Goldman Sachs Downgrades Halozyme to Sell
HALO faces a post-2030 royalty cliff; Goldman Sachs cuts rating to Sell with $56 target, citing long-term revenue risks.
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HALO faces a post-2030 royalty cliff; Goldman Sachs cuts rating to Sell with $56 target, citing long-term revenue risks.
Compass disagrees with the FDA, but markets sold off after the agency said existing ORR and PFS data are not enough for a tovecimig filing.
Barzolvolimab met every Phase 3 CSU goal, with 42–54% complete responses. Shares still fell on high expectations, thin safety detail, and oral/injectable rivals.
Viking reported 16–19% weight loss at week 21 and strong maintenance on monthly dosing. GI side effects in the later phase looked like placebo.