What smart money is saying about Halozyme Therapeutics
1 fund in our archive has pitched Halozyme Therapeutics, most recently Augustine Asset Management Global Equity & Fixed Income Strategies in June 2026.
Halozyme Therapeutics, Inc. is a biopharmaceutical company headquartered in San Diego, California, with operations spanning the United States, Switzerland, Ireland, Belgium, Japan, and other international markets. At its core is the proprietary ENHANZE drug delivery platform, which utilizes a patented recombinant human hyaluronidase enzyme (rHuPH20). This innovative technology significantly enhances the subcutaneous (under-the-skin) administration of a diverse range of injectable medicines. This includes complex biologics such as monoclonal antibodies, various other therapeutic molecules, smaller drug compounds, and even fluids. The company's leading product, Hylenex recombinant, is an rHuPH20 formulation specifically designed to facilitate subcutaneous fluid delivery for hydration. It also plays a crucial role in improving the dispersion and absorption of other injected drugs during subcutaneous urography, and aids in the resorption of radiopaque agents. Halozyme also offers several key therapeutics leveraging its platform, including Perjeta, RITUXAN HYCELA, and MabThera SC, which are used to treat non-Hodgkin lymphoma and chronic lymphocytic leukemia (CLL). RITUXAN SC is another offering for CLL patients, while HYQVIA addresses various immunodeficiency disorders. Their development pipeline boasts numerous investigational drugs, such as Tecentriq for non-small cell lung cancer, OCREVUS for multiple sclerosis, and DARZALEX, which targets amyloidosis, smoldering myeloma, and multiple myeloma. Other pipeline candidates include nivolumab for solid tumors, ARGX-113 (a human neonatal Fc receptor), ARGX-117 for autoimmune diseases, and BMS-986179, an anti-CD-73 antibody. Halozyme maintains extensive collaborations with prominent pharmaceutical companies like F. Hoffmann-La Roche, Pfizer Inc., Janssen Biotech, Inc., AbbVie, Inc., Eli Lilly and Company, Bristol-Myers Squibb Company, Alexion Pharma Holding, ARGENX BVBA, and Horizon Therapeutics plc. They also partner with research institutions such as the National Institute of Allergy and Infectious Diseases, the Centre for the AIDS Programme of Research in South Africa, and ViiV Healthcare Limited, particularly focusing on both small and large molecule targets for the treatment and prevention of HIV. The company was established in 1998.
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Position history
Between Q1 2025 and Q4 2026, 12 fund letters reported a position in Halozyme Therapeutics, with 1 buy (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2026 | 1 | 0 | 0 | 0 |
| Q3 2026 | 9 | 0 | 1 | 0 |
| Q2 2026 | 1 | 1 | 0 | 1 |
| Q1 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 12 positions · 3 moves
- October 2026
“Biotech company Halozyme Therapeutics was the next largest contributor in the quarter.”
Halozyme Therapeutics - September 2026
“Biotech company Halozyme Therapeutics was our best-performing stock in August.”
Halozyme Therapeutics - HoldsAugustine Asset Management Quarterly FundSeptember 2026
“Positive contributions from US technology (Apple, Microsoft), US healthcare (Halozyme, Merck, Gilead, Regeneron), Japanese financials (Mizuho, Mitsubishi UFJ), and European energy (Shell, TotalEnergies) more than offset slight detractions from European technology (ASML), European and US industrials (Siemens, CSX), and European healthcare (Novo, Sanofi).”
Halozyme Therapeutics - September 2026
“The holding in Halozyme Therapeutics proved positive, as the company continues to benefit from strong revenue growth and upgrades to profits forecasts due to the adoption of its drug- delivery platform, which converts intravenous therapies into more convenient subcutaneous injections.”
Halozyme Therapeutics - September 2026
“One of the main contributors was Halozyme Therapeutics, which continues to benefit from strong revenue growth and profits upgrades due to the adoption of its drug-delivery platform, which converts intravenous therapies into more convenient subcutaneous injections.”
Halozyme Therapeutics - September 2026
“The holding in Halozyme Therapeutics proved positive, as the company continues to benefit from strong revenue growth and upgrades to profit forecasts due to the adoption of its drug- delivery platform, which converts intravenous therapies into more convenient subcutaneous injections.”
Halozyme Therapeutics - September 2026
“The benefits of the diversified nature of the portfolio across the corporate Life Cycle were seen over the quarter, with companies as diverse as Halozyme Therapeutics, Meta, Shell and Sumitomo Mitsui among the top performers. Halozyme Therapeutics was a standout performer. The company is benefiting from strong revenue growth and profits upgrades due to the continued adoption of its new drug-delivery platform, which converts intravenous therapies into more convenient subcutaneous injections. We took some profits and reduced the position towards the end of the quarter.”
Halozyme Therapeutics - September 2026
“Halozyme Therapeutics added to results as well, rising more than 40% on strong financial results.”
Halozyme Therapeutics - September 2026
“The benefits of the diversified nature of the portfolio across the corporate Life Cycle were seen over the quarter, with companies as diverse as Halozyme Therapeutics, Meta, Shell and Sumitomo Mitsui among the top performers. Halozyme Therapeutics was a standout performer. The company is benefiting from strong revenue growth and profits upgrades due to the continued adoption of ENHANZE drug-delivery platform, which converts intravenous therapies into more convenient subcutaneous injections. We took some profits and reduced the position towards the end of the quarter.”
Halozyme Therapeutics - September 2026
“Performance commentary The fund outperformed its benchmark over the quarter, which was mainly the result of positive stock selection. Holdings in the industrials and consumer discretionary sectors proved particularly beneficial. Returns were driven by a broad range of holdings rather than any single theme or sector, highlighting the benefits of the fund's diversified approach. One of the main contributors was Halozyme Therapeutics, which continues to benefit from strong revenue growth and profits upgrades due to the adoption of its drug-delivery platform, which converts intravenous therapies into more convenient subcutaneous injections.”
Halozyme Therapeutics - New positionAugustine Asset Management Global Equity & Fixed Income StrategiesJune 2026
“We initiated during the quarter a new position in Halozyme Therapeutics, a biopharmaceutical company that specializes in drug delivery platforms.”
Halozyme Therapeutics - March 2025
“Within the healthcare sector, notable performers included Halozyme Therapeutics, Inc., Axsome Therapeutics, Inc., and Insmed Inc. Halozyme licenses its Enhanze auto-injector technology, which enables the conversion of intravenous (IV) formulated biologic and small molecule drugs to be delivered via subcutaneous injection. The technology improves patient convenience and tolerability, and for drug developers extends market exclusivity beyond expiration of patent protection on the partner’s original proprietary IV drug. During the quarter, Halozyme reported 4Q 2024 financial results above consensus expectations with royalties and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) exceeding the prior guidance ranges.”
Halozyme Therapeutics
Fund coverage · 1 thesis
- Augustine Asset Management Global Equity & Fixed Income StrategiesJune 2026
Halozyme Therapeutics specializes in drug delivery platforms and offers royalty-bearing growth with an attractive valuation discount.
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