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St. Jude Medical Inc. Message Board

med_investor 3 posts  |  Last Activity: Mar 29, 2016 3:27 PM Member since: Jan 31, 1999
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  • med_investor by med_investor Mar 29, 2016 3:27 PM Flag

    I did some calculation about 3 stocks and this is my finding based on market cap, cash, debt and income.
    The following are my target
    HZNP $20
    DEPO $16
    ACOR $33

    based on above, the most undervalued stock is ACOR.

  • med_investor med_investor Mar 29, 2016 3:21 PM Flag

    Although I like DEPO but it still connected to other stocks that do minimum R&D. At least, DEPO is not marked with price gouging.
    That said about DEPO, I start to move more money to ACOR that is putting 40% of its revenue in R&D but still positive income. ACOR revenue and growth is the same as DEPO at this point but ACOR debt is very low and it has more cash than debt. After all, it has 3 products in phase 3 which it will file for approval in Q1 2017.

  • Reply to

    ACOR Potential is huge

    by veqasfletch2001 Mar 23, 2016 2:21 PM
    med_investor med_investor Mar 29, 2016 12:45 PM Flag

    In past 3 years, ACOR has put $277m or $6.4 per share in its R&D. It has 3 products in phase III. These are investments that are not visible to many.
    After all, ACOR has very small market cap compare to many in the sector. Its cash flow is high enough to provide money for its R&D.
    New acquisition will add an approved money making product (double digit loyalty) plus another product in phase III with a high potential.
    It is cash flow positive, more cash than debt. Right combination for acquisition or growth to be a mid cap.

    Sentiment: Strong Buy

STJ
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