+ Watch BIOS
on My Watchlist
The Company provides pharmaceutical and pharmacy benefit management services.
too much debt. lots of stock dilution.
Jul15 Put $0.75, $5 Strike
No tangible book value. No earnings or free cash flow over the last year.
Barron's Roundtable - Schafer
BIOS continues to gain market shares, absolutely huge and growing market, revenue increasing, margins now improving, even a nice chance of a buyout exists is icing on the cake. Very good buy on a valuation basis.
Should see strong play as the market picks back up.
Longshots under $5 screen.
strong buy at $2.00
CHS acquisition to assist with revenue and earnings growth. Fairly priced today, but has potential to outperform once all acquisition operational issues are resolved.
BIOS has begun to cut necessary overhead reaching critical mass and positive operating leverage. According to an analysis conducted by Kaiser Permanente most payors contract with more than one specialty pharmacy management company and view cost containment in this space a priority. This should allow for ample opportunities to gain market share from leaders ESRX, MHS and ABC. With a strong biologic pipeline with many drugs competing in the same care class, the need for specialty pharmacy, DM, PBM and distributions services is set to be robust for the foreseeable future. Given that Part B is largely unaffected by healthcare reform proposals, I believe that an increase in covered lives and underlying secular trends for biotherapeutics will allow BIOS to outperform the market for some time to come. When evaluating precedent transactions, both public and private, in the specialty pharmacy/distribution space, and backing into an intrinsic EV/EBITDA multiple, I find that BIOS, now that operating and management issues are being smoothed out, has the potential to trade between 18-21x forward EBITDA.
Excellent Takeover Candidate!
trend PS test
With upcoming changes with our Health System puts BIOS in the Catbird seat going forward…
A specialty small/micro-cap pharmacy benefit manager in an industry group that is currently out of favor, but likely to rebound strongly or be acquired over the next year or so.
Will double my money with this EASY.
9.43 100% return in 2 years
On move.. Good investment/traading stock..
Compare to major PBM performance, margins back during MIMS deal, post restructuring moves by management
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