Allergan PLC.

AGN-N

Analysis and Opinions about AGN-N

Signal
Opinion
Expert
COMMENT
COMMENT
July 17, 2019
The aesthetics business of this Botox maker account for over 40% of company revenues and this the top player in the business. They also have clinical drugs for application like urinary, psychiatric and migraines.
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Allergan PLC. (AGN-N)
July 17, 2019
The aesthetics business of this Botox maker account for over 40% of company revenues and this the top player in the business. They also have clinical drugs for application like urinary, psychiatric and migraines.
HOLD
HOLD
May 3, 2019
Hold onto this stock. Even though the balance sheet is not great, there is a good chance their aggressive earnings outlook will drag the stock back up. It is extremely cheap at these levels.
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Hold onto this stock. Even though the balance sheet is not great, there is a good chance their aggressive earnings outlook will drag the stock back up. It is extremely cheap at these levels.
PAST TOP PICK
PAST TOP PICK
January 17, 2019
(A Top Pick Dec 15/18, Down 8%) He sold in the $1.90 range. There is talk of them spinning out their cosmetic division but it has not happened yet. He could get back into it. He was unfortunate trading this.
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Allergan PLC. (AGN-N)
January 17, 2019
(A Top Pick Dec 15/18, Down 8%) He sold in the $1.90 range. There is talk of them spinning out their cosmetic division but it has not happened yet. He could get back into it. He was unfortunate trading this.
PAST TOP PICK
PAST TOP PICK
July 5, 2018

(A Top Pick September 14/17- Down 22%.) This was a high-risk position. They sold a drug to a native band and then they leased the rights back to circumvent potential generic competition. Something cheeky and probably that is why the stock sold off. Their strength is still in Botox and aesthetics. He doesn’t see that changing or being threat. He still likes it. Management is under the gun.

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(A Top Pick September 14/17- Down 22%.) This was a high-risk position. They sold a drug to a native band and then they leased the rights back to circumvent potential generic competition. Something cheeky and probably that is why the stock sold off. Their strength is still in Botox and aesthetics. He doesn’t see that changing or being threat. He still likes it. Management is under the gun.

DON'T BUY
DON'T BUY
May 24, 2018

Form a valuation standpoint, trading at 10 times forward earnings with high single digit growth rate. But the stock keeps falling down. He would be very careful with this. Could be a value trap.

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Form a valuation standpoint, trading at 10 times forward earnings with high single digit growth rate. But the stock keeps falling down. He would be very careful with this. Could be a value trap.

TOP PICK
TOP PICK
December 14, 2017

They are the maker of Botox. They have a drug for dry eye syndrome that will come off patent but his analysis of the case for losing all revenue from the drug has them still doing well. They have a good drug pipeline. (Analysts’ target: $225.00).

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Allergan PLC. (AGN-N)
December 14, 2017

They are the maker of Botox. They have a drug for dry eye syndrome that will come off patent but his analysis of the case for losing all revenue from the drug has them still doing well. They have a good drug pipeline. (Analysts’ target: $225.00).

SELL
SELL
December 7, 2017

Their number 1 product is Botox and their number 2 product is eye drops, and there is some competition coming from generics for their eyedrops drug. Thinks that is what has been hurting the stock recently. When the technicals are working against you where a stock has fallen below the 200-day moving average, and the price is below both the 50 day and 100 day, technically you want to step away.

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Allergan PLC. (AGN-N)
December 7, 2017

Their number 1 product is Botox and their number 2 product is eye drops, and there is some competition coming from generics for their eyedrops drug. Thinks that is what has been hurting the stock recently. When the technicals are working against you where a stock has fallen below the 200-day moving average, and the price is below both the 50 day and 100 day, technically you want to step away.

SELL
SELL
October 18, 2017

(Market Call Minute.) A broken stock and he would Sell it and move on.

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Allergan PLC. (AGN-N)
October 18, 2017

(Market Call Minute.) A broken stock and he would Sell it and move on.

