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Russell 2000 Futures
Viatris Inc. (VTRS)
NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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6,033 reactions on $VTRS conversation
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75% institutional ownership. That's good enough for me to believe we will be OK in the long run. My price per share is $15 + small change. Not
Trading at 6.5x EV/Ebitda, the stock clearly has $5 of upside assuming moderate multiple of 7.5x Ebitda. Further assuming that debt payment of $2b/year doesn’t add any value even though it clearly should. Market has management in penalty box and it will take a year or more of consistent performance and stabilizing revenues to get this. I find it more compelling to own the stock by selling long dated puts, since it would generate the desired return even if stock goes no where, And in worst case even if stock drops to $10.60……I would break even and not incur a loss. And in case the stock begins to rise, would sell upside calls that are above $20 and capture some premium that way. The stock has main problem of legacy churn not being countered by new drugs fully as of yet …….of and when that happens the stock will be knocking on $18 quickly. My best guess is that this would happen a year from now and with sudden jump of $3-4 ! The risk / reward equation is good.
Added 30000 today we will be $18 by end of year. Thank you shorts....
YAHOO says dividend is 0.11 is this right
buy and don't look for years. cheap with good dividend
The market is providing an outstanding opportunity to make money. We can debate the best use of cash flow over the next 12-36 months but whether we reduce debt or shares the company is becoming more valuable. I own more today than a month ago and at current prices will own more and hold.
How do these top officials justify pocketing millions in salaries without showing any performance? I will sell my position tomorrow.
Consensus estimates for FY2022 revenue growth (per Yahoo Finance) is a negative 0.6%
When CPI inflation is running at 5-6% per annum, that is a meaningful decline in revenues, and is well worse than the ‘3-4% base business erosion’ that management is guiding to (a 1% growth in nominal dollar revenue would imply a base business erosion of 3-4% in the current inflationary environment)
So either analysts don’t believe management or the company IR is not doing an effective job of parsing the numbers and communicating their top line message: management has been presenting at multiple analyst conferences lately but to no effect apparently
This revenue growth issue is at the heart of the low P/E multiple
I see shorts spreading lies and misinformation on this stock. Probably a great counterintuitive to buy.
@Prem ... Can't provide a link because of Yahoo Finance rules, but Google this 'Pharma
Viatris, or just Mylan with a new name? Analysts cast doubt on newco's growth path.'
This is a March 12, 2031 FiercePharma article. In it, you'll see what 'professionals' think about Viatris (Mylan) management.
Saw an article today about Mylan CIO who was chraged for insider trading and earn $4.2 million.He is caught.
An Indian is CIO now.The article said that money was paid in India in cash so that it could not be traced.I will not invest in any company when an Indian is in charge. I do not want to lose my hard earned money.
With all the angst around Mr Coury, I wonder how he has managed to remain the executive chairman; does he own a lot of stock? or he is backed by a big owner?
How is he able to garner the support of the institutional owners?
There seem to be a lot of posters that really dislike him; rather than just berating him gratuitously, it would be informative if you all share the reasons why (other than issues around the stock price performance of Mylan or executive Comp)
Takeaway from presentation: They are extremely focused on expanding cash flow and increasing dividend. They spoke to FDA on Botox and feel very good they will be possible #1 but certainly in top 4 ($3.7 billion drug now $5 billion by 2024). They expect to pay debt down by $6 billion over next 2 years with expanding cash flow. Cash flow currently over $2 billion annually. They will expand dividend at same time. Payout ratio is only 25%. so very comfortable. They believe they have no liability with lawsuits. (they already won many cases on price fixing). The woman from Citibank asked about possible $400 million price fixing plus $200 million additional worst case which is probably what caused sell-off, but I can tell you from my 34 years' experience that these lawsuits are meaningless. Anyways, they said they have no merit. They also talked about their many new drugs and expanding biosimilars.
anyone get their dividend today?
Don't forget that just a month ago on August 5 this closed at 13.83 and 2 trading days later closed at 15.10 - I just bought more. Thank You!
Revenue up almost 50% and VTRS trading at less than 1 times sales. Sell if you want . but as Management sticks to the plan of cutting cost and paying off debt VTRS will be a lot higher in the future
Has the 6 year slide stopped yet? NO
I am posting this to see if Yahoo will now let me post a link:
Look at bottom of page to see 2020 first 6 months Mylan numbers versus 2021 combined companies' numbers, and read footnotes.
Compare VTRS with LYB; very different industry dynamics but both are low growth enterprises in similar undervaluation situations with forward P/E in the 4-5x range; one is making lots of money money, arguably at a cyclical high point, and paying a ~5% dividend yield with a payout ratio under 25%, whereas the other aspires to get there at some point in future
Why should investors stick with VTRS when we have competing (and arguably more compelling) opportunities like the one above?
I had to get 550 shares at this price.
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