View Future GrowthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsEndo International 과거 순이익 실적과거 기준 점검 0/6Endo International 의 수입은 연평균 -41.7%의 비율로 감소해 온 반면, Pharmaceuticals 산업은 연평균 10.7%의 비율로 증가했습니다. 매출은 연평균 6.8%의 비율로 감소해 왔습니다.핵심 정보-41.65%순이익 성장률-40.73%주당순이익(EPS) 성장률Pharmaceuticals 산업 성장률5.95%매출 성장률-6.76%자기자본이익률n/a순이익률-121.69%최근 순이익 업데이트31 Dec 2023최근 과거 실적 업데이트공고 • May 17Endo International plc to Report Q1, 2024 Results on May 30, 2024Endo International plc announced that they will report Q1, 2024 results on May 30, 2024공고 • Nov 07Endo International plc to Report Q3, 2023 Results on Nov 06, 2023Endo International plc announced that they will report Q3, 2023 results at 4:15 PM, US Eastern Standard Time on Nov 06, 2023공고 • May 10+ 1 more updateEndo International plc Announces Asset Impairment Charges for Three Months Ended March 31, 2023Endo International plc announced the asset impairment charges for three months ended March 31, 2023. For the period the company announced the Asset impairment charges of $146,000. Adjustments for asset impairment charges included Other intangible asset impairment charges of 0. Property, plant and equipment impairment charges are $146,000.Reported Earnings • Aug 11Second quarter 2022 earnings released: US$8.00 loss per share (vs US$0.044 loss in 2Q 2021)Second quarter 2022 results: US$8.00 loss per share (down from US$0.044 loss in 2Q 2021). Revenue: US$569.1m (down 20% from 2Q 2021). Net loss: US$1.88b (loss widened US$1.87b from 2Q 2021). Over the next year, revenue is expected to shrink by 19% compared to a 16% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 44% per year, which means it has not declined as severely as earnings.Reported Earnings • May 06First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: US$0.28 loss per share (down from US$0.20 profit in 1Q 2021). Revenue: US$652.3m (down 9.1% from 1Q 2021). Net loss: US$65.3m (down 239% from profit in 1Q 2021). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is expected to shrink by 12% compared to a 7.6% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 44% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 02Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: US$2.44 loss per share (down from US$1.08 profit in FY 2020). Revenue: US$2.99b (up 3.1% from FY 2020). Net loss: US$569.1m (down 330% from profit in FY 2020). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is expected to shrink by 6.8% compared to a 21% growth forecast for the pharmaceuticals industry in the US. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.모든 업데이트 보기Recent updates공고 • May 17Endo International plc to Report Q1, 2024 Results on May 30, 2024Endo International plc announced that they will report Q1, 2024 results on May 30, 2024공고 • Nov 07Endo International plc to Report Q3, 2023 Results on Nov 06, 2023Endo International plc announced that they will report Q3, 2023 results at 4:15 PM, US Eastern Standard Time on Nov 06, 2023공고 • Aug 16Endo International plc, Annual General Meeting, Sep 07, 2023Endo International plc, Annual General Meeting, Sep 07, 2023, at 12:00 Coordinated Universal Time. Location: First Floor, Minerva House, Simmonscourt Road, Ballsbridge, Dublin 4 Ireland Agenda: To re-elect, by separate resolutions, the following eight members to our Board of Directors to serve until the next Annual Meeting of Shareholders; and to approve the selection of PricewaterhouseCoopers LLP as company's independent registered public accounting firm for the year ending December 31, 2023 and to authorize the Board of Directors, acting through the Audit & Finance Committee, to determine the independent registered public accounting firm’s remuneration.공고 • Jun 30+ 1 more updateEndo International plc Launches First Generic Version of Noxafil® (posaconazole) InjectionEndo International plc announced that its Par Sterile Products business has begun shipping posaconazole injection (18 mg/mL), the first generic version of Merck's Noxafil® in the U.S., following final approval from the U.S. Food and Drug Administration of its Abbreviated New Drug Application. Posaconazole injection is indicated for prophylaxis of invasive Aspergillus and Candida infections in patients who are at high risk of developing these infections due to being severely immunocompromised, such as hematopoietic stem cell transplant (HSCT) recipients with graft-versus-host disease (GVHD) or those with hematologic malignancies with prolonged neutropenia (low white blood cell counts) from chemotherapy. According to IQVIA™, Noxafil® vial sales were approximately $25 million for the 12 months ended May 31, 2023. Noxafil® is a registered trademark of Merck Sharp & Dohme LLC.