Endo Health Solutions, Inc. (NASDAQ:ENDP)

CAPS Rating: 3 out of 5

A specialty pharmaceutical company which is engaged in the research, development, sale and marketing of branded and generic prescription pharmaceuticals used primarily to treat and manage pain.

Results 1 - 20 of 51 : 1 2 3 Next »

Recs

3
Member Avatar Raphael1990 (90.99) Submitted: 2/15/2014 9:16:16 AM : Outperform Start Price: $72.50 ENDP Score: -21.09

A little less than a year ago this was just another pharmaceutical company facing declining revenues due to patent expiration (Lipoderm). And then their new CEO Rajiv de Silva came along.
This is a big deal because he is a former member of Valeant Pharmaceutical's management team. He brings the same virtues to ENDP, that Michael Pearson brought to VRX. And if you've seen what happened to VRX since Pearson has arrived, you have to be at least curious if not excited about what will happen to ENDP.

Over the last couple of months the steps that were taken are pretty familiar for ppl who know Pearson:

- Accretive acquisitions with solid products, less dependent on "blockbusters", but always for a reasonable price
- Focus on maximizing FCF
- Divesture of non-core assets
- Improving tax environment (now Ireland)

This is a serial-compounder in the making.

Recs

1
Member Avatar troym72 (64.38) Submitted: 8/10/2012 2:47:47 PM : Outperform Start Price: $32.31 ENDP Score: +54.28

I can't find a reason why a stock with earnings of $5/share annually has a price of barely over $30. On top of that the stock has lost nearly 20% of its value in the past 6mos. Endo has been on the upturn, however in the past week or so. I think this trend will probably continue, but maybe not at the current blistering rate of 5% per week. :-) There has been some talk about invetory levels at Endo. However, I think that the since there is a nearly parallel increase in raw materials and finished goods inventory, this is more likely an indication that management is ramping up inventory and raw materials for expected future demand. I don't think the increase in finished goods inventory is due to inventory just sitting around with no demans. So, I'm thumbing up Endo.

Recs

0
Member Avatar MasterRoadrunner (23.11) Submitted: 9/10/2011 12:04:48 PM : Outperform Start Price: $29.36 ENDP Score: +41.66

Aggressive expansion into urology and generic drugs. Have been expanding with the purchase of smaller companies. Forward P/E of 5.5. Excellent stock price at this level.

Recs

2
Member Avatar shahart (50.41) Submitted: 9/1/2011 5:34:10 AM : Underperform Start Price: $31.83 ENDP Score: -36.03

The last patent for Lidoderm expires in 2014. Lidoderm is responsible for aroung 35% of current revenues, but more importantly, around 50% of gross profit.
Bracing itself for the Lidoderm's patent expiration, the management started a serious of acquisitions, most notably Qualitest in November 2010, for about 1.2 Billion. Qualitest is a generic drugs company. While this acquisition boosts revenues, it doesn't boost profits as much, since the generics is by nature an industry with lower margins.
Meanwhile, the company's debt went out of control, with net tangible assets of about -3.5 Billion.
In the post Lidoderm era, the companies profits are expected to decline, and this high debt may prove to be a problem.
If one of their current pipeline products will boom, Endo may thrive, but there can be no guarantee for such a scenario.
For now, Endo is a poor value play.

Recs

0
Member Avatar heckler24 (< 20) Submitted: 7/4/2011 10:13:45 AM : Outperform Start Price: $34.98 ENDP Score: +23.65

Narcotics will only become more envogue with healthcare reform. Not less. They have a good earnings yield and ROE. I am optimistic. Their products are heavily used in healthcare and they are expanding into generics as well.

Recs

0
Member Avatar valuehunter007 (54.71) Submitted: 12/20/2010 10:02:50 PM : Outperform Start Price: $35.63 ENDP Score: +11.27

Value play.

Trading at forward P/E of 8.4 and PEG of 0.7.

Recs

1
Member Avatar 4thsuper (61.31) Submitted: 11/2/2010 12:25:19 PM : Outperform Start Price: $35.38 ENDP Score: +11.64

Earnings up 36.5% over last year. Sales up 23% over last year. Beat earnings estimates by 2%. Profit margin 22%. ROE 23%. Worth $58.00. Trading at a 65% discount.

