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Valeant draadje

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Chiddix 12 mei 2016 08:51

De koers van Valeant nadert de laagste koers van 2015($25,27). Sloot gisteren op $26,35. Het bericht over de prijsbijstelling hakt er diep in. 8 dollar eraf van de koers in korte tijd.
Valeant verlaagde de gegeven outlook al voor 2016 maar vertelt er niet bij of die outlook gehandhaafd blijft na het bericht over de prijsbijstelling.
In een jaar tijd is de komma verschoven. Van $263,- naar $26,3.

[verwijderd] 12 mei 2016 16:44

quote:
Chiddix schreef op 12 mei 2016 08:51:
De koers van Valeant nadert de laagste koers van 2015($25,27). Sloot gisteren op $26,35. Het bericht over de prijsbijstelling hakt er diep in. 8 dollar eraf van de koers in korte tijd.
Valeant verlaagde de gegeven outlook al voor 2016 maar vertelt er niet bij of die outlook gehandhaafd blijft na het bericht over de prijsbijstelling.
In een jaar tijd is de komma verschoven. Van $263,- naar $26,3.

zeg maar 24,91 , ze gaan naar de klote en helaas , ze sleuren er nog een paar mee.

al schrijvende daalt de koers verder. :-(

[verwijderd] 12 mei 2016 17:30

quote:
't zal maar gebeuren schreef op 12 mei 2016 16:44:
[...]

zeg maar 24,91 , ze gaan naar de klote en helaas , ze sleuren er nog een paar mee.

al schrijvende daalt de koers verder. :-(

Ik denk dat je gelijk hebt, een voordeel voor Pharming zou kunnen zijn dat ze zelf de verkoop in Amerika op poten zetten. Dan hebben ze in ieder geval de 100% prijs i.p.v. 30%
Ze hebben daar toch Wright voor aangetrokken, die weet de weg hoe je dat moet doen.

[verwijderd] 12 mei 2016 20:41

quote:
DickMat schreef op 12 mei 2016 17:30:
[...]

Ik denk dat je gelijk hebt, een voordeel voor Pharming zou kunnen zijn dat ze zelf de verkoop in Amerika op poten zetten. Dan hebben ze in ieder geval de 100% prijs i.p.v. 30%
Ze hebben daar toch Wright voor aangetrokken, die weet de weg hoe je dat moet doen.

Natuurlijk!.I.p.v. de omzet vermenigvuldigen maal 30%,deze omzet voor 100% binnen halen.
Dat zal hij gerust begrijpen.

Betaalt Valeant niet mee aan de onderzoeken?.

Chiddix 13 mei 2016 00:16

quote:
't zal maar gebeuren schreef op 12 mei 2016 16:44:
[...]

zeg maar 24,91 , ze gaan naar de klote en helaas , ze sleuren er nog een paar mee.

al schrijvende daalt de koers verder. :-(

Valeant zit in de hoek waar de klappen vallen. Slotstand $24,93. Het lachen zal veel beleggers vergaan zijn , die tussen $220 en $260 deze aandelen kochten. In Aug 2015 stond er nog $260 op de borden.

[verwijderd] 13 mei 2016 00:34

Haha,de clown weet er geen end meer aan.Nu gaat het op vrijdag de dertiende gebeuren.Dolgelukkig zijn sommigen wanneer Valent Pharming los laat.Alleen maar voordelen.....Ze kijken niet verder dan hun neus lang is.

Afijn dat kennen we onderhand wel...

Ik hoop wel op verrassend goede cijfers volgende week,anders gaan we onder de 20.
Ik durf niet in te stappen na de zwakke kwartaalcijfers Q3 + Q4 2015.

CW1884 13 mei 2016 08:21

quote:
Hoopmazzel schreef op 13 mei 2016 00:34:
Haha,de clown weet er geen end meer aan.Nu gaat het op vrijdag de dertiende gebeuren.Dolgelukkig zijn sommigen wanneer Valent Pharming los laat.Alleen maar voordelen.....Ze kijken niet verder dan hun neus lang is.

