both do M/A. any other similarities? different styles? different priorities? is HZNP's approach more successful (p/e suggests so).
Share Price: $37.20
Market Capitalization: $5.7 billion
Price-Earnings Ratio: 25
Based in Ireland, Horizon (HZNP) specializes in two things: making drugs for rare medical conditions and buying other drugmakers. The stock
has rocketed more than 14-fold since 2013 as sales and profits
have surged. Horizon is now trying to buy U.S. rival DepoMed for $1.75 billion, though the company has rebuffed the offer. Even if the deal doesn’t pan out, analysts expect Horizon’s sales to climb from $649 million this year to $832 million in 2016, with profits jumping 42% in 2016, to $1.85 per share. Although the stock isn’t cheap at 25 times earnings, the company has little debt and plenty of firepower for more acquisitions. “It’s a dynamic growth story,” says Marshall, “and we’re willing to pay a higher P/E multiple for that growth.”
Read more at http://www.kiplinger.com/article/investing/T052-C008-S003-under-the-radar-growth-stocks-to-buy-now.html#G0HWko7FRIoFhWbu.99
thanks for the info.
wish you had not used the all caps for the title, though. i wouldn't mind if it's about a SP doubling event.
most likely a beat of low double digits. here is the history:
Earnings History Jun 14 Sep 14 Dec 14 Mar 15
EPS Est 0.87 1.41 1.58 1.51
EPS Actual 1.20 1.68 1.84 1.72
Difference 0.33 0.27 0.26 0.21
Surprise % 37.90% 19.10% 16.50% 13.90%
by the way, anybody knows why yahoo summary page gives a -2 eps? how to notify yahoo to make the correction?
john11cv is really desperate. he's totally ruined this 2008 id.
you said customer base. I guess there is a measure for that, right? any idea about the revenue? I was thinking that if the revenue stops going down, it'd indicate a bottom of the effect.
I am not too worried about the legal side for now. worst is a mils of fine.
ER date is right around the corner. any educated guesses on the revenue for the last Q? I am new here, so any historical info would be useful. for example, how does the seasonality look like? thanks.
same feeling here. companies don't change names just because some bad news. you change name only to hopefully disassociate itself from the "bad" name. won't work (in the long term). sign of going under.
what is/could possibly be the difference between the protocol for the newly added three cohorts and the ones previously designed? what was done differently on the chimps and human? multi-dose is the obvious possibility, but it cannot be applied here. what else?
i have a very similar approach to investing. I think LL have good chance prevail in the end.
how do you decide when to add? only pps? I think the next ER can be significant in making some decisions.
what risks to you see down the road?
thought you'd provide some info. zip.
had to unignore you to see your post. no change in your behavior. back to ignored, bro.
anybody would give a guess on the expectations?
right now, I am looking at revenue only (have a very small stake in LL). here is from yahoo:
Period Ending Mar 31, 2015 Dec 31, 2014 Sep 30, 2014 Jun 30, 2014
Total Revenue 259,961 271,976 266,067 263,085
Cost of Revenue 168,349 165,492 161,909 156,847
Gross Profit 91,612 106,484 104,158 106,238
the diff from Dec to Mar is -$12MM. so using a very crude linear model, if Jun 15, rev is
less than $248, bad; sell?
between $248 and $260; hold;
more than $260, buy.
what do you think of the above strategy? thanks.