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Pharmaceuticals

11 May 2017

Valeant Pharmaceuticals International (VRX) Q1 2017

by Erick Mokaya | posted in: Earnings Call, Notes | 0

Joseph C. Papa – Valeant Pharmaceuticals International, Inc. “So obviously, we believe our share price is not where it should be. It should be higher, to be clear. But the fact is, that’s what – where it is today. I … Continued

Pharmaceuticals, VRX
20 Apr 2017

Johnson & Johnson (JNJ) Q1 2017

by Erick Mokaya | posted in: Earnings Call, Notes | 0

Dominic Caruso – EVP and CFO Acquisition of Actelion almost complete “…we have had many positive developments concerning the steps needed to close the Actelion transaction and we expect to complete our acquisition of Actelion by the end of the second quarter. … Continued

JNJ, Pharmaceuticals
9 Feb 2017

GlaxoSmithKline Plc (GSK) Q4 2016 Earnings Call

by Erick Mokaya | posted in: Earnings Call, Notes | 0

Andrew P. Witty – CEO Regulations need to be simplified “…I suspect it’s going to require some simplification of some of the regulatory thicket which exists in the U.S. pricing environment. As you think about in any given zip code in … Continued

GSK, Pharmaceuticals
26 Jan 2017

Johnson & Johnson’s (JNJ) Q4 2016 Earnings Call

by Erick Mokaya | posted in: Earnings, Earnings Call, Notes | 0

Alex Gorsky – Chairman and Chief Executive Officer They want a modernized tax code “…we also are advocating for the modernization of the US tax codes. As both sides in the aisle in the Washington have noted, the US tax … Continued

JNJ, Pharmaceuticals
15 Dec 2016

Pfizer (PFE) at Guggenheim Conference Notes

by Remy Gill | posted in: Notes | 0

Ian C. Read – Chairman and CEO   Delegation is a necessary evil, and the reason company culture is important “they told at business schools we have delegations great, and I say it is not, it is the worst thing … Continued

Healthcare, PFE, Pfizer, Pharmaceuticals
31 Oct 2016

McKesson FY 2Q17 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

McKesson (MCK) Q2 2017 Results Lowering outlook due to moderating branded pharma inflation trends “we now provide an update to our expectation of a lower profit contribution, resulting from recent customer pricing activities, and lower operating profit as a result … Continued

Healthcare, MCK, Pharmaceuticals
15 Sep 2016

Johnson & Johnson (JNJ) at Morgan Stanley Notes

by Remy Gill | posted in: Healthcare, Notes | 0

JNJ’s 24 billion dollar brands–and its diverse portfolio in general–gives it insight and connections with large customers that are increasingly consolidating. “You take we’ve got 24 brands that are billion dollar platforms at Johnson & Johnson, the first and best … Continued

Healthcare, JNJ, Johnson & Johnson, Med Tech, Pharmaceuticals
9 Jun 2016

Valeant 1Q16 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

Joseph Papa We will file timely SEC filings from now on Based on our guidance, we have a solid position with our liquidity, and I expect to be in compliance with the debt covenants throughout 2016 and beyond. Also, we … Continued

Healthcare, Pharmaceuticals, VRX
17 Mar 2016

Valeant 4Q15 Earnings Call Notes

by Scott Krisiloff | posted in: Uncategorized | 0

Valeant Pharmaceuticals’ (VRX) CEO Michael Pearson on Q4 2015 There’s some good news and some bad news “So as you all know, I have been back from my medical leave for about two weeks and I have had a chance … Continued

Healthcare, Pharmaceuticals, VRX

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