공고 • Jun 28Endo International plc Announces First Patient Enrolled in Registry of Dupuytren's ContractureEndo International plc announced that the first patient has been enrolled in GRASP-DC (Generating Real-world Ambispective data to Study participant Treatment outcomes for Dupuytren's Contracture), a non-interventional registry of up to 1,000 patients with Dupuytren's contracture (DC). This registry will create the largest and most comprehensive collection of real-world DC data on treatment outcomes. DC is a progressive hand condition that results in the formation of a collagen rope-like cord that pulls fingers toward the palm and affects an estimated 14 million Americans. The Study is run by a steering committee that consists of Endo, Pulse Infoframe and Drs. Philip Blazar, Gary Pess and James Verheyden. About the Study GRASP-DC (NCT05877066) is a non-interventional study of up to 1,000 DC patients from 15 sites who have initiated treatment within two weeks before, at or any time after the date of enrollment. Patients will be followed for up to three years, and data will be collected from both the patients and their healthcare providers. Patients will answer questions related to, but not limited to, quality of life, reasons for treatment choices, functional outcomes, activities before and after treatment, treatment satisfaction and self-reported treatment effectiveness. Healthcare providers will answer questions related to, but not limited to, the reason for treatment choice; details of contracture size, location and number of cords treated; active and passive range of motion before and after treatment; and treatment techniques used.공고 • Jun 13Endo International plc Launches PREVDUO (Neostigmine Mylsulfate and Glycopyrrolate Injection), the First and Only FDA-Approved Neostigmine-Glycopyrrolate Combination Pre-Filled SyringeEndo International plc announced that's Par Sterilele Products business has begun shipping PREVDUO(TM) (neostigmine methylsulfate and glycopyrrolate injection) pre-filled syringe, the first and only FDA-approved neostigmine--glycopyrrolate combination product in the U.S. Both neostigmine methylsulfates and glycopyrrolate have been approved in the U.S. as single, active ingredient drug products. Neostigmine is always administered in conjunction with glycopyrrolate and, until now, its administration has required two syringes. In April, Endo executed an agreement with Slayback Pharma LLC to distribute PREVDUO(TM), on an exclusive basis in the U.S. Ready-to-use, or RTU, products streamline operations for hospitals by eliminating the need to prepare or transfer the product before patient administration. Actual results may differ materially and adversely from current expectations based on a number of factors, including, among other things, the outcome of the Company's contingency planning and restructuring activities; the timing, impact or results of any pending or future litigation, investigations, proceedings or claims, including opioid, tax and antitrust related matters; any actual or contingent liabilities; settlement discussions or negotiations; the Company's liquidity, financial performance, cash position and operations; the risks and uncertainties associated with chapter 11 proceedings; the time, terms and ability to confirm a sale of the Company's businesses under Section 363 of the U.S. Bankruptcy Code; the risk that the Company's chapter 11 cases may be converted to cases under chapter 7 of the Bankruptcy Code; the adequacy of the capital resources of the Company's businesses and the difficulty in forecasting the liquidity requirements of the operations of the Company's businesses; the unpredictability of the Company's financial results; the Company's ability to discharge claims in chapter 11 proceedings; negotiations with the holders of the Company's indebtedness and its trade creditors and other significant creditors; the risks and uncertainties with performing under the terms of the restructuring support agreement and any other arrangement with lenders or creditors while in chapter 11 proceedings; the performance, including the approval, introduction, and consumer and physician acceptance of new products and the continuing acceptance of currently marketed products; and the Company's ability to obtain and successfully manufacture, maintain and distribute a sufficient supply of products to meet market demand in a timely manner.