Tuesday, September 23, 2014


Teva Pharmaceutical Industries' CEO Discusses Q4 2012 Results - Earnings Call Transcript

Teva Pharmaceutical Industries Ltd. (TEVA)
Q4 2012 Earnings Call
February 7, 2013 8:00 AM ET


Kevin Mannix – VP and Head, Global IR
Jeremy Levin – President and CEO
Eyal Desheh – Group EVP and CFO
Michael Hayden – President, Global R&D and Chief Scientific Officer
Allan Oberman – President and CEO, Teva Americas Generics
William Marth – President and CEO, Americas Read more »

Teva Pharmaceuticals: Beaten, Bludgeoned And Brutalized - It's A Buy

ByCraig Van Pelt:
For those investors willing to take a position in TEVA, I believe significant rewards are virtually guaranteed. The risk/reward make sense. As discussed below, TEVA has some big positives on the horizon, and its new management team has pledged cost cutting, and other sweeping reforms which I expect will take the stock higher. Read more »

Teva Pharmaceuticals - Food For Thought

ByYair Guterman:Teva Pharmaceutical Industries Ltd (TEVA) is a global pharmaceutical company. It develops, produces and markets generic drugs in all treatment categories. Copaxone, Teva's multiple sclerosis treatment, is the leading MS therapy in the U.S and globally. During 2011 global sales of Copaxone were $3.57 billion which was an increase of approximately 20% from 2010. Read more »

Can Change Save Teva From Falling Off The Patent Cliff?

ByC.R. Jackson:Founded in 1901, Teva Pharmaceuticals (TEVA) was a small business distributing imported drugs in Israel. Read more »

Teva: A 'Show Me' Stock That May Show Patient Investors Profits

By Scott Tapley:Anyone who owns or follows Teva Pharmaceutical Industries (TEVA) is well aware of the laundry list of concerns plaguing its valuation, which is now firmly in single-digit, management-has-no-credibility territory. Read more »

Teva Pharmaceutical: A Company In Transition

By Ron Sommer:
Shares of Teva Pharmaceutical Industries (TEVA) are trading about 20% off their 52 week high and are off about 9% for the past year. The shares exchange hands for 43% below the company's all-time high in 2010. Read more »

Teva's New Focused Corporate Strategy Is Just What The Doctor Ordered

By Saibus Research:We find it absolutely ridiculous that Teva Pharmaceuticals (TEVA) should be trading at an adjusted 2013 PE of 7.35X earnings. We understand that it has lost its groove and it has a long way to go before it comes back to its all-time high of $64.95 set back in 2010. Read more »

Is There Still Hope For Teva Investors?

ByStock Whisper:In my recent analysis of Teva Pharmaceutical Industries Limited (TEVA), I explained why I believed the company should be looking to increase its dividend yield and focus on returning wealth to shareholders. Read more »

Teva Pharmaceutical Industries' CEO Hosts 2012 Investor Meeting (Transcript)

Teva Pharmaceutical Industries Limited (TEVA)2012 Investor Meeting
December 11, 2012 12:00 pm ET


Kevin Mannix - Vice President of Corporate Investor Relations
Phillip Gamma Frost - Chairman of Teva Pharmaceutical Industries Ltd
Jeremy Levin - Chief Executive Officer and President
Michael R. Hayden - Chief Scientific Officer and President of Global Research & Development
Jon Congleton Read more »

Why Teva's Shares Are Cheap, Nearly Topping Our Scale

By Valuentum:
As part of our process, we perform a rigorous discounted cash-flow methodology that dives into the true intrinsic worth of companies. In Teva Pharmaceutical Industries' (TEVA) case, we think the firm is undervalued. We think it is fairly valued at $59 per share, representing over 40% upside from today's levels based on our point fair value estimate (and roughly 9% from the lower end of our fair value range). Read more »

Prolor Biotech: A Critical Year For Company With Results Expected For Lead Drug In Development

ByJosh Hutheson:Following a strong rally in the first six weeks of 2012, Prolor Biotech's (PBTH) shares have fallen apart and are now down more than 25% from 2012 highs compared to a gain of just under 5% for the S&P 500 for the same time period. Despite the market pessimism and lack of news from the company, all is not lost as PBTH just needed a little bit of a breather before gearing up for an ever so important 2013. Read more »

Buying Teva's Immunotherapy Investment

By James Stocklasar Thomas Jr.:Teva Pharmaceuticals (TEVA) is one of the behemoths in the pharmaceutical industry with a strategic commitment to the growing acceptance of immunotherapy as one line of treatment to combat cancer. Read more »

Teva Deserves A Better Valuation

ByNick Chiu:Teva Pharmaceutical Industries Ltd. (TEVA), the world's largest generic pharmaceutical manufacturer with operations in 60 countries, issued FY 2013 guidance below analysts' estimates on Nov. 30, 2012. Read more »

Buy Teva And Expect A Dividend Hike On December 11th

ByStock Whisper:Teva Pharmaceutical Industries Limited (TEVA) cut its 2013 EPS and revenue guidance, moving it 12% below consensus EPS estimates and 5% below consensus revenue estimates. Read more »

