PowerShares Intl Div Achiev ETF

Analysts are expecting Shire (SHPG) to report a 3.3% growth in revenue when it reports its third-quarter earnings on November 1.

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.

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 (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.

Overall, the innovative medicines business accounted for ~67.8% of Novartis’s total revenues.

Sanofi Pasteur reported revenues of ~1.4 billion euros in 4Q17 for 8.7% growth in operating revenues compared to its 4Q16 revenues.

Teva Pharmaceuticals stock rose ~10.5% during the morning of February 15, 2018, before closing at a rise of ~7.7% on the day.

In this article, we’ll have a look at Wall Street’s recommendations and target prices following Sanofi’s Bioverativ acquisition announcement.

Bioverativ completed its spin-off from Biogen (BIIB) in February 2017. Bioverativ is expected to register 30% growth in 2017.

Pembina Pipeline Corporation (PBA) offers transportation and midstream services in North America. Its revenue fell 8% in 2016 before gaining 22% in 9M17.

TransCanada Corporation (TRP) is an energy infrastructure company in North America. Its revenue grew 11% in both 2016 and 9M17.

Enbridge (ENB) is involved in energy transportation in the United States and Canada. Revenue grew 2% in 2016, compared to 25% in 9M17.

Sandoz reported a decline of 4.0% in operating revenues, offset by a 4.0% positive impact of foreign exchange.

On January 29, 2018, Sanofi entered an agreement with Ablynx where Sanofi will acquire all of the outstanding ordinary shares of Ablynx.

In 1Q17, 2Q17, and 3Q17, Novartis’s (NVS) subsidiary Sandoz generated revenues of $2.4 billion, $2.5 billion, and $2.6 billion, respectively.

The Innovative Medicines segment is expected to report growth in operating revenues for 4Q17.

Sanofi’s (SNY) general medicines and emerging markets sub-segment reported revenues of 433 million euros in 3Q17, representing a 0.9% YoY fall.

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).

Cimarex Energy’s (XEC) revenues fell 40.0% and 13.0% in 2015 and 2016, respectively.

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.

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.

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 […]

Analysts estimate Sanofi’s (SNY) revenues will fall 2.2% to 9.44 billion euros during 3Q17.

Sanofi stock has risen ~3.9% in 3Q17. It has risen 22.5% year-to-date as of October 20, 2017.

CAE (CAE) is an international frontrunner in the delivery of training for the civil aviation, defense and security, and healthcare markets.

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).

In 1H17, Novartis’s (NVS) COPD (chronic obstructive pulmonary disorder) portfolio reported revenues of around $318 million.

In 1H17, Teva Pharmaceutical’s (TEVA) CNS (central nervous system) business generated revenues of ~$2.3 billion, or ~16% lower YoY (year-over-year).

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 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 […]

Novartis’s Innovative Medicines segment contributed over 67% of NVS’s total revenues at nearly $8.3 billion for the quarter.

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%.

In 2Q17, Fresenius Medical Care (FMS) reported revenues close to 3.3 billion euros, which represents year-over-year growth of ~11%.

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, […]

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 (KMB) 2016 net sales fell 2.0% due to declines in every segment.

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 (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.

Novartis is largely exposed to currency risk, as ~50% of its total revenues are reported from international markets.

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.

GlaxoSmithKline (GSK) is focused on strengthening its vaccines business, so it acquired the meningitis and other vaccines business from Novartis (NVS).

The company reported operational growth of 5% in its revenues to 7.4 billion pounds for 1Q17.

Novartis’s (NVS) Innovative Medicines segment contributed ~66.6% to overall 1Q17 revenue, or $7.7 billion.

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.

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.”

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.

Sanofi’s (SNY) 2016 revenues were mainly driven by Sanofi Genzyme and Sanofi Pasteur.

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.

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.

GSK’s Vaccines business reported growth of 14% to ~4.6 billion pounds in 2016.

Overall, the Pharmaceutical segment’s contribution to GSK’s total revenues was 57.7% 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.

Sandoz, the generics arm of Novartis (NVS), is the number two generic medicines provider worldwide, and it’s number one in differentiated generics.

On February 16, 2017, Sanofi was trading at a forward PE multiple of ~13.9x, as compared to the industry average of 15.7x.

Sanofi’s (SNY) 4Q16 revenues were mainly driven by Genzyme and Sanofi Pasteur.

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.

Revenues for GSK’s Pharmaceuticals segment saw a shift in product performance, falling due to lower sales of its key products Seretide and Advair.

The overall contribution from NVS’s Innovative Medicines segment was ~67%, reaching $8.3 billion in 4Q16.

In 4Q16, the overall average nitrogen selling price fell 37.0% to $182 per ton, from $288 per ton in 4Q15.

