ENDP

Endo International plc

Healthcare


Presented:03/23/2016
Price:$29.93
Cap:$6.74B
Current Price:$0.00
Cap:$0.00B

Presented

Date03/23/2016
Price$29.93
Market Cap$6.74B
Ent Value$21.52B
P/E RatioN/A
Book Value$26.87
Div Yield0%
Shares O/S225.32M
Ave Daily Vol5,384,195
Short Int5.84%

Current

Price$0.00
Market Cap$0.00B
Endo International Plc operates as a pharmaceutical company. It focuses on developing, manufacturing, and distributing of branded and generic pharmaceutical products. The company was founded on October 31, 2013 and is headquartered Dublin, Ireland.

Publicly traded companies mentioned herein: Endo International plc (ENDP), Mylan NV (MYL), Teva Pharmaceutical Industries Ltd (TEVA)

Highlights

The presenter believes that shares of Endo International (ENDP), which are down 51% year-to-date, may have room to fall further. He bases this view on his assessment of ENDP’s accounting for its generic licensing deals and a large percentage of FCF being owed to third parties, pricing/channel issues, and how levered the company presently is. At ~$30 per share he remains short, and sees the risk/ reward as favorable (in his opinion, a more fair value for the stock is in the mid-to-low $20s). In addition to ENDP, he thinks there is downside risk for Mylan shares at this time.

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Idea Discussion

Commentor 1 - 2 weeks ago

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