We see attractive growth opportunities for the ophthalmology market.
The proposed Salix acquisition boosts our fair value estimate significantly.
This narrow-moat pharma firm's focus on acquiring already-approved products that aren't subject to reimbursement pressure is misunderstood.
With Big Pharma shifting its drug development toward a strategic-partnership model, wide-moat Icon PLC's scale makes it one of the few companies capable of bidding on and winning these new contracts.
Those with a long-term focus will earn attractive returns as the true earnings power of this firm's growth-driving product becomes apparent during the next three years.
While guidance for 2014 meets expectations, Valeant sets its sights on becoming a top-five global pharmaceutical company.
The top contract research organizations have opportunities to gain share in a rapidly growing industry.
Ophthalmology will be more challenging for Valeant than dermatology, but the deal is highly accretive.
Mallinckrodt's lack of scale and weak branded business keep it from earning a moat.
This pharmaceutical firm appears dirt-cheap, but a deeper look reveals bleak prospects.
Concerns surrounding the NRU reactor have overshadowed the attractiveness of the firm's other segments.
The divestiture of Pfizer's animal health unit could unlock significant value.
We believe breakups could unlock value for big pharma shareholders.