The overall contribution of the Innovative Medicines segment is ~67% of Novartis’s total revenues.

Sandoz reported a decline of 1% in 3Q16 revenues at constant exchange rates.

GlaxoSmithKline’s (GSK) Pharmaceuticals segment fell substantially in 2015 due to its divestment of its oncology business to Novartis (NVS) in March 2015.

Sandoz, the generics arm of Novartis (NVS), is the number-two generic medicines provider worldwide. It’s number one in differentiated generics.

During the first nine months of 2016, Novo’s (NVO) new generation portfolio garnered 2.8 billion Danish kroner.

Novo’s (NVO) Victoza is a glucagon-like peptide-1 (or GLP-1) therapy for type 2 Diabetes patients.

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.

During 3Q16, Novo’s sales in the US rose 2% in local currency terms to 14.2 billion Danish kroner.

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 […]

A Bloomberg survey of two brokerage houses on October 24, 2016, reflected a 50% “buy” rating and a 50% “hold” rating for the stock.

Alcon, Novartis’s (NVS) eye care segment, researches, develops, manufactures, and markets eye care products in over 180 countries worldwide.

Novartis’s Innovative Medicines segment, formerly referred to as the Pharmaceutical segment, consists of products for a variety of therapeutic areas.

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.

In addition to its robust drug portfolio, Novo Nordisk boasts a strong research pipeline in the diabetes, hemophilia, obesity, and growth disorder segments.

With 642 million people expected to suffer from diabetes globally by 2040, the disease is expected to offer multiple growth opportunities for Novo Nordisk.

Teva Pharmaceutical Industries accounts for 18% of the US generic drug market. This share is significantly higher than those of Mylan, Novartis, and Pfizer.

Teva Pharmaceutical Industries plans to take advantage of market dynamics and unmet demand in generic pharmaceuticals by enacting a three-pronged strategy.

Sanofi’s Vaccine segment generated 1.4 billion euros, or about $1.6 billion, during the first half of 2016.

Sanofi’s diabetes franchise includes Lantus, Toujeo, Amaryl, and Apidra. Lantus, a glargine insulin, contributed 17% of total revenues in fiscal 2015.

With improvements in the supply chain and successful launch of new products, GlaxoSmithKline (GSK) is optimistic about its consumer healthcare segment performance.

GlaxoSmithKline (GSK) is focused on strengthening its vaccines business, so it acquired Novartis’s (NVS) meningitis and other vaccines business.

GlaxoSmithKline’s (GSK) HIV medicines business is managed by ViiV Healthcare, a global specialist company in HIV medicines.

Sanofi is swapping its animal health business with Boehringer Ingelheim’s consumer healthcare business. The asset swap deal was signed on June 27, 2016.

To finance the acquisition of Allergan Generics (AGN), Teva Pharmaceutical (TEVA) successfully completed a global bond offering on July 21, 2016.

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.

Sanofi’s Consumer Healthcare segment includes Allegra, Doliprane, Nasacort, and other products. It reported a 4.3% decline in revenues to 800 million euros.

Sanofi’s Diabetes and Cardiovascular revenues declined by ~2% at constant exchange rates to 1.96 billion euros (about $2.21 billion) 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.

With rising sales of in its Genzyme, Animal Health, and Vaccines segments, Sanofi has reported a growing top line over the past few quarters.

As of May 2016, Novo Nordisk (NVO) held a 46% share of the global total insulin market.

Shire anticipates receiving European Union approval for Natpara for the indication of hyperparathyroidism in 4Q16.

Following a company press release, Novo Nordisk (NVO) will announce earnings for the second quarter of 2016 on August 5, 2016.

GlaxoSmithKline’s (GSK) Pharmaceuticals segment declined substantially in 2015 due to the divestment of its oncology business to Novartis (NVS) in March 2015.

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.

Wall Street analysts expect Elaprase to earn $145.6 million in 2Q16 and $140.5 million in 3Q16.

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.

As we’ve discussed, Novartis (NVS) is one of the largest pharmaceutical companies by revenue.

The XmAb antibody engineering platform is Xencor’s proprietary technology.

On June 23, 2016, Novo Nordisk (NVO) was trading at a forward EV-to-EBITDA multiple of 14.14x. It was trading at a premium compared to its peers.

With the completion of the Baxalta acquisition, Shire (SHPG) has 50 inline and pipeline products and programs.

Sanofi’s (SNY) Cardiovascular franchise includes Praluent and Multaq. Praluent, an injection for lowering LDL cholesterol, was launched in collaboration with Regeneron in July 2015 in the US markets, where it reported sales of 9 million euros in 1Q16.