Hikma Pharmaceuticals Share Discussion Threads

[r ball] 19/9/2014 03:46

Turbulence. Ignore

[coppertrader] 17/9/2014 23:20

Does anyone know why this is sinking after it has just released an update with a 45% rise in profits? Is it this scottish debarcle or more to do with the reduction in their labeled drugs?

[coppertrader] 04/9/2014 16:45

Good article, thanks cla

[broadwood] 21/8/2014 15:46

Normal service resumed.

[stdyeddy] 20/8/2014 22:20

Looking like it's an over-reaction to pressure on branded sales due to middle-east turmoil. The overall results remain fantastic and regardless of ME, this is still a massively profitable business with great growth prospects. I imagine the drop will be be seen as a buying opportunity tomorrow.

[adamb1978] 20/8/2014 12:46

What happened at 11am? Results call? Price was down 20p til then and suddenly it nose-dived....

[stdyeddy] 20/8/2014 12:41

Did I miss something? Was this really a profit warning? Branded is forecast down but overall the business is massively up.

[stdyeddy] 20/8/2014 12:36

Well there you have it; the market has spoken. Evidently +44% is rubbish. What a terrible set of numbers! Why can't Hikma make 10% like everyone else and whine about currency headwinds? Am really not surprised that the stock is down 8%. I certainly hope they don't manage a 100% profit increase next time because I'll probably be wiped out!

[adamb1978] 20/8/2014 09:21

Even annualising the interm EPS with no growth, gets you to EPS of about 106p based on FX rate of 1.65, so a PE of just under 16x.

For a fast growing mid cap with an unlevered balance sheet and operating in a sector which is rife with M&A activity at the moment, that strikes me as very cheap. Am sturggling to understand why Mr Market doesnt like the results today

[adamb1978] 20/8/2014 09:21

Even annualising the interm EPS with no growth, gets you to EPS of about 106p based on FX rate of 1.65, so a PE of just under 16x.

For a fast growing mid cap with an unlevered balance sheet and operating in a sector which is rife with M&A activity at the moment, that strikes me as very cheap. Am sturggling to understand why Mr Market doesnt like the results today

[adamb1978] 20/8/2014 09:16

COnsensus forecasts of 73p EPS for this year need a massive upgrade surely?!? Am I missing something?

[r ball] 20/8/2014 07:23

results already in the price. might take a while to digest.

[stdyeddy] 20/8/2014 07:19

Plus a special dividend! Not good? What was everyone hoping for?

[stdyeddy] 20/8/2014 07:08

These are great figures: profits up 44%. How come the market isn't reacting positively?

[painter] 20/8/2014 06:36

Todays results may get us in. I think an share price of 2000p should do it (around 14% increase from here).

[coppertrader] 15/8/2014 11:27

The timing is perfect for great results to come out when we are already at an all time high. The way this is going, we will be on the ftse 100 by christmas.

[mrblonde77] 25/7/2014 18:41

Hikma reaching all time highs

[broadwood] 18/7/2014 07:06

This I like.

Goldman Sachs Hikma Pharmaceuticals PLC 18/07/2014
Upgrades
Neutral Buy
2
1,800.00 2,250.00 1,709.00
450

2

[broadwood] 02/7/2014 15:52

Takeover talk again?

[broadwood] 02/7/2014 07:29

Interims 20 Aug - touching all time highs.

[broadwood] 13/5/2014 08:12

The City can't get enough of drug deals, with traders getting their latest fix from rumours that Hikma Pharmaceuticals could be a takeover target.





Speculation mounted that generic drug makers Mylan and Meda could both be plotting a bid for the FTSE 250 company.

US-based Mylan recently lost out in its attempted $6.7bn (£3.9bn) takeover of Sweden's Meda, leaving it hungry for a successful deal, while Meda's chief executive, Jorg-Thomas Dierks, said yesterday he hopes to fend off any future bids through acquisitions – "either you eat or you will be eaten", were his words.

Hikma, with a market cap of £3.2bn, may look like a tasty dish, but the business's founding Darwazah family still owns a hefty stake and look unlikely to sell without an attractive premium – £22 is floated as a potential price, with Hikma finishing up 33p at 1,620p.

[mrblonde77] 08/4/2014 15:50

Whats with the massive 9% drop today?