Teva Pharmaceutical (TEVA)

Re: Teva Pharmaceutical (TEVA)

Postby winston » Thu Aug 31, 2017 10:04 pm

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Teva: A Complete Overview

Summary
An overview of Teva's business model and growth prospects.
Focusing on the company's solid sales growth and its drive to blockbuster earnings growth.
Reviewing its explosive product pipeline and acquisition growth and targets.
Examining potential price gains and reviewing risks the company faces

Beyond its existing product pipeline, the company has over 330 products awaiting approval in its developed markets and over 600 products awaiting approval in its growth markets not yet fully penetrated, expecting over 1,500 new products to be launched globally in 2017.


The company expects to lay off roughly 7,000 employees by year end alongside closing 15 plants around the globe whilst existing markets in over 45 countries.

These efforts and more are set to save Teva almost $1.5B annually.


Source: Seeking Alpha

https://seekingalpha.com/article/410303 ... ngcom_feed
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Re: Teva Pharmaceutical (TEVA)

Postby winston » Thu Aug 31, 2017 10:54 pm

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Teva: The Perfect Storm Has Created The Perfect Opportunity


Aug. 22, 2017

by Michael Wiggins De Oliveira

Summary
Consolidation of buyers will continue to cause severe near term pricing pressures.
Teva has a highly leveraged capital structure, with serious debt covenant concerns.
Stable cash flow generation captabilities.

Revenue has been growing in the past 5 years with a CAGR of 3.7%.

Secondly, just how FCF generative this generics business is.


The company sells 85% of its U.S. generics to four large Group Purchasing Organizations or GPOs.

This manifested itself as 6% price erosion in Q2 2017 but is forecast to go slightly higher to high single digit price erosion on Teva's generic portfolio as well as some reduced volume sold into the marketplace.


Source: Seeking Alpha

https://seekingalpha.com/article/410109 ... ngcom_feed
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Re: Teva Pharmaceutical (TEVA)

Postby winston » Fri Sep 01, 2017 10:50 am

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Teva Pharmaceutical Industries Limited (NYSE:TEVA)

Number of Downgrades: 20 (in the last 90 days)
Consensus Rating: Hold
Rating Score: 2.2
Ratings Breakdown: 6 Buy Ratings, 18 Hold Ratings, 2 Sell Ratings.
Consensus Price Target: $34.50 (117.5% Upside)

Teva Pharmaceutical Industries Limited logoTeva Pharmaceutical Industries Limited is a pharmaceutical company.

The Company is engaged in developing, producing and marketing generic medicines and a portfolio of specialty medicines.

The Company operates through two segments: Generic medicines and Specialty medicines.

The Company develops, manufactures and sells generic medicines in a range of dosage forms, including tablets, capsules, injectables, inhalants, liquids, ointments and creams.

Its specialty medicines business focuses on delivering a range of solutions to patients and providers through medicines, devices and services in various regions and markets around the world.

Its specialty medicines business includes its core therapeutic areas of central nervous system (CNS) and respiratory medicines with a focus on asthma and chronic obstructive pulmonary disease.

It also has specialty products in oncology, women's health and selected other areas.


Recent Recommendations for Teva Pharmaceutical Industries Limited:

Teva Pharmaceutical Industries Limited (NYSE: TEVA) had its "neutral" rating re-affirmed by analysts at Goldman Sachs Group Inc. They now have a $21.00 price target on the stock, down previously from $28.00. (8/31/2017)

Teva Pharmaceutical Industries Limited (NYSE: TEVA) had its "hold" rating re-affirmed by analysts at Cantor Fitzgerald. They now have a $27.00 price target on the stock. (8/30/2017)

Teva Pharmaceutical Industries Limited (NYSE: TEVA) was downgraded by analysts at TheStreet from a "c-" rating to a "d+" rating. (8/25/2017)

Teva Pharmaceutical Industries Limited (NYSE: TEVA) was downgraded by analysts at Credit Suisse Group from a "neutral" rating to an "underperform" rating. They now have a $13.00 price target on the stock, down previously from $25.00. (8/23/2017)

Teva Pharmaceutical Industries Limited (NYSE: TEVA) had its "neutral" rating re-affirmed by analysts at Mizuho. They now have a $16.00 price target on the stock, down previously from $30.00. (8/22/2017)

Teva Pharmaceutical Industries Limited (NYSE: TEVA) was downgraded by analysts at BidaskClub from a "sell" rating to a "strong sell" rating. (8/16/2017)

Teva Pharmaceutical Industries Limited (NYSE: TEVA) was downgraded by analysts at Citigroup Inc. from a "buy" rating to a "neutral" rating. They now have a $19.00 price target on the stock, down previously from $32.00. (8/16/2017)

Teva Pharmaceutical Industries Limited (NYSE: TEVA) had its "outperform" rating re-affirmed by analysts at Credit Suisse Group. They now have a $39.00 price target on the stock. (8/9/2017)

Teva Pharmaceutical Industries Limited (NYSE: TEVA) had its "neutral" rating re-affirmed by analysts at Cantor Fitzgerald. They now have a $27.00 price target on the stock, down previously from $31.00. (8/9/2017)

Teva Pharmaceutical Industries Limited (NYSE: TEVA) was downgraded by analysts at Zacks Investment Research from a "hold" rating to a "strong sell" rating. (8/9/2017)

Source: Market Beat
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Re: Teva Pharmaceutical (TEVA)

Postby winston » Mon Sep 11, 2017 6:23 pm

Teva Picks Lundbeck's Schultz to Revive Israeli Drugmaker

By Yaacov Benmeleh

Shares jump by most in about 10 months in Tel Aviv trading
Schultz left Novo Nordisk after being passed over for CEO role

Source: Bloomberg

https://www.bloomberg.com/news/articles ... yptr=yahoo
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Re: Teva Pharmaceutical (TEVA)

Postby winston » Mon Sep 11, 2017 9:55 pm

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Teva: The Turning Point

Summary

Teva Pharmaceutical has fallen off a cliff this year.

