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Valeant Pharmaceuticals Internation... (VRX)
Valeant Pharmaceuticals Internation... (VRX)
The Dangers Of Portfolio Concentration
Many successful investors extol the virtues of concentrated portfolios. However, we think that there is significant danger to that approach especially if one lacks the resources and time to thoroughly investigate companies. After all, how many amongst us have a staff of a few dozen analysts on…
Your Daily Pharma Scoop: Cellectis Trial Protocol, Tesaro Takeover Rumor, Kitov Down Before PDUFA
Analysis focus: CLLS Cellectis (CLLS) is a smallcap company, well-funded with $300+mn in quick cash, $1.2bn market cap, that is second wave of CAR-T developers. The key difference that Cellectis brings to the CAR-T space is that unlike current autologous CAR-T therapies, its product is all…
Valeant: The Xifaxan Killer Could Arrive In November
Cosmo Pharmaceuticals (CMOPF) announced that the Food and Drug Administration ("FDA") has set a PDUFA date of November 16, 2018, to decide on its New Drug Application ("NDA") for Aemcolo (Rifamycin SV MMX) to treat travelers' diarrhea: Cosmo Pharmaceuticals N.V. (SIX: COPN) announced that…
Former Valeant exec guilty in kickback scheme
A New York jury has found former Valeant Pharmaceuticals ( VRX -0.2% ) executive Gary Tanner and former Philidor CEO Andrew Davenport guilty on all charges related to a secret kickback scheme aimed at enriching themselves at the expense of Valeant. Mr. Tanner received ~$10M and Mr. Daven…
Top 10 Market Movers With Insider Buying As Of May 17, 2018
There are many ways to use insider transactions to help guide your investing strategies that don't rely on just the dollar amount of the transaction. While dollar amount should always be considered when ranking an insider purchase, here are a few other things to consider: How much has the…
Tracking Jeffrey Ubben's ValueAct Portfolio - Q1 2018 Update
This article is part of a series that provides an ongoing analysis of the changes made to Jeffrey Ubbens 13F stock portfolio on a quarterly basis. It is based on Ubbens regulatory 13F Form filed on 05/15/2018. Please visit our Tracking Jeffrey Ubbens ValueAct Portfol…
Valeant Pharmaceuticals Can Still Go Higher - Cramer's Lightning Round (5/21/18)
Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Monday, May 21. Bullish Calls Royal Caribbean Cruises (RCL): People are worried about rising raw costs and rising competition. Cramer thinks they're wrong. It's a buy. Valeant Pharmaceuticals Internation…
Progenics Pharmaceuticals: Elucidating The Upcoming Regulatory Binary For Azedra
If youre going to live a long time, you have to keep learningwhat you formerly knew is never enough. So if you dont learn to constantly revise your earlier conclusions, and get better ones, you areI always use the same metaphoryoure like a one-l…
Valeant Pharmaceuticals: Worth At Least $30
When investors look back at the history of Valeant Pharmaceuticals ( VRX ) turnaround, they will remember May 8, 2018. Managements earnings call for the first quarter is an inflection point for the company as the company builds on revenue growth and higher profits. The compan…
Valeant: Much Ado About Nothing
Valeant ( VRX ) delivered a Q1 2018 revenue beat and the stock has risen over 20% since the earnings report. For the year Valeant is up an eye-popping 63%. However, the company's revenue continues to decline due to asset divestitures. Q1 revenue was off 5% Y/Y, yet the performance was much b…
Valeant Pharmaceuticals Internation... (VRX)
Valeant Pharmaceuticals Internation... (VRX)