Merus Labs International

MSL-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about MSL-T

Signal
Opinion
Expert
HOLD
HOLD
December 23, 2015

Looking at the P/E ratio of the 40 fastest growing Canadian companies with a market cap of more than $75 million, this company is in the cheapest quartile of that group and is trading at about 5X 2016 earnings and is below BV. Thinks it has a lot of upside.

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Looking at the P/E ratio of the 40 fastest growing Canadian companies with a market cap of more than $75 million, this company is in the cheapest quartile of that group and is trading at about 5X 2016 earnings and is below BV. Thinks it has a lot of upside.

BUY
BUY
November 23, 2015

He still likes it. It went down with VRX-T and the rest. MSL-T is zero in the US so the Clinton comments do not affect it, yet it went down. It deserves to be a fair bit higher.

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He still likes it. It went down with VRX-T and the rest. MSL-T is zero in the US so the Clinton comments do not affect it, yet it went down. It deserves to be a fair bit higher.

COMMENT
COMMENT
October 16, 2015

This is one of a series of companies that was basically acquiring drugs from large pharma companies. There seemed to be a lot of companies doing the same thing. Earnings estimates have been shaved by 15% in the last 90 days. However, earnings are expected to grow from $0.03 to $0.06, but you still have a 30X price earnings multiple, and as a result, people are kind of wondering if it is going to be able to be achieved. If they can continue to grow by acquisition, they should do well, but there are other companies that are starting up that seem to be in the same business. This makes for tough competition in a soft auction process.

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This is one of a series of companies that was basically acquiring drugs from large pharma companies. There seemed to be a lot of companies doing the same thing. Earnings estimates have been shaved by 15% in the last 90 days. However, earnings are expected to grow from $0.03 to $0.06, but you still have a 30X price earnings multiple, and as a result, people are kind of wondering if it is going to be able to be achieved. If they can continue to grow by acquisition, they should do well, but there are other companies that are starting up that seem to be in the same business. This makes for tough competition in a soft auction process.

COMMENT
COMMENT
September 15, 2015

This stock is well-liked. It had a start up history that was particularly slow with one product. There is a lot of hope that it is building itself into a group of products.

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This stock is well-liked. It had a start up history that was particularly slow with one product. There is a lot of hope that it is building itself into a group of products.

STRONG BUY
STRONG BUY
September 14, 2015

This is a little bit in the penalty box because they missed on the quarter. The miss was on one of the products in Germany. There was a timing issue between quarters. They are cashed up for an acquisition and they haven’t closed one. As soon as they do, you should see the stock rebound. This is a super attractive level.

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This is a little bit in the penalty box because they missed on the quarter. The miss was on one of the products in Germany. There was a timing issue between quarters. They are cashed up for an acquisition and they haven’t closed one. As soon as they do, you should see the stock rebound. This is a super attractive level.

DON'T BUY
DON'T BUY
September 8, 2015

A pharmaceutical that acquires other businesses. Price momentum is in the bottom 3rd for him. It is expensive on a backwards looking basis, as all rollups are. Trades at around 24X EBITDA. Would prefer others.

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A pharmaceutical that acquires other businesses. Price momentum is in the bottom 3rd for him. It is expensive on a backwards looking basis, as all rollups are. Trades at around 24X EBITDA. Would prefer others.

TOP PICK
TOP PICK
August 31, 2015

(Top Pick Oct 17/14, Up 47.97%) It is his favourite by far. Sometimes it is about betting on the right horse. The CEO grew his previous company 5 times. The company sold off last announcement for a bogus reason related to impact from distributors.

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(Top Pick Oct 17/14, Up 47.97%) It is his favourite by far. Sometimes it is about betting on the right horse. The CEO grew his previous company 5 times. The company sold off last announcement for a bogus reason related to impact from distributors.

COMMENT
COMMENT
August 19, 2015

The stock got punished when they missed their numbers. It is now a pretty attractive value. Have filed the Shelf Prospectus to raise some money, which is probably because they are in the final stages of some negotiation to buy a new drug or a portfolio of drugs. When they do, the market will probably reassess. Right now this is a pretty attractive value.

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The stock got punished when they missed their numbers. It is now a pretty attractive value. Have filed the Shelf Prospectus to raise some money, which is probably because they are in the final stages of some negotiation to buy a new drug or a portfolio of drugs. When they do, the market will probably reassess. Right now this is a pretty attractive value.

