Continue reading Silk Road to India: HDFC (HDB) and Dr. Reddy's (RDY)

Silk Road to India: HDFC (HDB) and Dr. Reddy's (RDY) originally appeared on BloggingStocks on Wed, 10 Nov 2010 13:30:00 EST. Please see our terms for use of feeds.

The editor of Cabot Benjamin Graham Value Letter explains, "Gilead is a biopharmaceutical company that discovers, develops and markets therapeutic treatments to combat viral, bacterial and fungal infections. Its shares undervalued at 9.7 times forward 12-month EPS.

"Teva, based in Israel, develops, makes and sells generic and proprietary-branded (store brand) drugs. Its shares are clearly undervalued at 10.6 times forward EPS. We consider both stocks to be very low risk.

Continue reading Ben Graham Buys in Pharma: Gilead (GILD) and Teva (TEVA)

Ben Graham Buys in Pharma: Gilead (GILD) and Teva (TEVA) originally appeared on BloggingStocks on Thu, 14 Oct 2010 11:00:00 EST. Please see our terms for use of feeds.

Continue reading Teva (TEVA): A 'Sure Pick' for the Long-Term

Teva (TEVA): A 'Sure Pick' for the Long-Term originally appeared on BloggingStocks on Tue, 20 Jul 2010 12:30:00 EST. Please see our terms for use of feeds.

"Modern drugs are expensive to develop; but after just 20 years, a drug can be duplicated by generic drug manufacturers and sold to those who need it for far less money," says Paul Goodwin.

The editor of Cabot China & Emerging Markets Report explains, "That's where Dr. Reddy's Laboratories (RDY) comes in. Founded in 1984 by Dr. Anji Reddy, Dr. Reddy's Labs is the main reason India has gone from a net drug importer to a net drug exporter.

"Dr. Reddy's is a growing global power in the pharmaceutical business, with a lineup of more than 50 products offered in the U.S., more than 160 products marketed in Europe, and more than 200 branded formulations available in India, Russia and other emerging markets.

Continue reading Dr. Reddy's (RDY): A 'Generic Revolution'

Dr. Reddy's (RDY): A 'Generic Revolution' originally appeared on BloggingStocks on Mon, 21 Jun 2010 11:10:00 EST. Please see our terms for use of feeds.

Continue reading Teva (TEVA): Generic Gains from Health Care Reform

Teva (TEVA): Generic Gains from Health Care Reform originally appeared on BloggingStocks on Thu, 13 May 2010 14:00:00 EST. Please see our terms for use of feeds.

"The health care picks in our growth portfolio should prosper whatever the outcome of the raging health care debate," suggests growth stock specialist Stephen Leeb.

In The Complete Investor, he explains, "That's because they're leveraged to demographic realities, and in particular to the tide of aging baby boomers," Here, he reviews on portfolio holding -- Teva Pharmaceuticals (NASDAQ: TEVA).

Leeb says, "Israel-based Teva Pharmaceutical is the world's largest manufacturer of generic drugs. Capitalized at $49 billion, Teva pulled in some $11 billion in revenues in 2008, with generic drugs contributing more than two-thirds of those sales.

Continue reading Teva (TEVA): Baby-boomers give boost to generics

Teva (TEVA): Baby-boomers give boost to generics originally appeared on BloggingStocks on Wed, 14 Oct 2009 11:00:00 EST. Please see our terms for use of feeds.

The Cabot Benjamin Graham Value Letter focuses on stocks that meet the strict value criteria of the legendary investor. Here, J. Royden Ward looks to Teva Pharmaceutical (NASDAQ: TEVA), noting, "Teva is based in Israel and develops, makes and sells generic and proprietary-branded (store brand) drugs."

The advisor explains, "The company is one of the largest generic drug-producing companies in the world and, in addition, sells active ingredients to other pharmaceutical companies.

"Teva's aggressive acquisition and product development programs are driving strong sales growth. The company recently purchased U.S.-based Barr Pharmaceuticals for $7.5 billion. Barr will increase Teva's generic drug sales significantly in the U.S. and parts of Europe.

Continue reading Teva: A 'Ben Graham' selection

Teva: A 'Ben Graham' selection originally appeared on BloggingStocks on Fri, 18 Sep 2009 13:30:00 EST. Please see our terms for use of feeds.

