Opinions
Jason Del Vicario
BioSyent Inc
RX-X
BUY
Oct 03, 2022
Stock price when the opinion was issued
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A bit tricky, because there is not necessarily a catalyst for earnings to really move in the near future. $9-$10 would be his more immediate target price. Extremely well-run. Very consistent ROE generator, and have been growing their earnings fabulously over the last 5 years or so. Have some new products they are going to be launching towards the end of 2017, which will be the impetus to see earnings and subsequently the stock to move higher. He likes this for the long-term.
(A Top Pick July 4/16. Down 10.97%.) This in-licenses products and solutions from companies that are generally situated in Europe. They generally bring in in-licenses for companies that don’t want to set up their own sales force. A very consistent ROE generator. EPS has flatlined here, but he is optimistic that they are going to be getting back to a growth phase.
A pharma company, but not one that does research and trials. They license products. Their CEO is excellent and they are a very well run company. Growth will come from their existing product suite plus additionally 3 more products. They are active on the business development front. (Analysts’ target: $9.13).
(A Top Pick July 4/16. Up 4.26%.) They in-license products from companies that don’t have a marketing presence of pharmaceutical products in Canada. A very, very well-run company. A nice ROE at just under 30%. Have 2 new cardiology products that should be coming online towards the end of 2018-2019. No debt and about $14 million in cash.
(A Top Pick March 29/17, Up 33%) They license health care products from outside of Canada. They have been very good at providing consistent return on equity as well as earnings growth. This year will be an interesting time. They are sitting on almost $20 Million as a war chest and adding to it every quarter. They are searching for opportunities and will be diligent in deploying it. They are an under the radar company.