Negative reactions after dividend cut announcements have reached extreme levels.

We believe that most of the damage has been done and that it is time for proactive investors to start positioning for a turning point in the stock.

Source: Seeking Alpha

https://seekingalpha.com/article/410568 ... ngcom_feed
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Re: Teva Pharmaceutical (TEVA)

Postby winston » Wed Sep 27, 2017 11:33 am

Is Teva Pharmaceutical (TEVA) Stock Worth the Risk?

A new CEO and new drug may turn things around for this beaten-up stock

By Luke Lango

Shareholders also recently received positive news regarding the company’s migraine candidate fremanezumab. Phase 3 clinical trial results came back positive.


TEVA stock trades at under 4 times this year’s guided earnings of $4.40 per share.

Meanwhile, even though pricing dynamics aren’t expected to get better any time soon, the Street still thinks free cash flow will remain in the $5 billion range over the next several years.


Source: Investor Place

https://investorplace.com/2017/09/teva- ... csaRMgjGM8
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Re: Teva Pharmaceutical (TEVA)

Postby winston » Mon Oct 02, 2017 10:30 pm

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6 Reasons I've Been Aggressively Buying Teva Pharmaceutical Industries

Aside from being exceptionally cheap relative to its peers, Teva has five other catalysts working in its favor that Wall Street may be overlooking.

by Sean Williams

1. Teva has numerous levers it can pull to deleverage its balance sheet
Ongoing divestments, which may next include its European oncology and pain assets
2. Generic-drug usage is on the rise
3. Teva has taken measures to protect Copaxone to the best of its ability
4. It's resolved its CEO search
5. It continues to pay a healthy dividend
6. It's exceptionally inexpensive relative to its peers

Teva is valued at approximately four times next year's profit projections, and less than four times next year's cash flow per share. Comparatively, most large drugmakers tend to be valued between 10 and 15 times their forward earnings.


Source: Mortley Fools

https://www.fool.com/investing/2017/10/ ... lrf0000001
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Re: Teva Pharmaceutical (TEVA)

Postby winston » Mon Oct 02, 2017 10:40 pm

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Teva Has Taken The Second Step Before The First

Summary

Teva deeply overpaid for its acquisition of the US global generic pharmaceuticals business from Actavis.

The proposed rationale behind the Teva acquisition looks inconsistent.

Financial leverage now is a concern.

Teva is burdened with a lot of Debt: $35.1 B as at the end of last June.

$5.7 B of this debt is due by the end of 2018 ($3.4 B of Term loans and $2.3 B of senior notes).


To conclude, in the short term this stock may perform well. In the medium and long term investors should focus on its financial leverage and carefully review how Teva will address its financial fragility.

Price target: $19.21 (Systematic Risk Weight: 50%; Specific Risk Weight: 50%; Expected market return during the period: 2%).


Source: Seeking Alpha

https://seekingalpha.com/article/411057 ... ngcom_feed
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Re: Teva Pharmaceutical (TEVA)

Postby winston » Thu Nov 02, 2017 10:25 pm

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Will Weak Guidance Sink Teva?

Summary

Teva reports Q3 earnings Thursday.

I expect the company to deliver weak earnings guidance due to the arrival of generic Copaxone.

Teva remains a sell.

Last month Mylan (MYL) received approval to offer a generic version of Copaxone, Teva's blockbuster multiple sclerosis drug.

Copaxone represents about 18% of Teva's total revenue.

Copaxone's EBITDA margins are assumed to be north of 80%, making its contribution to total EBITDA 45% - 50%.


I previously estimated generic competition could cause Copaxone sales to decline by 70% due to a decline in price and market share.

Market chatter suggests Mylan already is offering 25% - 30% discounts on Copaxone and Teva is rushing to meet those price cuts.


Source: Seeking Alpha

https://seekingalpha.com/article/411926 ... ngcom_feed
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Re: Teva Pharmaceutical (TEVA)

Postby winston » Tue Nov 07, 2017 12:08 am

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Billionaire Blavatnik weighs big share purchase in Teva Pharm - reports

JERUSALEM (Reuters) - Billionaire businessman Len Blavatnik is looking to buy a significant stake in debt-ridden Israeli drugmaker Teva Pharmaceutical Industries (TEVA.TA), according to Israeli media reports.

Two of Israel's leading financial news outlets, Globes and The Marker, reported on Sunday that Blavatnik has been examining a large share purchase in Teva, whose stock price hit a 17-year low last week after the company again cut its annual profit forecast.

A spokesman for Blavatnik's U.S.-based industrial group, Access Industries, declined to comment. Teva (TEVA.N), the world's biggest generic drugmaker, also declined to comment.

The Marker reported that Blavatnik was looking to acquire up to a $3 billion(£2.29 billion) stake in Teva. The company has a $12.3 billion market cap.

The investment could either be done through a private stock listing, which would help Teva deal with its nearly $35 billion debt burden, or the shares could be bought from pharmaceutical firm Allergan (AGN.N), the report said.

Allergan received a 10 percent stake in Teva as part of a 2016 deal in which Teva bought its generics business for $40.5 billion. Allergan announced last week that it would begin selling down that stake.

Blavatnik's Access has investments in real estate, chemicals, media and technology with Warner Music among its highest profile businesses.

Source: Reuters

https://finance.yahoo.com/news/billiona ... 02678.html
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