Halozyme sees zero to minimal royalty revenue impact from Medicare drug pricing rule through at least 2035
HALO•
HALO•Halozyme Therapeutics reaffirmed expectations for zero to minimal royalty revenue impact through at least 2035 under Medicare drug price negotiations, based on its analysis of CMS’s Nov. 5, 2026 final rule for the 2029 program and applicable statutory provisions.
Halozyme Therapeutics reaffirmed expectations for zero to minimal royalty revenue impact through at least 2035 under Medicare drug price negotiations. Its outlook reflects analysis of CMS’s final rule issued Nov. 5, 2026, for the 2029 program and applicable statutory provisions.
The company cited orphan drug protections and the effects of biosimilar entry on program eligibility as support for its forecast. Halozyme said it expects no impact on its ability to secure new ENHANZE partnerships, which it said are driven by patient treatment experience and competitive differentiation.