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Valeant Pharmaceuticals International

  • Sticking With a Winning Strategy

    By Robert Hanley - May 24, 2013 | Tickers: ACT, TEVA, VRX

    Valeant Pharmaceuticals (NYSE: VRX) has built a unique, winning drug business by acquiring underperforming niche product franchises and incorporating them into its efficient operating structure.  From 2008 to 2012, the company grew its revenues by 368% through a string of acquisitions, including purchases of Biovail in 2010 and Medicis in 2012.  However, Valeant went off strategy last month with its bold attempt to acquire Actavis (NYSE: ACT), the #3 player more »

  • 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 »

  • Why This Stock's Crash is a Buying Opportunity

    By Lee Samaha - May 13, 2013 | Tickers: AGN, NVO, REGN, VRX

    It’s been a varied reporting season with a general uptrend in markets accompanying more than a few profit warnings. If you’ve been holding some of these names before the disappointments then it has been painful. The good news is that these situations can create buying opportunities. I think Allergan (NYSE: AGN) is a case in point, and here is why.

    Allergan’s Outlook

    It was almost a tale more »

  • 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 »

  • 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 »

  • A Bidding War in Skin Care

    By Robert Hanley - April 6, 2013 | Tickers: OMPI, TEVA, VRX

    Serial acquirer Valeant Pharmaceuticals (NYSE: VRX) thought it had locked up an acquisition of Obagi Medical Products (NASDAQ: OMPI) in late March for $19 per share in cash or roughly $344 million. The purchase would have added leading skin treatment products to the company’s growing dermatology franchise. On April 2nd, though, Germany-based Merz Pharma made a higher, competing offer for Obagi, which led to a counter offer from more »

  • Possible Synergies in This Buyout

    By Mike Thiessen - April 4, 2013 | Tickers: AGN, OMPI, VRX

    Investors have greeted the recent announcement that Valeant Pharmaceuticals (NYSE: VRX) and Obagi Medical Products (NASDAQ: OMPI) with enthusiasm. Structured as a Valeant buyout of Obagi, the deal offers a handsome premium for the medical company and provides further evidence that the latest wave of pharmaceutical consolidation has not yet peaked. Although this transaction does not have the same heft as some of the industry's other recent high-profile mergers more »

  • Possible Synergies in This Buyout

    By Mike Thiessen - April 4, 2013 | Tickers: AGN, OMPI, VRX

    Investors are enthusiastic about the recent merger announcement between Valeant Pharmaceuticals (NYSE: VRX) and Obagi Medical Products (NASDAQ: OMPI).

    Structured as a Valeant buyout of Obagi, the deal offers a handsome premium for the medical company and provides further evidence that the latest wave of pharmaceutical consolidation has not yet peaked. Although this transaction does not have the same heft as some of the industry's other recent high-profile mergers more »

  • The Danger of the One-Hit Wonder

    By Robert Hanley - March 27, 2013 | Tickers: AFFY, AMGN, VRX

    The drug development field is a potentially lucrative, although always dangerous area for small companies and their investors to participate in. The development process can take up to fifteen years from start to finish, at which point companies can look forward to managing post-approval activities and monitoring the drug manufacturing process. Even at the end, things can unfortunately go wrong. For a cautionary tale, let’s take the case of more »

  • The Top Holdings of This Legendary Value Fund

    By Timothy Green - March 20, 2013 | Tickers: BRK-B, BRK-A, TJX, VRX

    The Sequoia Fund is a mutual fund founded by William Ruane in 1970. Both Ruane and Warren Buffett took a class from Benjamin Graham, the father of value investing, in 1951. When Buffett wound down his original partnership he recommended Ruane's newly formed Sequoia Fund exclusively to all of his partners. The fund has performed extremely well over the years, and currently has a 5-star rating from Morningstar. In more »

