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Sep 30, 2024

Halozyme Q3 2024 Earnings Report

Halozyme's financial performance was strong in Q3 2024, marked by revenue growth, strategic collaborations, and raised financial guidance.

Key Takeaways

Halozyme reported strong Q3 2024 results with a 34% increase in total revenue to $290 million and a 67% increase in net income to $137 million. The company raised its 2024 financial guidance, reflecting confidence in its growth trajectory, driven by ENHANZE pipeline advancements and new licensing agreements.

Total revenue increased by 34% year-over-year to $290 million, driven by royalty revenue growth and increased milestone revenue.

Net income increased by 67% year-over-year to $137 million.

GAAP diluted EPS increased by 72% year-over-year to $1.05, and Non-GAAP diluted EPS increased by 69% year-over-year to $1.27.

The company raised its 2024 financial guidance for total revenue to $970-$1,020 million, adjusted EBITDA to $595-$625 million, and Non-GAAP diluted EPS to $4.00-$4.20.

Total Revenue
$290M
Previous year: $216M
+34.3%
EPS
$1.27
Previous year: $0.75
+69.3%
Cash and Equivalents
$154M
Previous year: $274M
-43.7%

Halozyme

Halozyme

Halozyme Revenue by Segment

Forward Guidance

Halozyme raised its financial guidance for 2024, expecting total revenue of $970 million to $1,020 million, adjusted EBITDA of $595 million to $625 million, and non-GAAP diluted earnings per share of $4.00 to $4.20.

Positive Outlook

  • Total revenue is expected to be between $970 million and $1,020 million, representing a 17% to 23% increase over 2023.
  • Royalty revenue is projected to be between $550 million and $565 million, a 23% to 26% increase over 2023.
  • Adjusted EBITDA is anticipated to be between $595 million and $625 million, a 40% to 47% increase over 2023.
  • Non-GAAP diluted earnings per share are expected to be between $4.00 and $4.20, a 44% to 52% increase over 2023.
  • Growth in product sales from XYOSTED® is expected to contribute to the increased revenue.

Challenges Ahead

  • The company's earnings per share guidance does not consider the impact of potential future share repurchases.
  • Guidance is subject to various risks and uncertainties, including unexpected levels of revenues, expenditures and costs.
  • The development, regulatory review, or commercialization of partnered or proprietary products could face unexpected delays.
  • Regulatory approval requirements and competitive conditions could impact financial performance.
  • Unexpected adverse events or patient outcomes could affect the company's prospects.