Events: Valeant Pharmaceuticals Quick Thoughts March 2016

Valeant Pharmaceuticals Events: Quick Thoughts March 5, 2016 SUMMARY INFO NYSE: VRX Recent PPS: $61.34 Shares Out: 351 million Market Cap: $21,530 3Q15 Net Debt: $28,431 Enterprise: $49,962 Normalized PE: 13.9 times (EV/NOPAT) DISCUSSION Since puking up VRX in early November, I have had the ability to monitor the situation from the sideline with a … Continue reading Events: Valeant Pharmaceuticals Quick Thoughts March 2016

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Events: Valeant Pharmaceuticals Quick Thoughts November 2015

Valeant Pharmaceuticals Events: Quick Thoughts November 7, 2015 SUMMARY INFO NYSE: VRX Recent PPS: $81.78 Shares Out: 351 million Market Cap: $28,705 Debt: $30,883 Enterprise: $59,588 DISCUSSION When I started this blog I stated up front it would not be a smooth, buttoned up operation with pristine write-ups, research and decision making. That has more … Continue reading Events: Valeant Pharmaceuticals Quick Thoughts November 2015

Events: Valeant Pharmaceuticals Situational Review November 2015

Valeant Pharmaceuticals Events: Situational Review November 1, 2015 SUMMARY INFO NYSE: VRX Recent PPS: $93.81 Shares Out: 351 million Market Cap: $32,927 Debt: $30,883 Enterprise: $63,811 DISCUSSION (Lifted from the Trading page, which has acted as a sort of running diary for scratch thoughts, this is a very incomplete post intended more for documentation of … Continue reading Events: Valeant Pharmaceuticals Situational Review November 2015

Events: Valeant Pharmaceuticals Investment Review July 2015

Valeant Pharmaceuticals Events: Investment Review July 13, 2015 SUMMARY INFO NYSE: VRX Recent PPS: $232.21 (7/10/15 close) Shares Out: 350 million Market Cap: $81,274 Debt: $31,200 Enterprise: $112,474 THESIS SUMMARY From an estimated 2016 Revenue base of ~$12.7B, VRX has plenty of runway left on which to execute its business development program Accomodative debt markets … Continue reading Events: Valeant Pharmaceuticals Investment Review July 2015

Events: Valeant Pharmaceuticals Investment Review November 2014

Valeant Pharmaceuticals November 16, 2014 Events: Investment Review SUMMARY INFO NASDAQ: VRX Recent PPS: $133 Shares Out: 334 million Market Cap: $44.4 billion Enterprise Value: $60 billion [The following is an excerpt from the upcoming November Investment Letter. I was going to pull it out of the Letter for a post after the Letter was … Continue reading Events: Valeant Pharmaceuticals Investment Review November 2014