


"$halo @halozymeinc Upcoming catalysts for Halozyme: 1) First ever HVAI full commercial deal 2) US ENHANZE patent extension to [----]. Application was submitted a couple of years ago. EU already approved this extension. 3) New Enhanze partnerships. 4) MDASE licensing deal with Merck 5) Any clinical progress or new partnerships with Hypercon or SurfBio platforms 6) 4th quarter earnings which will finalize 2025's actual earnings and reset the current PE PEG ratios even lower. Already much lower than industry peers. And most importantly: 7) Helen going on a PR tour (CNBC Bloomberg investment"  
[X Link](https://x.com/MTJournalClub/status/2020525238921138472)  2026-02-08T15:48Z [---] followers, [---] engagements


"$halo This is what Gemini says about the [--] Halozyme catalysts mentioned in my earlier post: A classic "coiled spring" scenario: a company delivering high growth (royalty revenue growing 50% YoY) but trading at a compressed multiple (10x-11x forward P/E) due to a specific overhang (the [----] patent cliff and Merck litigation). If the catalysts you listed effectively remove that overhang the stock would likely undergo a multiple expansion (re-rating) on top of its earnings growth. Here is a breakdown of where the stock price could realistically head if these catalysts materialize based on"  
[X Link](https://x.com/MTJournalClub/status/2020572791813427211)  2026-02-08T18:57Z [---] followers, [---] engagements


"$halo #halozyme @halozymeinc Way to go Helen The media tour/ victory lap begins. Will bring a lot of new investors. https://finance.yahoo.com/video/biotech-halozyme-ceo-explains-looks-161500919.htmlcontentType=VIDEO https://finance.yahoo.com/video/biotech-halozyme-ceo-explains-looks-161500919.htmlcontentType=VIDEO"  
[X Link](https://x.com/MTJournalClub/status/2021262048890384470)  2026-02-10T16:36Z [---] followers, [---] engagements


"$halo They talk about HALO an acronym but the principles apply 100% to Halozyme. https://www.youtube.com/live/1AfXLtmTTswsi=v9RDi3ziaKTwo-gx https://www.youtube.com/live/1AfXLtmTTswsi=v9RDi3ziaKTwo-gx"  
[X Link](https://x.com/MTJournalClub/status/2021396526149533923)  2026-02-11T01:31Z [---] followers, [---] engagements


"$halo #halozyme https://youtu.be/bt6Il3gYM7Qsi=60iwtPV1FeDduKL4 https://youtu.be/bt6Il3gYM7Qsi=60iwtPV1FeDduKL4"  
[X Link](https://x.com/MTJournalClub/status/2021940062288851181)  2026-02-12T13:30Z [---] followers, [---] engagements


"$halo Brand new marketing for HVAI. And I Love the new motto; Halozyme Deliver More https://youtu.be/cOQKEO8RfU4si=6BBLhk5xvHHqu7Os https://youtu.be/cOQKEO8RfU4si=6BBLhk5xvHHqu7Os"  
[X Link](https://x.com/MTJournalClub/status/2021941554227945567)  2026-02-12T13:36Z [---] followers, [---] engagements


"$halo #halozyme With Gileads call tomorrow (October 30) were hours from the next catalystwatch for Trodelvy pipeline commentary that could subtly flag SC progress"  
[X Link](https://x.com/MTJournalClub/status/1983621047464423489)  2025-10-29T19:44Z [---] followers, [---] engagements


"$HALO ARGX beat estimates this am. Bodes well for halozyme"  
[X Link](https://x.com/MTJournalClub/status/1983863023208120496)  2025-10-30T11:46Z [---] followers, [---] engagements


"$halo #halozyme Merck reported earnings today. In their filling there is an interestinglack of disclosure or cautionary language regarding Keytruda SC (Qlex) legal/patent dispute. This is a subtle clue favoring settlement: Mercks forward-looking optimism (raised guidance no reservations on Qlex) signals negotiated terms to avoid escalation. If material (e.g. 5% revenue impact) SEC scrutiny could follow but the omission suggests mutual interest in a quiet licensing deal (15% royalties)"  
[X Link](https://x.com/MTJournalClub/status/1983905585289687380)  2025-10-30T14:35Z [---] followers, [---] engagements


"$halo #halozyme"  
[X Link](https://x.com/MTJournalClub/status/1984330704390668552)  2025-10-31T18:44Z [---] followers, [---] engagements


"@invest091 Not to mention that Halozyme is trading at a forward of [--] (see link) which is about 50% 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. https://www.nasdaq.com/market-activity/stocks/halo/price-earnings-peg-ratios https://www.nasdaq.com/market-activity/stocks/halo/price-earnings-peg-ratios"  
[X Link](https://x.com/MTJournalClub/status/1985188020103073890)  2025-11-03T03:31Z [---] followers, [---] engagements


"$halo #halozyme Great quarter. Hitting it out of the ballpark over and over again. Yet a muted market response today. We need better storytelling. Helen needs to get on Bloomberg CNBC and investing podcasts. She is way too non-promotional. This is why Halozyme is nearly 100% institutionally owned. Near zero retail We also need to know the name of the two HVAI partners as well as the finalization of the new Enhanze deal that she promised all year long"  
[X Link](https://x.com/MTJournalClub/status/1985810234066288652)  2025-11-04T20:43Z [---] followers, [---] engagements


