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Comments for BRL

Added By	Comments	Type	Date Added
barrons2	Outperform - Price 40.05 on May 13 by Cowen & Co. Upgrading to Outperform from Neutral. Although we still find very little to like about the Pliva acquisition, we believe most of the integration risk has now passed and Barr is about to enter what could be an exceedingly strong new U.S. product cycle....We believe that BRL shares are now undervalued....The opportunities are: (1) launch of Yasmin; (2) the Adderall XR launch in April '09; and (3) potential settlements and/or launches of Yaz, Ortho-Tricyclen Lo, Mirapex and Allegra D....BRL trades at a slight discount to group average, and we believe we are factoring a conservative case. EPS estimates: 2008, $2.90; 2009, $3.50. Market cap: $4.4 billion.	Love	May 17, 2008
zhuangsn	homework	Love	March 17, 2008
SW1	Generic drugs	Love	November 25, 2007
montanajim	the generics will be king	Love	July 04, 2007
nskene	Underappreciated on a pullback	Love	May 31, 2007
r m antley	growth in earnings and equity selling at a discount.	Love	May 08, 2007
nvwx	Pharm play	Love	May 07, 2007
Regnes	Growth	Love	April 26, 2007
snakeyes	Largest generic	Love	April 21, 2007
jjbarde	motley fool stock advisor.	Love	April 20, 2007
Fat Pocketbook	Is there any life in this generic drug company. Nope... it's dead.	Hate	April 09, 2007
BlueWaterBeach	New generic drugs in pipeline which are big money makers if they are able to bring on market.	Hate	April 09, 2007
Barrons	From Barron's 2-19-07 "Once biogenerics became law, the FDA would need a long time to draw up regulations...But it would also make the biogeneric game less competitive for those who can afford to play it. Those who've shown an interest include manufacturers like Novartis (NVS), Pfizer (PFE), Teva and Barr Pharmaceuticals (BRL), as well as pharmacy benefit firms like Express Scripts and Medco Health Solutions (MHS)."	Love	February 17, 2007
DMO Investments	100,00	Love	February 15, 2007
darinf42	Value	Love	February 15, 2007
Whippoorwill	Motley pick.	Love	February 09, 2007
saba	leader growth	Love	February 08, 2007
ray antley	meets criteria above	Love	February 07, 2007
frankofif	Undervalued, excellent management, pipeline	Love	January 31, 2007
Ted Kirpach	bio medical/generic	Love	January 29, 2007
kurt mccann	medicare, baby boomers	Love	January 23, 2007
Raymond Kahn	Cohen 52.32	Love	January 22, 2007
Barrons	"We also like Barr Pharmaceuticals [BRL], one of the largest generic-drug manufacturers. This was not a great category in 2006. People were concerned about the outcome of the midterm elections and a host of other factors. But it seems the secular trends in health care are quite constructive, particularly for the generics. No. 1, cost containment is going to be an important element of everything from here. It is not just a Medicare issue, but an issue for the health plans provided by employers for their current employees and retirees. No. 2, generic drug companies also benefit from demographics: the aging of the population and the fact that people demand good-quality health care, including pharmaceuticals...The P/E based on 2007 earnings is about 15...We estimate Barr will do $3.51 a share this year, versus $3.13 in '06. The consensus for '06 was $3.09, and for this year is $3.39, so we're above consensus."	Love	January 20, 2007
robert schmidt	motley fool pick.	Love	January 19, 2007
Charles Stiefbold	GENERICS	Love	January 19, 2007
Bob Dollinger	Smart execution of the generic drug space. Best positioned to be the 'best of class' in generic drugs which will become more important over the next 10 years.	Love	January 18, 2007
AssetMangler	Strong generic pharma company. Good balance sheet. Stock pullback. Aging demographic theme.	Love	January 16, 2007
Ladison	Specializes generic drug primarily relating with women's health care.	Love	January 11, 2007
K2Vancouver	TMF	Love	January 09, 2007