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VALEANT PHARMACEUTICALS INTL INC T.VRX

"Valeant Pharmaceuticals is a global specialty pharmaceutical firm with a focus on branded products for the dermatology, gastrointestinal, and ophthalmology markets. The firm also has a branded generics business that operates primarily in Latin America, Eastern Europe, and Asia."


TSX:VRX - Post by User

Post by TechTargeton Nov 03, 2015 2:49am
111 Views
Post# 24252688

RBC Analyst covering VRX Updated Nov 2nd target? $213 USD!!!

RBC Analyst covering VRX Updated Nov 2nd target? $213 USD!!!$213 USD, that's $278 CDN!

Even a conservative $150 is very close.  

Here's the valuation bit:

"We have reduced revenues starting in Q4/15. We have lowered Philidorassociated
revenues by $210MM (91% - remainder through traditional
distributors) in Q4/15E, $619MM in 2016E (65% lower), and $612MM
(54% lower) in 2017E. These reductions lead to EBITDA of $1.8B in Q4/15E
($137MM reduction), $7.4B in 2016E ($392MM reduction), and $8.3B in
2017E ($377MM reduction). The resulting effect on EPS is ($0.43/sh) in
Q4/15E, ($1.38/sh) in 2016E, and ($1.46/sh) in 2017E. Our price target
reduces to $213 from $231 on the lower 2017E EPS."
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