Opinions David Dietze
Teva PharmaceuticalTEVAHOLDSep 05, 2017
David DietzeUnknown
$15.41
Stock price when the opinion was issued
$34.22
As of Jun 24, 2026. Market Open.
biotechnologypharmaceutical
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DON'T BUY
The demand of GLP remains strong, but as more generics enter the market, the prices of the GLPs will go down. If you bet on Teva, you expects GLP demand to remain strong. GLP will come in pill shape, and there will be more amazing drug discoveries. However, Teva isn't a very innovative company. He avoids pharma; it's too hard to determine who will be a winner.
biotechnologypharmaceutical
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
This has been frustrating. Healthcare has been battered generally by politicians and high costs. Just completed a huge acquisition of Allergan’s generic portfolio, which added a lot of debt. You have all this promise, but about $30 billion in debt. He still likes the company because of its exposure to emerging markets. It has the largest generic portfolio, but also has branded drugs including Copaxone which will be facing generic competition, but is a difficult drug to replicate from a generic point of view. There is a lot more tailwind for this company. You are basically getting $20 billion of healthcare revenue for only $15 billion of market cap, about 80% off of what you would pay for Pfizer (PFE-N).