Every material Form 8-K Halozyme filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Halozyme Therapeutics reported third quarter 2026 total revenue of $493 million, representing a 39% increase year-over-year, alongside net income of $247 million. Driven by strong partner product sales and royalty growth, the company raised its full-year 2026 financial guidance ranges for total revenue, royalty revenue, adjusted EBITDA, and non-GAAP diluted EPS.
Total revenue increased 39% year-over-year to $493 million for the third quarter ended September 30, 2026.
Royalty revenue grew 44% year-over-year to $341 million.
Full-year 2026 total revenue guidance was raised to a range of $1.860 billion to $1.925 billion.
The Dutch patent court issued an injunction against Merck prohibiting the launch of Keytruda Qlex in multiple European markets.
Halozyme Therapeutics elected James Daly to its Board of Directors on September 28, 2026, disclosed in a filing dated September 30, 2026. Mr. Daly was placed in the class of directors with terms ending at the 2029 annual meeting and was not initially assigned to any Board committee.
Board election date: September 28, 2026
Term ends at the company's annual meeting of stockholders in 2029
Not initially assigned to any Board committee
Compensated under the non-employee director program; no related person transactions or election arrangements disclosed
Halozyme Therapeutics completed the sale of $1,500.0 million of 1.50% Convertible Senior Notes due 2033 on September 22, 2026, including $200.0 million from the initial purchasers' option. The company received net proceeds of approximately $1,471.1 million and plans to use part of them to repurchase existing 2027 and 2028 convertible notes, which adds new debt while potentially reducing older debt.
$1,500.0 million aggregate principal of 1.50% Convertible Senior Notes due 2033 sold, including a $200.0 million option exercise
Net proceeds of approximately $1,471.1 million, with $187.5 million used to fund capped call transactions
Expected repurchases of about $217.0 million of 2027 Notes and about $435.5 million of 2028 Notes, including accrued interest
Initial conversion price of approximately $139.84 per share; interest paid semi-annually starting April 1, 2027
Halozyme Therapeutics elected Dannielle Appelhans to its Board of Directors on August 14, 2026, in the class with terms ending at the 2028 annual meeting. She was not initially assigned to any Board committee, and the filing says she will receive compensation under the standard non-employee director program.
Board election effective August 14, 2026; term ends at the 2028 annual meeting of stockholders
Not initially assigned to any Board committee
Compensation follows the non-employee director program (cash retainers, restricted stock and stock options)
Filing states no arrangements or related person transactions with the company
Halozyme reported second quarter 2026 total revenue of $481 million, up 48% from a year earlier, and GAAP diluted EPS of $1.90 versus $1.33. The company raised its full-year 2026 guidance for total revenue, royalty revenue, adjusted EBITDA and non-GAAP diluted EPS, and said it repurchased $333 million of shares in the quarter.
Q2 2026 total revenue $481.0 million vs. $325.7 million in Q2 2025; royalties $307.7 million, up 50%
Net income $229.9 million vs. $165.2 million; GAAP diluted EPS $1.90 vs. $1.33
2026 non-GAAP diluted EPS guidance raised to $8.65-$9.00 from $7.75-$8.25; total revenue guidance raised to $1.835-$1.910 billion
Repurchased 4.8 million shares for $332.8 million at an average price of $69.30 in Q2 2026
Halozyme Therapeutics said on June 30, 2026 that it updated its senior management structure and that Cortney Caudill, Senior Vice President and Chief Operating Officer, is leaving the company. The filing does not give a replacement, a reason for the departure, or any financial effect, so the direct impact on shareholders is unclear from this document alone.
Cortney Caudill, Senior Vice President and Chief Operating Officer, departed the company, as announced June 30, 2026
Halozyme announced an update to its senior management structure on June 30, 2026, without details in the filing
The filing does not name a successor or describe the reason for the departure
Halozyme reported first quarter 2026 total revenue of $376.7 million, up 42% from a year earlier, with royalty revenue of $240.7 million, up 43%. Net income was $150.0 million, compared with $118.1 million, and GAAP diluted EPS was $1.22, compared with $0.93. The company reiterated its 2026 guidance and announced a new $1 billion share repurchase program through December 31, 2028, with at least $400 million expected to be repurchased in 2026.