"$halo @halozymeinc #halozyme here are some concrete reasons why we need Helen to be a better storyteller: "the retail investors that are in control. Thats the conclusion from strategists across Wall Street." (See link below) Evidence that retail investors are driving market prices includes the large-scale buying seen during market dips a disproportionate impact on specific stocks (like heavily shorted ones) and analysis showing that retail-heavy stocks have significantly outperformed the broader market. Outperformance of retail-favored stocks:An index of stocks most favored by individual"  
[X Link](https://x.com/MTJournalClub/status/1986124820850057367)  2025-11-05T17:33Z [---] followers, [---] engagements


"@halozymeinc $HALO @halozymeinc Helen and Halozyme IR should pay attention to the Special Report on the impact of retail investors (today CNBC 1pm pacific) Halozyme has near zero percent retail ownership (not healthy) https://www.nasdaq.com/market-activity/stocks/halo/institutional-holdings https://www.nasdaq.com/market-activity/stocks/halo/institutional-holdings"  
[X Link](https://x.com/MTJournalClub/status/1986134422211731613)  2025-11-05T18:12Z [---] followers, [--] engagements


"$halo #halozyme from Grok: "Convertible Notes Offering Announced Nov 5: Proposing $650M in convertible senior notes due [----] and another $650M due 2032total $1.3B potential raise. This looks like ammo for debt paydown acquisitions (post-Elektrofi) or buybacks. Concurrent capped call transactions to minimize dilution. Pricing expected soon; signals confidence in the runway. Gilead-Trodelvy SubQ Watch Crickets on official news but the WO2025188901 patent link remains a smoking gun. Gileads Trodelvy hit $149M Q3 (+35% YoY) with peak sales now eyed at $3.5B+ amid ASCENT-03 data showing 38% PFS"  
[X Link](https://x.com/MTJournalClub/status/1986433580252471611)  2025-11-06T14:00Z [---] followers, [---] engagements


"$HALO huge volume since noon ET. On track to trade over 10% of market cap of halozyme in one afternoon. News this weekend"  
[X Link](https://x.com/MTJournalClub/status/1986889006895009959)  2025-11-07T20:10Z [---] followers, [---] engagements


"$HALO #halozyme Key indicators: [--]. Options flow (unusual activity) Multiple recent large call trades: e.g. several [-----] strike calls (expiring Dec [--] 2025) with open interest [----] contracts and new trades of [---] contracts. Unusual options-activity trackers flag HALO as having elevated call volume relative to open interest. This suggests smart money might be positioning for upside which often precedes a surge in share-volume as those positions hedge or as price moves trigger flows. [--]. Volume vs average trading volume Recent average trading volume [----] million shares (from short-interest"  
[X Link](https://x.com/MTJournalClub/status/1987178558331232335)  2025-11-08T15:21Z [---] followers, [---] engagements


"$halo Even if Merck successfully invalidates all patents under PTO review Halozyme still retains [--] patents that cannot be challenged through the PTAB process and can only be adjudicated in district court. [--]. Settlement/Licensing (65% probability) - NOW MOST LIKELY Why this is critical: Merck cannot avoid infringement liability entirely even with a complete PTAB sweep The [--] non-PTO eligible patents create an unavoidable floor of infringement risk District court litigation on these [--] patents could: Take 2-3+ years to resolve Risk injunctive relief blocking launch Expose Merck to willful"  
[X Link](https://x.com/MTJournalClub/status/1987524264568737955)  2025-11-09T14:14Z [---] followers, [---] engagements


"$halo If Halozyme announced a Gilead ENHANZE partnership especially one tied to Trodelvy SC the market wouldnt treat it like just another incremental licensing deal. It would read it as: Proof ENHANZE is still signing major pharma Validation of ENHANZEs relevance to ADC subcutaneous delivery Evidence Halozyme is extending into one of the biggest oncology categories A reversal of the quiet period = concern narrative. Last pharma deal (not including early stage Acumen in 2023) was Chugai (2022) Thats a multi-layer catalyst. With the long gap since last major deal factor added Id revise the"  
[X Link](https://x.com/MTJournalClub/status/1987531446177923298)  2025-11-09T14:43Z [---] followers, [--] engagements


"$halo $gild If Halozyme announced a Gilead ENHANZE partnership especially one tied to Trodelvy SC the market wouldnt treat it like just another incremental licensing deal. It would read it as: Proof ENHANZE is still signing major pharma Validation of ENHANZEs relevance to ADC subcutaneous delivery Evidence Halozyme is extending into one of the biggest oncology categories A reversal of the quiet period = concern narrative. Last pharma deal (not including early stage Acumen in 2023) was Chugai (2022) Thats a multi-layer catalyst. With the long gap since last major deal factor added Id revise"  
[X Link](https://x.com/MTJournalClub/status/1987756324072087993)  2025-11-10T05:36Z [---] followers, [---] engagements


"$halo Only a few weeks left in the year Helen/Halozyme need to deliver on the promised new [----] Enhanze deal soon"  
[X Link](https://x.com/MTJournalClub/status/1988266538731008047)  2025-11-11T15:24Z [---] followers, [---] engagements


"$halo #halozyme @halozymeinc Not counting the holiday weeks (Thanksgiving and Christmas) there are only about [--] weeks left in the year. Clock is ticking on Helen to deliver on the new [----] Enhanze deal she has been promising all year long. If she does not its the 3rd strike and time for her to step away from the plate. I'm long and bullish on Halo. Love the technology and the stock but not the happy with the performance of the C-suite/ IR. Take a look at Halozyme's PE and PEG ratios and compare to peers in biopharma you will know that she must do better. Despite far better than average CAGR"  
[X Link](https://x.com/MTJournalClub/status/1988685477927600535)  2025-11-12T19:09Z [---] followers, [---] engagements


