Opinions John O'Connell, CFA
Teva PharmaceuticalTEVACOMMENTOct 25, 2016
$43.85
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
The healthcare industry in general is interesting. This company has been very aggressive in terms of sales. Healthcare is interesting because pessimism is so high with regards to government regulations. His major concern is that with a lot of these companies, where they are not dealing with crucial drugs that are life-threatening necessarily, there is a very cozy relationship between the drug companies, pharmacy benefits managers and the insurance companies. It has been unfortunate that the drug companies are being tarred with almost 90% of the bad publicity, when they are only 10% of the cost of the healthcare system. This is an area that is still dangerous from a political perspective, but this is a well-run company.