Afijn dat kennen we onderhand wel...

Ik hoop wel op verrassend goede cijfers volgende week,anders gaan we onder de 20.
Ik durf niet in te stappen na de zwakke kwartaalcijfers Q3 + Q4 2015.

Zo zit ik er ook in Hoopmazzel. Was van plan om nog een plukje te kopen voor een ritje tot aan de cijfers. Durf het niet echt aan na de resultaten van met name Q4 2015.

[verwijderd] 13 mei 2016 08:35

Als het echt einde zal worden voor Valeant is er vast wel belangstelling van andere Pharming bedrijven voor delen van dit mooie bedrijf.

[verwijderd] 16 mei 2016 22:34

Short seller Left now long Valeant
May 16 2016, 15:41 ET | About: Valeant Pharmaceutical... (VRX) | By: Douglas W. House,

The hot place down under has officially frozen over. Noted bear Andrew Left of Citron Research fame says he is now long Valeant Pharmaceuticals (VRX +4.7%). He says he "wouldn't be surprised if there is a bounce" in the stock considering the prolonged downtrend. He also points out the importance of Xifaxan (rifaximin), acquired in the Salix deal, which the company expects to be a key growth driver as it looks to lighten its debt load.

--------------------------
Opmerkelijk: de man die vorig jaar de knuppel in het hoenderhok gooide, Andy Left , vindt de daling van Valeant nu wel voldoende geweest en gaat nu long.
Valeant +4,47%

[verwijderd] 16 mei 2016 23:14

quote:
Beur schreef op 16 mei 2016 22:34:
Short seller Left now long Valeant
May 16 2016, 15:41 ET | About: Valeant Pharmaceutical... (VRX) | By: Douglas W. House,

The hot place down under has officially frozen over. Noted bear Andrew Left of Citron Research fame says he is now long Valeant Pharmaceuticals (VRX +4.7%). He says he "wouldn't be surprised if there is a bounce" in the stock considering the prolonged downtrend. He also points out the importance of Xifaxan (rifaximin), acquired in the Salix deal, which the company expects to be a key growth driver as it looks to lighten its debt load.

--------------------------
Opmerkelijk: de man die vorig jaar de knuppel in het hoenderhok gooide, Andy Left , vindt de daling van Valeant nu wel voldoende geweest en gaat nu long.
Valeant +4,47%

Over manipulatie gesproken. Gewoon bekendmaken dat hij vanaf nu long gaat.
Niet te geloven.

[verwijderd] 17 mei 2016 08:35

quote:
marlanki schreef op 16 mei 2016 23:14:
[...]
Over manipulatie gesproken. Gewoon bekendmaken dat hij vanaf nu long gaat.
Niet te geloven.

Niet zo vreemd hoor. Toen hij de misstanden bij Valeant vorig jaar aan de kaak stelde ,riep hij al meteen dat ca. 25 dollar een juistere koers zou zijn. En die staat nu op de borden.

[verwijderd] 17 mei 2016 17:54

Valeant Pharmaceuticals International, Inc. (VRX) -NYSE ? Watchlist

29.36 Up 2.31(8.54%) 11:53AM EDT - Nasdaq Real Time Price

[verwijderd] 18 mei 2016 18:24

Valeant

'Valeant (NYSE:VRX) is looking to sell about a billion dollars of assets including skin and cancer drugs in order to pay off some of its debt. With the drama around Valeant stabilizing, it is worth looking to other pharma companies that have traded down with it for valuable companies that could benefit from M&A.'

I Love Melbourne 19 mei 2016 03:59

27.86 USD Price decrease 1.22 (4.20%)

Chiddix 19 mei 2016 08:35

quote:
I Love Melbourne schreef op 19 mei 2016 03:59:
27.86 USD Price decrease 1.22 (4.20%)

Bedrijf onderzoekt het afstoten van enkele medicaties. Moet $1 miljard opbrengen , om de torenhoge schuld($32 miljard) wat in te dammen.