"$halo The Relative Strength (RS) Rating for HALO moved into the 80-plus percentile with an upgrade to [--] up from [--] the day before. The rating upgrade puts Halozyme stock into an elite group. Market research shows that the market's biggest winners tend to have an RS Rating of at least [--] as they launch their biggest runs. Halozyme Stock Among Top 1% On Nov. [--] Halozyme reported better than expected third quarter earnings. Since then its stock has closed higher seven of the last nine trading sessions as it rises toward a fresh record high. Halozyme boasts a [--] Composite Rating out of [--]. The"  
[X Link](https://x.com/MTJournalClub/status/1988695604843929920)  2025-11-12T19:49Z [---] followers, [---] engagements


"#halozyme $halo The Relative Strength (RS) Rating for HALO moved into the 80-plus percentile with an upgrade to [--] up from [--] the day before. The rating upgrade puts Halozyme stock into an elite group. Market research shows that the market's biggest winners tend to have an RS Rating of at least [--] as they launch their biggest runs. Halozyme Stock Among Top 1% On Nov. [--] Halozyme reported better than expected third quarter earnings. Since then its stock has closed higher seven of the last nine trading sessions as it rises toward a fresh record high. Halozyme boasts a [--] Composite Rating out of"  
[X Link](https://x.com/MTJournalClub/status/1988695784548950426)  2025-11-12T19:49Z [---] followers, [---] engagements


"$halo #halozyme plenty of runway on the new convertible bonds before they can be converted. Only eligible for early conversion if share price reaches 130% of conversion price of $87. Also capped call options are capped in the $136. Everyone expect share price to rise well above $100. Holders may convert their Convertible Notes at their option only in the following circumstances: (1)during any calendar quarter commencing after the calendar quarter ending on March31 [----] if the last reported sale price per share of the Companys common stock exceeds 130% of the conversion price for each of at"  
[X Link](https://x.com/MTJournalClub/status/1988979876356059157)  2025-11-13T14:38Z [---] followers, [----] engagements


"$halo On Sunday November [--] [----] (today) equities researchers at Wall Street Zen upgraded Halozyme's stock rating from a "buy" to a "strong-buy". The Zen Rating is Wall Street Zen's proprietary stock analysis system designed to provide a comprehensive 360-degree view of a stock's attractiveness. Quantitative Scorecard: It's a quantitative model that assesses a stock across multiple investing philosophies (Growth Value Momentum etc.). The [---] Factors: The rating is based on an extensive set of [---] different fundamental and technical factors that Wall Street Zen's research suggests lead to"  
[X Link](https://x.com/MTJournalClub/status/1990077107263754501)  2025-11-16T15:18Z [---] followers, [---] engagements


"$halo Halozyme just mentioned on CNBC by Goldmans asset manager"  
[X Link](https://x.com/MTJournalClub/status/1990445607178457321)  2025-11-17T15:43Z [---] followers, [---] 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 [--] [----] when it revealed plans to acquire Netherlands-based Merus N.V. in a cash deal valued at approximately $8.0 billion. The acquisition will be executed at $97.00 per share representing a premium of [--] 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 [----] pending regulatory clearances and"  
[X Link](https://x.com/MTJournalClub/status/1990500499721003366)  2025-11-17T19:21Z [---] followers, [---] engagements


"$HALO #halozyme Greg Tuorto Goldman Sachs Asset Management portfolio manager joins CNBC's 'Squawk on the Street' to discuss why he's bullish on small caps expectations for small caps in the next Fed rate cut cycle and he has Halozyme in his top [--] holdings. (Watch minute 6:00 on the link below) https://www.cnbc.com/video/2025/11/17/goldman-sachs-greg-tuorto-environment-for-small-caps-remains-strong-despite-volatility-hits.html https://www.cnbc.com/video/2025/11/17/goldman-sachs-greg-tuorto-environment-for-small-caps-remains-strong-despite-volatility-hits.html"  
[X Link](https://x.com/MTJournalClub/status/1990520725057556782)  2025-11-17T20:41Z [---] followers, [---] engagements


"$halo $Mrus"  
[X Link](https://x.com/MTJournalClub/status/1990760740240961657)  2025-11-18T12:35Z [---] followers, [---] engagements


"$halo $MRUS $GMAB it is very likely Merus consulted Genmab and received blessing before executing the Halozyme ENHANZE agreement. [--]. 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](https://x.com/MTJournalClub/status/1990761415188389965)  2025-11-18T12:38Z [---] followers, [---] engagements


"$halo Its quite embarrassing for Goldman Sachs and its analyst Corinne Johnson to issue a neutral rating for Halozyme while just yesterday her colleague Greg Tuorto Goldman Sachs Asset Management portfolio manager joined CNBC's Squawk on the Street' to discuss why he's bullish on and has Halozyme in his top [--] holdings. (Watch minute 6:00 on the link below) The right half of the brain is severed from the left. Get it together https://www.tipranks.com/news/the-fly/halozyme-price-target-raised-to-56-from-54-at-goldman-sachs-thefly https://x.com/mtjournalclub/status/1990520725057556782s=12"  
[X Link](https://x.com/MTJournalClub/status/1990876634740920660)  2025-11-18T20:15Z [---] followers, [---] engagements


