Allergan PLC.

AGN-N

Analysis and Opinions about AGN-N

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 10, 2015

It will take 6-8 months for them to merge with PFE-N. You have to understand PFE-N. Before the deal, PFE-N was trading in the $35 range and then dropped to $30 on rumours of the deal. There is a double digit percentage discount to the price of the deal. Post- the merger, by 2018, it will be 10% accretive to all metrics.

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Allergan PLC. (AGN-N)
December 10, 2015

It will take 6-8 months for them to merge with PFE-N. You have to understand PFE-N. Before the deal, PFE-N was trading in the $35 range and then dropped to $30 on rumours of the deal. There is a double digit percentage discount to the price of the deal. Post- the merger, by 2018, it will be 10% accretive to all metrics.

BUY
BUY
November 2, 2015

Healthcare has been a favourite of his over the last couple of years. He got stopped out over the last 6 weeks. The government’s focus on drug prices has been a problem. It’s a great business and has come back very nicely. He figures it will get taken out at some point at a higher price.

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Allergan PLC. (AGN-N)
November 2, 2015

Healthcare has been a favourite of his over the last couple of years. He got stopped out over the last 6 weeks. The government’s focus on drug prices has been a problem. It’s a great business and has come back very nicely. He figures it will get taken out at some point at a higher price.

TOP PICK
TOP PICK
September 22, 2015

Pharmaceuticals. A growing company from both a drug standpoint and a pipeline standpoint of what they can bring to market. It has a very brilliant CEO who engages in value creating capital allocation. Made a lot of press recently when they sold their generics business to Teva (TEVA-N). The company is known to do very smart transactions in both Buying and Selling. Trading at about 16.5-17 times earnings, but he thinks it is growing 3 or 4 times the growth rate of the market.

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Allergan PLC. (AGN-N)
September 22, 2015

Pharmaceuticals. A growing company from both a drug standpoint and a pipeline standpoint of what they can bring to market. It has a very brilliant CEO who engages in value creating capital allocation. Made a lot of press recently when they sold their generics business to Teva (TEVA-N). The company is known to do very smart transactions in both Buying and Selling. Trading at about 16.5-17 times earnings, but he thinks it is growing 3 or 4 times the growth rate of the market.

TOP PICK
TOP PICK
July 10, 2015

A specialty pharma company, and is now #3 in terms of size in North America. It is a tax inversion story and is headquartered in Dublin Ireland. Transformed itself by 2 huge acquisitions. Very fast growth with the top line growing at about 11% per year and bottom line growing at almost 20% a year. Trading at a 16.2X forward earnings multiple and a PEG ratio of about .91. Very, very reasonably priced.

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Allergan PLC. (AGN-N)
July 10, 2015

A specialty pharma company, and is now #3 in terms of size in North America. It is a tax inversion story and is headquartered in Dublin Ireland. Transformed itself by 2 huge acquisitions. Very fast growth with the top line growing at about 11% per year and bottom line growing at almost 20% a year. Trading at a 16.2X forward earnings multiple and a PEG ratio of about .91. Very, very reasonably priced.

TOP PICK
TOP PICK
May 6, 2015

Likes the Allergan deal and thinks that once it is fully integrated you will see a drop to the bottom line. The stock should grow its top line by 10%, bottom line by 15%-20%. This is the #3 generic pharmaceutical company in the US. They also do some branded stuff. This is really a play on healthcare and aging demographics. A very strong grower and one of the ones that has really been kind of overlooked in what was a very strong run up in health care. Hasn’t performed to the extent that it could. A solid core business and has tremendous upside.

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Likes the Allergan deal and thinks that once it is fully integrated you will see a drop to the bottom line. The stock should grow its top line by 10%, bottom line by 15%-20%. This is the #3 generic pharmaceutical company in the US. They also do some branded stuff. This is really a play on healthcare and aging demographics. A very strong grower and one of the ones that has really been kind of overlooked in what was a very strong run up in health care. Hasn’t performed to the extent that it could. A solid core business and has tremendous upside.

