Opinions Noah Blackstein, B.A., CFA
Barr LaboratoriesBRLDON'T BUYApr 10, 2002
Health sector has been under a lot of pressure. Prefers specialty pharmaceuticals.
Noah Blackstein, B.A., CFAUnknown
$67.65
Stock price when the opinion was issued
biotechnologypharmaceutical
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(A Top Pick Sept 26/05. Up 10%.) Still likes and is continuing to buy it here. The big news is the approval of their oral contraceptive.
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Has come off sharply but she is still buying. There were delays in the FDA in getting some of its drugs approved. Earnings will continue to be delivered and thinks their drug will be approved. Good value.
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(A Top Pick Mar 15/06. Down 22%.) Lowered its guidance by $0.01 and also received a letter from the FDA denying them an extension on a patent. Feels they can continue to grow earnings in the 15/20% range. In a good buying range now.
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Generic drug manufacturer. Earnings are growing in the 20/25% range. Generics are the beneficiaries of the push to control the accelerating healthcare costs in the US. Have a good record of acquiring new generics and delivering them in a very cost effective way. No debt on the balance sheet. Great operating margins in the 35/38% range.
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Barr Pharma is a generic manufacturer. Good match with a large cap drug company. Barr is a very good company. Strong balance sheet. Started buying at $47-48 range and are still buying.
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A generic manufacturer, so unlike big pharmas that suffer when things come off, they actually benefit. Just picked up Allegra which is coming off patent. A great growth vehicle with a lot of drugs coming off patent in the next several years. Great exposure in women's health products.
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Prefers the US health care stocks as they are much larger and much more seasoned. The big pharma has been a very difficult area. A generic manufacturer. As more and more drugs come off patent, this is a good way to take advantage of the increasing demand for drugs.
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A generic drug manufacturer. Going to continue to grow at 15/20% over the next 3/5 years. There's a number of drugs coming off patent over the next 2/3 years and this company is probably the best positioned to benefit. Good price.
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