PDL BioPharma

  • A Small Company With an Important Portfolio - Part II

    By Kanak Kanti - August 1, 2013 | Tickers: BIIB, NVS, PDLI

    In a previous part of this article, I discussed PDL Biopharma (NASDAQ: PDLI), which has a very interesting patent portfolio. It makes all its money from licensing this portfolio. However, we saw that, considering how this portfolio is very important for the multi-billion dollar monoclonal antibody sector, PDL does not seem to be making as much money as it should. In this section, we will try to figure out why more »

  • A Small Company With an Important Portfolio - Part I

    By Kanak Kanti - August 1, 2013 | Tickers: BIIB, NVS, PDLI

    In this two-part article, I will discuss a very interesting company, PDL BioPharma (NASDAQ: PDLI). This company, relatively unknown and quite small, has a patent portfolio that forms much of the backbone of modern monoclonal antibody technology. In part I, I will discuss PDL, its technology and its market potential. In part II, I will try to figure out why, despite being such an important company, PDL is not being more »

  • Extremely Expensive Drugs for Extremely Rare Diseases

    By Leo Sun - July 26, 2013 | Tickers: ALXN, NVS, PDLI, RHHBY

    The biotech industry is known for fast paced acquisitions and rapid market consolidation. Larger pharmaceutical companies headed towards patent cliffs often scramble to acquire smaller companies to revive their drying pipelines. Meanwhile, startups frequently go public without any market approved drugs or sources of revenue. Sometimes, large fish get swallowed by even larger ones, and these acquisitions can secure important sources of constant revenue growth for years to come.

    One more »

  • PDL BioPharma – Promising Profitable Pauper?

    By Karl Ege - June 3, 2013 | Tickers: NPSP, PRXL, PDLI

     

    Growth & dividend play shedding negative equity image

    PDL BioPharma (NASDAQ: PDLI) is a pioneer biotech company with a patented process to create humanized antibodies. The company engages in the management of antibody humanization patents, royalty assets and license agreements with various biotechnology and pharmaceuticals companies.

    From 2008 to 20012, revenue and net income increased to $374 million from $294 million (+27%) with net income jumping to $212 million from $68 more »

  • 2 Biotechs to Avoid, 1 to Buy

    By Mohsin Saeed - May 23, 2013 | Tickers: MNKD, OPTR, PDLI

    Keeping a close eye on two particular classes of investors can tell you a lot about how stocks might move in the future. Institutional investors have resources at their disposal that ordinary investors lack. Moreover, they own such large stakes in their investments that their moves can materially influence a stock's price.

    Meanwhile, important information about upcoming catalysts is more readily available to the insiders, compared to the rest more »

  • Theravance Looks to Reward Shareholders by Splitting Into Two Distinct Companies

    By Mike Thiessen - May 15, 2013 | Tickers: GSK, PDLI, THRX

    California-based Theravance's (NASDAQ: THRX) announcement that it would split into two distinct companies has drawn a sharply positive reaction from investors. 

    As part of the split, the pharmaceutical company looks poised to turn its current drug-marketing joint venture with London-based GlaxoSmithKline (NYSE: GSK) into an independent firm. Meanwhile, it will create a development-focused biopharmaceutical company out of its existing R&D division. Whereas the first firm could generate long-term more »

  • Cheap Valuation But Massive ROA

    By Mike Thiessen - April 10, 2013 | Tickers: PDLI

    PDL BioPharma (NASDAQ: PDLI) appears to have a relatively cheap valuation and a large dividend yield of 8.6%.  It has a ROA of 78% and a ROI of 104% but trades at just 5x TTM earnings.  This sounds a little too good to be true and the effect of a onetime event or an irregular structure, not a stable level of earnings.  It turns out it is the latter more »

  • Cheap Valuation But Massive ROA

    By Mike Thiessen - April 2, 2013 | Tickers: PDLI

    PDL BioPharma (NASDAQ: PDLI) appears to have a relatively cheap valuation and a large dividend yield of 8.6%.  It has a ROA of 78% and a ROI of 104% but trades at just 5x TTM earnings.  This sounds a little too good to be true and the effect of a onetime event or an irregular structure, not a stable level of earnings.  It turns out it is the latter more »

  • Two Sigma Advisors’ Best Stock Picks

    By Meena Krishnamsetty - January 17, 2013 | Tickers: ACAS, ARCC, PDLI, PENN, TCO

    Small-cap stocks don’t get as much attention from analysts, which often leaves them less efficiently priced than their larger peers. As can be expected, hedge funds sometimes take advantage of this by dedicating their research teams to work on the small-cap space.

