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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 tjw4on Apr 03, 2016 1:35am
166 Views
Post# 24724841

brighter days?

brighter days?
I am not as positive as most of you and I am not as negative. I am invested quite heavily, and I view this as a slightly favourable investment. If more bad news comes out I should be able to get out in the high 20s and not lose it all, where as if things break on the better side I could make 30-50% of my money.

The upcoming 10-k is big, and its going to contain bad news, and a clearer path going forward. They have to get this out on time or the stock will cut in half immediately as they will be forced to sell assets and the overall income of the company won't be as high. I compare this to what happened to many gold companies when gold crashed and there debt to cash ratio was out of whack. Go look up the major cap gold companies look at their market caps from 2012-2014 when they started to sell off assets to pay down debt, thus hurting future revenue in order to fix the balance sheet.

A new CEO will be a temporary boost to the share price, it won't set a new bottom line. What VRX needs is this.

1. 10-K by end of april is a must.

2. Some sort of new Filidor(sp?) company to sell their product.

3. Lower prices on some of their under performing drugs (female fertility), in order to alter public sentiment, make revenue, and satisfy the shareholders from which they purchased that patent.

4. Pray that Pearce eats the grenade.

I have gone from being pretty short term bullish to slightly above hold status. I wish I sold around 42-43, but am now willing to ride it out watching very closely this week.
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