"$HALO H.C. Wainwright analyst reiterated a Buy rating on Halozyme today and set a price target of $90.00. https://www.tipranks.com/news/ratings/strategic-importance-of-halozymes-enhanze-platform-and-its-growth-potential-in-subcutaneous-drug-delivery-ratings https://www.tipranks.com/news/ratings/strategic-importance-of-halozymes-enhanze-platform-and-its-growth-potential-in-subcutaneous-drug-delivery-ratings"  
[X Link](https://x.com/MTJournalClub/status/1991270390925258870)  2025-11-19T22:20Z [---] followers, [--] engagements


"@halozymeinc $halo [---] Companies in pharma. Average P/E ratio (TTM): [--] (see link below). Halozymes CAGR and profit margins are far better than the average pharma yet its PE ratio is half (14) https://www.nasdaq.com/market-activity/stocks/halo/price-earnings-peg-ratios https://finviz.com/quote.ashxt=HALO&p=d#google_vignette https://companiesmarketcap.com/pharmaceuticals/pharmaceutical-companies-ranked-by-pe-ratio/#google_vignette https://www.nasdaq.com/market-activity/stocks/halo/price-earnings-peg-ratios https://finviz.com/quote.ashxt=HALO&p=d#google_vignette"  
[X Link](https://x.com/MTJournalClub/status/1991525293752996235)  2025-11-20T15:13Z [---] followers, [--] engagements


"$halo @halozymeinc #halozyme the lack of retail involvement contributes to the low valuation but not simply because "no one is buying." It is because the institutional investors who own 99% of the stock are pricing it based on risk models rather than growth narratives. Here is the breakdown of how the "Institutional Monopoly" creates this specific valuation trap for Halozyme. [--]. The "Retail Premium" is Missing Retail investors typically value stocks based on current growth and narrative. They often ignore risks that are 5+ years away. If Retail were involved: They would likely look at HALOs"  
[X Link](https://x.com/MTJournalClub/status/1991594819278500186)  2025-11-20T19:49Z [---] followers, [---] engagements


"$halo @halozymeinc #halozyme Retail investors typically buy what they can see or understanda cancer drug that shrinks tumors or a tech gadget they use daily. Halozyme makes the invisible enzyme that makes other companies' drugs easier to take. To bridge this gap management needs to stop marketing itself as a "B2B Royalty Hedge Fund" and start marketing itself as a "Patient Experience Company." Here is a strategic roadmap to improve retail awareness moving from "Institutional Speak" to "Retail Appeal." [--]. Reframe the Narrative: From "Royalty Cash Flow" to "Freedom from the IV Chair" Currently"  
[X Link](https://x.com/MTJournalClub/status/1991595551054582205)  2025-11-20T19:52Z [---] followers, [---] engagements


"$halo #halozyme Somehow we missed this news a couple days ago. Faspro keeps expanding its TAM. https://www.fda.gov/drugs/resources-information-approved-drugs/fda-grants-traditional-approval-daratumumab-and-hyaluronidase-fihj-newly-diagnosed-light-chain https://www.fda.gov/drugs/resources-information-approved-drugs/fda-grants-traditional-approval-daratumumab-and-hyaluronidase-fihj-newly-diagnosed-light-chain"  
[X Link](https://x.com/MTJournalClub/status/1991866237023035469)  2025-11-21T13:48Z [---] followers, [---] engagements


"$HALO Halozyme ranks No. [--] out of [---] stocks in the Medical-Biomedical/Biotech group. The group ranks a lofty No. [--] out of [---] industry groups that Investor's Business Daily https://www.investors.com/stock-lists/sector-leaders/medical-technology-halozyme-stock-halo/ https://www.investors.com/stock-lists/sector-leaders/medical-technology-halozyme-stock-halo/"  
[X Link](https://x.com/MTJournalClub/status/1991869384663740485)  2025-11-21T14:00Z [---] followers, [---] engagements


"$HALO #halozyme From Out_on_a_limb on SeekingAlpha: Yes patents expire in a few years for HALO. This is why the company buys out Elektrofi. Once a drug has been approved the fact that the mechanism of delivery becomes generic later doesn't facilitate the switch to a competitor as the approval process has to be redone from scratch with the FDA (costly takes years carry risk of failure all the while the biologic having lost its exclusivity warrants extension but not further heavy investments). Therefore patent expiry isn't as serious a risk as most think about HALO's future. This common belief"  
[X Link](https://x.com/MTJournalClub/status/1991873783054168357)  2025-11-21T14:18Z [---] followers, [---] engagements


"$halo $mrk Halozyme vs. Merck patent dispute: [--]. The "Fortress of 3": Patents Immune to PGR The Specific Patents: US [--------] US [--------] and US [--------]. Why this changes the game: Priority Dates: These patents claim priority to filings from December [----] placing them before the America Invents Act (AIA) cutoff (March [--] 2013). The "Written Description" Shield: PGRs allow Merck to argue "Lack of Written Description/Enablement" (i.e. "Halozyme claimed billions of variants but only tested a few"). This is Merck's strongest argument. They cannot use this argument in an IPR. Forced into District"  
[X Link](https://x.com/MTJournalClub/status/1991974149754175875)  2025-11-21T20:57Z [---] followers, [---] engagements