Recs

0
Member Avatar cashman79 (67.32) Submitted: 9/15/2010 9:55:36 AM : Outperform Start Price: $29.63 ENDP Score: +36.45

watch

Recs

0
Member Avatar harleytodd (59.16) Submitted: 5/27/2010 4:17:34 PM : Outperform Start Price: $20.81 ENDP Score: +124.74

Strong pain management drug franchise at a low valuation

Recs

0
Member Avatar sprules (< 20) Submitted: 4/5/2010 11:15:33 PM : Outperform Start Price: $23.64 ENDP Score: +100.01

Bioniche Life Sciences T.BNC is days from giving Endo Pharma a winning bladder cancer treatment out of PIIIa FDA SPA fast track and a MCC platform for multiple other interventions.

It is a story now but will be a chase the fire truck soon. Endo gave a webcast with Urocidin named as a big one.

For the walking worried patients who will be picked up by the new medical coverage in the US and a less toxic more succesful new generation solution which not only takes on the disease but turns on the patient immune sysytem to help fight and continue to do due diligence.

Good news story and gang buster investment opportunity.

Recs

0
Member Avatar oohaeagle (< 20) Submitted: 3/31/2010 3:45:07 PM : Outperform Start Price: $23.42 ENDP Score: +96.76

They sell Percocet... what else do you need to know :)

Recs

1
Member Avatar Jgrowth1 (41.88) Submitted: 3/13/2010 12:03:45 PM : Outperform Start Price: $23.77 ENDP Score: +93.79

It's cheap. It has a descent balance sheet. I think it could be a takeover target. I think it could be the greatest single idea IF healthcare reform IS passed! Why? Healthcare reform will cause a shortage of doctors. We won't be able to fix health issues, so we will mask health issues will pain medication! People will demand more pain meds. They will say, "my taxes are paying for medication, so I NEED more!" Guess what, they will get more!

Recs

0
Member Avatar craigt101 (91.94) Submitted: 11/25/2009 10:04:24 AM : Outperform Start Price: $22.83 ENDP Score: +98.54

Bought at $21.96 and gonna ride it out. I believe this stock will rebound nicely down the road (within 12 to 18 months). In no hurry to let it go.

Recs

0
Member Avatar 20PercentPM (< 20) Submitted: 10/3/2009 5:50:18 AM : Outperform Start Price: $23.38 ENDP Score: +77.44

Stock has been under performing the market this year and is trading at a 33% PE discount to the specialty pharma group. Last weeks analyst upgrade should push the price higher.

Recs

0
Member Avatar wooderino (94.43) Submitted: 9/22/2009 1:36:08 PM : Outperform Start Price: $22.47 ENDP Score: +96.08

strong 5 year ROE& profit margin improvement and still at reasonable PE ratios

Recs

0
Member Avatar cayamax (< 20) Submitted: 9/11/2009 11:11:43 AM : Outperform Start Price: $22.91 ENDP Score: +86.39

An aging population will require lots of pain management.

Recs

0
Member Avatar KingKev (< 20) Submitted: 6/23/2009 1:29:31 PM : Outperform Start Price: $17.20 ENDP Score: +144.89

generic's are going to be a major part of reducing healthcare costs

Recs

0
Member Avatar jbs4radio (71.71) Submitted: 6/16/2009 2:42:33 AM : Outperform Start Price: $22.73 ENDP Score: +111.70

PEG = 0.64

Recs

1
Member Avatar dmesq (79.11) Submitted: 6/13/2009 1:28:57 PM : Outperform Start Price: $17.64 ENDP Score: +145.35

Baby boomers need meds, insurance carriers want generic. i bought this at 16.50.

Recs

0
Member Avatar TMFBiologyFool (95.87) Submitted: 6/10/2009 3:47:57 PM : Outperform Start Price: $17.26 ENDP Score: +153.66

Pain-free growth ahead.

Results 1 - 20 of 51 : 1 2 3 Next »

Featured Broker Partners


Advertisement