Teva Pharmaceuticals: 2013 Revised Guidance Could Signal A Buying Opportunity

By Regarded Solutions:Teva Pharmaceuticals (TEVA) was hit hard in the pre-market trading Friday morning. The company, under new leadership, announced that revenues and earnings could come in below analyst expectations for 2013, and the sell-off was rapid and hard. Shares dropped over $2.00 in the pre-market but recovered with a gain by the end of the day.The smart money took positions in my opinion. Read more »

TEVA: Lower Expectations Out Of The Way, Stock Should Climb Into Investor Day

ByPropThink:In the wake of prior narrowed 2012 projections, Teva Pharmaceuticals (TEVA) offered 2013 guidance on Friday morning that fell substantially short of Wal Read more »

Teva: What Would Be The Best Acquisition Candidate?

By Jorge Aura:The largest generic manufacturer in the world, Teva Pharmaceutical (TEVA), is ready for small company acquisitions and technology acquisitions. With 35.17 billion of capitalization, Teva Pharmaceutical is a company that develops, manufactures, and sells pharmaceutical products worldwide. The company has 45,754 full time employees around the world. Read more »

Revisiting Buyout Rumors After Teva's CEO Shifts Focus To 'Smaller Acquisitions'

ByLogical Assessment:On November 1, 2012 TEVA Pharmaceuticals (TEVA) reported their third quarter results. They stated growth of net revenues from $4.3 Billion in Q3 of 2011 to $5 Billion, a 117% increase in cash flow, in addition to other metrics. Read more »

Teva Is Still Healthier Than Its Big Pharma Peers

By Saibus Research:In our November 2nd report on Teva Pharmaceuticals Industries (TEVA), we were pleased that it was recognized for the highly level of quality research and independent, objective analysis that we at Saibus Rese Read more »

Teva: Rumors Of Copaxone's Demise Have Been Greatly Exaggerated

By Saibus Research:We find it absolutely ridiculous that Teva Pharmaceuticals (TEVA) should be trading at an adjusted 2013 PE of 7.28X earnings. Despite its stumbles under the previous CEO, Teva is still the industry leader in the generic drug segment and it is emerging as a major branded pharmaceuticals company in its own right. A number of Teva's bears have been growling about Copaxone going off patent in 2015. Read more »

3 Solid Healthcare Stocks To Ride The Baby Boomer Trend Through Options

ByNick Chiu:76 million baby boomers began to cross the age of 65 around 2010, who control over 80% of personal financial assets and are responsible for half of all consumer spending. Baby boomers buy 77% of all prescription drugs and 61% of over-the-counter drugs. A more detailed report on U.S. demographics and baby boomers can be read in my last article of "The Real Threat for Investors: U.S. Read more »

Teva Pharmaceutical - A Fundamentals-Driven Dividend Growth Stock Value Idea For November 5

By F.A.S.T. Graphs:In addition to being the world's leading generic drug manufacturer, Teva Pharmaceutical Industries (TEVA) has a strong branded business as well. These strong businesses have produced one of the strongest and most consistent records of earnings growth during the past 15 years over any of its peers. Read more »

Teva Pharmaceuticals: Valuation Is Too Depressed On Worries About Copaxone

By Robert Broens: Shares of Teva Pharmaceutical Industries (TEVA) rose more than 2% over the past week. The global pharmaceutical and drug company known from its drugs Copaxone and Azilect reported its third quarter results on Thursday.
Third Quarter Results Read more »

New CEO Will Cure Teva's Ailments

By Saibus Research:We find it absolutely ridiculous that Teva Pharmaceutical (TEVA) should be trading at an adjusted 2012 PE of 7.75X earnings. Despite its stumbles under the previous CEO, Teva is still the industry leader in the generic drug segment and it is emerging as a major branded pharmaceuticals company in its own right. Read more »

Teva Pharmaceutical Industries Limited Management Discusses Q3 2012 Results - Earnings Call Transcript

Teva Pharmaceutical Industries Limited (TEVA)
Q3 2012 Earnings Call
November 01, 2012 8:00 am ET


Kevin Mannix - Director of Investor Relations - Teva North America
Jeremy Levin - Chief Executive Officer and President
Eyal Desheh - Chief Financial Officer
William S. Marth - Chief Executive Officer of Teva Americas and President of Teva Americas Read more »

Teva: Copaxone And Management Uncertainty May Be Hiding One Of The Last Bargains Around

By Gabriele Grego:
Executive Summary
We are recommending taking an initial position in Teva stock, as today's price seems to be significantly below intrinsic value no matter how conservatively this is calculated.
Introduction Read more »

Drug Shortage, Aging Baby Boomers Create A Great Opportunity For Teva

ByNick Chiu:Long-term investors should be aware of the following two trends: The increasing drug shortage, as reported by FDA, and the massive upsurge of the aging baby boomers in the next decade. "From 2005 to 2011 the number of drug shortages in the U.S. rose from 61 to 251, according to the Food and Drug Administration. Read more »