Krisengeschüttelter Generika-Hersteller Teva erneut mit Verlust (Seite 4) | Diskussion im Forum

[aktianer]

Antwort auf Beitrag Nr.: 60.027.632 von boyoboy am 05.03.19 20:05:44

Altlast "Opiode" dürfte aktuell auch auf den Kurs drücken

Das opioid settlement für Teva wird im Moment auf 300 Mio. U$ geschätzt. Hoffentlich bleibt es bei dieser Summe denn der Marktführer Purdue soll auf bis zu 50 Mrd. U$ Schadensersatz verklagt werden.


https://en.globes.co.il/en/article-opioid-lawsuit-concerns-h…

[boyoboy]

Antwort auf Beitrag Nr.: 59.872.240 von boyoboy am 14.02.19 11:31:23

Heute habe ich einen Teil meiner verkauften Aktien wieder zurückgekauft. Wenn die wieder mit Gewinn verkauft werden, generiere ich auch eine kleine Dividende.

[boyoboy]

Antwort auf Beitrag Nr.: 59.866.171 von LeoF am 13.02.19 19:21:35

So ist es, deshalb den Daumen. Die Hälfte meiner Stückzahl halte ich, mit der anderen hole ich mir meine Dividende. In 10 Jahren bin ich damit sicher Millionär.

[LeoF]

Antwort auf Beitrag Nr.: 59.865.328 von SharonM am 13.02.19 17:57:32

klar, aber es wird ein langer weg, und 2019 kommt nochmal eine harte schrumpfkur (folie 22 https://s22.q4cdn.com/366566841/files/doc_financials/2018/q4…)

[SharonM]

Nettoverlust ist doch fast um 1 Viertel reduziert worden. So schlecht sind die Zahlen doch nicht:

"The Israeli generics company said it had a net loss of $2.94 billion, or $2.85 a share, in the fourth quarter, after a loss of $11.6 billion, or $11.41 a share, in the year-earlier period. Excluding impairment charges and restructuring costs, the company reported adjusted per-share earnings of 53 cents, below the FactSet consensus of 55 cents. "

[faultcode]

Antwort auf Beitrag Nr.: 59.407.539 von faultcode am 10.12.18 18:31:39

Teva Pharmaceuticals stock falls 11% after earnings miss

13.2.
https://www.marketwatch.com/story/teva-pharmaceuticals-stock…

=>
Shares of Teva Pharmaceuticals Industries Ltd. plummeted 11% Wednesday after the company reported fourth-quarter earnings and offered guidance that fell short of Wall Street’s expectations.

The Israeli generics company said it had a net loss of $2.94 billion, or $2.85 a share, in the fourth quarter, after a loss of $11.6 billion, or $11.41 a share, in the year-earlier period. Excluding impairment charges and restructuring costs, the company reported adjusted per-share earnings of 53 cents, below the FactSet consensus of 55 cents.

Revenue fell to $4.559 billion from $5.398 billion, also below the FactSet consensus of $4.576 billion. The company blamed generic competition for its blockbuster multiple sclerosis drug Copaxone, as well as a general decline in its U.S. generics business and loss of revenue following the divestment and closures of several manufacturing plants, research facilities and offices...

[SharonM]

....... das hat noch gefehlt.

[faultcode]

Antwort auf Beitrag Nr.: 59.365.184 von faultcode am 04.12.18 23:40:23

..und heute:

Generic drug stocks slammed by report of expanded price-fixing probe
https://www.marketwatch.com/story/generic-drug-stocks-slamme…

[faultcode]

Antwort auf Beitrag Nr.: 58.364.112 von faultcode am 02.08.18 22:47:59

Stille bei den Bullen

=> dann will ich mal nachhelfen:

Teva Pharmaceuticals USA Issues Voluntary Nationwide Recall of All Amlodipine/Valsartan Combination Tablets and Amlodipine/Valsartan/Hydrochlorothiazide Combination Tablets That Are Within Expiry
https://www.fda.gov/Safety/Recalls/ucm626802.htm

[faultcode]

Antwort auf Beitrag Nr.: 58.364.001 von faultcode am 02.08.18 22:32:56

Teva stock drops 8% as generics turnaround looks uncertain
https://www.marketwatch.com/story/teva-stock-plummets-11-as-…

=>
...New dynamics in the U.S. generics market, including more competitive pressures and pricing decreases, are among the more prominent challenges that Teva has faced over the last year.

Those problems have continued. Overall company revenue declined to $4.7 billion from $5.7 billion, including a nearly 30% drop in sales in North America and a “significant decline” in U.S. generics revenues.
...
“I do think that we see a reduction in price erosion, a stabilization of the pricing dynamics in the U.S., but it’s not had any major impacts in the second quarter,” Chief Executive Kåre Schultz said on a company conference call, according to the FactSet transcript.

Moreover, “I cannot give you any firm conclusion of whether this improved pricing dynamic will continue or whether it’s just the reaction to the very, very bad pricing dynamics in the third and fourth quarter of last year,” he later added. “I don’t think it will come back.... I think we have reached a new level of generic pricing, which is close to the European level.”

...

The company also raised its 2018 adjusted earnings-per-share guidance from $2.40 to $2.65 to $2.55 to $2.80, above the FactSet consensus of $2.68. Teva continues to expect 2018 revenues of $18.5 billion to $19 billion. ..



=> macht überschlagsmäßig:
4 x USD4.7b = USD18.8b, was voll in obere Range passt

=> ...und Teva's "Spiel" mit "adjusted" mal wieder