[verwijderd] 19 mei 2016 09:01

quote:
Chiddix schreef op 19 mei 2016 08:35:
[...]

Bedrijf onderzoekt het afstoten van enkele medicaties. Moet $1 miljard opbrengen , om de torenhoge schuld($32 miljard) wat in te dammen.

dan zit pharming safe ,want het afstoten van ruconest brengt niks op.

[verwijderd] 19 mei 2016 18:33

9 Reasons Why the Worst May Not Be Over for Valeant Pharmaceuticals

Valeant has lost more than 90% of its value since August, and further downside may be in the cards.

Someone call Doc Emmett Brown from Back to the Future, because Valeant Pharmaceuticals (NYSE:VRX) shareholders would sure like to go back to August 2015, when their stock was valued at roughly $90 billion and trading above $260 per share. With Valeant's stock price falling once more on Thursday, and touching a fresh 52-week low, Valeant's market cap now stands at just $8.5 billion.

A number of factors have played into Valeant's decline, and for the most part, none of the adverse issues affecting Valeant have been resolved. Here are nine reasons why I'd suggest the worst may not be over.

1. Ongoing regulatory probes into pricing practices
Arguably, the biggest worry for Valeant Pharmaceuticals is the three ongoing probes the company disclosed in its 10-K filing on April 29. Wall Street and investors were well aware that Valeant's pricing practices were under heavy scrutiny by lawmakers, but they were unaware just how many regulators were investigating its practices.

To be clear, probes don't equate to wrongdoing, and Valeant's business model could get a clean bill of health from lawmakers. However, it could also result in some hefty fines if regulators determine that Valeant has been unfairly pricing its drugs.

2. $31 billion in debt
If there's a close runner-up to Valeant's pricing-practice woes, it's the $31 billion in debt the company is lugging around on its balance sheet. Valeant's primary growth engine is acquisitions, which are often fueled by debt. When Valeant failed to file its 10-K in a timely manner, its secured lenders -- which hold about $12 billion of $31 billion in outstanding debt -- threatened to accelerate repayment, because Valeant was in danger of violating its debt covenants.

Valeant was able to gain concessions from its secured lenders if it filed its 10-K by April 29 -- which it did -- but in turn, it was hit with $50,000 in fees for every $10 million financed and a 1% increase in its lending rate. The last thing Valeant needed was a higher interest rate, given that its balance sheet was already burdened.

3 Asset sales
The possibility of asset sales could be another sore point for Valeant. Valeant doesn't want to part with core assets, such as eye-care giant Bausch & Lomb or irritable bowel syndrome drug Xifaxan, which was the lynchpin of its Salix Pharmaceuticals purchase. Selling these central cogs could quickly help Valeant reduce its debt, but it would also remove a lot of future growth potential and could make servicing any remaining debt difficult. On the other hand, if Valeant doesn't sell many of its non-core assets, its high debt will likely hinder its near-term business strategy.

4. Guidance reduction
Valeant's complete lack of business clarity is another reason why its valuation could suffer. In mid-March, when Valeant reported its preliminary fourth-quarter results and announced it was delaying its 10-K filing, the company guided full-year 2016 sales to a range of $11 billion to $11.2 billion and forecast adjusted EPS of $9.50 to $10.50.

This compares to guidance of $12.5 billion to $12.7 billion in sales, and adjusted EPS of $13.25 to $13.75 that it issued in December. If things deteriorated this quickly in three months, there's no telling what could happen in the coming months.

5. Failure to follow through
Valeant's image has also taken a major hit during its downfall, and it doesn't appear, according to a recent New York Times article, that the company is helping its cause by failing to follow through with its pricing practice promises. Although Valeant announced cuts of up to 30% for cardiovascular drugs Nitropress and Isuprel in February, The New York Times reports that top cardiovascular hospitals throughout the country, including Johns Hopkins and the Mayo Clinic, have yet to see any discount whatsoever.

