Tag: valeant

Analysis, BioTech, Diversified Tech, Finance, Mergers & Acquisitions, Semiconductors, Services Sector, Software, Tech IPO, Venture Capital

Valeant Reports In Line 1Q, Again Exceeds Synergy Targets

Valeant VRX reported first-quarter results that were largely in line with our expectations and we do not anticipate making any changes to our fair value estimate or moat rating. Revenue grew 25% and cash EPS grew 43% over the prior year, largely because of the integration of Medicis. The firm continues to see very strong performance in the emerging markets, and shows no signs of … Continue reading Valeant Reports In Line 1Q, Again Exceeds Synergy Targets

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Gilead Sciences GILD NASDAQ:GILD
Analysis, BioTech, Diversified Tech, Finance, Global Equity, Mergers & Acquisitions, Semiconductors, Services Sector, Software, software, Tech IPO

Rumors Suggest Surprising Possibility of Valeant and Actavis Combination

Media reports over the weekend suggested Valeant Pharmaceuticals VRX held merger discussions with Actavis ACT , which may now have stalled on financial considerations. Valeant had been signaling that it was seeking to pursue a large acquisition or a merger of equals, so the magnitude of the deal was not surprising, but we were a little surprised by the target. Overall, there may be enough … Continue reading Rumors Suggest Surprising Possibility of Valeant and Actavis Combination

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