PowerShares Intl Div Achiev ETF
What Benefited Agrium’s Wholesale Gross Margins in 1Q16?
Agrium’s Wholesale segment’s gross margins declined from 27% in 1Q15 to 24% in 1Q16. This was primarily driven by a decline in gross margins in the Nitrogen and Phosphates segments.
Is Novo Nordisk Trading at a Discount or Premium?
For the last five years, Novo Nordisk (NVO) has been trading at higher multiples when compared with peers.
Will Agrium’s 1Q16 Gross Margins Weaken?
Agrium (AGU) earns most of its revenues from its retail sales channel. However, when it comes to gross margins, the wholesale channel is more profitable.
Assessing Novartis’s Performance in October So Far
Novartis’s ADR (American depositary receipt) has fallen ~1.0% to date in October, while it’s risen nearly 3.3% in the last month.
Novo Nordisk Is Focusing on These Strategic Areas in 2016
With 642 million people expected to suffer from diabetes globally by 2040, the disease is expected to offer multiple growth opportunities for Novo Nordisk.
Novartis’s 1Q16 Earnings Got a Neutral Response from Investors
Novartis (NVS) released its 1Q16 earnings on April 21, 2016. It reported top-line growth of 1% at constant exchange rates for 1Q16—compared to 1Q15.
GlaxoSmithKline Increases Top Line in 2Q16
GlaxoSmithKline (GSK) reported a 10.9% increase in its top line in its 2Q16 earnings on July 27, 2016. It met Wall Street analysts’ estimates for revenues and EPS.
Teva’s Share of the US Generics Market Could Boost Its Stock
Teva Pharmaceutical Industries accounts for 18% of the US generic drug market. This share is significantly higher than those of Mylan, Novartis, and Pfizer.
Joint Ventures in US Shale Plays Are Helping Chinese Companies Bring Down Well Drilling Costs
To get expertise in shale gas exploration, China has invested more than 20% of the total investments in US shale gas exploration.
How Merial Contributes to Sanofi’s Growth
Merial, Sanofi’s (SNY) Animal Health segment, reported total revenues of 725 million euros (about $818.6 million), which is a 9.1% increase over 2Q15.
Novartis’s 3Q16 Estimates: Innovative Medicines Segment
Novartis’s Innovative Medicines segment, formerly referred to as the Pharmaceutical segment, consists of products for a variety of therapeutic areas.
Dupixent May Be Strong Growth Driver for Sanofi in the Future
Regeneron (REGN) and Sanofi’s (SNY) Dupixent has seen stronger total prescription (or TRx) performance since its launch than Cosentyx, the dermatology biologic drug by Novartis (NVS).
Novartis’s 4Q16 Estimates: Innovative Medicines Segment
The overall contribution of the Innovative Medicines segment is ~67% of Novartis’s total revenues.
What to Expect from Shire’s Genetic Disease Franchise
Wall Street analysts expect Elaprase to earn $145.6 million in 2Q16 and $140.5 million in 3Q16.
Teva’s Respiratory Drugs Contribute 11% to Specialty Medicines
Teva’s respiratory drugs franchise provides solutions for asthma, COPD, and allergic rhinitis. Respiratory drugs contributed nearly 11% of total revenues for Teva’s Specialty Medicines in 2014.
Novartis’s 2Q16 Earnings: What’s Expected?
Analysts have given Novartis’s stock a 12-month target price of $92.50 per share, as compared to the last closing price of $81.61 per share on July 15.
Shire: Why Analysts Expect Revenue Growth in Q3 2018
Analysts are expecting Shire (SHPG) to report a 3.3% growth in revenue when it reports its third-quarter earnings on November 1.
A Look at Shire’s Valuation on September 19
Shire reported adjusted EPS of $3.88 on revenue of ~$3.9 billion in the second quarter, a 4.6% YoY (year-over-year) rise.
Novartis’s Valuation in August
Novartis (NVS), a leading pharmaceutical company, reported EPS of $1.29 on revenues of $13.2 billion in Q2 2018, a 5% growth year-over-year.
Novartis’s Innovative Medicines Business in 4Q17
Overall, the innovative medicines business accounted for ~67.8% of Novartis’s total revenues.
Performance of Sanofi’s Business Segments in 4Q17
Sanofi Pasteur reported revenues of ~1.4 billion euros in 4Q17 for 8.7% growth in operating revenues compared to its 4Q16 revenues.
