Pharmaceutical Company Analysis
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Pharmaceutical Company Analysis

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    Pharmaceutical Company Analysis Pharmaceutical Company Analysis Presentation Transcript

    • Characteristics of Industry The companies in this industry develop and manufacture drugs that treat a number of medical issues and diseases  This industry is a defensive industry, no matter the state of the economy people will still need their medicine and healthcare  •Roche •Novartis •GlaxoSmithKline •SanofiAventis •Teva
    • Roche Holdings AG   $194.7 Billion $45.499 Billion Key figures January-June In millions of CHF % change 2013 Group Sales Pharmaceuticals Division Diagnostics Division Core operating profit Operating free cash flow IFRS Net income2 Core earnings per share diluted   23,295 18,162 5,133 9,488 7,445 6,047 7.58 2012 CER* 22,423 17,409 5,014 8,641 7,244 4,312 6.88 CHF USD 5 6 3 10 4 41 12 4 4 2 10 3 40 10 3 3 2 69.34% of Roche’s sales are outside of the U.S. Pharmaceuticals and Diagnostics
    • Sanofi-Aventis 139,072.80M  $47,406,000,000   31% of net sales were in the United States 24% Western Europe 45% United States Other 31%
    • Teva 34.33 B Market Cap  20.32 B Sales Revenue  Generic Pharmaceuticals  21% of its sales come from Copaxone   Trouble……
    • GlaxoSmithKline      Market Cap - $128,520,000,000 Revenue 2012 - $26,431,000,000 Consumer Health Care, Vaccines, Prescriptions Headquarters in London and Philadelphia Traded on NYSE and LSE Percent of Total Sales by Regions North America 12.2 21.7 42.8 Europe EMAP 23.3  Japan Japanese energy drink, Asthma cure
    • Novartis       $195.14 Billion market cap $57,561,000,000 Novartis is based in Basel, Switzerland and operate in 140 countries Alcon is the largest and most profitable in eye care Sandoz second largest in generic drug companies Major products include: Diovan, Lotrel, Gleevec, Zometa, and Neoral
    • Du-Pont Analysis
    • Asset Turnover
    • Debt Cushion & Liquidity
    • Operating and Financial Leverage Roche Novartis GlaxoSmit hKline SanofiAventis Teva DOL 2.74 3.37 2.51 3.92 4.83 DFL 1.26 1.06 1.12 1.10 1.21 DTL 3.44 3.59 2.82 4.29 5.86
    • DPS 3 2.5 2 Roche Holdings AG Novartis 1.5 GSK Sanofiaventis Teva 1 0.5 0 2008 2009 2010 2011 2012
    • COST OF CAPITAL GlaxoSmith Kline Sanofi Aventis Teva 8.55% 9.3% 12% 10.72% 2.75% 0 2.609% 1.881% 3.09% PERCENT EQUITY 92.6% 100% 88.27% 91.52% 82.23% PERCENT DEBT 7.4% 0 11.73% 8.48% 17.77% WACC 12.75% 8.55% 8.400% 11.123% 9.257% Roche Novartis N/A COST OF EQUITY 9.32% WEIGHTED AVG YTM
    • Earnings Per Share 4.5 4 3.5 3 Roche Holdings AG 2.5 Novartis GSK 2 Sanofiaventis Teva 1.5 1 0.5 0 2008 2009 2010 2011 2012
    • Value of Firm 350 300 250 200 Current price Calced Price 150 100 50 0 Roche Holdings AG Novartis GSK Sanofiaventis Teva
    • CONCLUSION Roche Holding appears to be the healthiest company.  Teva Pharmaceutical Industries Limited is currently poorest performer 