ACTAVIS
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Despite Large Gains, this Stock is Still a Buy
By Brian Nichols - May 17, 2013 | Tickers: ACT, ALXN, WCRX
Rumors of mergers and takeovers have overshadowed the good fundamental news surrounding Actavis (NYSE: ACT). Actavis is the world’s third largest generic drug maker, and is growing just as fast as any of the high-profile pharmaceutical names. Now, with takeover chatter beginning to fade, investors can turn their focus back towards fundamentals, and the large upside that is still present.
The Actavis Sweepstakes
If you’re a new investors more »
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Following Up an Acquisition With an Even Larger Merger?
By Mike Thiessen - May 15, 2013 | Tickers: ACT, TEVA, VRX
News that Montreal-based Valeant Pharmaceuticals (NYSE: VRX) was in talks to merge with Parsippany, New Jersey-based Actavis (NYSE: ACT) emerged barely a week after the completion of the company's tender offer for Obagi Pharmaceuticals (OMPI). Although the deal remains in its early stages and has been the subject of wild and conflicting rumors, it could prove to be one of the largest pharmaceutical mergers in recent years. Its current more »
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A Much Better Match for this Growing Pharma
By Brian Nichols - May 13, 2013 | Tickers: ACT, VRX, WCRX
Back towards the end of April, shares of Actavis (NYSE: ACT) were trading higher on rumors of a proposed merger between it and Valeant Pharmaceuticals (NYSE: VRX). The merger was immediately labeled the “merger of equals”, but has since cooled and on Friday rumors that Actavis is looking to acquire Warner Chilcott (NASDAQ: WCRX) began to swirl, which makes much more sense.
Valeant & Actavis: Never Made Sense
I’m not more »
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Do These Top Stock Picks Have More Room to Grow?
By Brian Nichols - May 13, 2013 | Tickers: ACT, MYGN, RH, THRX
I began using Motley Fool’s “CAPS” late last year as a way for readers to track my new positions and to show the outcome of my investments that were chosen based on the information found in my book, Taking Charge With Value Investing (McGraw-Hill, 2013). The CAPS scores allow you to track your selections up against the market, with the higher number being the better, with perfection being 100 more »
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Undervalued Pharma In Play
By Jacob Wolinsky - May 13, 2013 | Tickers: ACT, ENDP, WCRX
Generic pharmaceutical manufacturer Actavis (NYSE: ACT) made headlines after confirming that it has entered into early stage discussions with Ireland based pharmaceutical firm Warner Chilcott (NASDAQ: WCRX) over a possible merger of the two companies. It is worth noting that Actavis is a generics giant but the latest target of this acquisition-hungry machine is a specialty player.
Actavis was known as Watson Pharmaceuticals until October last year and has made more »
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This Potential Merger Is Worth a Look
By Anh HOANG - May 3, 2013 | Tickers: ACT, MYL, VRX
In the pharmaceutical industry, the potential merger between Valeant Pharmaceuticals (NYSE: VRX) and Actavis (NYSE: ACT) is getting a lot of attention. However, merger talks have been put on hold due to the disagreement on the price between the parties. Since the beginning of the year, the two companies’ shares have appreciated strongly. While Valeant has gained more than 27%, Actavis has appreciated nearly 23%.
Should investors consider these two more »
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Teva Pharmaceuticals: Will the Transition Be Effective?
By Shas Dey - April 22, 2013 | Tickers: ACT, MYL, TEVA |
Teva (NYSE: TEVA), a pharmaceuticals company that makes money off of branded drugs as well as generics, is an interesting example of a company in transition. Investors are currently not well-favored towards Teva given the uncertainty looming over its drug pipeline and the consequences of the new strategy being implemented by its newly appointed CEO, but there is merit in the changes being carried out at this firm.
Copaxone patent more »
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Teva Pharmaceuticals – will the transition be effective?
By Shas Dey - April 16, 2013 | Tickers: ACT, MYL, TEVA
Teva (NYSE: TEVA), a pharmaceuticals company that makes money off of branded drugs as well as generics, is an interesting example of a company in transition. Investors are currently not well-favored towards Teva given the uncertainty looming over its drug pipeline and the consequences of the new strategy being implemented by its newly appointed CEO, but there is merit in the changes being carried out at this firm.
Copaxone patent more »
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Landmark Judgment Could Give These Stocks a Boost
By Jacob Wolinsky - April 12, 2013 | Tickers: ACT, PRGO, TEVA
A federal judge in Brooklyn, New York, has ruled that the morning-after pill (levonorgestrel) used as an emergency contraceptive will now be available over the counter with no age restrictions.
Judge Edward Korman’s ruling effectively overturned a previous decision by the Secretary of Health and Human Services, as it was considered to be "arbitrary, capricious, and unreasonable" by Korman. The previous decision urged the FDA to reject a petition more »
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Could Novartis Decision Bring Pharma Sector Rotation?
By Dana Blankenhorn - April 2, 2013 | Tickers: ACT, NVS
One of the best places to be fully invested these days is pharmaceuticals.
Over the last year the biggest drug makers, like Pfizer, Johnson & Johnson, and Novartis (NYSE: NVS), which trades as an ADR here, are all up sharply. Novartis is up over 30%.
