SAN DIEGO, June 30, 2026 /PRNewswire/ -- Halozyme Therapeutics, Inc. (Nasdaq: HALO) ("Halozyme" or the "Company") today announced the appointment of David Ramsay as President Drug Delivery, effective June 30, 2026. In this newly created role, Mr.
SAN DIEGO, June 15, 2026 /PRNewswire/ -- Halozyme Therapeutics, Inc. (Nasdaq: HALO) ("Halozyme" or the "Company") today confirmed that the Company expects zero to minimal royalty revenue impact based on its analysis of the proposed rule for the Medicare Drug Price Negotiation Program ("Program") issued by the U.S. Centers for Medicare & Medicaid Services ("CMS") on June 12, 2026. "Based on our analysis of CMS's proposed rule and the statutory framework established under the One Big Beautiful Bill Act ("OBBBA"), Halozyme projects zero to minimal impact to its royalty revenues through at least 2035.
Halozyme Therapeutics (HALO) reported earnings 30 days ago. What's next for the stock?
North American railroads like UNP, NSC, CSX, CNI, and CP exhibit HALO traits: irreplaceable heavy assets, low obsolescence, and durable cash flows. Current railroad valuations are rich, with multiples well above historical averages, suggesting limited near-term upside for new investors. Greenbrier offers a contrarian opportunity: trading below normal multiples, with a $2.1B backlog and 2.9% yield despite near-term headwinds.
Sky Harbour is building a national network of private aviation campuses on some of America's most irreplaceable airport real estate. The company's business model fits squarely within my HALO framework: Heavy Assets, Low Obsolescence. Airport land is among the most supply-constrained infrastructure assets in the United States.
I focus on HALO investing: Heavy Assets, Low Obsolescence - owning irreplaceable physical assets with durable moats against technological disruption. Top recommendations include American Tower, Brookfield Infrastructure, Prologis, Rexford Industrial, Lineage, Americold, VICI Properties, and Lamar Advertising. AMT, COLD, and VICI currently offer attractive entry points based on discounted multiples, robust dividend yields, and resilient, monopoly-like asset bases.
Investors need to pay close attention to HALO stock based on the movements in the options market lately.
Halozyme Therapeutics is delivering strong shareholder value, driven by robust royalty growth and disciplined capital allocation. HALO posted a double beat on Q1 2026 earnings, reaffirmed 2026–2028 guidance, and announced a new $1 billion share repurchase program. HALO trades at a significant discount to historical and sector valuations, despite maintaining >75% gross margins and strong free cash flow.
Acquisition gives Nexalin control of AI-integrated remote patient-monitoring, clinical data-capture and virtual-care infrastructure already deployed at UCSD Acquisition gives Nexalin control of AI-integrated remote patient-monitoring, clinical data-capture and virtual-care infrastructure already deployed at UCSD
Josh Brown, co-founder and CEO of Ritholtz Wealth Management, coined the term HALO as a way to identify companies immune to AI disruption. Many HALO stocks are outperforming this year, such as FedEx, ExxonMobil, and Coca-Cola, as enterprise software names like Adobe, ServiceNow, and Salesforce test 52-week lows.
