Hikma Pharmaceuticals Share Discussion Threads

[nortic 007] 21/8/2017 12:08

Good call sir

[justiceforthemany] 21/8/2017 09:55

On Level 2

[justiceforthemany] 21/8/2017 09:55

A lot of buys coming in now

[buywell3] 21/8/2017 06:17

Assuming US medication junkies carry on using the same stuff

what is the increase in Revenue likely to be V 6 price rises ?

Anybody done the maths

[pugugly] 21/8/2017 06:16

Trump will fix them rotten - Would not touch with a bargepole- OK maybe short term trade but like the wartime case of sardines "for trading not eating"

[glenkaz] 21/8/2017 05:56

🦑 's 🤡✌A039;

[balbains324] 20/8/2017 21:35

The truth is the truth sir......indeed this will be back up to 14 squid in no time but how low will it go?? I'm already in with a spread and looking to add more if it goes down.

[cumnor] 20/8/2017 21:26

Not sure if this is the type of publicity they need in the present hostile pharma environment.

[justiceforthemany] 20/8/2017 20:16

Burnt badly...

[justiceforthemany] 20/8/2017 20:15

Interesting and highly significant piece of news. Shorters will get burnt here.

Hikma’s US unit sharply raises prices of several drugs
West-Ward increase cost of medicines by as much as 430%

[nortic 007] 20/8/2017 16:42

Come on Tottenham !!!

[nortic 007] 20/8/2017 16:41

Can you imagine an analyst at the races. He'd want to change his bet in the final furlong because his horse wasn't winning and the same philosophy applies to Hikma.

[nortic 007] 20/8/2017 16:37

My experience of analysts is they normally call the bottom. They just tow the line because if they all say the same then they won't lose their jobs. Some of my best trades have been in Anglo American, Glencore, Vodafone and Sports Direct and all of them recovered strongly after the most bearish notes you'll ever see.Don't tell us something after the event Mr HSBC, tell us before and then you might earn a morsel of respect .

[marine boy] 20/8/2017 16:10

I bought in on Friday at 1136p. What I find distasteful though is the mob that puts the boot in at the first opportunity although this has given me a chance to buy into this stock at what I think is a pretty good price. I only found myself here after following GSK for a while. Could go lower, or could bounce on Monday but HSBC's latest note won't help. As no-one ever believes overly bullish broker notes, I'm sceptical of HSBC's overly bearish. I bet the Darwazah's must be really hacked off with this short attack and could well decide to take HIK private. Plus it's the silly season so I'm anticipating a good recovery by year end latest. No stop losses set so buckled in for the ride. Took a similar opportunity with PAYS when it was taken down to circa 300p with lots of negative posts and plain old scaremongering. GLA lth's

[justiceforthemany] 20/8/2017 11:54

If you are not interested in this company or do not like the fundamentals then why are you here?

[riskvsreward] 20/8/2017 09:36

In terms of quality, hik is in no league to gsk and azn. One is distributor of generic drug while the others are developing original new drugs that are protected by patents for many years.

All intangibles are not equal.

Besides, gsk and azn are also only stocks for income at the moment and gsk has not been a good performer for a long time.

[glenkaz] 20/8/2017 09:00

Broker rating lower ☹️

[nortic 007] 20/8/2017 08:16

I'm quite new to this company gentlemen but how many does the CEO hold ? It'll be interesting to see if he adds to his holding.

[justiceforthemany] 20/8/2017 07:14

IC/FT is riddled with errors. My figures are taken from the latest company accounts. The Daily Telegraph also has a great section on company fundamentals.

[andyj] 20/8/2017 06:48

According to IC, the figures differ somewhat from those above.Book Value 7.89Tangible book value 2.44Whilst revenue has risen dramatucally since 2013, net income is well below that year and debt has doubled. Cash and EPS are also lower than they were in 2013. The PE is higher than Shire's and in some forecasts considerably higher. The fall, for the moment, looks understandable, if not justified. When money returns to pharma, it will return to quality plays like Shire first. I think there's more downside to come yet.

[justiceforthemany] 19/8/2017 21:38

No.

Are you aware that GSK trades at 15x book value?

Both GSK and AZN have a far larger % of their assets as 'intangible assets and goodwill'

In fact if you take this out both have negative equity.

If you remove all the intangibles and goodwill Hikma still comfortably has positive equity.

[riskvsreward] 19/8/2017 18:49

The level headed argument is that the profit is perhaps on a down leg now and the book value is mainly Intangible. The tangible NAV is only about 250p. One to watch but better to avoid until it has surely bottomed out.