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Avg position size
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13F filers
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institutions
Sector
Drug Manufacturers - General
P/S (TTM)
7.5
EV / FCF (TTM)
30.1
Horizon Therapeutics Public Limited Company operates as a biotechnology enterprise, primarily concentrating on the identification, refinement, and commercialization of pharmaceutical products designed to address significant medical needs for individuals afflicted by rare, autoimmune, and severe inflammatory conditions. The company's operations are divided into two principal divisions: Orphan and Inflammation. Its extensive product lineup features twelve distinct medications, targeting therapeutic areas such as rare diseases, gout, ophthalmic conditions, and various forms of inflammation. Among its marketed offerings are TEPEZZA (an intravenous infusion), KRYSTEXXA (also administered intravenously), the oral liquid RAVICTI, PROCYSBI (available as oral delayed-release capsules and granules), the subcutaneous injectable ACTIMMUNE, BUPHENYL (oral tablets and powder), the inhaled solution QUINSAIR, and the intravenous injection UPLIZNA. Furthermore, the company's portfolio includes PENNSAID (a topical solution), DUEXIS (oral tablets), RAYOS (delayed-release oral tablets), and VIMOVO (delayed-release oral tablets). Horizon Therapeutics maintains strategic partnerships with several entities, including HemoShear Therapeutics, LLC.; Alpine Immune Sciences, Inc.; Halozyme Therapeutics, Inc.; and Arrowhead Pharmaceuticals, Inc. Founded in 2005, the company, originally known as Horizon Pharma Public Limited Company, rebranded to its current name in May 2019. Its global headquarters are situated in Dublin, Ireland, complemented by additional offices located in Deerfield, Illinois; Chicago, Illinois; Lake Forest, Illinois; South San Francisco, California; Washington, D.C.; Gaithersburg, Maryland; Rockville, Maryland; and Mannheim, Germany.
www.amgen.comNo one on the platform currently holds HZNP.
No tracked institution reports a position in HZNP as of their last filing.
No one on the platform has traded HZNP yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Analyst estimates unavailable for this ticker.
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2023-11-01 | $1.22 | $1.25 | +2.5% |
| 2023-08-08 | $1.12 | $1.20 | +7.1% |
| 2023-05-03 | $1.17 | $0.83 | -29.1% |
| 2023-03-01 | $1.09 | $1.21 | +11.0% |
| 2022-11-02 | $1.00 | $1.25 | +25.0% |
| 2022-08-03 | $1.35 | $1.07 | -20.7% |
| 2022-05-04 | $1.15 | $1.34 | +16.5% |
| 2022-03-01 | $1.27 | $1.41 | +11.0% |
| $11.5B |
| — |
| DNAGinkgo Bioworks Holdings, Inc. | $6.99 | -0.29% | $457M | — |
| GEHCGE HealthCare Technologies Inc. | $64.07 | -0.28% | $28.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
It appears analysts have updated their $NBIX analysts as NBIX analyst consensus before the $SLNO acquisition was announced is higher almost exactly by the revenue forecast SLNO management provided NBIX. The graph compares NBIX 10-year analyst consensus to the 10-year revenue forecast prepared by $HZNP mgmt/BOD & provided $AMGN when Amgen acquired HZNP for an enterprise value of $28.2B. NBIX's market cap is $13.1B while it appears NBIX's $2.6B cash balance at 12/31/26 was used to buy SLNO for an EV of $2.44B. NBIX management will, eventually, need to consider alternate strategies to enhance shareholder value because NBIX has not traded at revenue multiples consistent with its peers in at least 2 years. This is not investment advice. $XBI