6. CEO transition
Many on Wall Street view the hiring of Joseph Papa from Perrigo, a company he built up over the course of a decade into a major over-the-counter drug player, as a positive. However, it could take time for Papa to get up to speed on everything that needs fixing at Valeant.

Anytime a CEO transition is made, there's concern that a company's business strategy could go off course. For Valeant, that could be a good thing over the long run, but in the near term, it may represent another source of disruption.

7. The Hillary effect
Valeant shareholders shouldn't discount the "Hillary effect" either. It's looking as if Hillary Clinton will be the Democratic Party's nominee for president in 2016, and she has taken a pretty hard-line stance against prescription-drug inflation in recent months.

In September, Clinton laid out a number of prescription-drug reforms that would allow the federal government to use its might to negotiate drug prices lower, as well as cap what consumers spend per month on prescription drugs. To be clear, there are no guarantees that Clinton will win in November -- or, if she does, that prescription-drug reforms will be implemented. However, it's clear that drug-pricing concerns should not be taken lightly.

8. Short-sellers growing
Pessimism toward Valeant also continues to grow among traders. In mid-March, short-sellers -- traders who make money when stock prices fall -- held 18 million shares of Valeant stock. By mid-April, this figure had jumped to 21.9 million. Although only 6.9% of Valeant's total float is held by short-sellers, it's unnerving that the number of short-sellers on a month-over-month basis is growing, and it could imply further downside.

9. Minimal insider buying
Lastly, if Valeant's management and board of directors believes so strongly in the company's long-term business model, then why haven't we seen much in the way of insider buying? During the last six months, insiders have only purchased 30,775 shares. Comparatively, more than 4.3 million shares have been sold by insiders over the same time frame. If insiders aren't willing to put their money to work in Valeant, then why should you be?

www.fool.com/investing/general/2016/0...

[verwijderd] 19 mei 2016 23:52

finance.yahoo.com/news/valeant-pharma...

Valeant Pharmaceuticals To Participate At The UBS Global Healthcare Conference
PR Newswire Valeant Pharmaceuticals International, Inc.
May 18, 2016 3:15 PM
????
LAVAL, Quebec, May 18, 2016 /PRNewswire/ -- Valeant Pharmaceuticals International, Inc. (VRX) (VRX) today announced that Mr. Joseph Papa, Chairman and Chief Executive Officer, will participate at the UBS Global Healthcare Conference to be held at the Grand Hyatt Hotel in New York City on Monday, May 23, 2016 at 8:30 a.m. ET.

A live webcast and audio archive of the event will be available on Valeant's corporate website on the "Investor Relations" page, under the "Events and Presentations" tab and via this URL: ir.valeant.com/events-and-presentations.

Participants are encouraged to allow approximately five to ten minutes prior to the start time to visit the site and download any streaming media software needed to listen to the event.

About Valeant

Valeant Pharmaceuticals International, Inc. (NYSE/TSX:VRX) is a multinational specialty pharmaceutical company that develops, manufactures and markets a broad range of pharmaceutical products primarily in the areas of dermatology, gastrointestinal disorders, eye health, neurology and branded generics. More information about Valeant can be found at www.valeant.com.

(Hoor ik daar nou tromgeroffel?)

[verwijderd] 20 mei 2016 08:49

Valeant receives notice of default from debt holder over 10-Q delay; no impact expected; shares down 2% after hours
May 19 2016, 21:40 ET

Valeant Pharmaceuticals (NYSE:VRX) receives a notice of default from the trustee under one of its senior note indentures triggered by the delay in filing its 10-Q for the quarter ended March 31, 2016. The notice, which does precipitate an acceleration in any of the company's debt, stipulates a 60-day window from the receipt of the notice to file the 10-Q to cure the default. Valeant intends to file the document no later than June 10, well within the July 18 cure date.

[verwijderd] 20 mei 2016 11:03

Een bodemloze put! Ik wil eruit.

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