But to hear the company's PR tell it, the company is about to go down hard. The company is upset that it lost an appeal more »
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One of the Best Under-the-Radar Investment Catalysts of the Next Year
By Brian Nichols - March 15, 2013 | Tickers: ACT, RBGPF, RB
One under-the-radar drug recently lost its patent protection and the result could have huge ramifications for the company that tried to fight the onslaught of a generic competitor and the company that stands to profit in a huge way.
Background Information
Suboxone is Reckitt Benckiser’s (LSE: RB) only drug and is used to treat opiate addiction. It comes in two forms, film and tablet (dissolved under the tongue). In more »
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Actavis Profits Decrease As Acquisition Takes Toll
By Jacob Wolinsky - March 15, 2013 | Tickers: ACT, MYL, TEVA
ValueWalk.com was started in January 2010, with a focus on value investing and value investors. As the site has grown, the scope has expanded. ValueWalk is now a news site with a team of global reporters covering all breaking financial news with an emphasis on value investing, hedge funds, large asset managers, Tech news, Business news. The site contains archives of famous investors, and many investor resource pages.
The site is famous among the value investing community as one of the best sites for evergreen and new content. ValueWalk has gained popularity among all circles for its breaking stories on hedge funds, and investigative reports on investments by major funds.
You can also check out ValueWalk Premium, where we analyze liquid stocks, which have little to no analyst coverage.
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Endo’s Endgame
By Leo Sun - February 26, 2013 | Tickers: ACT, ENDP, VRX, WCRX
Editor's Note: The initial version contained inaccuracies, this version has been corrected.
Endo Health Solutions (NASDAQ: ENDP), a diversified healthcare company specializing in pain medication, has been sending out mixed signals recently. News of increased federal scrutiny of painkillers, exacerbated by key patent expirations, have caused shares to slide 16% over the past six months. What does all this noise mean for the future of Endo, and how should more »
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Three Reasons to Worry and One Theme That Can Outperform
By Lee Samaha - February 22, 2013 | Tickers: ACT, COV, ILMN, LIFE, MYL
Occasionally some of my friends ask me why I am hedged and market neutral in my investing. My answer is always the same. I invest for the long term, and the macro-environment remains very dangerous right now. I am confident in my ability to pick a portfolio that can outperform the market, but I can’t predict what is going to happen in the global economy, and the evidence is more »
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Merck Scores In The Declining OAB Therapeutics Market
By Maxwell Fisher - February 1, 2013 | Tickers: ACT, AGN, MRK
Merck (NYSE: MRK) has seen great news recently as the FDA approved its OTC version of Oxytrol (Oxybutynin Transdermal System) for women - also good news for roughly 20 million women suffering from OAB, or overactive bladder. The Oxytrol patch, which Merck licensed from generic pharmaceuticals manufacturer Watson Pharmaceuticals, now known as Actavis (NYSE: ACT), will soon become the first over-the-counter drug treatment for OAB on the market.
OAB Therapeutics Market more »
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Hydrocodone Limitations: Which Pharma Is Hurt?
By Nate Wooley - January 31, 2013 | Tickers: ABT, ACT, ZGNX
An interesting thing happened Friday, which I think, is flying under the radar. An advisory panel for the U.S. Food and Drug Administration recommended stricter controls on hydrocodone-based painkillers. That would include such powerful drugs as Vicodin, Lortab and Norco as well as many, many others. The drug was first allowed in the U.S. during WWII, and generics have been around for a long time. It's the more »
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Apple Is Amongst This $3 Billion Fund’s Top Picks
By Meena Krishnamsetty - January 22, 2013 | Tickers: ACT, ABC, AAPL, CHTR, MIC
Established in 2008, Senator Investment Group was faced with extreme market conditions in its infancy, but that didn’t stop founders Douglas Silverman and Alexander Klabin from accumulating almost $3bn in assets under management. The two investors worked at York Capital Management prior to opening their fund, honing their skills in value, event-driven, and special situation/distressed investing. We at Insider Monkey recently took a peek at their latest 13F more »
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Teva: Why Analysts Love This Stock
By Ryan Peckyno - January 4, 2013 | Tickers: ACT, LLY, TEVA
Profitability, Growth, and Market Share Leadership
Analysts have followed and loved this stock for the past few years because of its market leadership, high margins, profitability, dividend, and potential for growth. Many analysts are bullish on the Healthcare Sector because (1) more and more people are living longer; (2) more people need treatment; and (3) as emerging economies grow you tend to see more jobs in the service sector and more »
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Three Exciting Investment Themes For 2013
By Lee Samaha - December 31, 2012 | Tickers: ACT, CTXS, FFIV, LULU, WFM
As investors we are often focused on the short term but it’s always good to take a step back and look at the big picture. Sometimes things change slowly and it’s not always easy to see them evolving. In this article I want to look at three exciting trends in 2013 and take a guess as to which sectors and themes will do well.
Hardware to Software
One more »
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After a $35 Billion Catalyst, Where Do Generic Manufacturers Stand?
By David Gould - December 28, 2012 | Tickers: ACT, MYL, TEVA
Generic producers received a nice tailwind this year from $35 billion worth of brand-name drugs losing IP protection. However, there won't be nearly as many exclusivity losses going into 2013 that the major generic producers can count on. I therefore recommend looking at how the multiples compare to peers and historical levels, the pipeline, and the possibility of accretive takeover activity. Below, I review three generic manufactures with these more »
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