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Farmas USA

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Farmas USA
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Farmas USA
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#117145

Re: Farmas USA

Ni de lejos lo que yo esperavba

Solo se que no se nada.

#117146

Re: Farmas USA

  • Revenues of $4.3 billion
  • GAAP diluted loss per share of $0.29
  • Non-GAAP diluted EPS of $0.58
  • Free cash flow of $551 million
  • Spend base reduction of $2.9 billion since initiation of the restructuring plan in 2018; on-track to achieve $3.0 billion by the end of 2019
  • Full year 2019 business outlook revised to:
    • Net revenues of $17.2 - $ 17.4 billion (prior $17.0 - $ 17.4 billion )
    • Operating income of $4.0 - $ 4.2 billion (prior $3.8 - $ 4.2 billion )
    • EBITDA of $4.5 - $ 4.8 billion (prior $4.4 - $ 4.8 billion )
    • EPS of $2.30 - $2.50 (prior $2.20 - $2.50 )
    • Free cash flow of $1.7 - $2.0 billion (prior $1.6 - $2.0 billion ) 
#117147

Re: Farmas USA

Si dan algo the raise para los EPS que seria bueno volver cerca de los 2,5... 
A ver los desgloses.

Solo se que no se nada.

#117148

Re: Farmas USA

TEVA

Y también tenemos en el menú de hoy un nuevo CFO para 2020

 https://ir.tevapharm.com/investors/press-releases/press-release-details/2019/Teva-Announces-Appointment-of-New-Chief-Financial-Officer/default.aspx

Y lanzamiento en USA para la semana que viene de TRUXIMA

Teva and Celltrion Announce the Availability of TRUXIMA® (rituximab-abbs) Injection, the First Biosimilar to Rituxan® (rituximab) in the United States

https://ir.tevapharm.com/investors/press-releases/press-release-details/2019/Teva-and-Celltrion-Announce-the-Availability-of-TRUXIMA-rituximab-abbs-Injection-the-First-Biosimilar-to-Rituxan-rituximab-in-the-United-States/default.aspx 

#117149

Re: Farmas USA

Ummm no se, el new CEO no me gusta mucho por el hecho que Schultz era biem valorado.
Ingresos deberian subir, el deterioro del Cop parece parado aunque no veo lo del copaxone...
FCF bien 551M$
llegar a los -3.000M$ deuda a fin de año. Ademas siendo un poco peor el impacto divisa ($ mas caro)

Esta bastante bien explicado en lo  N-Gaap
 

Non-GAAP information
: Net non-GAAP adjustments in the third quarter of 2019 were $951 million . Non-GAAP net income and non-GAAP EPS for the third quarter of 2019 were adjusted to exclude the following items:

  • Legal settlements and loss contingencies of $468 million , mainly related to the reserve update in connection with the opioids cases;
  • Amortization of purchased intangible assets amounting to $255 million , of which $220 million is included in cost of goods sold and the remaining $35 million in S&M expenses;
  • Impairment of long-lived assets of $204 million , comprised mainly of impairment of intangible assets of product rights and IPR&D assets in connection with the Actavis Generics acquisition;
  • Restructuring expenses of $61 million ;
  • Contingent consideration expenses of $51 million , mainly related to bendamustine;
  • Equity compensation expenses of $35 million ;
  • Minority income of $12 million ;
  • Other non-GAAP expenses of $61 million ; and
  • Income tax of $172 million . 


Eso si. del +1% pasamos al -1%... Luego hara lo que quiera
Edito: y peleando los 8$ asi que susto y muerte 😁
Que cruz! 🤬🤬🤬

Solo se que no se nada.

#117150

Re: Farmas USA

New CFO (Jefe Financiero) no new CEO!!! 


#117151

Re: Farmas USA

😌 ah! 
Menos mal 😂😂😂😂
Estaba más bien a los números.. 

Y como no puede ser otra trabajo fuera unos días y solo estaré de refilon. A ver como abre que tendré que parar el viaje para ver 😡

Eso si, off topic MTS resultados nefastos y +7% hacen lo que les sale de los eggs jjjjj


Editó: ahora toca up... ☝

Solo se que no se nada.

#117152

Re: Farmas USA

TEVA

Sales of migraine treatment Ajovy missed analysts’ estimates. Schultz has said that the drug will one day help replace the revenue from aging MS drug Copaxone, whose blockbuster sales have been eroded by cheaper competition. Its quarterly sales beat estimates.

«Después de nada, o después de todo/ supe que todo no era más que nada.»