How Wall Street Reacted to Berkshire Hathaway Investment in Teva
Teva Pharmaceuticals stock rose ~10.5% during the morning of February 15, 2018, before closing at a rise of ~7.7% on the day.
Analysts’ Updates after Sanofi’s Bioverativ Announcement
In this article, we’ll have a look at Wall Street’s recommendations and target prices following Sanofi’s Bioverativ acquisition announcement.
Exploring Bioverativ’s Business Profile and Market Presence
Bioverativ completed its spin-off from Biogen (BIIB) in February 2017. Bioverativ is expected to register 30% growth in 2017.
PBA’s Dividends: Key Drivers
Pembina Pipeline Corporation (PBA) offers transportation and midstream services in North America. Its revenue fell 8% in 2016 before gaining 22% in 9M17.
TRP’s Dividends: Key Drivers
TransCanada Corporation (TRP) is an energy infrastructure company in North America. Its revenue grew 11% in both 2016 and 9M17.
What Could Continue to Drive ENB’s Dividends
Enbridge (ENB) is involved in energy transportation in the United States and Canada. Revenue grew 2% in 2016, compared to 25% in 9M17.
Novartis’s 4Q17 Earnings: Sandoz Business
Sandoz reported a decline of 4.0% in operating revenues, offset by a 4.0% positive impact of foreign exchange.
How Sanofi Can Benefit from Ablynx Acquisition
On January 29, 2018, Sanofi entered an agreement with Ablynx where Sanofi will acquire all of the outstanding ordinary shares of Ablynx.
How Is Novartis’s Subsidiary Sandoz Positioned for 2018?
In 1Q17, 2Q17, and 3Q17, Novartis’s (NVS) subsidiary Sandoz generated revenues of $2.4 billion, $2.5 billion, and $2.6 billion, respectively.
Behind Novartis’s 4Q17 Estimates: Innovative Medicines
The Innovative Medicines segment is expected to report growth in operating revenues for 4Q17.
Behind Sanofi’s Generics and Consumer Healthcare Business in 3Q17
Sanofi’s (SNY) general medicines and emerging markets sub-segment reported revenues of 433 million euros in 3Q17, representing a 0.9% YoY fall.
How Did Teva’s CNS Portfolio Perform in 3Q17?
Teva CNS drugs generated 3Q17 revenues of $1.1 billion, which was ~12% lower YoY (year-over-year) and ~1% lower QoQ (quarter-over-quarter).
How Did Cimarex Energy’s Dividend Cut Affect Its Dividend Yield?
Cimarex Energy’s (XEC) revenues fell 40.0% and 13.0% in 2015 and 2016, respectively.
Behind Sanofi’s 3Q17 Revenue Growth
Sanofi (SNY) reported a growth of 4.7% in revenues at constant exchange rates to 9.05 billion euros, compared with 9.03 billion euros in 3Q16.
Behind Methanex’s Long-Term Agreement with Painted Pony Energy
On November 8, Methanex announced that it entered into a 14-year agreement with Painted Pony Energy for natural gas supplies to its Alberta methanol plant.
What’s Led to Vulcan Materials’ Upward Dividend Yield Curve
Vulcan’s dividend yield Vulcan Materials’ (VMC) 100% dividend-per-share growth in 2016 has been followed by 25% growth in 2017. Its dividend yield curve has sloped upward due to growth in its dividend per share and a sharp drop in its stock price growth. Its stock price has risen 1% YTD (year-to-date), compared with 32% in 2016. The company, like the overall […]
Why Sanofi’s Revenues Could Fall in 3Q17
Analysts estimate Sanofi’s (SNY) revenues will fall 2.2% to 9.44 billion euros during 3Q17.
What Affected CAE’s Dividend Yield?
CAE (CAE) is an international frontrunner in the delivery of training for the civil aviation, defense and security, and healthcare markets.
Sanofi Stock: Performance in 3Q17
Sanofi stock has risen ~3.9% in 3Q17. It has risen 22.5% year-to-date as of October 20, 2017.
How Are Novartis’s Respiratory Drugs Positioned after 1H17?
In 1H17, Novartis’s (NVS) COPD (chronic obstructive pulmonary disorder) portfolio reported revenues of around $318 million.