"$halo $mrk Halozyme vs. Merck patent dispute conted: [--]. The "Written Description" Shield is Gone Merck's PGR Argument: "Halozyme claimed a 'genus' of billions of variants but only described a few. Therefore the patent is invalid for lack of written description." Why it fails here: This argument works against broad claims (e.g. "any substitution at position 307"). It fails against specific claims (e.g. "a substitution of Tryptophan at position 307"). Since Halozyme has a patent example that matches Alteogens sequence exactly the "Written Description" requirement is satisfied for that specific"  
[X Link](https://x.com/MTJournalClub/status/1991975857162989673)  2025-11-21T21:03Z [---] followers, [---] engagements


"$halo $MRK Halozyme vs. Merck. From ChatGPT: I compared the publicly-available ALT-B4 (berahyaluronidase alfa) amino-acid sequence to Halozymes PH20 sequences in the three PGR-ineligible patents and here are the results and sources. Short answer The publicly-listed ALT-B4 (berahyaluronidase alfa) sequence (KEGG / public drug records) is identical to the canonical human PH20 sequence in UniProt over the reported region 100% identical across the [---] amino acids provided in the ALT-B4 entry. Halozymes PGR-ineligible patents explicitly state that human PH20 is disclosed as SEQ ID NO:6 (precursor)"  
[X Link](https://x.com/MTJournalClub/status/1992247823337988462)  2025-11-22T15:04Z [---] followers, [---] engagements


"$halo $WST another clue from Halozymes patent filings: Halozyme cannot be filing for these patents without knowledge/consent of Sanofi and Regeneron. This is strong indicator of a potential new Enhanze deal with Sanofi/Regeneron https://patentscope.wipo.int/search/en/WO2025245354 https://www.freepatentsonline.com/WO2025245354A1.html https://patentscope.wipo.int/search/en/WO2025245354 https://www.freepatentsonline.com/WO2025245354A1.html"  
[X Link](https://x.com/MTJournalClub/status/1994410585392607326)  2025-11-28T14:18Z [---] followers, [---] engagements


"$halo #halozyme 10% drop in [--] days with no reason. [----] PE of [--] PEG [---]. Thank you for the gift Mr. Market :)"  
[X Link](https://x.com/MTJournalClub/status/1995928440462307736)  2025-12-02T18:49Z [---] followers, [---] engagements


"@biblapmatch $halo Halozymes PEG is [---] (see link below). Also you have the EBITA CAGR wrong (look at halos latest guidance). Its much higher. https://www.nasdaq.com/market-activity/stocks/halo/price-earnings-peg-ratios https://www.nasdaq.com/market-activity/stocks/halo/price-earnings-peg-ratios"  
[X Link](https://x.com/MTJournalClub/status/1996269502938624337)  2025-12-03T17:25Z [---] followers, [---] engagements


"$halo One of the main reasons Halozyme is a far better performing company than stock is that Helen does not put much effort into attracting retail investors. Multiple studies looking into equity valuations point to the enormous influence of retail investors in setting shareprices. Markets are so different than [--] or [--] years ago. We cannot have nearly 100% institutional ownership (see link below) and expect to have valuations at par with peers who have a much healthier retail investors base. Name one company with high (or even normal) PE ratio that has less than one percent retail ownership."  
[X Link](https://x.com/MTJournalClub/status/1996311467403235772)  2025-12-03T20:11Z [---] followers, [---] engagements


"$HALO Goldman Sachs's analyst downgrades halozyme to "sell" today (1st link below) based on her concern about potential decline in earnings past [----]. This is one amateurish and idiotic downgrade since just a couple of weeks ago she issued a new "hold" rating (2nd link below) with the same price target as her rating today. Ask yourself this: did anything change about halozyme's future (beyond 2031) earnings during the past [--] weeks The answer is no This "hold" and "sell" rating from Goldman Sach's analyst are also at odds with the Greg Tuorto Goldman Sachs Asset Management portfolio manager"  
[X Link](https://x.com/MTJournalClub/status/1996579085288677528)  2025-12-04T13:55Z [---] followers, [---] engagements


"$halo Halozyme CEO needs to tell the story of how HVAI and Hypercon will generate massive EPS in the 2030's to offset the nonsensical opinion and absurd downgrade by so called GS analyst. She needs to be on investment podcast youtube channels CNBC and bloomberg. We need a new IR director too"  
[X Link](https://x.com/MTJournalClub/status/1996630224789000644)  2025-12-04T17:18Z [---] followers, [---] 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 [----]. The extension was applied for a couple of years ago. Similar extension was granted by the EU authorities in [----]. 5) Merck will settle with halo and license MDASE. Halo has the upper hand with the [--] patents thay not subject to PGR's 6) Moving"  
[X Link](https://x.com/MTJournalClub/status/1996634615650603292)  2025-12-04T17:36Z [---] followers, [---] engagements


"$halo This ruling is a major pivot in Halozymes favor shifting the dispute from a protracted PTAB/district court slog to a more immediate strategic win"  
[X Link](https://x.com/MTJournalClub/status/1996670195663032735)  2025-12-04T19:57Z [---] followers, [---] engagements


"$halo # halozyme TD Cowen buy rating today. Target https://www.moomoo.com/news/post/60817933/td-cowen-maintains-halozyme-therapeutics-halous-with-buy-rating-maintainslevel=1&data_ticket=1764933553519339 https://www.moomoo.com/news/post/60817933/td-cowen-maintains-halozyme-therapeutics-halous-with-buy-rating-maintainslevel=1&data_ticket=1764933553519339"  
[X Link](https://x.com/MTJournalClub/status/1996903031905178109)  2025-12-05T11:22Z [---] followers, [---] 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 [--] years ago"  
[X Link](https://x.com/MTJournalClub/status/1997092185402232873)  2025-12-05T23:54Z [---] followers, [---] engagements