    In fact, retail investors can use hedge funds' top small-caps as a market-beating strategy; we’ve determined that the most popular small-cap stocks among hedge funds can more »

  • Dividends and The Little Book

    By Reuben Brewer - December 20, 2012 | Tickers: CA, INTC, LMT, MSFT, PDLI

    I recently read an article touting the benefits of overlaying a dividend screen on the stock picking method explained by Joel Greenblatt in his book “The Little Book that Beats the Markets.” For a dividend investor, this can provide a great starting point for finding long-term investment ideas. However, following a system that rebalances every year will complicate your life if you are trying to live off of your dividend income. I suggest you consider earnings yield and return on equity as part of your screening process, but you'll need to dig deeper to find the stocks that are long-term gems, like Microsoft, Intel, CA, and Lockheed Martin.

  • Can Most People Understand Biotech?

    By Chris Hodge - December 13, 2012 | Tickers: AMGN, KO, PDLI, QCOR

    I'm going to go out on a limb here and suggest that despite the immense complexity of biotechnology, the average person can understand it to some extent. Basically, a biotech business is a bit like anywhere else that involves a company taking an untested path. Which is pretty much the case with any company that isn't well established like Coca-Cola, where the formula is super-proven and any more »

  • Big Yields in Drug Land

    By Reuben Brewer - December 13, 2012 | Tickers: AZN, BMY, LLY, PDLI

    Often the best opportunities can be found in unloved sectors that still boast strong business fundamentals. One such industry today is pharmaceuticals. This group has been a laggard for a while and for good reason. That said, there are many companies in the industry that boast strong businesses and likely have the wherewithal to survive and prosper through the current pharmaceutical malaise.

  • Four More High-Yielders Going Ex-Dividend in December

    By Karin Hernandez - December 6, 2012 | Tickers: GOOD, PDLI, APTS, STWD

    Please note: This is part two of a three-part series.

    Many investors have turned to dividend-paying companies during this time of economic uncertainty. The added incentive of a reliable income stream makes an already-attractive stock almost irresistible.  I have been analyzing hundreds of dividend-payers over the past few months, narrowing out those that I think should be considered by dividend investors.

    Hopefully some of them will be new, ones that more »

  • 5 Small-Cap Dividend Plays for Risk-Embracing Investors

    By Meena Krishnamsetty - November 2, 2012 | Tickers: AINV, MPW, PDLI, PSEC, VGR

    Mutual funds and exchange-traded funds (ETF) that focuses on dividend stocks can be good sources of ideas about attractive high-yield or high dividend-growth plays. One such ETF is WisdomTree SmallCap Dividend Fund (DES), which invests exclusively in the small-capitalization segment of the US dividend-paying market. The ETF invests in the small-cap companies that “compose the bottom 25% of the market capitalization of the WisdomTree Dividend Index, after the 300 largest more »

  • Dividend Stocks Under $10 Worth Buying

    By Karen Rogers - August 23, 2012 | Tickers: ACET, PDLI, STEI

    Dividend income doesn’t have to belong exclusively to the rich.  There are many solid stocks trading under $10 that pay excellent dividends just waiting to be discovered.  These three small cap stocks also have a lot of room to grow, making them equally attractive to investors seeking growth along with dividend income.

    Each of the companies discussed below share several traits:  all have a dividend yield of 2.2 more »

  • Not Just Any Biotech Stock Will Do

    By Maxwell Fisher - February 24, 2012 | Tickers: AMGN, MITI, PDLI, THLD

    A year ago, PDL BioPharma, Inc. (NASDAQ: PDLI) announced that it would be switching from its previous special dividend program to a regular dividend program, with $0.15 dividends to be paid out quarterly. Today, this company has a high dividend yield of more than 5% and P/E stands at about 8.6. In this article, I am going to examine the effect this change in dividend policy has more »

  • 5 Dividend Stocks Yielding 7% or More

    By Robert Fisher - January 29, 2012 | Tickers: AGNC, CTL, MFA, ORAN, PDLI

    Dividend paying stocks have gained a lot of attention since the economic crisis due to their ability to pay out, hard, solid cash when other stocks were loosing value drastically. However, as returns on a dividend paying are slow, it is important to analyze the ability of the company to sustain its dividends in future years as well. Some major factors which need to be taken into account include the more »

  • 6 Top Healthcare Stocks For Big Dividend Income

    By Robert Fisher - January 15, 2012 | Tickers: AZN, BMY, LLY, MRK, PDLI

    Heading into the upcoming presidential race, healthcare stocks are likely to return to the spotlight. Healthcare rarely fails to make a major appearance on the national political stage and the result is to act as a catalyst for attractive healthcare stocks. As the economic uncertainty that has plagued the globe persists, finding stocks in this sector that also provide an attractive income element can balance the risk. What follows is more »

  • A Case for a Small-cap Biotech Basket

    By John-Erik Koslosky - January 4, 2012 | Tickers: CYTX, NBIX, PDLI

    Small biotech stocks are fun for many reasons. The companies often have noble causes. They aim to treat wretched diseases. And their shares sell for small prices. Sure, many run on borrowed money and spend years deep in red ink. But they give us the potential of a five-bagger, 10-bagger, or even better.

    In the small-cap biotech world, profits are ephemeral, but dreams loom large. That’s why I’ve more »