DON'T BUY
DON'T BUY
August 6, 2015

We had a peak in 2012 and we broke above it this year. He is cautious in this sector. The sector deviated too far above the 200 day moving average. It is a sector that is overcrowded. The odds are against you that it is going to go higher at the moment.

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We had a peak in 2012 and we broke above it this year. He is cautious in this sector. The sector deviated too far above the 200 day moving average. It is a sector that is overcrowded. The odds are against you that it is going to go higher at the moment.

TOP PICK
TOP PICK
July 27, 2015

Cashed up. A junior Valeant (VRX-T) or Concordia (CXR-T) with higher growth and a much cheaper valuation. Filed a shelf registration for $250 million in equity. Also, listed in New York (MSLI-N), so they can file the shelf. The market thinks that means there is an acquisition coming soon. Upon an acquisition, he sees $4 if they do what he thinks they are going to do. New CEO made a really good impression on Bay Street in the last little round. Very possible that you could make 33% in 6 months.

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Cashed up. A junior Valeant (VRX-T) or Concordia (CXR-T) with higher growth and a much cheaper valuation. Filed a shelf registration for $250 million in equity. Also, listed in New York (MSLI-N), so they can file the shelf. The market thinks that means there is an acquisition coming soon. Upon an acquisition, he sees $4 if they do what he thinks they are going to do. New CEO made a really good impression on Bay Street in the last little round. Very possible that you could make 33% in 6 months.

COMMENT
COMMENT
June 30, 2015

This has been doing better. A former president did not appear to be putting on extra products that he got from pharmaceutical companies. The change in management seems to have been an improvement.

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This has been doing better. A former president did not appear to be putting on extra products that he got from pharmaceutical companies. The change in management seems to have been an improvement.

COMMENT
COMMENT
June 19, 2015

He likes the story. There are other players in the area as well. New management came in about a year ago and signed a couple of deals, and are probably going to sign a few more. Trades at a huge discount than its competitors, so people are moving into it. Thinks they were marketing in the US a few weeks ago, and you can see the volume has picked up.

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He likes the story. There are other players in the area as well. New management came in about a year ago and signed a couple of deals, and are probably going to sign a few more. Trades at a huge discount than its competitors, so people are moving into it. Thinks they were marketing in the US a few weeks ago, and you can see the volume has picked up.

TOP PICK
TOP PICK
June 12, 2015

This is a very hot sector and most stocks are not very cheap, so you have to approach it with caution. This company acquires sort of forgotten about products from some of the larger pharmaceutical companies. The CEO has a lot of deep operational experience in the industry, so will be very good at cost cutting and improving marketing. Despite recently raising a lot of capital, making an acquisition and poised to make more, it is still trading at a reasonable valuation multiple. Trading at only about 8-8.5 X EBITDA. Very strong balance sheet and have cash for more deals.

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This is a very hot sector and most stocks are not very cheap, so you have to approach it with caution. This company acquires sort of forgotten about products from some of the larger pharmaceutical companies. The CEO has a lot of deep operational experience in the industry, so will be very good at cost cutting and improving marketing. Despite recently raising a lot of capital, making an acquisition and poised to make more, it is still trading at a reasonable valuation multiple. Trading at only about 8-8.5 X EBITDA. Very strong balance sheet and have cash for more deals.

COMMENT
COMMENT
June 11, 2015

The CEO is X-Teva. This company is more loved by institutional people than by analysts. Forecasts are steadily going down. His fair market value for the company is about 48% below where it is presently trading. It has a really good balance sheet and he hopes they have some pretty good surprises next year. This company has some risk.

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The CEO is X-Teva. This company is more loved by institutional people than by analysts. Forecasts are steadily going down. His fair market value for the company is about 48% below where it is presently trading. It has a really good balance sheet and he hopes they have some pretty good surprises next year. This company has some risk.

COMMENT
COMMENT
June 10, 2015

A good space to be in. Biotech is his favourite. Chart is pretty volatile and is at the upper end of its upward channel. Chart is going from a narrow channel to a wider one which means you are going to have to put up with volatility. He would also consider putting together a basket of these types of stocks, perhaps through an ETF.

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A good space to be in. Biotech is his favourite. Chart is pretty volatile and is at the upper end of its upward channel. Chart is going from a narrow channel to a wider one which means you are going to have to put up with volatility. He would also consider putting together a basket of these types of stocks, perhaps through an ETF.

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