ENDP

Endo International plc

Healthcare


Presented:11/19/2015
Price:$59.41
Cap:$12.43B
Current Price:$0.00
Cap:$0.00B

Presented

Date11/19/2015
Price$59.41
Market Cap$12.43B
Ent Value$22.13B
P/E RatioN/A
Book Value$28.25
Div Yield0%
Shares O/S209.27M
Ave Daily Vol4,563,135
Short Int3.83%

Current

Price$0.00
Market Cap$0.00B
Endo International plc is a global specialty healthcare company, which focuses on improving patients' lives while creating value. It develops, manufactures, markets, and distributes quality branded pharmaceutical and generic products as well as medical devices through its operating companies: Endo Pharmaceuticals, Qualitest, AMS, Paladin Labs and SOMAR. Endo Pharmaceuticals is focused on developing and delivering high-value branded products that meet the unmet needs of patients. American Medical Systems (AMS) is a diversified supplier of medical devices and procedures to treat incontinence, sexual dysfunction, benign prostatic hyperplasia (BPH), and other pelvic disorders in men and women. Qualitest provides affordable generic pharmaceuticals. Paladin Labs is a specialty pharmaceutical company focused on acquiring or in-licensing innovative pharmaceutical products for the Canadian market. SOMAR is a leading pharmaceutical company focused on the development, manufacturing, marketing and commercialization of high-quality products across key market segments in Mexico. Endo International was founded on October 31, 2013 and is headquartered Dublin, Ireland.

Publicly traded companies mentioned herein: Endo International plc (ENDP), Mylan NV (MYL), Perrigo Company plc (PRGO), Valeant Pharmaceuticals Intl Inc (VRX)

Highlights

The presenter is long shares of Endo International (ENDP) and at ~$59 per share he sees meaningful upside potential for bulls. The recent issues at Valeant have been a considerable overhang for ENDP shares, as CEO De Silva served as Valeant’s President from October 2010 to January 2013, and its Chief Operating Officer, Specialty Pharmaceuticals as well. Despite management’s best efforts to distinguish ENDP from Valeant, its shares have been dragged down with the group. If his assessment of ENDP’s business mix and forecasts for M&A activity and earnings prove to be accurate, the presenter sees the potential for shares to trade up to the low $90s within the next 12 months (and possibly $110 longer-term).

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Idea Discussion

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