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Phoenician Capital's investment thesis on Halozyme Therapeutics ($HALO) — Q2 2026 | Buyside Digest

$HALONASDAQHalozyme Therapeutics

NEUTRAL

Phoenician Capital—HALO

Fund Letter

Q2 2026

Published July 21, 2026

$83.59USD

-24.1% vs last month

$81.93Pitched

+2.0% since pitch

Market Cap$10.0B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Phoenician Capital returned 15.9% in Q2 2026, bringing YTD performance to 6.9% versus 10.2% for the S&P 500. The manager continued...

— John G. Khabbaz

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