Teva Pharmaceutical

TEVA-N

NYSE:TEVA

12.75
0.13 (1.01%)
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

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
August 10, 2017

TEVA-N vs. MYL-Q. He does not like either at these prices. They are both generics manufacturers. There are lots of headwinds on pricing in these categories. We have had a lot of noise on pricing of pharmaceuticals. The FDA is going to alleviate the delays on getting new drugs to market. He wants to be in pharmas that have innovation. He is concerned about how their business model will fair over the next 5 years.

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TEVA-N vs. MYL-Q. He does not like either at these prices. They are both generics manufacturers. There are lots of headwinds on pricing in these categories. We have had a lot of noise on pricing of pharmaceuticals. The FDA is going to alleviate the delays on getting new drugs to market. He wants to be in pharmas that have innovation. He is concerned about how their business model will fair over the next 5 years.

SELL
SELL
August 9, 2017

It was their guidance that hit them as well as an earnings miss. There were a number of factors that came up. Technically, it has broken badly, and fundamentally there are major question marks. If you own, take your capital and invest it somewhere that has more near term brighter prospects.

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It was their guidance that hit them as well as an earnings miss. There were a number of factors that came up. Technically, it has broken badly, and fundamentally there are major question marks. If you own, take your capital and invest it somewhere that has more near term brighter prospects.

COMMENT
COMMENT
August 9, 2017

A very interesting company. They’ve fallen because they cut their dividend, etc., and are going through a new CEO. It is one of the biggest generic drug companies globally. Just made a big acquisition, which is not going very well. However, they have some really great products. There is a good opportunity if you buy it at these levels that you could do very well.

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A very interesting company. They’ve fallen because they cut their dividend, etc., and are going through a new CEO. It is one of the biggest generic drug companies globally. Just made a big acquisition, which is not going very well. However, they have some really great products. There is a good opportunity if you buy it at these levels that you could do very well.

SELL
SELL
August 4, 2017

The whole generic drug space is poison right now. Earnings are starting to reflect that. Its current model price is kind of useless, but it was at $47.90. Thinks earnings estimates are going to come down substantially after yesterday, probably by 50%. Prefers Endo International (ENDP-Q), and sold half his position.

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The whole generic drug space is poison right now. Earnings are starting to reflect that. Its current model price is kind of useless, but it was at $47.90. Thinks earnings estimates are going to come down substantially after yesterday, probably by 50%. Prefers Endo International (ENDP-Q), and sold half his position.

DON'T BUY
DON'T BUY
August 4, 2017

Doesn’t know the seasonality, but the technicals are very distinct. The stock is in the steep downward trend, and just broke through another support level. There is no indication of bottoming.

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Doesn’t know the seasonality, but the technicals are very distinct. The stock is in the steep downward trend, and just broke through another support level. There is no indication of bottoming.

DON'T BUY
DON'T BUY
August 3, 2017

A generic producer of pharmaceuticals, the largest in the world. It just reported and missed, and the stock got pounded. Thinks it is a “no touch” for awhile. Clearly there will be pressure on the generics. If you own this, you are probably looking at a good year before it digs itself out of this mess.

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A generic producer of pharmaceuticals, the largest in the world. It just reported and missed, and the stock got pounded. Thinks it is a “no touch” for awhile. Clearly there will be pressure on the generics. If you own this, you are probably looking at a good year before it digs itself out of this mess.

SELL
SELL
July 12, 2017

There are some competitive pressures with one of their main drugs, and there is not a lot of visibility for future growth. It is always hard to take losses, but she would get out of this. As an alternative, she would suggest Johnson & Johnson (JNJ-N) or Abbott Labs (ABT-N), which are very diversified.

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There are some competitive pressures with one of their main drugs, and there is not a lot of visibility for future growth. It is always hard to take losses, but she would get out of this. As an alternative, she would suggest Johnson & Johnson (JNJ-N) or Abbott Labs (ABT-N), which are very diversified.

COMMENT
COMMENT
June 19, 2017

A very interesting company because of the strength of its manufacturing assets, and a relatively deep management team with a global presence. His concern was pricing. The practices Valeant (VRX-N) has been criticized for, taking over a product by buying a company or buying a product that sold at $10 a pill and making it a $100, is a practice that is not only unique to Valeant. Chart prices are going to go down, this is going to have an issue on Teva. Dividend yield of 4.3%.