Q1 2026 total revenue $376.7 million vs. $264.9 million in Q1 2025; royalty revenue $240.7 million vs. $168.2 million
Net income $150.0 million vs. $118.1 million; GAAP diluted EPS $1.22 vs. $0.93; non-GAAP diluted EPS $1.60 vs. $1.11
2026 guidance reiterated: total revenue $1.710 billion to $1.810 billion; non-GAAP diluted EPS $7.75 to $8.25
New share repurchase program of up to $1 billion by December 31, 2028, with at least $400 million expected in 2026
Halozyme appointed Darren Snellgrove, currently Vice President, Investor Relations at Johnson & Johnson, as Chief Financial Officer effective June 8, 2026. Interim CFO David Ramsay will move to an advisory role during a brief transition period. The filing discloses a $670,000 base salary, a bonus target of 50% of salary, and new-hire equity awards with a total grant date value of $7.2 million.
Start date is June 8, 2026; he will report to President and CEO Helen Torley.
Base salary of $670,000 and a bonus target of 50% of base salary, prorated in 2026.
New-hire equity totals $7.2 million: $3.2 million in RSUs and $4.0 million in stock options, plus a $350,000 sign-on cash bonus.
Previously CFO of Johnson & Johnson's Pharmaceutical sector from August 2021 to May 2025.
Halozyme Therapeutics appointed David Ramsay as interim Chief Financial Officer, effective March 23, 2026, while it continues its search for a permanent CFO. Ramsay previously served as the company's CFO from 2003 to 2009 and from 2013 to 2015, and the filing describes his pay and equity grants for the interim role.
Ramsay will receive a monthly salary of $50,000 as interim CFO.
He will receive 10,000 restricted stock units vesting June 30, 2026, if he remains employed through that date.
If he is still interim CFO on July 1, 2026, he will receive an additional 2,500 RSUs.
The company has engaged an executive search firm for a permanent CFO, and Ramsay will serve until one is appointed.
Halozyme reported fourth-quarter 2025 total revenue of $451.8 million, up 52% from a year earlier, but a net loss of $141.6 million, which included $284.9 million of acquired in-process R&D expense tied to the Surf Bio acquisition. For full-year 2025, total revenue rose 38% to $1.4 billion, and the company reiterated its 2026 guidance for total revenue of $1.710 billion to $1.810 billion and non-GAAP diluted EPS of $7.75 to $8.25.
Q4 2025 total revenue was $451.8 million versus $298.0 million in Q4 2024; royalties were $258.0 million, up 51%.
Q4 2025 net loss was $141.6 million versus net income of $137.0 million a year earlier; GAAP diluted loss was $1.20 per share.
Full-year 2025 total revenue was $1,396.6 million, up 38%, with royalty revenue of $867.8 million, up 52%.
2026 guidance reiterated: total revenue of $1.710 billion to $1.810 billion and non-GAAP diluted EPS of $7.75 to $8.25, last updated January 28, 2026.
Halozyme raised its 2026 financial guidance on January 28, 2026, with total revenue now expected at $1,710 million to $1,810 million, up from $1,430 million to $1,530 million. The company also gave preliminary, unaudited 2025 total revenue of $1,385 million to $1,400 million and disclosed its acquisition of Surf Bio, which carries up to $400 million in total consideration.
2026 royalty revenue guidance raised to $1,130 million-$1,170 million from $900 million-$940 million
2026 non-GAAP diluted EPS guidance raised to $7.75-$8.25 from $6.50-$7.00, including about $60 million of Hypercon and Surf Bio investment not in prior guidance
Surf Bio acquired for an upfront payment of $300 million, plus up to $100 million in milestone payments
Preliminary 2025 royalty revenue estimated at $865 million-$870 million, with 51% to 52% year-over-year growth
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Halozyme filing is on SEC EDGAR ↗. 8-K briefs of other companies →