View on StockTwits ↗Analysts project $JAZZ to generate roughly the same total revenue dollars as $HZNP mgmt/BOD projected for the 5 years after Amgen paid $28.2B to acquire them. Does this suggest JAZZ would be worth about the same if JAZZ were ever acquired? JAZZ generated 92% gross margins in FY25. HZNP projected 85% gross margins over the 5-year period. Does the higher gross margin profile suggest JAZZ would merit a higher multiple than HZNP (all other things being equal). This is not investment advice. All the same, we've wondered how long JAZZ investors will wait before demanding a valuation consistent with their underlying business. Incidentally, $GMAB 5-year analyst consensus are also very close to HZNP (in fact slightly higher 10-year) but we're giving a quarter to 2 to digest their recent acquisition. More on GMAB soon. $XBI $IBB
View on StockTwits ↗UBS⬆️the PT on $ACAD to $32 from $22 and reiterated at a Buy rating: "We have become incrementally more positive on the Acadia thesis since the current CEO took the helm, making significant strides on multiple fronts: 1) Daybue has started to stabilize, 2) Nuplazid IP got extended & 3) pipeline diversification has started to work out. Further, mgmt's confidence around putting long-term guide can continue to drive investor excitement from here. We note that multiple SMID-biotech stocks such as $HZNP, $ITCI, $BPMC, $BIVV outperformed in quarters/year after establishing peak sales guidance for the business. $ACAD mgmt outlined: a) potential peak NUPLAZID/DAYBUE sales of $1.5-2.0b, b) risk adj peak sales of $2.5b for pipeline assets, with full peak sales potential of $12b. In our view, the stock could potentially generate significant upside on the upcoming PWS read-out in early 4Q25."
View on StockTwits ↗@bilocelhi @hitmongreen Clinical head from $ALXN and $HZNP now clinical head here...
View on StockTwits ↗$HZNP Horizon Therapeutics plc: A Diversified Biopharma Powerhouse Poised for Continued Growth https://beyondspx.com/article/horizon-therapeutics-plc-a-diversified-biopharma-powerhouse-poised-for-continued-growth
View on StockTwits ↗@Trade_Bot Check out CLYM I go mostly by hires...At lows the Executive Director Clinical Development of $HZNP and $ALXN was hired in August...RA Capital owns 37%...
View on StockTwits ↗@yus37 Few others i'm long because of recent hires...3 ex $HZNP execs joined SGMT team last 18 mos....$TRML is self explanatory when $SGEN Ceo takes the chairman pos after 40 b buyout...
View on StockTwits ↗$HZNP Horizon Therapeutics plc: A Diversified Biopharma Powerhouse Poised for Continued Growth http://beyondspx.com/2024/08/05/horizon-therapeutics-plc-a-diversified-biopharma-powerhouse-poised-for-continued-growth/
View on StockTwits ↗CONGRESSIONAL TRADING: Representative Greg Landsman disclosed a sale of $1,001 - $15,000 of $HZNP on 2024-08-14.
View on StockTwits ↗$HZNP for folks who prefer landscape mode, here’s the whole building. Fancy-shmancy and a prime location, too, steeped in history.
View on StockTwits ↗$HZNP posting for old time’s sake — this one was good to me. Dublin headquarters.
View on StockTwits ↗$SLRN Food for thought: I don't invest in co's based solely on T/O speculation, but considering Acelyrin's laughably low 418M MC & -307M EV, it's clear there's a unique opportunity for those looking to expand. With a BOD rich in M&A experience, it's definitely not out of the question to think major players who missed out on $HZNP to $AMGN could be taking a serious look. Acelyrin boasts robust, late-stage programs and a promising anti-cKIT monoclonal antibody (w/a lead indication for Chronic Urticaria (CU), a market expected to grow to greater than $5.8B globally by 2030), that could be exactly what co's like $SNY need to bolster their portfolios. IMO, the combo of Acelyrin's advanced PL and obvious undervaluation forms a rare alignment that could spark interest from larger bios seeking significant, strategic additions at a value-driven entry point. Time will tell, but in the meantime, I remain extremely bullish and anticipating a strong reversal in the near future. Blessings to all.
View on StockTwits ↗$IOVA this stock was an oldie but goodie...owned this 2 years ago, and let me say, this reminds me of another $HZNP I had. They may try to shake the apples from the tree....but just have conviction. Congrats to the Bulls, and GLTA!
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.