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Nicole Sario

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Disclosure: I am in full compliance with all ethics and other policies for Market Realist research analysts. I am not invested in securities that I cover on Market Realist.

More From Nicole Sario

  • uploads///PE ratio
    Earnings Report

    Key Factors That Impact Johnson & Johnson’s Forward Valuation

    Two factors expected to impact Johnson & Johnson’s forward valuation are increasing competition for Olysio and further decline in international revenues.

    By Nicole Sario
  • uploads///Geographic exposure
    Company & Industry Overviews

    Central Nervous System Is Key to Teva’s Specialty Medicines

    Revenues for Teva’s (TEVA) Specialty Medicines segment grew by 2.1% to $8,560 million in 2014, from $8,388 million in 2013.

    By Nicole Sario
  • uploads///Margins
    Earnings Report

    Why Teva’s Generic Medicines Profitability Improved in 1Q15

    Teva’s increased profitability for its generic medicines was partially offset by decreased profitability of its specialty medicines, which were down by 13% in 1Q15 from 1Q14.

    By Nicole Sario
  • uploads///Specialty
    Earnings Report

    Why Teva’s Specialty Medicines Performance Declined in 1Q15

    Teva’s new drug application for ProAir RespiClick was approved, with an expected launch of 2Q15. ProAir is the first breath-actuated dry-powder inhaler used to treat acute asthma symptoms.

    By Nicole Sario
  • uploads///Revenues
    Earnings Report

    Why Teva’s 1Q15 Revenues Declined Marginally

    In 1Q15, Teva beat Wall Street analysts’ revenue estimates of $4.81 billion, posting revenues of $4.98 million, an increase of ~3.5%.

    By Nicole Sario
  • uploads///EPS
    Earnings Report

    Teva’s Adjusted Earnings Per Share Improved 11% in 1Q15

    Teva beat Wall Street adjusted EPS estimates of $1.25 by a wide margin, posting $1.36 EPS. This represents a growth of ~9%.

    By Nicole Sario
  • uploads///Cash Reserve
    Earnings Report

    Does Johnson & Johnson Have a Plan for Huge Cash Reserve?

    Johnson & Johnson (JNJ) has a huge cash reserve amounting to ~$15 billion in 4Q14. The company might use the cash for merger and acquisition (or M&A).

    By Nicole Sario
  • uploads///PRGO_Rx to OTC
    Miscellaneous

    Mylan–Perrigo Merger: Expanding into Over-the-Counter Drugs

    Pharmaceutical company Mylan’s (MYL) intention to acquire Perrigo became public on April 6, 2015. The acquisition would permit Mylan to expand into the over-the-counter drugs segment.

    By Nicole Sario
  • uploads///Leverage ratios
    Company & Industry Overviews

    Teva’s Debt Levels – Best among Competitors

    In terms of debt-to-EBITDA, Teva is well placed at 2.0x–2.5x to maintain a low credit risk. This will allow Teva to use debt for acquisitions and growth.

    By Nicole Sario
  • uploads///Copaxone contribution
    Company & Industry Overviews

    Copaxone, a Significant Growth Driver for Teva

    Copaxone 20mg/mL is the major growth driver for Teva Pharmaceutical Industries Ltd. (TEVA). In 2014, Copaxone accounted for 21% of Teva’s revenues.

    By Nicole Sario
  • uploads///First to files
    Company & Industry Overviews

    Actavis Focuses on Complex Generics and Para IV Filings

    In January 2015, Actavis launched a generic specialty injectable portfolio, containing ~20 products across its therapeutic segments in the US.

    By Nicole Sario
  • uploads///Branded Portfolio
    Company & Industry Overviews

    3 Key Therapeutic Segments Drive Branded Revenues

    Actavis’s North American Brands segment revenue increased significantly by 336% year-over-year to $4,631.4 million in 2014 from $1,062.5 million in 2013.

    By Nicole Sario
  • uploads///MA Chart
    Company & Industry Overviews

    How Actavis Has Emerged through Mergers and Acquisitions

    In October 2012, Actavis completed the acquisition of Actavis Group. In 2013, the company’s revenues outside the US increased to 29% from 16% in 2012.

    By Nicole Sario
  • uploads///Valuation
    Company & Industry Overviews

    What Drives Generic Pharmaceuticals’ Valuation?

    Valuation reflects the market’s perceptions of the industry’s growth prospects. The major value drivers for valuation are ROIC and the growth rate.

    By Nicole Sario
  • uploads///Penetration
    Company & Industry Overviews

    What’s Supporting Continued Growth in the Generics Market?

    The global generics market was valued at $168 billion in 2013. From 2013 to 2018, it’s expected to grow at a CAGR of 11% to reach $283 billion.

    By Nicole Sario
  • uploads///Complex generics
    Company & Industry Overviews

    Complex Generics Are Attractive Due to High Margins

    Complex generics are large and complex formulations or active ingredients used to treat chronic and life threatening diseases like cancer, Hepatitis C, and HIV.

    By Nicole Sario
  • uploads///NTE
    Company & Industry Overviews

    Specialty Generics: Why Are They Getting More Attention?

    There are two categories of specialty generics – NTE (New Therapeutic Entities) and Complex Generics. In this part of the series, we’ll discuss NTE.

    By Nicole Sario
  • uploads///First to files
    Company & Industry Overviews

    Is a Para IV Filing Rewarding for a Generic Company?

    A generic company is rewarded for a Para IV filing. The first applicant to submit a substantially completed ANDA is given marketing exclusivity for 180 days.

    By Nicole Sario
  • uploads///Value Chain
    Company & Industry Overviews

    Generics Are Climbing up the Value Chain

    Severe cost pressure can lead to the commoditization of generics. it’s important to adjust the value chain to achieve higher efficiencies, flexibility, and reliability.

    By Nicole Sario
  • uploads///Generics Penetration
    Company & Industry Overviews

    What Two Factors Are Driving the US Generics Market?

    The US generics industry is fragmented. The top five companies accounted for 44.4% of the market share of unbranded generics in 2013, according to IMS Health.

    By Nicole Sario
  • uploads///Classification of Generics
    Company & Industry Overviews

    Why the Generic Industry’s Classification Is Still Evolving

    The generics industry primarily caters to several large diseases in primary care. Healthcare is organized into three categories—primary, secondary, and tertiary.

    By Nicole Sario
  • uploads///Drug Market
    Company & Industry Overviews

    Are Generics the Only Affordable Drugs?

    Drugs are used to treat, cure, or prevent diseases. The drug market is broadly categorized into prescription drugs and OTC (over-the-counter) drugs.

    By Nicole Sario
  • uploads///Prescription Market
    Company & Industry Overviews

    What Investors Need to Know about Branded and Generic Drugs

    The prescription drug market is divided into two categories—branded or generic drugs. Branded drugs are patented drugs. Generics are off-patented drugs.

    By Nicole Sario
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