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Mylan Inc.

  • Could Warner Chilcott Receive a Higher Bid?

    By Anh HOANG - May 26, 2013 | Tickers: ACT, MYL, WCRX

    Recently, Actavis (NYSE: ACT) announced that it would acquire Warner Chilcott Plc (NASDAQ: WCRX) for around $8.5 billion in total consideration. Since the beginning of the year, Warner Chilcott has risen from around $20 per share to nearly $20 per share. Is a $5 billion deal a fair offering price for Warner Chilcott? Let’s find out.

    Actavis and Warner Chilcott’s snapshot

    Actavis provides 250 generic pharmaceutical product more »

  • Undervalued Teva Must Enter New Markets

    By David Gould - May 23, 2013 | Tickers: MYL, TEVA

    Generic producers are often regarded as the safer players within BioPharma. They take existing drugs that have fallen off patents, tweak them a bit, and release a product into the market. R&D expenses are kept low, and business is relatively predictable. Similarly, medical device companies have lower risk profiles by virtue of their more predictable operating model. However, they both have experienced their own problems and are not resting more »

  • If You Can't Beat 'Em, Join 'Em

    By John Timmes - May 20, 2013 | Tickers: DLPH, MGM, MYL

    While emulating the investment portfolio of a hedge fund titan is not realistic, examining their investments can lead to interesting conversations and potential investment ideas. In this article, I look at two stocks from the top holdings of Paulson & Company, the hedge fund group run by the legendary investor John Paulson.

    MGM Resorts International

    MGM (NYSE: MGM) owns and operates 15 casino resorts in the United States and the MGM more »

  • 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 »

  • Teva Pharmaceuticals: Will the Transition Be Effective?

    By Shas Dey - April 22, 2013 | Tickers: ACT, MYL, TEVA | Editor's Choice

    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 »

  • 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 »

  • 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.

  • Mylan in a Whole Different League?

    By Jacob Wolinsky - March 13, 2013 | Tickers: AVNR, MNTA, MYL

    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.

  • Pain Is Pfizer’s Gain

    By Diane Alter - March 12, 2013 | Tickers: MYL, PFE, TEVA

    For Pfizer (NYSE: PFE), the old saw “no pain, no gain” is so true.

    That’s why the pharmaceutical giant’s blockbuster pain reliever Celebrex is so important. Last year, U.S. sales of Celebrex amounted to $1.75 billion. Worldwide sales totaled a whopping $2.72 billion.

    Those significant sales were projected to start dwindling starting in May 2014. That is when Pfizer's patent on the opiate was more »

  • 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 »

  • Try a Best in Class?!?! (Nasdaq:MYL)

    By Jason Bonardi - February 9, 2013 | Tickers: MYL

    With roughly 10,000 Baby Boomers retiring each day, and rapidly heading toward social security, the need for affordable healthcare, and more specifically, affordable medication, is paramount. Couple that with the uncertainty of the future of our health care system, it is clear to me that drug companies that develop, manufacture, and distribute effective generic and branded generic pharmaceuticals are way ahead of the game. Enter one such company that more »

  • Are Local Drug Controls Depressing for the Pharmaceutical Industry?

    By Gene J. Koprowski - January 24, 2013 | Tickers: COV, MYL, PFE

    The makers of popular prescription pain killers oxycodone, alprazolam, and hydrocodone are facing a potential national decline in revenues if New York City Mayor Michael Bloomberg’s new public health controls on those drugs are emulated by other big city leaders across the U.S.

    These drugs are increasingly dispensed through emergency departments of hospitals, according to federal health care officials. Hospitals in big cities like New York come under more »

  • 1 Undervalued Generic Producer and 1 Peer Stock With Momentum

    By David Gould - January 23, 2013 | Tickers: MYL, TEVA

    If the speculation involved with drug development and biotech is not for you, that's no reason to bail out on the healthcare sector as a whole. Generic producers offer relatively strong safety by virtue of just targeting what has already been developed and accepted by the market. Some have still suffered in recent months, but it's important to look towards the future: the pipeline, corporate strategy, and multiple more »

  • 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 »

  • Why These 2 BioPharma Stocks Soared & Why This 1 Will Soar

    By David Gould - December 12, 2012 | Tickers: MYL, PFE, SNY

    For some time, I have been telling healthcare investors to buy into overly discounted drug producers. The market is now transitioning the focus away from downside factors to upside factors, which is nothing more than transitioning away from what has already happened (ie. patent cliffs) to what will happen (ie. pipeline developments). Since companies are valued based on their future earnings growth, it only makes sense then to look at more »

  • Go Wild Over Generic Drugs, Consider These 3 Stocks

    By David Gould - December 10, 2012 | Tickers: ACT, LCI, MYL

    This year, the patent cliff has seen 40 brand-name drugs with $35 billion in annual revenue losing exclusivity rights. This been a huge boon for generic producers and can be seen in the 27% and 47.7% rise, respectively, of Mylan and Watson for the year to date--a bull run that has continued relentlessly over the past 5 years. Will this rise continue? More generally, what companies are a good more »

  • 3 Attractive Stocks in BioPharma To Buy

    By David Gould - November 28, 2012 | Tickers: FRX, MYL, QCOR

    BioPharma stocks have been through quite a tumultuous period over the last few months. From healthcare reform to patent cliffs and corporate takeovers, their betas have been pretty high of late. Research has shown that riskier, high beta stocks tend to outperform their safer counterparts. But is the reward worth bearing the risk? With this question in mind, I review three healthcare stocks below.

    Questcor Pharmaceuticals (NASDAQ: QCOR) Undervalued

    After more »

  • 3 Undervalued Generic Producers To Buy

    By David Gould - November 15, 2012 | Tickers: ACT, MYL, TEVA

    Any casual observer of the BioPharma market could tell you that the market is on edge about patent cliffs. The result of this is that there is a lot of potential to be had in generics. The first company that is able to successfully introduce an alternative to an original drug receives, under domestic law, a 180 day period of market exclusivity on generics. As the major producers rush to more »

  • Is This Pharma Stock Worth Buying Now?

    By Lee Samaha - November 11, 2012 | Tickers: ACT, JNJ, MYL, PRGO, PFE

    Perrigo (NASDAQ: PRGO) gave results on a tough day for the market and saw itself marked down nearly five percent.  The is the second quarter in a row where its sales have come in a little light and investors have a right to question whether its forecasts for 12-16% revenue growth for 2013 are likely given that it only reported just over 6% in the current quarter. Moreover there appear more »

  • Trading Merck Ahead of the Patent Cliff

    By Douglas Ehrman - September 28, 2012 | Tickers: BMY, MRK, MYL, PFE

    Big pharmaceuticals have the patent cliff, Ben Bernanke and the U.S. have the fiscal cliff and many investors simply want to jump off of a cliff.

    While all the gloom and doom is not without some basis, it is important to remember that when one jumps off a cliff there are, in fact, two options, not just one. You can tumble to your inevitable death, or you can soar more »

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