Opinions John Kim
Teva PharmaceuticalTEVAHOLDAug 22, 2016
John KimUnknown
$53.48
Stock price when the opinion was issued
$34.43
As of Jun 04, 2026. Market Open.
biotechnologypharmaceutical
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TOP PICK
HQ is in Israel. Large-cap pharma. Right now, #1-ranked in his ADR/CDR universe (international stocks with American/Canadian Depositary Receipts). We've seen rotation into drug stocks. Broke out over $21 in September and has kept right on going. Very strong accumulation for about 6 months now. No dividend.
(Analysts’ price target is $34.50)
Colin CieszynskiOwned
biotechnologypharmaceutical
HOLD
Generic brand companies like Teva have struggled in the last 5 years has they competed with each others. Pfizer is in the process of buying one of their competitors and the Pfizer stock dropped 5$ on the announcement. Doesn't own Teva, purchased United Heatlth recently. You can hold but it's not a name he would hold due to the risk and they have no value added.
biotechnologypharmaceutical
DON'T BUY
They went from an in incredibly well managed drug company and then management decided to develop their own drugs and make mistakes. It is difficult to unwind these problems. Turning around a company like this will be difficult because of the debt. This is a highly speculative stock.
biotechnologypharmaceutical
DON'T BUY
A generic drug company that has had troubled times as pricing is becoming very competitive. Buyers are consolidating and squeezing margins. They have a MS drug that was a market leader, but now there are others competing. He would rather own brand name drug companies that can become leaders in their field.
biotechnologypharmaceutical
DON'T BUY
It has done very well. But they made a huge acquisitions three years ago, taking on a lot of debt. They went through several CEOs. The generic drug space is tough and competitive. Generic drug pricing is limited as we head towards a U.S. election; generics are a target of politicians. Also, there are many lawsuits in the generic drug industry. Generics should do better after the election.
biotechnologypharmaceutical
Trading at 9X forward earnings. Acquired Allergan’s (AGN-N) generic business, which was a good deal for Allergan, which got rid of a business that was non-core. It gave Teva massive scale, which is the #1 in generics, and they can take out a lot of costs. The issue for the generics is the headwinds of pricing, especially in the US. This is why the sector is down and hasn’t been able to move forward. Both US presidential nominees have bashed the pharmaceutical industry, especially for a fair number of the generics. Once we are over that and things calm down, this should probably start to re-rate itself and the whole sector will re-rate higher. A great company to hold.