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    Why Halozyme Therapeutics (HALO) Is Up 8.3% After FDA Nod And Patent Win In Lung Cancer

    Simply Wall St·12/21/2025 11:12:35
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    • Halozyme Therapeutics recently received FDA approval for RYBREVANT FASPRO, co-formulated with its ENHANZE platform for advanced EGFR-mutated non-small cell lung cancer, and earlier this month secured a preliminary patent injunction in Germany against a rival subcutaneous product.
    • Together with the addition of commercialization veteran Jim Lang to its board, these developments reinforce Halozyme’s positioning at the center of subcutaneous biologic drug delivery and IP protection.
    • We’ll now examine how the FDA approval of RYBREVANT FASPRO reshapes Halozyme’s investment narrative and long-term royalty profile.

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    Halozyme Therapeutics Investment Narrative Recap

    To own Halozyme, you need to believe ENHANZE remains a preferred way to convert IV biologics to subcutaneous delivery, sustaining high margin royalties despite policy pressure and partner concentration. The RYBREVANT FASPRO approval and German injunction both support the near term royalty trajectory, but they do not remove the central risk that a few partners and products still drive a large share of Halozyme’s revenue and earnings.

    Among the latest developments, the German preliminary injunction against a rival subcutaneous product most directly ties into the key catalyst for Halozyme: maintaining and extending the ENHANZE royalty stream. By reinforcing patent protection in a major ex US market, this ruling fits alongside RYBREVANT FASPRO’s approval as part of the same story, where the durability of the IP shield could meaningfully influence how long Halozyme benefits from its current economics with top partners.

    Yet behind this progress, investors still need to weigh the risk that a handful of ENHANZE partnerships account for so much of Halozyme’s...

    Read the full narrative on Halozyme Therapeutics (it's free!)

    Halozyme Therapeutics' narrative projects $2.0 billion revenue and $1.1 billion earnings by 2028.

    Uncover how Halozyme Therapeutics' forecasts yield a $76.00 fair value, a 13% upside to its current price.

    Exploring Other Perspectives

    HALO 1-Year Stock Price Chart
    HALO 1-Year Stock Price Chart

    Eight members of the Simply Wall St Community currently estimate Halozyme’s fair value between US$76 and about US$201, showing how far opinions can stretch. Set against that wide range, Halozyme’s reliance on a small group of royalty partners raises questions about how resilient those valuations are if any one program stumbles, so it makes sense to compare several of these viewpoints before deciding where you stand.

    Explore 8 other fair value estimates on Halozyme Therapeutics - why the stock might be worth just $76.00!

    Build Your Own Halozyme Therapeutics Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.