Halozyme: Is Robust Growth Masking A Long-Term Value Trap? (Rating Downgrade)

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  Posted by Two Blokes Jul 14 - Filed in Stock - 1 view
  
  Halozyme Therapeutics, Inc.'s ENHANZE technology drives strong near-term growth, but its key patent expires in 2027, raising long-term sustainability concerns. MDASE, once seen as the next growth engine, now appears more like a speculative 'call option' due to patent litigation setbacks and a lack of partnerships. Despite robust revenue and profitability, management's focus on share buybacks over R&D and unclear post-ENHANZE strategy is worrying.