"$halo handicapping odds of halozyme victory given the recent court win in Germany and the fact that [--] 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](https://x.com/MTJournalClub/status/1997319237875237083)  2025-12-06T14:56Z [---] followers, [---] engagements


"$halo The Motley Fool on halozyme: https://finance.yahoo.com/news/healthcare-sector-surging-heres-1-145000293.html https://finance.yahoo.com/news/healthcare-sector-surging-heres-1-145000293.html"  
[X Link](https://x.com/MTJournalClub/status/1997321287988052217)  2025-12-06T15:04Z [---] followers, [---] engagements


"$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 [--]. 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](https://x.com/MTJournalClub/status/1997417850785694090)  2025-12-06T21:28Z [---] followers, [---] 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. [--]. 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 [----]. Every day of delay in its global rollout undermines this"  
[X Link](https://x.com/MTJournalClub/status/1997703339669368949)  2025-12-07T16:22Z [---] followers, [---] engagements


"1) Halozyme has three MDASE patents that are not eligible for PGR. These three are included in the [--] patents that Merck has infringed upon. 2) The hyaluronidase used by Merck/ALLERGAN has an amino acid sequence that is identical to Halozymes patented MDASE. All these amino acids are publicly available and you can see this for yourself. Merck/Alteogen stole IP from Halozyme and will pay the price for it"  
[X Link](https://x.com/MTJournalClub/status/1997846282011033640)  2025-12-08T01:50Z [---] followers, [---] engagements


"@datastaion Dont have to wait. German court already showed us how this will play out. Keytruda SC is HALTED in Germany. UK France US and even South Korea will follow. Remember Merck is a German company and its own country found it guilty of IP theft. This says a lot. Go Halozyme LOL"  
[X Link](https://x.com/MTJournalClub/status/1997880382562443600)  2025-12-08T04:06Z [---] followers, [---] engagements


"$HALO This Halozyme CEO incentive package will tell you all you need to know about where the stock is headed over the next [--] years: 50% of the target shares will be eligible to vest if the average share price reaches or exceeds $115. Vesting rises to 100% at $130 150% at $145 and 200% at $170. 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](https://x.com/MTJournalClub/status/1998544606527627310)  2025-12-10T00:05Z [---] followers, [---] engagements


"$halo Back-to-back days of +5 million volume for Halozyme on seemingly no news. Not an option expiration day and no end of quarter rebalancing"  
[X Link](https://x.com/MTJournalClub/status/1999587451053220305)  2025-12-12T21:09Z [---] followers, [---] engagements


"$halo When do you think Merck will agree to a licensing deal for Halozymes MDASE given the recent injunction in Germany the [--] MDASE patents that are immune from PGRs and the fact that their attorneys have likely been negotiating with halozymes for many months now "The legal and commercial pressure on Merck has intensified significantly this month. Given the December [--] [----] preliminary injunction in Germany and the specific patent protections you mentioned the window for a settlement is narrowing. While a definitive date is speculative the convergence of these factors points toward a high"  
[X Link](https://x.com/MTJournalClub/status/1999886726760988870)  2025-12-13T16:58Z [---] followers, [---] engagements


"$halo What would a mid-single digit MDASE royalty agreement do ro Halozyme share price knowing that other Alteogen hyaluronidase partners like Astra Zeneca and Daiichi will also have to sign MDASE licensing deal with Halozyme This is an excellent question that connects the legal and commercial pressures directly to Halozyme's valuation. A mid-single digit MDASE royalty agreement (e.g. 5%) from Merck followed by similar deals from Alteogen's other major partners would likely cause a substantial rerating of Halozyme's stock price pushing it well above current analyst targets. Here is a"  
[X Link](https://x.com/MTJournalClub/status/1999888350464135303)  2025-12-13T17:05Z [---] followers, [--] engagements


"$halo Looks like Halozyme made another Enhanze deal but did not bother to publicize since it's with a tiny biotech Sky Bioscience. https://d1io3yog0oux5.cloudfront.net/skyebioscience/sec/0001628280-25-058729/0001628280-25-058729.pdf https://d1io3yog0oux5.cloudfront.net/skyebioscience/sec/0001628280-25-058729/0001628280-25-058729.pdf"  
[X Link](https://x.com/MTJournalClub/status/2003960954124669268)  2025-12-24T22:48Z [---] followers, [---] engagements


"$halo Don't be surprised if we have a repeat of last year's first quarter (+40% gains from Jan to March): "January [--] 2025: Halozyme reiterated [----] guidance and raised its [----] financial projections (Total Revenue: $1.15B-$1.225B; Adj. EBITDA: $755M-$805M; Non-GAAP EPS: $4.95-$5.35) and announced a $250M accelerated share repurchase" https://twitter.com/i/web/status/2004637842916679723 https://twitter.com/i/web/status/2004637842916679723"  
[X Link](https://x.com/MTJournalClub/status/2004637842916679723)  2025-12-26T19:38Z [---] followers, [---] engagements


"$halo $MRK #Halozyme Factoring in the three MDASE patents that are immune from PGR the risk calculus for Merck changes meaningfully. Why PGR-Immune MDASE Patents Matter So Much [--]. Merck cannot use its preferred U.S. kill-shot Post-Grant Review is the fastest cheapest broadest way to invalidate biotech patents (101/102/103/112 all in play). For the three pre-AIA MDASE patents that door is closed permanently. That leaves Merck with: ❌ No PGR ❌ No IPR on priority/112 issues ✅ Only district court litigation or foreign nullity actions Those routes are: Slower (years not months) More expensive"  
[X Link](https://x.com/MTJournalClub/status/2005295139556823312)  2025-12-28T15:09Z [---] followers, [---] engagements


