HALO - A Podcast from Joe's Pros

Halozyme Therapeutics Inc.

Healthcare


Presented:10/05/2020
Price:$26.64
Cap:$3.65B
Current Price:$53.82
Cap:$6.82B

Presented

Date10/05/2020
Price$26.64
Market Cap$3.65B
Ent Value$3.71B
P/E RatioN/A
Book Value$0.77
Div Yield0%
Shares O/S137.03M
Ave Daily Vol1,006,741
Short Int12.51%

Current

Price$53.82
Market Cap$6.82B
Halozyme Therapeutics, Inc. is a biopharmaceutical company, which engages in research, development & commercialization of human enzymes and drug candidates. It focuses on novel oncology therapies that target the tumor microenvironment. Its products include PEGPH20, HTI-1511, PEG-ADA2, and HYLENEX recombinant. The company was founded by Gregory Ian Frost on February 26, 1998 and is headquartered in San Diego, CA.

Highlights

00:00 - Disclaimer

00:35 - Introduction to HALO

01:38 - Why does this opportunity exist? 

03:50 - Business model

04:51 - Why is the Street wrong?

06:12 - Earnings Estimates

06:33 - Longer-term outlook 

08:19 - Risks

09:19 - DCF framework

10:08 - Penetration rate

13:03 - Competition 

14:52 - Balance sheet / Management 

15:48 - Other comments on HALO’s moat

16:57 - Short case

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Idea Discussion

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