Norman LevineSanofi-AventisSNYPAST TOP PICKMay 07, 2021
(A Top Pick Mar 12/20, Up 36%) The same idea as GSK. Hasn't done a whole lot. They are actually working on a Covid vaccine. In the meantime, non-covid visits have been decreased so there has been a hit on prescriptions. Once it comes back, they should do fine.
Defensive and probably won't hurt you. Has low, steady growth with reasonable dividend growth. They are developing a Covid vaccine. It's as good as other drug companies, though slightly cheaper.
(A Top Pick May 26/22, Down 12%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with SNY has triggered its stop at $49. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 5.3%, when combined with previous buy recommendations.
Stockchase Research Editor: Michael O'Reilly With FDA approval to expand use of one of its key anti-inflammatory treatments, we again reiterate, SNY as a TOP PICK. The drug is expected to generate annual sales over $13 billion -- 30% more than previously estimated. The company is seeking further approval for use with COPD patients. It pays an annual dividend backed by a payout ratio under 45% of cash flow. We continue to recommend a stop loss at $49, looking towards an initial target of $71 -- potential 27% upside. Yield 3.14% (Analysts’ price target is $70.75)
Stockchase Research Editor: Michael O’Reilly We again reiterate, SNY (a top French biotech that produces a wide range of vaccines and pharmaceuticals by prescription), as a TOP PICK. It has announced a collaboration with a smaller developer that could be a game changer for its cancer related products. It recently beat recent analyst earnings expectations by 16% and is managing a 24% ROE. It pays an annual dividend backed by a payout ratio under 50% of cash flow. We recommend keeping the stop tight at $49, looking towards an initial target of $63 -- potential 22% upside. Yield 3.7% (Analysts’ price target is $63.00)
(A Top Pick Dec 28/21, Up 5.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with SNY is progressing well. We now recommend trailing up the stop (from $47) to $49.
Stockchase Research Editor: Michael O'Reilly SNY is a French biotech that produces a wide range of vaccines and pharmaceuticals by prescription and is reiterated as a TOP PICK. Its new management team has improved its internal drug pipeline and expanded margins and EPS since joining in 2018. It beat recent analyst earnings expectations by 16% and is managing a 25% ROE. It pays an annual dividend that should be announced in the next couple of months with a yield backed by a payout ratio under 50% of cash flow. We recommend trailing up the stop (from $45) to $47, looking towards an initial target of $64.50 -- 27% upside. Yield 3.85% (Analysts’ price target is $64.12)
Given the size of the business, the debt is extremely manageable. Steady eddy dividend grower by mid-high single digits over time. Doesn't depend on one large drug, lots in the pipeline. When things get frothy, will underperform, but when things turn the other way it will do well. A pretty good bet.
Trades around 15x PE and pays around a 4% dividend. Their future is in the vaccine side, but flu rather than Covid. Interesting company and worth studying further.
(A Top Pick Mar 12/20, Up 36%) A world-class vaccine-maker. He likes pharmas going forward. SNY is facing a patent cliff, but have bought and are developing new drugs to solve this. He's happy to own and buy this.
Done well recently as part of the vaccine trade. No real revenue growth over the last 5 years. Stagnant profits. Decent dividend. See his Top Picks today for exposure to healthcare.
They are waiting for approval for their vaccine against COVID in Japan. They are pretty much an oncology firm. You have to compare against other companies in the sector. This one does fine with a PE of 8.8 times and the payout ratio is quite low. The dividends and cash flow are not growing, however. They have to come out with a blockbuster product. See his top picks today for a preferable.
In late-2019, a new CEO arrive to turn things around by spinning off the so-so consumer business and making small acquisitions. However, Covid hit them hard, and their vaccine development has disappointed. Reported a solid quarter this morning with a slight revenue miss, but strong earnings beat and bullish guidance for 2021. The stock rose 2%. Will it get its groove back?
(A Top Pick Mar 12/20, Up 36%) The same idea as GSK. Hasn't done a whole lot. They are actually working on a Covid vaccine. In the meantime, non-covid visits have been decreased so there has been a hit on prescriptions. Once it comes back, they should do fine.