Endo Health Solutions

  • A Sensible Acquisition by This Healthcare Company

    By usman iftikhar - August 15, 2013 | Tickers: ENDP, PFE, MDCO

    As competition gets stronger, companies attempt to consolidate operations. Although this consolidation is an expensive way to penetrate the market, in the pharmaceutical industry, this method brings safer growth. The smaller players especially are aiming to integrate with those who have their products in the second or third phases of clinical trials.

    That same strategy has been used by The Medicines Company (NASDAQ: MDCO). After passing the last stage of more »

  • 3 Drugs Headed for the Cliff

    By Brandy Betz - July 16, 2013 | Tickers: LLY, ENDP, MRK

    The pharmaceutical industry had a rough 2012 as about $35 billion worth of drugs fell off the patent cliff. This year’s cliff isn’t quite as steep, but there are still some upcoming expirations that could spell long-term trouble for their manufacturers.

    Merck (NYSE: MRK) was weakened by the expiration of Singulair last year and now faces the loss of brain cancer drug Temodar. Endo Health Solutions (NASDAQ: ENDPmore »)

  • Hedge Fund Brahman Capital Bets Big on This Pharma Stock

    By Meena Krishnamsetty - June 28, 2013 | Tickers: ABT, ENDP, GILD, TEVA

    A 13G filed with the SEC has disclosed that Brahman Capital, a hedge fund managed by Peter Hochfelder and his team, owns 6.3 million shares of Endo Health Solutions (NASDAQ: ENDP), a $4.3 billion market cap pharmaceutical company.

    We track quarterly 13F filings from hedge funds such as Brahman as part of our work researching investment strategies (we have found, for example, that the most popular small cap more »

  • Crucial Junctures May Offer Opportunity to These Companies

    By Jacob Wolinsky - June 13, 2013 | Tickers: T, ENDP, GM

    AT&T (NYSE: T), General Motors (NYSE: GM), and Endo Health Solutions (NASDAQ: ENDP) have announced major developments recently. Here is a close look at whether these stocks are good for investors’ portfolios.

    AT&T – the largest wireless telecom operator in the U.S. – provided a business update for the second quarter of 2013. The company expects net additions of 500,000 post-paid customers during the quarter, reflecting an improvement more »

  • An Undervalued Play in Pharma

    By Jacob Wolinsky - May 20, 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 a more »

  • 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 »

  • Will These Situations Make This Value Stock Pop?

    By Mike Thiessen - February 14, 2013 | Tickers: ENDP, VRX, WCRX

    Warner Chilcott (NASDAQ: WCRX) is a specialty pharmaceutical company based in Dublin, Ireland.  Two positive news items came out for WCRX recently.  It is in the mix to acquire Endo Health Solutions (NASDAQ: ENDP), and it recently announced FDA approval of a product that should extend the lifespan of its most important drug franchise.  Also, the shares appear relatively inexpensive.

    Warner Chilcott’s products focus on women’s healthcare, gastroenterology more »

  • Billionaire Steve Cohen’s Most Promising Stock Picks

    By Meena Krishnamsetty - January 12, 2013 | Tickers: ARIA, ENDP, NCR, SPN, VC

    Small-cap and mid-cap stocks don’t get as much attention from bankers, third-party analysts, and the media, which often leaves them less efficiently priced than large- and mega-caps. Hedge funds sometimes take advantage of this by dedicating their research teams to work on these lower valuation stocks as well, and so often earn substantial alpha from their investments. Retail investors can use smaller-cap stocks that hedge funds reported owning as more »

  • A Hedge Fund's Bet on Generic Pharmaceuticals

    By Meena Krishnamsetty - September 26, 2012 | Tickers: ACT, CVS, ENDP, PRGO, RAD, TEVA

    Visium Asset Management was founded by Jacob Gottlieb in 2005.  Gottlieb graduated magna cum laude from Brown University before receiving his MD from New York University Medical School. Though his hedge fund initially specialized in health care stocks, the firm now manages over $3.5 billion in its broader range of holdings. Industrials, utilities, financials, energy; you name it and Visium probably invests in it.

    The following reviews the top more »

  • J.P. Morgan Healthcare Conference Schedule: Day One

    By Brandy Betz - January 8, 2012 | Tickers: ARAY, ACOR, A, ALGN, AMRN, AMGN, AMLN, ARTC, BIIB, BMRN, BRKR, CFN, CTRX, CELG, CNC, COV, DNDN, XRAY, EW, ENDP, EPOC, ESRX, GHDX, GILD, HLS, HTWR, HMSY, HGSI, IDXX, IPXL, INCY, IRWD, MCK, MRX, MDT, MR, MOH, MYL, NVS, ONXX, PRX, PRGO, QSII, REGN, RMD, RIGL, SGEN, ST, SIAL, THC, MDCO, THOR, VRTX, VVUS, WAT, WMGI, ZLTQ

    The 30th Annual J.P. Morgan Healthcare Conference kicks off with a full day of presentations from companies that range from global pharmaceutical leaders to small cap novel pharmaceutical developers and health technology manufacturers. The majority of the presentations will be available through live webcasts with archived replay offered later in the day.

    I will be following (and covering) the novel therapeutic companies that have caught my eye. VIVUS (NASDAQ: VVUSmore »)

  • 5 Medical Device/MedTech Stocks to Watch

    By Elizabeth Magill - January 5, 2012 | Tickers: BIO, BSX, ENDP, JNJ, MDT, STJ

    My last post focused on the leisure activities of baby boomers and the companies they'll patronize. While we all hope that all baby boomers get to enjoy their favorite leisure activities and travel to at least one (if not many more) of their dream destinations on their bucket list, the fact of the matter is as we age, health problems can follow.

    Fortunately, there are a number of medtech more »