Halozyme Therapeutics — May 11, 2026 release
Fiscal 2026 first-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001159036-26-000067
Showing in the filing
Goal of new SC delivery platform deals
“three”
Period
FY2026
Measure
Company-defined measure
Source
Prose
All guidance in this release · 13
Goal of new SC delivery platform deals for FY2026
“three”
ENHANZE products in development for FY2026
“13”
ENHANZE royalty revenue for FY2026
“exceed $1 billion”
Share repurchase program authorization for FY2028
“up to $1 billion of its outstanding common stock”
Share repurchase program
“up to $1 billion”
Expected share repurchases for FY2026
“at least $400 million of shares”
Total revenue for FY2026
“$1.710 billion to $1.810 billion, representing growth of 22% to 30% over 2025 total revenue”
Revenue from royalties for FY2026
“$1.130 billion to $1.170 billion, representing growth of 30% to 35% over 2025”
Adjusted EBITDA for FY2026
“$1.125 billion to $1.205 billion, representing growth of 71% to 83% over 2025”
New Hypercon and Surf Bio investment include… for FY2026
“approximately $60 million”
Non-GAAP diluted earnings per share for FY2026
“$7.75 to $8.25, representing growth of 87% to 99% over 2025”
Royalty Revenue for FY2026
“$1.130 to $1.170 billion”
Non-GAAP Diluted EPS for FY2026
“$7.75 to $8.25”
Exhibit 99.1 · the passage around this item
… earlier in the release
We started 2026 with exceptional momentum, highlighted by three new recent collaboration and licensing agreements with Vertex, Oruka and GSK, demonstrating the strong interest in Hypercon and ENHANZE and showcasing the real potential to exceed our goal of three new SC delivery platform deals this year. The two Hypercon multi-target agreements confirm the strong interest of biopharma companies to reduce injection volume through hyperconcentration and allow more flexible administration in the home. Our new multi-target agreement with GSK represents a significant opportunity for ENHANZE with multiple promising oncology targets, including its first potential application with antibody drug conjugates. This momentum creates durable new royalty opportunity beginning in the 2030s and extending to at least the mid-2040s,” said Dr. Helen Torley, President and Chief Executive Officer of Halozyme. “The growing number of indications for our approved products and new Phase 3 data milestones represent increased opportunity for ENHANZE. Most recently, VYVGART Hytrulo was FDA-approved for all serotypes of generalized myasthenia gravis (gMG), representing a significant expansion of addressable patients. The VYVGART Hytrulo opportunity is further extended with positive Phase 3 data in ocular myasthenia gravis, increasing the MG addressable market by an additional 7,000 patients in the U.S. alone. Additionally, DARZALEX Faspro gained its 12th and 13th approved indications and expanded fu
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.