DON'T BUY
DON'T BUY
September 21, 2017

We are in a structural bull market for equities. We are skating through the two toughest months of the year without much volatility. Don’t buy a company that has been put into the penalty box. Stocks that have broken down have an army of people who just want to get their money back.

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Allergan PLC. (AGN-N)
September 21, 2017

We are in a structural bull market for equities. We are skating through the two toughest months of the year without much volatility. Don’t buy a company that has been put into the penalty box. Stocks that have broken down have an army of people who just want to get their money back.

TOP PICK
TOP PICK
September 14, 2017

They are known for Botox. Aesthetics is a big part of their business as well as a great urology business and Gastro Intestinal business. They sold their urology business and reinvested their cash into R&D. It is very inexpensive. (Analysts’ target: $271.50).

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Allergan PLC. (AGN-N)
September 14, 2017

They are known for Botox. Aesthetics is a big part of their business as well as a great urology business and Gastro Intestinal business. They sold their urology business and reinvested their cash into R&D. It is very inexpensive. (Analysts’ target: $271.50).

COMMENT
COMMENT
May 10, 2017

This has things like Botox, etc., but also have some things on the pharmaceutical side. He felt that they had a great quarter. Made 10 acquisitions in the past year with the proceeds of the generics they sold to Teva. Trading around 13X forward earnings, so not terribly expensive. He likes this one.

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This has things like Botox, etc., but also have some things on the pharmaceutical side. He felt that they had a great quarter. Made 10 acquisitions in the past year with the proceeds of the generics they sold to Teva. Trading around 13X forward earnings, so not terribly expensive. He likes this one.

COMMENT
COMMENT
March 13, 2017

He likes the pharmaceuticals. They are under a bit of pressure from legislation on repricing, but thinks most of that is priced in. He would say “yes” for this one.

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Allergan PLC. (AGN-N)
March 13, 2017

He likes the pharmaceuticals. They are under a bit of pressure from legislation on repricing, but thinks most of that is priced in. He would say “yes” for this one.

Matt Kacur

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Price
$240.650
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
February 9, 2017

(Top Pick Nov 29/16, Up 28.87%) He still likes it despite the return. They are very diligent at returning to shareholders. They have been making strategic acquisitions and their pipeline is full. He continues to like it.

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Allergan PLC. (AGN-N)
February 9, 2017

(Top Pick Nov 29/16, Up 28.87%) He still likes it despite the return. They are very diligent at returning to shareholders. They have been making strategic acquisitions and their pipeline is full. He continues to like it.

PAST TOP PICK
PAST TOP PICK
January 10, 2017

(A Top Pick Aug 17/16. Down 13.44%.) A terrific company, and shows up as the highest quality company in its group. Unfortunately, they got painted by the specialty pharmaceutical brush. It is getting a bit of a reprieve right now. He still likes this. It has one of the best growth profiles of any of the specialty pharmaceutical companies. The majority of its businesses are not subject to the same type of price controls that could come under government scrutiny.

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Allergan PLC. (AGN-N)
January 10, 2017

(A Top Pick Aug 17/16. Down 13.44%.) A terrific company, and shows up as the highest quality company in its group. Unfortunately, they got painted by the specialty pharmaceutical brush. It is getting a bit of a reprieve right now. He still likes this. It has one of the best growth profiles of any of the specialty pharmaceutical companies. The majority of its businesses are not subject to the same type of price controls that could come under government scrutiny.

COMMENT
COMMENT
November 30, 2016

United Therapeutic (UTHR-Q) or Allergan (AGN-N)? This is a tough one because they are 2 very different companies. Of the 2, this is a much larger company and more broadly-based.

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Allergan PLC. (AGN-N)
November 30, 2016

United Therapeutic (UTHR-Q) or Allergan (AGN-N)? This is a tough one because they are 2 very different companies. Of the 2, this is a much larger company and more broadly-based.

Gordon Reid

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Price
$194.300
Owned
Unknown
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