A pharmaceutical/biotech company. It has an extremely attractive valuation, dirt cheap, trading at under 11X forward earnings. This has a really good stable of rare disease drugs that are very much untouched in the marketplace. The pharmaceutical sector has been absolutely beaten up and is becoming absolutely compelling. Dividend yield of 0.53%. (Analysts’ price target is £6100.)
(A Top Pick Feb 1/12. Up 2.18%.)Focused on special opportunities in the pharmaceutical world. Got under pressure because there were generics coming in on their key drugs but it turned out the risk wasn’t as threatening as the market had expected. Stock has been rallying lately.
Irish pharmaceutical company and its major franchise is Adderall for attention deficit disorder. The opportunity here is that they can move it into adults. The other part of their business is orphan drugs, drugs that are not targets for large pharmaceuticals.
(A Top Pick Jan 26/05. Up 11%.) Pharma company that’s moving into the biotech space. Have a lot of new products. Does $1.9 billion in revenues and can add another $1.4 billion incremental revenues in the next 4-5 years if the products are approved.
A UK company that does such nervous system pharmaceutical products. The big product is for hyperactive disorder. Adderall, a big seller, does not become generic for three years. Multiple in the high teens. Also has five new products coming out.
A pharmaceutical/biotech company. It has an extremely attractive valuation, dirt cheap, trading at under 11X forward earnings. This has a really good stable of rare disease drugs that are very much untouched in the marketplace. The pharmaceutical sector has been absolutely beaten up and is becoming absolutely compelling. Dividend yield of 0.53%. (Analysts’ price target is £6100.)