
#D14TS_Picks
π #RPRX : $64.25
Royalty Pharma is a biopharmaceutical royalty company that invests in innovative medicines and earns royalty payments based on their sales. In Q2 2026, Royalty Receipts increased 14% YoY to $768M, while Portfolio Receipts reached $773M, up 6% YoY. Adjusted EBITDA grew 16% to $736M, and the company raised its FY2026 Portfolio Receipts guidance to $3.4Bβ$3.5B. Strong royalty growth from Tremfya, Evrysdi and Voranigo, along with new royalty acquisitions, are key catalysts to watch. Q3 2026 earnings are scheduled for November 4, 2026.
For Detailed Analysis: https://t.me/c/2454754655/7845
π #FSLY : $24.89
Fastly provides a global edge cloud platform that accelerates websites, applications, APIs and digital content while protecting businesses from cyber threats. In Q2 2026, revenue reached $183.3M, up 23% YoY, beating estimates of $174M. Adjusted EPS came in at $0.15, while adjusted EBITDA reached $38.1M. AI security products, expanding partnerships with Jio Platforms, and growing AI-related traffic offer potential growth opportunities. Q3 2026 earnings are scheduled for November 4, 2026, after market close.
For Detailed Analysis: https://t.me/c/2454754655/9471
π #HALO : $126.27
Halozyme Therapeutics develops drug-delivery technologies that enable medicines to be administered through faster subcutaneous injections using its ENHANZE platform. In Q2 2026, revenue increased 48% YoY to $481M, with royalty revenue rising 50% to $308M. The company expects FY2026 revenue of $1.835Bβ$1.910B. Growing sales of DARZALEX SC and VYVGART Hytrulo, new technology partnerships, and developments in the Merck Keytruda patent dispute are key catalysts to watch. Q3 2026 earnings are scheduled for November 5, 2026.
For Detailed Analysis: https://t.me/c/2454754655/9709
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