How TEVA’s CNS Drugs Performed in 1H17
In 1H17, Teva Pharmaceutical’s (TEVA) CNS (central nervous system) business generated revenues of ~$2.3 billion, or ~16% lower YoY (year-over-year).
How TEVA’s Generic Medicines Franchise Is Positioned after 1H17
In 1H17, Teva Pharmaceutical’s (TEVA) generic medicines business generated revenues of ~$6.1 billion, or ~22% higher YoY (year-over-year).
How ONEOK Has Managed Its Impressive Dividend Yield
How ONEOK has maintained a 4% yield ONEOK (OKE), the general partner and 41% owner of ONEOK Partners, owns one of the country’s premier natural gas liquid systems. The company’s revenue grew 15% in 2016 after falling 36% in 2015. The growth was driven by its Natural Gas Gathering and Processing, Natural Gas Liquids, and […]
What Happened to Novartis’s Innovative Medicines Business in 2Q17?
Novartis’s Innovative Medicines segment contributed over 67% of NVS’s total revenues at nearly $8.3 billion for the quarter.
Dividend Yield of Stanley Black & Decker
Stanley Black & Decker’s (SWK) PE ratio of 21.1x is pitted against a sector average of 29.3x. The dividend yield of 1.8% is pitted against a sector average of 1.6%.
A Look at Sanofi Pasteur’s Performance in 2Q17
Sanofi Pasteur Sanofi Pasteur, Sanofi’s (SNY) human vaccine business, reported 26.2% revenue growth at constant exchange rates to 1.0 billion euros in 2Q17. Sanofi Pasteur reported growth across all product franchises during the quarter. Sanofi Pasteur includes polio/pertussis/Hib (haemophilus influenzae type b) vaccines, adult booster vaccines, meningitis vaccines, influenza vaccines, travel and other endemic vaccines, […]
North America: Fresenius Medical Care’s Major Target Market in 2017
In 2Q17, Fresenius Medical Care (FMS) reported revenues close to 3.3 billion euros, which represents year-over-year growth of ~11%.
Sanofi Genzyme Continues Driving Revenue Growth in 2Q17
Sanofi Genzyme In 2Q17, Sanofi Genzyme (SNY) reported revenue growth of 13.5% to 1.7 billion euros. Considering a constant structure and constant exchange rates, the growth was 14.4%. Sanofi Genzyme, which includes product revenue from the multiple sclerosis, rare disease, oncology, and immunology franchises, reported a sales increase of ~14.6% to 1.7 billion euros. This rise was […]
Kimberly-Clark’s Dividend Growth
Kimberly-Clark’s (KMB) 2016 net sales fell 2.0% due to declines in every segment.
Novartis in 2Q17: Performance of Sandoz
Sandoz contributed ~20.0% of total revenues at $2.45 billion in 2Q17, a 5.0% fall compared to $2.58 billion in 2Q16.
Analysts Expect Novartis’s Revenues to Fall in 2Q17
Analysts expect Novartis’s (NVS) revenues to fall ~1.6% to $12.3 billion in 2Q17 due to the effects of the acquisition and divestiture of some of its products.
Inside Novartis’s Segment-Wise Performance in 1Q17
Novartis is largely exposed to currency risk, as ~50% of its total revenues are reported from international markets.
Performance of Sanofi’s Established Prescription Products in 1Q17
Revenues from Sanofi’s Established Prescription Products rose 0.6% at constant exchange rates during 1Q17 and reported revenues of ~2.6 billion euros in 1Q17.
How GlaxoSmithKline’s Vaccines Business Performed in 1Q17
GlaxoSmithKline (GSK) is focused on strengthening its vaccines business, so it acquired the meningitis and other vaccines business from Novartis (NVS).
How GlaxoSmithKline’s Business Segments Performed in 1Q17
The company reported operational growth of 5% in its revenues to 7.4 billion pounds for 1Q17.
Novartis’s 1Q17 Earnings: Innovative Medicines Segment
Novartis’s (NVS) Innovative Medicines segment contributed ~66.6% to overall 1Q17 revenue, or $7.7 billion.
GlaxoSmithKline’s 1Q17 Estimates: Vaccines Business
The Novartis acquisition has improved sales for GSK’s Vaccines business, mainly driven by the sales of meningitis vaccines Bexsero in Europe and Menveo in the US and Europe.
Analyst Ratings and Recommendations for Novartis
As of April 21, 2017, there are five analysts tracking Novartis. Of those, two have recommended a “strong buy,” and one has recommended a “buy.”