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A very interesting company because of the strength of its manufacturing assets, and a relatively deep management team with a global presence. His concern was pricing. The practices Valeant (VRX-N) has been criticized for, taking over a product by buying a company or buying a product that sold at $10 a pill and making it a $100, is a practice that is not only unique to Valeant. Chart prices are going to go down, this is going to have an issue on Teva. Dividend yield of 4.3%.

COMMENT
COMMENT
June 2, 2017

He loves the space. Nobody wants these companies. There is tremendous value. He has a model price of $52, and this closed at $29.01, an 80% upside. He would buy the name, but if there was a negative transit again of EBV -1 of $27.32, he would exit the position. Sees a lot of value. (See Top Picks.)

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He loves the space. Nobody wants these companies. There is tremendous value. He has a model price of $52, and this closed at $29.01, an 80% upside. He would buy the name, but if there was a negative transit again of EBV -1 of $27.32, he would exit the position. Sees a lot of value. (See Top Picks.)

HOLD
HOLD
May 31, 2017

This has had a really tough few quarters. There have been a few stumbling blocks on the FDA front and on competition, but she would say that it is bottoming out at this time. Valuation wise, it is very, very attractive. 4.9% dividend yield.

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This has had a really tough few quarters. There have been a few stumbling blocks on the FDA front and on competition, but she would say that it is bottoming out at this time. Valuation wise, it is very, very attractive. 4.9% dividend yield.

DON'T BUY
DON'T BUY
May 30, 2017

This has had a really difficult time in the last 12 months. There is a lot of worry about drug pricing. He would step aside for now, but keep an eye on it. There will be a return of interest in this name.

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This has had a really difficult time in the last 12 months. There is a lot of worry about drug pricing. He would step aside for now, but keep an eye on it. There will be a return of interest in this name.

HOLD
HOLD
May 18, 2017

A generic manufacturer of drugs. It’s been a good business for many, many years. There had been a bit of a downturn, and they had to sell some assets to stay at the same level they were at. According to his numbers, that was a good move, as returns are starting to move back up.

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A generic manufacturer of drugs. It’s been a good business for many, many years. There had been a bit of a downturn, and they had to sell some assets to stay at the same level they were at. According to his numbers, that was a good move, as returns are starting to move back up.

DON'T BUY
DON'T BUY
May 16, 2017

The largest generic manufacturer of drugs. They got themselves in trouble in the last number of years by trying to become an actual Pharma company with R&D, with not great success. The generic business is very price intensive. It is not an R&D company, it is a manufacturer. He would pass on this.

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The largest generic manufacturer of drugs. They got themselves in trouble in the last number of years by trying to become an actual Pharma company with R&D, with not great success. The generic business is very price intensive. It is not an R&D company, it is a manufacturer. He would pass on this.

COMMENT
COMMENT
May 10, 2017

The world’s largest drug manufacturer. They are reporting tomorrow morning. The generic drug prices in the US have remained under significant pressure. He sold his holdings in January. There is a very low price to earnings, but their business is in decline. 4.3% dividend yield.

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The world’s largest drug manufacturer. They are reporting tomorrow morning. The generic drug prices in the US have remained under significant pressure. He sold his holdings in January. There is a very low price to earnings, but their business is in decline. 4.3% dividend yield.

COMMENT
COMMENT
May 5, 2017

It was announced this was going to be investigated in terms of unfair practices. That was post the loss of the Copaxon drug, which was their branded pharmaceutical. This was followed by a small announcement that Israel was effectively going to do the same thing. He would be more afraid of the US than the Israeli regulators. At this level, it is at fairly attractive level for them to turn it around. The balance sheet is reasonable. A higher risk, so he wouldn’t have them in his portfolios.

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It was announced this was going to be investigated in terms of unfair practices. That was post the loss of the Copaxon drug, which was their branded pharmaceutical. This was followed by a small announcement that Israel was effectively going to do the same thing. He would be more afraid of the US than the Israeli regulators. At this level, it is at fairly attractive level for them to turn it around. The balance sheet is reasonable. A higher risk, so he wouldn’t have them in his portfolios.

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