"$halo Halozyme Therapeutics Inc.: TD Cowen raises target price to $90 from $79"  
[X Link](https://x.com/MTJournalClub/status/2009243757754126825)  2026-01-08T12:40Z [---] followers, [---] engagements


"$halo Based on the current financial data and the strategic impact of the new indication it is highly likely that Halozyme (HALO) will issue strong [----] guidance that potentially exceeds current conservative estimates or raise it as the year progresses. The newly approved indication for Darzalex Faspro in High-Risk Smoldering Multiple Myeloma (HR-SMM) is a significant material catalyst that supports this view. Here is the detailed breakdown of why this approval specifically acts as a powerful lever for Halozymes Earnings Per Share (EPS): [--]. The "Volume Expander" Effect of Smoldering Myeloma"  
[X Link](https://x.com/MTJournalClub/status/2010752682823499808)  2026-01-12T16:36Z [---] followers, [---] engagements


"$halo Where is the [----] guidance update For the last [--] years Halozyme did not present at JPM Healthcare conference (the most popular biopharma conference) but did the investor conference call with annual guidance update. Does the lack of investor call mean that they are so close to signing an MDASE licensing deal with Merck that Helen is waiting to update [----] EPS guidance until the deal is done https://twitter.com/i/web/status/2011470511319183461 https://twitter.com/i/web/status/2011470511319183461"  
[X Link](https://x.com/MTJournalClub/status/2011470511319183461)  2026-01-14T16:08Z [---] followers, [---] engagements


"$halo . Why MDASE is/would be icing on the cake. The EPS projections by halozyme have not included any revenues from MDASE licensing or winning infringement penalties from Alteogen. halo did not update their [--] year projections after MDASE introduction (just recently)"  
[X Link](https://x.com/MTJournalClub/status/1861415994377519308)  2024-11-26T14:25Z [---] followers, [---] engagements


"$halo #halozyme .Make that Alteogen down 11% and now trading is seemingly halted"  
[X Link](https://x.com/MTJournalClub/status/1996741548864880712)  2025-12-05T00:40Z [---] followers, [---] engagements


"$halo Alteogen's stock going down 20% on rumors of a patent law suit tells me market participants think halozyme has a high chance of prevailing. https://www.chosun.com/english/market-money-en/2024/11/22/RS23I53OIJGXHMHV3YM4SYDT4M/ https://www.chosun.com/english/market-money-en/2024/11/22/RS23I53OIJGXHMHV3YM4SYDT4M/"  
[X Link](https://x.com/MTJournalClub/status/1860771125602763035)  2024-11-24T19:43Z [---] followers, [---] engagements


"$halo It takes a bit of time for people to understand what is going on. Halozyme's projected EPS through [----] is intact regardless of 1) whether halozyme wins its patent infringement lawsuit against Alteogen or 2) whether Merck can successfully apeal halo's MDASE patent"  
[X Link](https://x.com/MTJournalClub/status/1861415384412496303)  2024-11-26T14:23Z [---] followers, [---] engagements


"$halo . Even if Halozyme doesn't get a dime from MDASE or legal case against Alteogen it will still deliver a EPS CAGR of 25% for next [--] years"  
[X Link](https://x.com/MTJournalClub/status/1861416127873851862)  2024-11-26T14:26Z [---] followers, [---] engagements


"$halo halozyme part 2: If you assume zero growth (absurd I know) in EPS for [----] [----] and [----] & add all these EPS's up you will get to a 6-year EPS range of $51.36-$55.4 Cash is $5/share &debt is $8/share. Add cash & subtract debt you get to a range of $48.36-$52.4"  
[X Link](https://x.com/MTJournalClub/status/1862549712324501640)  2024-11-29T17:30Z [---] followers, [---] engagements


"$halo #halozyme part 3: This calculation assumes no new Enhanze deals no HVAI no MDASE licensing income & losing the litigation against Alteogen. This also assumes all future hyaluronidase deals will go to Alteogen and zero deals to Halo (also absurd)"  
[X Link](https://x.com/MTJournalClub/status/1862550067519136093)  2024-11-29T17:31Z [---] followers, [---] engagements


"$halo #halozyme part 4: At current share price halo is trading under the value of its next [--] years of earnings plus cash minus debt. It is an excellent buy here regardless of the noise around patent fight with Alteogen/Merck. Don't be surprised if private equity buys halo"  
[X Link](https://x.com/MTJournalClub/status/1862550279079825606)  2024-11-29T17:32Z [---] followers, [---] engagements


"halozyme shareprice when: 1) HVAI deal is announced 2) US Enhanze patent is extended to [----] 3) Alteogen agrees (or is compelled to) pay licensing fees to $Halo 4) OPDIVO SC is approved North of $80 $90 $100"  
[X Link](https://x.com/MTJournalClub/status/1869799838801686725)  2024-12-19T17:39Z [---] followers, [---] engagements