  • 5 Stocks Hedge Funds Love

    By Marshall Hargrave - March 15, 2013 | Tickers: AAP, ABX, SBUX, VRX, WMB

    After reviewing the hedge fund filings for last quarter, there are five stocks that stood out as being loved by hedge funds. The hedge fund activity in these five stocks were flagged as "unusual" in the sense that they saw a number of major investors that have to disclose their holdings to the SEC quarterly upping their stakes in the company. A few are "under the radar" picks and lesser more »

  • Billionaire Julian Robertson’s New Stock Picks

    By Meena Krishnamsetty - March 11, 2013 | Tickers: ADT, BRK-B, COF, RHP, VRX

    We have spent the last couple weeks studying 13F filings from hedge funds and other notable investors. 13Fs disclose many long equity positions in U.S. stocks at the end of a quarter, the fourth quarter of 2012 in this case. Our database of filings allows us to research trends that allow investors to make use of the information in 13Fs; for example, we have discovered that even with the 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 »

  • The Apple of Pharmaceuticals

    By Nick Slepko - February 19, 2013 | Tickers: AAPL, GSK, JNJ, VRX

    Massachusetts-based BioChemics is a private pharmaceutical company that has developed a number of new drug delivery systems which allow treatments to be administered through the skin.  The company’s Founder, Chairman, President, and CEO John Masiz discusses the pharmaceutical and biotech industries. 

    [continued from How to Get a New-ish Drug to Market in 20% Less Time at 2% the Cost]

    Nick Slepko:  You have said that a broad based drug 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 »

  • TARO Continues to Post Strong Results

    By John A - February 8, 2013 | Tickers: PRGO, TARO, TEVA, VRX

    Read, understand and consent to the blog's DISCLAIMER here before proceeding to read the article

    Taro Pharmaceutical (NYSE: TARO) is an interesting developing story. I continue to believe that TARO's market value is significantly higher than what is reflected in today's market price. TARO's market price is effectively capped from appreciation due to a number of reasons including the pending $39.50 offer from the majority more »

  • No Sign of a Slowdown at This Recession Resistant Company

    By Lee Samaha - February 7, 2013 | Tickers: AGN, JNJ, NVO, COO, VRX

    I must confess I am finding the current market to be one of the most frustrating periods of my investing life. I’ve always liked a defensive growth stock, but nowadays they seem to be so expensive that the only thing left to do is refrain from buying and sulk in the corner for a while. However, I can’t complain too much about Allergan (NYSE: AGN), as it’s more »

  • Sequoia's New (and Old) Positions: Great Long Term Bets

    By Daniel Sparks - December 28, 2012 | Tickers: BRK-B, LLTC, TJX, VRX, WAT

    Over the past ten years, the five-star rated (by Morningstar) Sequoia Fund has significantly diversified its holdings, from 15 holdings to more than 40. Though still more concentrated than the majority of mutual funds, its foray into multiple new holdings should be closely analyzed given the fund's unbelievably consistent outperformance over the last four decades. Two new Sequoia Fund positions are of particular interest: Waters Corporation (NYSE: WAT) and more »

  • Dermatology Market Movers Create New Investment Opportunities

    By Jordo Bivona - December 14, 2012 | Tickers: AGN, MRX, VRX

    Valeant (NYSE: VRX) is one step closer to acquiring Medicis (NYSE: MRX) with the U.S. Federal Trade Commission granting the early termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvement Act of 1976. Valeant had announced its intention to acquire the specialty pharmaceutical company in September 2012, and the deal is expected to be worth approximately $2.6 billion. Medicis is engaged in the development and marketing of more »

  • How to Make Money From Feminism

    By Lee Samaha - November 19, 2012 | Tickers: AGN, COH, FB, PETM, VRX

    It isn’t often that investing articles touch on social trends, but if you want to invest in equities, you need to keep an eye on these things. In this article I’m going to focus on what I think is an increase in hypergamy caused by various factors. Hypergamy is defined as the desire to marry above your perceived class or social status. It is most commonly exhibited by more »

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