COMMENT
COMMENT
April 21, 2015

Pharmaceutical sector is really attractive. The industry has moved from more science based to more distribution business model based. This company has made a business of making acquisitions, tucking them in, cutting costs and then using their distribution power to basically put more apples on the applecart when they go out to sell their product. They have done it successfully time and time again. Looks very attractive.

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Allergan PLC. (AGN-N)
April 21, 2015

Pharmaceutical sector is really attractive. The industry has moved from more science based to more distribution business model based. This company has made a business of making acquisitions, tucking them in, cutting costs and then using their distribution power to basically put more apples on the applecart when they go out to sell their product. They have done it successfully time and time again. Looks very attractive.

WATCH
WATCH
February 19, 2014

Acquisition of Forest Labs is definitely a positive for them. Have excellent prospects in their R&D groundbreaking drugs. On a PE basis, the multiple is always insane, however the key thing to look for is the PEG ratio. When this is under 1 that is an opportunity to purchase.

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Allergan PLC. (AGN-N)
February 19, 2014

Acquisition of Forest Labs is definitely a positive for them. Have excellent prospects in their R&D groundbreaking drugs. On a PE basis, the multiple is always insane, however the key thing to look for is the PEG ratio. When this is under 1 that is an opportunity to purchase.

TOP PICK
TOP PICK
February 25, 2013

(Top Pick Jul 6/12, Up 13.17%) A problem with them not hitting a settlement. Next product in a little while. 28 times earnings. Growth is so high that it will be less than 10. Second largest generic drug company in the world. TEVA has a whole lot of warts on it at this point.

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Allergan PLC. (AGN-N)
February 25, 2013

(Top Pick Jul 6/12, Up 13.17%) A problem with them not hitting a settlement. Next product in a little while. 28 times earnings. Growth is so high that it will be less than 10. Second largest generic drug company in the world. TEVA has a whole lot of warts on it at this point.

PAST TOP PICK
PAST TOP PICK
November 30, 2012

(Top Pick July 6/11, Up 15.96%)

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Allergan PLC. (AGN-N)
November 30, 2012

(Top Pick July 6/11, Up 15.96%)

TOP PICK
TOP PICK
August 24, 2012

Recently bought a company in Europe, largest producer of a generic drug for ADD. It is highly accretive and analysts have been slow to raise their earnings estimates. Executed nicely and have close to 30% market share in generic Lipitor.

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Allergan PLC. (AGN-N)
August 24, 2012

Recently bought a company in Europe, largest producer of a generic drug for ADD. It is highly accretive and analysts have been slow to raise their earnings estimates. Executed nicely and have close to 30% market share in generic Lipitor.

TOP PICK
TOP PICK
July 6, 2012
Stock is done very well and she feels it will continue to do so. Almost 70% of their business is generic. Recently acquired a European company, which has caused analysts to significantly increase their earnings estimates. Only trading at about 10X next year's earnings, which is crazy, because you are looking at a 25%-30% earnings growth.
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Stock is done very well and she feels it will continue to do so. Almost 70% of their business is generic. Recently acquired a European company, which has caused analysts to significantly increase their earnings estimates. Only trading at about 10X next year's earnings, which is crazy, because you are looking at a 25%-30% earnings growth.
PAST TOP PICK
PAST TOP PICK
July 28, 2003
(Was a top pick on May 14. Up 14%) Still likes. Great products.
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Allergan PLC. (AGN-N)
July 28, 2003
(Was a top pick on May 14. Up 14%) Still likes. Great products.
BUY WEAKNESS
BUY WEAKNESS
July 17, 2003
Generic drugs is a great sector. Accumulate on a gradual basis.
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Allergan PLC. (AGN-N)
July 17, 2003
Generic drugs is a great sector. Accumulate on a gradual basis.
TOP PICK
TOP PICK
May 14, 2003
Good revenue growth. Good branded products.
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Good revenue growth. Good branded products.
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