"$halo #halozyme Mitchell Kapoor from H.C. Wainwright reiterated a Buy rating on Halozyme with a price target of $72.00. https://www.tipranks.com/news/blurbs/analysts-offer-insights-on-healthcare-companies-halozyme-halo-genmab-gmab-and-vir-biotechnology-vir#google_vignette https://www.tipranks.com/news/blurbs/analysts-offer-insights-on-healthcare-companies-halozyme-halo-genmab-gmab-and-vir-biotechnology-vir#google_vignette"  
[X Link](https://x.com/MTJournalClub/status/1925915008514261100)  2025-05-23T14:01Z [---] followers, [---] engagements


"$halo Clearly it was not the concern over earnings growth in 2030s alone thats been plaguing Halozyme with ridiculously low PE and PEG ratios. Investors reactions to both Evotec and Elektrofi M&A news show that there are significant other factors. Although Elektrofi is a far better fit for Halozyme and should at least partially address the earnings growth in 2030s the market reaction has been far more negative than a typical reaction to M&A news for the acquiring company. Yes the share price has gone up over the past several years (outperforming S&P and Nasdaq) but Haloymes EPS has far"  
[X Link](https://x.com/MTJournalClub/status/1981771155892809832)  2025-10-24T17:13Z [---] followers, [---] engagements


"$HALO #halozyme @halozymeinc Evotec is down 11% in premarket secondariy to earning report showing larger than expected losses. So glad Helen listened and walked away from that one. I hope she listens to the followimg recomendations too: 1) Appear on investment podcasts CNBC Bloomberg Redit investment forums and other social media. 2) Ask your C-suite and BOD to buy shares of halozyme in open markets (with their own money) everytime share prices dip significantly. This is shareholder alignment [---]. Look up the studies on insider buys and stock/comapny success. 3) Make your IR director return"  
[X Link](https://x.com/MTJournalClub/status/1986072953222746548)  2025-11-05T14:07Z [---] followers, [---] 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 https://finance.yahoo.com/news/halozyme-wins-preliminary-injunction-against-182600540.html https://finance.yahoo.com/news/halozyme-wins-preliminary-injunction-against-182600540.html"  
[X Link](https://x.com/MTJournalClub/status/1996666357866549503)  2025-12-04T19:42Z [---] followers, [---] engagements


"$HALO On the news of Halozyme's win against Merck Alteogen's stock is down 5% in South Korea in early trading. Their market opened up a few minutes ago. 196170.KQ has dropped 5.39% to [---------]. https://finance.yahoo.com/quote/196170.KQp=196170.KQ https://finance.yahoo.com/quote/196170.KQp=196170.KQ"  
[X Link](https://x.com/MTJournalClub/status/1996740102983504051)  2025-12-05T00:35Z [---] followers, [---] engagements


"$halo Make that 16% 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. https://twitter.com/i/web/status/1996747353630577034 https://twitter.com/i/web/status/1996747353630577034"  
[X Link](https://x.com/MTJournalClub/status/1996747353630577034)  2025-12-05T01:04Z [---] followers, [---] engagements


"$HALO Alteogen's stock is down another 4% today. It's down 20% 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. https://twitter.com/i/web/status/1999298022308794561 https://twitter.com/i/web/status/1999298022308794561"  
[X Link](https://x.com/MTJournalClub/status/1999298022308794561)  2025-12-12T01:59Z [---] followers, [---] engagements


"$halo What would a mid-single digit MDASE royalty agreement do to Halozyme share price knowing that other Alteogen hyaluronidase partners like Astra Zeneca and Daiichi will also have to sign MDASE licensing deal with Halozyme This is an excellent question that connects the legal and commercial pressures directly to Halozyme's valuation. A mid-single digit MDASE royalty agreement (e.g. 5%) from Merck followed by similar deals from Alteogen's other major partners would likely cause a substantial rerating of Halozyme's stock price pushing it well above current analyst targets. Here is a"  
[X Link](https://x.com/MTJournalClub/status/1999891663343518047)  2025-12-13T17:18Z [---] followers, [---] engagements


"$halo $mrk #Alteogen German Court Victory for Halozyme was a game-changing event: A German court has granted Halozymes request for a preliminary injunction ordering Merck to refrain from distributing and offering Keytruda SC in Germany . This is the first actual court ruling in the global dispute and represents a major validation of Halozymes patent position. REVISED OUTCOME PROBABILITIES** (December 2025): [--]. **Settlement/Licensing Agreement (75% probability)** - DRAMATICALLY INCREASED **Why this changes everything:** - **Proof of concept**: The German preliminary injunction demonstrates"  
[X Link](https://x.com/MTJournalClub/status/2001965870101520401)  2025-12-19T10:40Z [---] followers, [---] engagements


"$halo $mrk If you were Merck CEO would you sign a licensing deal with Halozyme for MDASE considering the facts that 1) you already lost a prelim injunction in Germany halting Keytruda SC 2) three of MDASE patents are PGR immune and 3) Alteogens hyaluronidase amino acid is identical to MDASE. Would you sign the deal before year end If I put myself squarely in Mercks CEO chair weighing only shareholder-value-maximizing decisions (not pride sunk cost or legal bravado) yes I would sign a licensing deal with Halozyme for MDASE and I would strongly prefer to do it before year-end. Heres how the"  
[X Link](https://x.com/MTJournalClub/status/2002954797675405434)  2025-12-22T04:10Z [---] followers, [---] engagements


"$halo #halozyme https://finance.yahoo.com/news/halozyme-host-investor-conference-call-210500669.html https://finance.yahoo.com/news/halozyme-host-investor-conference-call-210500669.html"  
[X Link](https://x.com/MTJournalClub/status/2013741558802059329)  2026-01-20T22:32Z [---] followers, [---] engagements

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