Analyst Estimates for Novartis’s 1Q17 Earnings
Novartis is set to release its 1Q17 earnings on April 25, 2017. Analysts estimate its 1Q17 EPS at $1.12 with revenues of ~$11.7 billion.
Novartis Expects to Restore Alcon’s Profitability in the Future
Novartis (NVS) has focused its efforts on improving its customer service levels and entering into lucrative partnering deals to boost profitability for its Alcon business.
Sanofi Genzyme Continued Growth in 2016
Sanofi’s (SNY) 2016 revenues were mainly driven by Sanofi Genzyme and Sanofi Pasteur.
Reduced Co-pays May Boost Demand for Entresto
Compared to 43% at the end of 2015, Novartis’s (NVS) Entresto managed to attain a preferred formulary position in 66% of commercial plans in the US at the end of 2016.
Performance of GlaxoSmithKline’s Vaccines Business in 2016
GSK’s Vaccines business reported growth of 14% to ~4.6 billion pounds in 2016.
GlaxoSmithKline’s Pharmaceuticals Segment Performance
Overall, the Pharmaceutical segment’s contribution to GSK’s total revenues was 57.7% in 2016.
Sandoz: Novartis’s Generics Business in 2016
Sandoz, the generics arm of Novartis (NVS), is the number two generic medicines provider worldwide, and it’s number one in differentiated generics.
Novartis’s Innovative Medicines Segment in 2016
Novartis’s Innovative Medicines segment, formerly referred to as its Pharmaceuticals segment, consists of products for therapeutic areas including oncology, respiratory, and established medicines.
What Happened to Sanofi’s Valuation after 4Q16?
On February 16, 2017, Sanofi was trading at a forward PE multiple of ~13.9x, as compared to the industry average of 15.7x.
This Keeps Driving Sanofi’s Growth
Sanofi’s (SNY) 4Q16 revenues were mainly driven by Genzyme and Sanofi Pasteur.
GlaxoSmithKline’s Vaccines Business Reported Growth in 4Q16
GSK’s Vaccines segment reported a rise of 18.0% to 1.1 billion pounds in 4Q16. The Novartis acquisition has improved sales for the segment.
4Q16 Performance of GlaxoSmithKline’s Business Segments
Revenues for GSK’s Pharmaceuticals segment saw a shift in product performance, falling due to lower sales of its key products Seretide and Advair.
Novartis’s Innovative Medicines Segment in 4Q16
The overall contribution from NVS’s Innovative Medicines segment was ~67%, reaching $8.3 billion in 4Q16.
PotashCorp in 4Q16: Nitrogen Prices Added Salt to the Wound
In 4Q16, the overall average nitrogen selling price fell 37.0% to $182 per ton, from $288 per ton in 4Q15.
How Did Novartis’s Generics Business Perform in 3Q16?
Sandoz reported a decline of 1% in 3Q16 revenues at constant exchange rates.
How GlaxoSmithKline’s Pharmaceuticals Segment Has Performed
GlaxoSmithKline’s (GSK) Pharmaceuticals segment fell substantially in 2015 due to its divestment of its oncology business to Novartis (NVS) in March 2015.
How Sandoz Performed for Novartis in 3Q16
Sandoz, the generics arm of Novartis (NVS), is the number-two generic medicines provider worldwide. It’s number one in differentiated generics.
How Tresiba Helps Novo Achieve Its Growth Targets
During the first nine months of 2016, Novo’s (NVO) new generation portfolio garnered 2.8 billion Danish kroner.
Victoza Dominates Global GLP-1 Class
Novo’s (NVO) Victoza is a glucagon-like peptide-1 (or GLP-1) therapy for type 2 Diabetes patients.
Reading Novo’s Insulin Portfolio to Find Clues about Its Growth
Novo Nordisk’s (NVO) diabetes and obesity care portfolio consists of modern insulin, Victoza, human insulin, new generation insulin, and other diabetes and obesity care products.
US Still the Largest Market for Novo Nordisk
During 3Q16, Novo’s sales in the US rose 2% in local currency terms to 14.2 billion Danish kroner.
Why Did PotashCorp’s Nitrogen Prices Fall in 3Q16?
