[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @MTJournalClub Sean F. Anderson, MD Sean F. Anderson, MD posts on X about $halo, target, $mrus, $gmab the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::118769249/interactions)  - X Week XXXXX +290% - X Month XXXXXX +76% - X Months XXXXXX -XXX% - X Year XXXXXXXXXX +81% ### Mentions: XX [#](/creator/twitter::118769249/posts_active)  - X Week XX -XX% - X Month XXX +203% - X Months XXX +474% - X Year XXX +245% ### Followers: XXX [#](/creator/twitter::118769249/followers)  - X Week XXX +1.60% - X Month XXX +6.60% - X Months XXX +43% - X Year XXX +14% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::118769249/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [countries](/list/countries) XXXX% [social networks](/list/social-networks) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$halo](/topic/$halo) #1, [target](/topic/target) 8.82%, [$mrus](/topic/$mrus) 2.94%, [$gmab](/topic/$gmab) 2.94%, [acquisition](/topic/acquisition) 2.94%, [ip](/topic/ip) 2.94%, [just a](/topic/just-a) 2.94%, [future](/topic/future) 2.94%, [ceo](/topic/ceo) 2.94%, [investment](/topic/investment) XXXX% **Top accounts mentioned or mentioned by** [@halozymeinc](/creator/undefined) [@biblapmatch](/creator/undefined) [@invest091](/creator/undefined) [@finenzi](/creator/undefined) [@strader255](/creator/undefined) **Top assets mentioned** [Halozyme Therapeutics, Inc. (HALO)](/topic/$halo) [Merus N.V. Common Shares (MRUS)](/topic/$mrus) [Sanofi (SNY)](/topic/sanofi) [West Pharmaceutical Services Inc. (WST)](/topic/$wst) [Merck & Co., Inc. (MRK)](/topic/$mrk) ### Top Social Posts Top posts by engagements in the last XX hours "$halo $MRUS $GMAB it is very likely Merus consulted Genmab and received blessing before executing the Halozyme ENHANZE agreement. X. Timing makes it almost certain Genmabs acquisition of Merus is already publicly announced and in progress. During an acquisition period: The target company (Merus) must notify the acquirer (Genmab) of any material new agreements. Any collaboration involving IP future royalties or potential future commercial rights is material by definition. Merus cannot legally sign new agreements that could affect valuation or strategic direction without informing Genmab and" [X Link](https://x.com/MTJournalClub/status/1990761415188389965) 2025-11-18T12:38Z XXX followers, XXX engagements "$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 XX or XX years ago. We cannot have nearly XXX% 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 XXX followers, XXX engagements "$HALO Goldman Sachs's analyst downgrades halozyme to "sell" today (1st link below) based on her concern about potential decline in earnings past 2031. This is one amateurish and idiotic downgrade since just a couple of weeks ago she issued a new "hold" rating (2nd link below) with the same price target as her rating today. Ask yourself this: did anything change about halozyme's future (beyond 2031) earnings during the past X weeks The answer is no This "hold" and "sell" rating from Goldman Sach's analyst are also at odds with the Greg Tuorto Goldman Sachs Asset Management portfolio manager" [X Link](https://x.com/MTJournalClub/status/1996579085288677528) 2025-12-04T13:55Z XXX followers, XXX engagements "$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 XXX followers, XXX engagements "$halo This ruling is a major pivot in Halozymes favor shifting the dispute from a protracted PTAB/district court slog to a more immediate strategic win" [X Link](https://x.com/MTJournalClub/status/1996670195663032735) 2025-12-04T19:57Z XXX followers, XXX engagements "$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](https://x.com/MTJournalClub/status/1997092185402232873) 2025-12-05T23:54Z XXX followers, XXX engagements "$halo $WST another clue from Halozymes patent filings: Halozyme cannot be filing for these patents without knowledge/consent of Sanofi and Regeneron. This is strong indicator of a potential new Enhanze deal with Sanofi/Regeneron" [X Link](https://x.com/MTJournalClub/status/1994410585392607326) 2025-11-28T14:18Z XXX followers, XXX engagements "$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](https://x.com/MTJournalClub/status/1996634615650603292) 2025-12-04T17:36Z XXX followers, XXX engagements "$halo As I have been saying for sometime now Merck will pay MDASE licensing fees which means Astra Zenenca and the other company that signed with Alteogen will pay Halozyme for the MDASES licensing. Another longterm source of licensing revenue for halo for many years to