Skip to main content

AbbVie (ABBV) buying Allergan is under appreciated

AbbVie (ABBV) buying Allergan is under appreciated (Read full article here)

ABBV is a large biopharmaceutical corporation whose success is primarily driven by the blockbuster drug Humira, which makes up about 60% of the company's revenue.

ABBV needs to diversify its revenue stream and pipeline and find a use for the current torrent of cash Humira produces.

After combining AGN, Humira will likely be less than 40% of total revenue.

ABBV will likely be able to finance this transaction and possibly refinance some existing debt at very low rates, where the lower interest expense will fund research and dividend increases.

Read full article here.
Labels:

Popular posts from this blog

Vir Biotechnology is Undervalued

Vir Biotechnology is undervalued (Read full article here) Vir Biotechnology's IPO in October was a reasonably terrible flop of an IPO, and likely due to its Vision Fund sponsorship. Vir offers a significant pipeline for a speculative biotech, and the company is holding a significant amount of cash, which the market is failing to fully appreciate. Vir appears to be undervalued and likely to soon trade on clinical data updates. The company appears to represent a strong speculative opportunity in advance of such updating in 2020. Vir's broad pipeline should provide multiple possible opportunities for catalysts, including possible announcements of collaborations with larger peers. Read full article here.
Read more

HUT: a Bitcoin Hail Mary play for the quarter

HUT is a large Canadian Bitcoin miner with operations in Alberta. Canadian Bitcoin miners like HUT trade at a substantial discount to domestic peers. Alberta appears likely to be a friendly jurisdiction in terms of energy consumption, which could be a differentiating factor over time. If Bitcoin can make new highs within the next year, HUT appears likely to double or triple along with that move. READ MORE HERE
Read more

Welcome to Sith Invest

Sith Invest was formed by the partnership and effective merger of equals between  Vestor Co. and Sider Holdings.  Sith Invest combines focused foresight with a wholistic research-driven process. The Sith investment philosophy presumes fundamental market dynamics generally mimic reality, and that the market's greatest fear is uncertainty. Sith investors embrace this inevitable chaos and view the capital market as a crucible. Sith investors maintain orderly investment portfolios that expect chaos to occur, at which point in time they will be able to manifest opportunities.  Sith philosophy anticipates that power will inevitably flow to those with the strength, cunning, and tenacity to maintain it. Betrayals are to be expected. Sith investors are not loyal to investments, but rather to the capacity and opportunity. Sith investors may quickly turn on any investment. Aggression and speed will be used to capitalize upon opportunities and secure an improved future. Sith investor...
Read more