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Shock Exchange

Contributor's Links: New York Shock Exchange
B.A. in economics and MBA from top 10 business school. I have over 10 years of M&A / corporate finance experience. Currently head the New York Shock Exchange, a youth mentorship program that teaches investment management skills and competitive ...more
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Express Scripts Sells Unit With Ties To Mallinckrodt's Acthar
Wednesday, November 29, 2017 7:09 PM EDT
ESRX sold a sold a unit with ties to MNK's Acthar. It could be an attempt by ESRX to distance itself from the high-priced drug. It could hasten Acthar's demise.
In this article: ESRX, MNK
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Weak Guidance Stings Teva
Friday, November 3, 2017 8:26 AM EDT
TEVA gave weaker than expected guidance and the stock sold-off nearly 20%. Declining sales in Generics and Copaxone, and margin pressure remain concerns.
In this article: TEVA Also: MYL
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Gilead Is Persona Non Grata
Wednesday, November 1, 2017 11:19 AM EDT
GILD's HCV revenue fell 28% Q/Q. Additional competition might have hastened its demise. Total revenue was off 9%. Yescarta is exciting but it will not be able to replace the HCV run-off and it will not kick in until 2018.
In this article: GILD Also: CELG, ABBV
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Did One Of Schlumberger's Cylinders Misfire?
Saturday, October 28, 2017 6:26 PM EDT
SLB's total Q3 revenue rose 8% sequentially, yet Latin America revenue fell 8%. The company has hundreds of millions in receivables from Venezuela and Equador. Until certain customers improve their credit quality the region could remain a headwind.
In this article: SLB, HAL, WFTLF
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Has Baker Hughes, A GE Company, Peaked?
Saturday, October 28, 2017 10:35 AM EDT
BHGE reported slightly declining revenue in Q3. With potential headwinds in Oilfield Services, its largest revenue segment, BHGE might have peaked.
In this article: BHGE, GE, SLB, HAL
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Investors Pummel Celgene
Friday, October 27, 2017 8:39 PM EDT
CELG fell over 15% after Q3 earnings Thursday. Weak guidance, slowing growth from Revlimid and questions over the pipeline spooked investors.
In this article: CELG, VRX, JNJ
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Teva: Is Another Dividend Cut In The Cards?
Wednesday, October 25, 2017 5:10 PM EDT
Through the first half of 2017 Teva's free cash flow has free fallen. The company recently cut its dividend to stem cash burn. Generic Copaxone could cause free cash flow to turn negative. Is another dividend cut in the cards?
In this article: TEVA Also: MYL
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What To Expect From Halliburton Monday
Saturday, October 21, 2017 6:16 PM EDT
Halliburton should report solid results driven by another strong performance in North America E&P. I expect management to tamp down expectations about capex spending going forward.
In this article: HAL, SLB
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The Final Straw For Mallinckrodt?
Sunday, October 15, 2017 10:55 PM EDT
JAMA questioned the effectiveness of MNK's Acthar. AMA's research could be the catalyst for lawmakers to reduce Medicare/Medicaid purchases of Acthar, which is MNK's biggest seller.
In this article: MNK
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Teva Maneuvers To Match 30% Discounts For Generic Copaxone
Friday, October 13, 2017 12:09 PM EDT
Market chatter suggests Mylan is offering 25%-30% discounts on generic Copaxone, and Teva is scrambling to match the discounts. If Teva has to lower Q4 earnings guidance investors could punish the stock.
In this article: TEVA, MYL
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Allergan Says Mohawks Bought Restasis Patents With Immunity Promise
Friday, October 13, 2017 10:36 AM EDT
AGN the Mohawks brought Restasis patents with a promise of immunity. I estimate the patents are worth $14B. The patent judge want to determine if the deal was a sham.
In this article: AGN Also: MYL, TEVA
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Hurricanes Cause U.S. Jobs Miss
Sunday, October 8, 2017 11:53 AM EDT
The U.S. shed 33,000 jobs in September. Economists expected an increase of 90,000. Hurricanes caused a drop in food services and drinking hubs. The decline in low-paying jobs also caused average wage growth to spike.
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Senator Thwarts Allergan's Patent Transfer, Inflaming The Mohawks
Friday, October 6, 2017 5:51 PM EDT
Senator Claire McCaskill drafted a bill to thwart the transfer of AGN's Restasis patents to the Mohawk Tribe. Next steps could be to push for Medicare Part D access for SHPG's Xiidra and prioritize clinical stage drugs from RGRX or ALDX.
In this article: AGN Also: SHPG, RGRX, ALDX, TEVA, IMMY
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Teva Punished By Mylan, Generic Copaxone
Thursday, October 5, 2017 7:54 AM EDT
TEVA fell 14% after MYL was approved for generic Copaxone. A 70% decline in Copaxone sales could be in the cards. Copaxone was 18% of Teva's Q2 revenue. The hit to Teva's EBITDA could be sizeable given rising prices for multiple sclerosis treatments.
In this article: TEVA, MYL
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RegeneRx Versus Restasis: Who Hits The $2 Billion Dry-Eye Jackpot?
Wednesday, October 4, 2017 6:29 PM EDT
A manhunt is on for the next dry-eye disruptor. RGRX and ALDX are two candidates. RGRX just completed Phase 3 testing. Its drug has shown success in head-to-head comparisons with Restasis and Xiidra. Will RGRX hit the dry-eye jackpot?
In this article: RGRX, ALDX, AGN Also: SHPG
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Shire Sues Allergan In Dry-Eye Feud
Wednesday, October 4, 2017 3:08 PM EDT
Shire is suing Allergan, allegedly blocking its dry-eye drug from certain Medicare Part D drug plans. The lawsuit could deal another blow to AGN's reputation and give more access for Xiidra to Part D plans.
In this article: AGN Also: SHPG, MYL, TEVA, PFE
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33 to 48 of 148 Posts
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