Nitrogen selling prices PotashCorp (POT) sells nitrogen fertilizers such as ammonia, urea, and nitrogen solutions. It competes with other natural gas–based nitrogen producers such as CF Industries (CF) and Terra Nitrogen (TNH), which primarily produce and sell nitrogen fertilizers. Agrium (AGU), which is a part of the PowerShares International Dividend Achievers ETF (PID), produces nitrogen fertilizers […]
How Much Is the Return Opportunity for Novo Nordisk in 3Q16?
A Bloomberg survey of two brokerage houses on October 24, 2016, reflected a 50% “buy” rating and a 50% “hold” rating for the stock.
Novartis’s 3Q16 Estimates: Will Alcon Recover Its Growth?
Alcon, Novartis’s (NVS) eye care segment, researches, develops, manufactures, and markets eye care products in over 180 countries worldwide.
Novo Nordisk Expects to Witness Strong Growth from New Product Launches
In addition to its robust drug portfolio, Novo Nordisk boasts a strong research pipeline in the diabetes, hemophilia, obesity, and growth disorder segments.
Novo Nordisk Is Expected to See Strong Growth in Insulin Segment
Insulin sales volumes sold across the world have grown at a compounded average growth rate (or CAGR) of 4.1% from May 2011 to May 2016.
Winning? We Review How Teva Dominates Generic Drug Space
Teva Pharmaceutical Industries plans to take advantage of market dynamics and unmet demand in generic pharmaceuticals by enacting a three-pronged strategy.
Sanofi’s Chase for Zika Virus Vaccine Could Drive Its Share Price
Sanofi’s Vaccine segment generated 1.4 billion euros, or about $1.6 billion, during the first half of 2016.
Will Sanofi See More Growth from Its Blockbuster Insulin Drug?
Sanofi’s diabetes franchise includes Lantus, Toujeo, Amaryl, and Apidra. Lantus, a glargine insulin, contributed 17% of total revenues in fiscal 2015.
GSK Optimistic about Future of Its Consumer Healthcare Segment
With improvements in the supply chain and successful launch of new products, GlaxoSmithKline (GSK) is optimistic about its consumer healthcare segment performance.
GlaxoSmithKline Giving a Shot to Its Vaccines Business
GlaxoSmithKline (GSK) is focused on strengthening its vaccines business, so it acquired Novartis’s (NVS) meningitis and other vaccines business.
GlaxoSmithKline’s Combo Treatment for HIV Faces Stiff Competition
GlaxoSmithKline’s (GSK) HIV medicines business is managed by ViiV Healthcare, a global specialist company in HIV medicines.
Analyzing Sanofi’s Asset Swap Deal with Boehringer Ingelheim
Sanofi is swapping its animal health business with Boehringer Ingelheim’s consumer healthcare business. The asset swap deal was signed on June 27, 2016.
Teva Pharmaceutical: A Successful Bond Financing Program in 2016
To finance the acquisition of Allergan Generics (AGN), Teva Pharmaceutical (TEVA) successfully completed a global bond offering on July 21, 2016.
What Happened to Sanofi’s Consumer Healthcare and Generics Franchise in 2Q16?
Sanofi’s Consumer Healthcare segment includes Allegra, Doliprane, Nasacort, and other products. It reported a 4.3% decline in revenues to 800 million euros.
Behind Sanofi’s Diabetes and Cardiovascular Performance in 2Q16
Sanofi’s Diabetes and Cardiovascular revenues declined by ~2% at constant exchange rates to 1.96 billion euros (about $2.21 billion) in 2Q16.
Genzyme Continued to Boost Growth for Sanofi in 2Q16
After Sanofi’s reorganization, Genzyme now includes products for multiple sclerosis, rare diseases, and oncology. Genzyme’s sales increased ~19.5% in 2Q16.
Inside Sanofi’s Valuation Changes
With rising sales of in its Genzyme, Animal Health, and Vaccines segments, Sanofi has reported a growing top line over the past few quarters.
How Did Novo Nordisk Perform across Geographies in 1H16?
As of May 2016, Novo Nordisk (NVO) held a 46% share of the global total insulin market.
An Update on Shire’s Upcoming Milestones
Shire anticipates receiving European Union approval for Natpara for the indication of hyperparathyroidism in 4Q16.
How Did GlaxoSmithKline’s Pharmaceuticals Segment Do in 2Q16?
GlaxoSmithKline’s (GSK) Pharmaceuticals segment declined substantially in 2015 due to the divestment of its oncology business to Novartis (NVS) in March 2015.