come" [X Link](https://x.com/MTJournalClub/status/1996666357866549503) 2025-12-04T19:42Z XXX followers, XXX engagements "$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](https://x.com/MTJournalClub/status/1996740102983504051) 2025-12-05T00:35Z XXX followers, XXX engagements "$halo #halozyme .Make that Alteogen down XX% and now trading is seemingly halted" [X Link](https://x.com/MTJournalClub/status/1996741548864880712) 2025-12-05T00:40Z XXX followers, XXX engagements "$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](https://x.com/MTJournalClub/status/1996747353630577034) 2025-12-05T01:04Z XXX followers, XXX engagements "$halo # halozyme TD Cowen buy rating today. Target" [X Link](https://x.com/MTJournalClub/status/1996903031905178109) 2025-12-05T11:22Z XXX followers, XXX engagements "$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](https://x.com/MTJournalClub/status/1997319237875237083) 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](https://x.com/MTJournalClub/status/1997703339669368949) 2025-12-07T16:22Z XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@MTJournalClub Sean F. Anderson, MD
Sean F. Anderson, MD posts on X about $halo, target, $mrus, $gmab the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +290%
- X Month XXXXXX +76%
- X Months XXXXXX -XXX%
- X Year XXXXXXXXXX +81%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +203%
- X Months XXX +474%
- X Year XXX +245%
Followers: XXX #
- X Week XXX +1.60%
- X Month XXX +6.60%
- X Months XXX +43%
- X Year XXX +14%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks XXXXX% finance XXXXX% countries XXXX% social networks XXXX% technology brands XXXX%
Social topic influence $halo #1, target 8.82%, $mrus 2.94%, $gmab 2.94%, acquisition 2.94%, ip 2.94%, just a 2.94%, future 2.94%, ceo 2.94%, investment XXXX%
Top accounts mentioned or mentioned by @halozymeinc @biblapmatch @invest091 @finenzi @strader255
Top assets mentioned Halozyme Therapeutics, Inc. (HALO) Merus N.V. Common Shares (MRUS) Sanofi (SNY) West Pharmaceutical Services Inc. (WST) Merck & Co., Inc. (MRK)
Top Social Posts
Top posts by engagements in the last XX hours
"$halo $MRUS $GMAB it is very likely Merus consulted Genmab and received blessing before executing the Halozyme ENHANZE agreement. X. Timing makes it almost certain Genmabs acquisition of Merus is already publicly announced and in progress. During an acquisition period: The target company (Merus) must notify the acquirer (Genmab) of any material new agreements. Any collaboration involving IP future royalties or potential future commercial rights is material by definition. Merus cannot legally sign new agreements that could affect valuation or strategic direction without informing Genmab and"
X Link 2025-11-18T12:38Z XXX followers, XXX engagements
"$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 XX or XX years ago. We cannot have nearly XXX% 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 2025-12-03T20:11Z XXX followers, XXX engagements
"$HALO Goldman Sachs's analyst downgrades halozyme to "sell" today (1st link below) based on her concern about potential decline in earnings past 2031. This is one amateurish and idiotic downgrade since just a couple of weeks ago she issued a new "hold" rating (2nd link below) with the same price target as her rating today. Ask yourself this: did anything change about halozyme's future (beyond 2031) earnings during the past X weeks The answer is no This "hold" and "sell" rating from Goldman Sach's analyst are also at odds with the Greg Tuorto Goldman Sachs Asset Management portfolio manager"
X Link 2025-12-04T13:55Z XXX followers, XXX engagements
"$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 2025-12-04T17:18Z XXX followers, XXX engagements
"$halo This ruling is a major pivot in Halozymes favor shifting the dispute from a protracted PTAB/district court slog to a more immediate strategic win"
X Link 2025-12-04T19:57Z XXX followers, XXX engagements
"$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 $WST another clue from Halozymes patent filings: Halozyme cannot be filing for these patents without knowledge/consent of Sanofi and Regeneron. This is strong indicator of a potential new Enhanze deal with Sanofi/Regeneron"
X Link 2025-11-28T14:18Z XXX followers, XXX engagements
"$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 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
"$halo # halozyme TD Cowen buy rating today. Target"
X Link 2025-12-05T11:22Z XXX followers, XXX engagements
"$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