VALEANT PHARMACEUTICALS INTL VRX

May 18, 2014 - 1:40pm EST by

member

						2014	2015
Price:		127.00		EPS		$0.00	$0.00
Shares Out. (in M):		300		P/E		0.0x	0.0x
Market Cap (in $M):		40,000		P/FCF		0.0x	0.0x
Net Debt (in $M):		0		EBIT		0	0
TEV (in $M):		0		TEV/EBIT		0.0x	0.0x

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#	AUTHOR DATE SUBJECT
18	member 5/04/15 8:23PM Does anyone have thoughts on Ackman's presentation?
No position. Would love to hear thougths on his "platform" thesis (buy roll ups run by people you like when capital is cheap - not his words, but how I see it). view available tags
17	member 7/02/14 6:35PM RE: : lot of criticism in the pres any thought 16
joe, i believe what you are saying is that VRX (and any other drug company relying on patents) should be valued on DCF rather than P/E, correct? I don't think this idea will come as view available tags
14	member 7/02/14 11:26AM RE: : lot of criticism in the press... any thought 13
I'm not sure i understand the question- if interest is included and the FD share count is used (relevant if using shares for acqusitions), how is the price paid not factored into the valuation? Seems... login to read the rest view available tags
11	member 6/19/14 4:19PM RE: John Hempton 10
I have no position here and am pretty neutral on the equity, although they are part of my coverage universe at work: I read all of John's blog posts on this thing. I feel like he... login to read the rest view available tags
8	member 5/20/14 8:34PM RE: lot of criticism in the press... any thoughts? 7
FCF seems pretty easy to manipulate in this context. Can't you just buy mediocre drugs with short patent protection, slash the marketing budget, push through big price increases, and lie to everyone about the sustainability... login to read the rest view available tags
4	member 5/19/14 2:13PM RE: RE: RE: lot of criticism in the press... 3
I'd be curious if anyone has any more substantive arguments against VRX than something to the effect of "the gaap #s are horribe." There may be some truth to this though it is also more... login to read the rest view available tags
1	member 5/19/14 9:29AM lot of criticism in the press... any thoughts?
Jim Chanos, Jim Grant, and now John Hempton have all recently called VRX a short due to aggressive accounting amongst other things.... I have never done any real work on the name, but i am... login to read the rest view available tags

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