Teva Pharmaceutical

TEVA-N

NYSE:TEVA

9.12
0.23 (2.46%)
Teva Pharmaceutical Industries Ltd. is an Israeli multinational pharmaceutical company headquartered in Petah Tikva, Israel.
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Analysis and Opinions about TEVA-N

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WATCH
WATCH
September 5, 2018

A leader in generic pharmaceuticals. It's sold off the past few years and he hasn't look at it recently. Hold on. It's bottoming. Look at its fundamentals. This is the right sector, but do your homework on it.

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A leader in generic pharmaceuticals. It's sold off the past few years and he hasn't look at it recently. Hold on. It's bottoming. Look at its fundamentals. This is the right sector, but do your homework on it.

DON'T BUY
DON'T BUY
August 20, 2018

He used to own it in the mid-2000's when they were positioned to benefit from new drugs coming off patent. This ended around 2011. Today, they have a lot of debt, and face declining drug prices.

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He used to own it in the mid-2000's when they were positioned to benefit from new drugs coming off patent. This ended around 2011. Today, they have a lot of debt, and face declining drug prices.

DON'T BUY
DON'T BUY
August 1, 2018

This became the largest generic drug manufacturer in the world who then took on debt to produce their own drugs. This has not worked out well. He would not be a holder of this, due to the competition in the space and the high debt levels. (Analysts’ price target is $21)

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This became the largest generic drug manufacturer in the world who then took on debt to produce their own drugs. This has not worked out well. He would not be a holder of this, due to the competition in the space and the high debt levels. (Analysts’ price target is $21)

DON'T BUY
DON'T BUY
July 31, 2018

This company lost its identity as it evolved. Was it primarily a drug company or a marketer of generics? Its price dropped substantially after its main drug came off patent. Since then, the CEO left and the Board has reorganized. However, Teva still has a lot of debt. The debt load was moderate, but earnings have fallen so much that the debt has become relatively much more important, making this a risky investment. 16. 3M (MMM-N)(Doesn’t own)(Buy on weakness). This company did very well when value stocks were in favor, and has traded down. It is modestly priced compared to its historical levels, not cheap. This would be a good company to buy at a discount and hold for a long time.

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This company lost its identity as it evolved. Was it primarily a drug company or a marketer of generics? Its price dropped substantially after its main drug came off patent. Since then, the CEO left and the Board has reorganized. However, Teva still has a lot of debt. The debt load was moderate, but earnings have fallen so much that the debt has become relatively much more important, making this a risky investment. 16. 3M (MMM-N)(Doesn’t own)(Buy on weakness). This company did very well when value stocks were in favor, and has traded down. It is modestly priced compared to its historical levels, not cheap. This would be a good company to buy at a discount and hold for a long time.

DON'T BUY
DON'T BUY
May 4, 2018

Generic drug manufacturer. Too many operational issues on this company for them to buy it. Probably closer to the bottom but they would like to see more quarters of solid turn-around. They like other companies better in the space. (Analysts’ price target is $18.00)

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Generic drug manufacturer. Too many operational issues on this company for them to buy it. Probably closer to the bottom but they would like to see more quarters of solid turn-around. They like other companies better in the space. (Analysts’ price target is $18.00)

BUY
BUY
April 26, 2018

An Israeli company that trades in the US. The largest generic pharmaceutical company in the world. They went through a difficult management period after its founder passed away. The important part of the generics is not really the molecule part (if you have smart people you can copy the molecules). The important part is the legal aspect. And here this company is very very strong. It is going to take a while to restructure the company, but they have a great franchise. Over a 3 to 5 years’ time horizon it is a great story to buy.

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An Israeli company that trades in the US. The largest generic pharmaceutical company in the world. They went through a difficult management period after its founder passed away. The important part of the generics is not really the molecule part (if you have smart people you can copy the molecules). The important part is the legal aspect. And here this company is very very strong. It is going to take a while to restructure the company, but they have a great franchise. Over a 3 to 5 years’ time horizon it is a great story to buy.

DON'T BUY
DON'T BUY
March 21, 2018

Teva or Pfizer? He sold Teva 18 months ago. Generic drug prices are under pressure though have levelled off. Their migraine drug has struggled. Instead, he prefers Pfizer with 140 drugs generating $100 million in revenues. They make good acquisitions and are enjoying great progress in oncology. They're also repatriating $24.5 billion with $5 million going to buybacks. Just announced they want to sell their consumer products division, so the impact of this is unknown. 12x forward earnings. Fabulously run company. Talk of major acquisitions. Happy to hold this.

