Viatris gekauft @11,91

US92556V1061

12 Cent Dividende pro Quartal

Schamlos abgekupfert von David Einhorn aus seinem Q4-Letter:

VTRS is a manufacturer of generic and off-patent branded drugs. The company was created in
2020 after a merger between Mylan and a division of Pfizer. We previously invested in Mylan, but
sold five years ago due to concerns around managements ability to deliver on promises, as well
as deterioration in the generic industry. Those concerns were well-founded, as the shares proceeded to decline by more than 60% after we exited. After a recent management change, we decided to
take another look and found that after years of sharp declines, generic drug pricing has stabilized
and competition has been diminished. The companys revenue and cash flow are now growing,
and we expect this improvement to accelerate. VTRS new management team has simplified its
drug portfolio via various divestitures and has committed to returning 50% of free cash flow to
shareholders through aggressive share buybacks, implying a double-digit capital return based on
our estimates. We acquired our shares at an average price of $10.63, or just 4.0x 2024 consensus
earnings. VTRS shares ended the quarter at $10.83.

  

Beitrag dem Admin melden | Urheberrechtsverletzung melden

Antworten zu diesem Thema
Viatris gekauft, Rang: Warren Buffett(3270), 28.2.24 18:34
Subject Auszeichnungen Author Message Date ID
RE: Viatris gekauft
13.2.24 11:53
1
RE: Viatris gekauft
13.2.24 12:11
2
      RE: Viatris gekauft
13.2.24 20:16
3
Viatris +6%
15.2.24 22:14
4
Viatris' (VTRS) Q4 Earnings and Revenues Miss Estimates
28.2.24 18:34
5

    

>Dachte immer, Pharma ist nicht so dein Dings. Aber vielleicht
>bilde ich mir das nur ein.


Eh nicht, aber Generika haben ja nix mit neuen Medikamenten/Studien/Zulassung etc. zu tun. Ich verlasse mich da auf Einhorn.

Von den Zahlen her sind sie billig und dann wirkt ein Aktienrckkauf wie Benzin aufs Feuer.

  

Beitrag dem Admin melden | Urheberrechtsverletzung melden
        

+6%, aber Meldung sehe ich keine.


>Viatris gekauft @11,91
>
>US92556V1061
>
>12 Cent Dividende pro Quartal
>
>Schamlos abgekupfert von David Einhorn aus seinem Q4-Letter:
>
>VTRS is a manufacturer of generic and off-patent branded
>drugs. The company was created in
>2020 after a merger between Mylan and a division of Pfizer. We
>previously invested in Mylan, but
>sold five years ago due to concerns around managements
>ability to deliver on promises, as well
>as deterioration in the generic industry. Those concerns were
>well-founded, as the shares proceeded to decline by more than
>60% after we exited. After a recent management change, we
>decided to
>take another look and found that after years of sharp
>declines, generic drug pricing has stabilized
>and competition has been diminished. The companys revenue and
>cash flow are now growing,
>and we expect this improvement to accelerate. VTRS new
>management team has simplified its
>drug portfolio via various divestitures and has committed to
>returning 50% of free cash flow to
>shareholders through aggressive share buybacks, implying a
>double-digit capital return based on
>our estimates. We acquired our shares at an average price of
>$10.63, or just 4.0x 2024 consensus
>earnings. VTRS shares ended the quarter at $10.83.
>
>

  

Beitrag dem Admin melden | Urheberrechtsverletzung melden

Viatris' (VTRS) Q4 Earnings and Revenues Miss Estimates

Viatris Inc. VTRS delivered adjusted earnings of 61 cents per share in the fourth quarter of 2023, missing the Zacks Consensus Estimate of 67 cents. The company recorded adjusted earnings of 67 cents in the year-ago quarter.

https://finance.yahoo.com/news/viatris-vtrs-q4-earnings-revenues-145000969.html

  

Beitrag dem Admin melden | Urheberrechtsverletzung melden
Thema #27636

Vorheriges Thema | Nchstes Thema

5
Powered by DCForum+ Version 1.27
Copyright 1997-2003 DCScripts.com
0.02