Top 1%

guliamo

About generic drugs and the cost of maing them..

Started May 15 at 12:16 ET (By guliamo)

Symbols: TEVA

Teva is an Israeli pharmaceutical manufacture. This space is very interesting but with salaries being paid in Israeli currency TEVA is seeing it's costs rising while most of it's revenue is in USD.. the question is, how much of TEVA's business module can be copied?
If what TEVA is doing is simply mixing powders, then they face major competition from India, but if there is more to the manufacturing process, maybe Teva has built a mote that will be harder to attack. The stock has been fluctuating with the market in the past year..
On the bright side, there is no doubt the generics market will continue growing at a fast pace as the US and europian governments are okaying more and more generic drugs to be prescribed by their national health care systems... so, any thoughts on TEVA?

1 Comments

Top 2%

barry_m

barry_m

May 15 at 12:02 ET

after the last raport's, i think that Teva's fare prise is 53$ per share, 17% discount.

Symbols:

Typing a symbol in capital letters (e.g AAPL) will tag it.