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Teva or Pfizer? He sold Teva 18 months ago. Generic drug prices are under pressure though have levelled off. Their migraine drug has struggled. Instead, he prefers Pfizer with 140 drugs generating $100 million in revenues. They make good acquisitions and are enjoying great progress in oncology. They're also repatriating $24.5 billion with $5 million going to buybacks. Just announced they want to sell their consumer products division, so the impact of this is unknown. 12x forward earnings. Fabulously run company. Talk of major acquisitions. Happy to hold this.

BUY
BUY
March 14, 2018

He thinks the generic drug space is the cheapest sector out there. Valeant impacted this space severely. He holds this and so does Warren Buffet. He likes this space, but bought it at a lower price. He sees fair value at $25.11 – a 30% upside potential.

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He thinks the generic drug space is the cheapest sector out there. Valeant impacted this space severely. He holds this and so does Warren Buffet. He likes this space, but bought it at a lower price. He sees fair value at $25.11 – a 30% upside potential.

DON'T BUY
DON'T BUY
February 13, 2018

Telepharmaceuticals is a scandal in Israel where he's just visited. Teva is the leader there. Their problems are deep and broad, from Teva's executive suite on down. Sold off his shares a while ago. Don't go near it. Need to get their ship in order.

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Telepharmaceuticals is a scandal in Israel where he's just visited. Teva is the leader there. Their problems are deep and broad, from Teva's executive suite on down. Sold off his shares a while ago. Don't go near it. Need to get their ship in order.

COMMENT
COMMENT
February 7, 2018

Took on a lot of debt to enter the specialty pharma area and stumbled. Suffered a sell-off. But have recently righted the ship, replaced the CEO and announced major cost-cutting. Enjoyed a big rebound, but says be very cautious.

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Took on a lot of debt to enter the specialty pharma area and stumbled. Suffered a sell-off. But have recently righted the ship, replaced the CEO and announced major cost-cutting. Enjoyed a big rebound, but says be very cautious.

COMMENT
COMMENT
January 11, 2018

They are having competition with their biggest product. Mylan (MYL-Q) has come out with a generic alternative to their Copaxone. Their debt has been heavily laden. Just let 10,000-15,000 Israeli employees go. You have to be in a gambling phase, because this could go to zero with their heavy outstanding debt load. They don't have a lot of new products coming out. Instead of playing the stock, he is looking at their bonds.

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They are having competition with their biggest product. Mylan (MYL-Q) has come out with a generic alternative to their Copaxone. Their debt has been heavily laden. Just let 10,000-15,000 Israeli employees go. You have to be in a gambling phase, because this could go to zero with their heavy outstanding debt load. They don't have a lot of new products coming out. Instead of playing the stock, he is looking at their bonds.

DON'T BUY
DON'T BUY
January 9, 2018

A pharmaceutical that does generics as well as branded drugs. The stock has not done well. Has new management, which are cutting costs. Also cut their dividend. There isn’t a lot of visibility on the pipeline, because one of their key branded drugs is seeing more competition and is going generic soon.

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A pharmaceutical that does generics as well as branded drugs. The stock has not done well. Has new management, which are cutting costs. Also cut their dividend. There isn’t a lot of visibility on the pipeline, because one of their key branded drugs is seeing more competition and is going generic soon.

COMMENT
COMMENT
January 9, 2018

This is one he picked many years ago, and it only had one good year. They bought assets from Allergan, and it just went down the toilet. Although it has recovered significantly, turnarounds are hard. He sold his holdings in early 2017, and is not looking at this until it becomes another force again.

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This is one he picked many years ago, and it only had one good year. They bought assets from Allergan, and it just went down the toilet. Although it has recovered significantly, turnarounds are hard. He sold his holdings in early 2017, and is not looking at this until it becomes another force again.

DON'T BUY
DON'T BUY
December 7, 2017

Don’t go near it. They are looking at mid-20% losses this and next year then flat earnings after that.

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Don’t go near it. They are looking at mid-20% losses this and next year then flat earnings after that.

COMMENT
COMMENT
November 28, 2017

The largest generic drug manufacturer. The FDA and other global drug regulators and governments are so focused on driving down the costs of healthcare, including drugs, there is pressure on the entire generics sector. The company has had many other issues as well.

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The largest generic drug manufacturer. The FDA and other global drug regulators and governments are so focused on driving down the costs of healthcare, including drugs, there is pressure on the entire generics sector. The company has had many other issues as well.

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