"Like others, I've been trying to figure out how to play President Obama's policy initiatives in healthcare," says Glenn Rogers.

The contributing editor to Internet Wealth Builder adds, "I think the generic drug makers have the best chance of coming out of the upheaval in healthcare smelling like roses." Here, he looks at one favorite: Perrigo (NASDAQ: PRGO).

"I've chosen a lesser-known generic drug maker that I think should reward investors over the next 12 months with a market-beating performance; Perrigo Company is a leading manufacturer of generic over-the-counter and prescription pharmaceuticals.

Continue reading Generic gains with Perrigo (PRGO)

Generic gains with Perrigo (PRGO) originally appeared on BloggingStocks on Thu, 09 Jul 2009 13:20:00 EST. Please see our terms for use of feeds.

"India-based Dr. Reddy's Laboratories (NYSE: RDY), a generic-drugs play with solid market positions in India, Russia, the US and Germany," says Asian stock expert Yiannis Mostrous.

In his specialty newsletter, The Silk Road Investor, he explains why he has chosen the firm as his latest "Stock of the month".

"Seventy percent of the firm's growth comes from generic drugs, and the trend there has been favorable. New products, market share gains and a revamp of the supply chain in India should contribute to profitability. The company is also building a proprietary pipeline to supplement it core business.

Continue reading Dr. Reddy's (RDY): Get ready for generic gains

Dr. Reddy's (RDY): Get ready for generic gains originally appeared on BloggingStocks on Thu, 11 Jun 2009 13:30:00 EST. Please see our terms for use of feeds.

"Generic drug mak Teva Pharmaceutical, Ltd. (NASDAQ: TEVA) delivered respectable earnings results," says Jack Adamo, who added the stock his Insiders Plus model portfolio.

"The company's earnings were up 4% on a proforma non-GAAP basis. In this case, that's the correct measurement. Net GAAP earnings were up tremendously, but aren't really representative of normal business factors.

"Although Teva gets much of its earnings from its proprietary multiple sclerosis drug, Copaxone, its primary business is generic drugs. That segment is inherently lumpy because profitability is greatly affected by which generic drugs it brings to market before any other generic company.

Continue reading Teva (TEVA): Generic profits

Teva (TEVA): Generic profits originally appeared on BloggingStocks on Wed, 27 May 2009 12:00:00 EST. Please see our terms for use of feeds.

"Few industries seem as well positioned for future growth as the generic drug industry," says small-cap growth stock specialist Tom Bishop.

In his BI Research newsletter, he explains, "With demographic pointing to an increasingly aging population, and healthcare costs spiraling out of control, low cost generic drugs are clearly part of the solution." Here's a look at generic drug maker Mylan (NYSE: MYL).

"High on the agenda of the Obama administration is to bring health care coverage to some 40 million Americans who are currently not covered.

Continue reading Generic gains from Mylan (MYL)

Generic gains from Mylan (MYL) originally appeared on BloggingStocks on Mon, 18 May 2009 12:30:00 EST. Please see our terms for use of feeds.

"Analysts estimate the worldwide market for generics will increase from $75 billion to $125 billion by 2012," says Michael Shulman.

In his ChangeWave Biotech Investor he states, "The key question for us is: Who is going to make the most money from these expirations? And the 800-pound gorilla in this market is our long-time holding, Teva Pharmaceuticals (NASDAQ: TEVA).

"Teva is the largest and best generics company in the world with $9.4 billion in sales in 2007 and the gap between it and its competitors is growing. Teva has 331 products on the market, 65% more than its closest competitor.

"More importantly, based on its business model of a mix of proprietary and generic drugs, the company's operating margins are 10 points higher than competitors and that gap is widening. In fact, in the United States, the number of prescriptions filled with Teva generics is 50% more than its closest competitor.

"Be clear on this point: When it comes to generics, size does matter. The more a company sells, the more profit and cash it has available to do research and acquire more generics to add to its product list -- and the beat goes on.

Continue reading Teva: The 800-pound gorilla of generics

Teva: The 800-pound gorilla of generics originally appeared on BloggingStocks on Fri, 13 Jun 2008 14:00:00 EST. Please see our terms for use of feeds.