공고 • May 10+ 1 more updateEndo International plc Announces Asset Impairment Charges for Three Months Ended March 31, 2023Endo International plc announced the asset impairment charges for three months ended March 31, 2023. For the period the company announced the Asset impairment charges of $146,000. Adjustments for asset impairment charges included Other intangible asset impairment charges of 0. Property, plant and equipment impairment charges are $146,000.Seeking Alpha • Aug 16Endo creditors looking at putting company up for sale through bankruptcy - BloombergEndo International (NASDAQ:ENDP) creditors are looking at putting the pharma company up for sale through a bankruptcy, likely through a Chapter 11 filing in New York, Bloomberg reported. Endo (ENDP) has a debt load of more than $8B and is still facing many lawsuits over its alleged role in the nation's opioid epidemic. A bankruptcy filing would make it easier for Endo (ENDP) to make deals with with governments and other entities suing the company. Bloomberg said that some first-lien lenders are competing to use their debt holdings toward a bid for the company’s assets. Seeking Alpha contributor CashFlow Hunter, which has a strong sell rating on Endo (ENDP), has said a bankruptcy filing is imminent.Reported Earnings • Aug 11Second quarter 2022 earnings released: US$8.00 loss per share (vs US$0.044 loss in 2Q 2021)Second quarter 2022 results: US$8.00 loss per share (down from US$0.044 loss in 2Q 2021). Revenue: US$569.1m (down 20% from 2Q 2021). Net loss: US$1.88b (loss widened US$1.87b from 2Q 2021). Over the next year, revenue is expected to shrink by 19% compared to a 16% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 44% per year, which means it has not declined as severely as earnings.Seeking Alpha • Aug 03Endo International sees 23% rise on 3x higher than normal volumeShares of Endo International (NASDAQ:ENDP) have risen sharply and are up 23% Wednesday afternoon amid three times higher than usual daily volume. The drugmaker's average daily volume is ~46.2M shares. As of 215p ET, more than 138M shares had traded hands. Endo (ENDP) is also having unusual options trading volume that is six times the daily normal. Seeking Alpha contributor CashFlow Hunter says the company is a strong sell with a bankruptcy filing likely.Seeking Alpha • Jul 25Endo outperforms defying bankruptcy fears and generic entryThe shares of Endo International (NASDAQ:ENDP) rose sharply on Monday even as the company continues to grapple with concerns over the generic threat to a key drug, failure to fulfill debt commitments, and potential bankruptcy filing amid ongoing opioid litigation. Despite an ~89% YTD decline, Endo (ENDP) has added ~13% over the past 30 days outperforming the broader market, as shown in this graph. The upsurge comes despite a recent WSJ report on the company’s plan to file for Chapter 11 bankruptcy without striking a settlement on thousands of opioid claims. In June, Dublin, Ireland-based Endo (ENDP) opted to skip interest payments owed to its junior bondholders citing the ongoing talks with certain creditors regarding its decision to evaluate strategic alternatives. A decline in earnings, driven in part by the loss of exclusivity for its leading sales generator, Vasostrict, has exacerbated the operational issues. In May, Piper Sandler downgraded Endo (ENDP), noting the generic competition to the vasopressin injection, which added $155.9M to the company topline in 1Q 2022 with ~30% YoY decline.Seeking Alpha • Jul 12Endo weighs bankruptcy filing without opioid settlement - WSJEndo International (NASDAQ:ENDP) shares plunged ~20% Tuesday after The Wall Street Journal reported that the generic drugmaker is advancing towards a bankruptcy filing without reaching a settlement on opioid claims against the company. According to people familiar with the matter, despite years of negotiations with opioid claimants, Endo (ENDP) is weighing chapter 11 bankruptcy to restructure its over $8B debt and thousands of ongoing litigations. Endo (ENDP) has been negotiating with a group of senior creditors after the company missed interest payments to junior bondholders last month, the people said, adding that the management expects to reach a deal with them before a near-term bankruptcy process starts. However, a bankruptcy filing is unlikely if the company inks agreements with junior bondholders and opioid plaintiffs, the people said, noting that the situation could change. Endo (ENDP) declined to comment. Read: “Bankruptcy filing should be imminent” for Endo (ENDP), Seeking Alpha contributor CashFlow Hunter predicted in May.Seeking Alpha • Jun 29Endo International cools off, giving back some of its 85% Tuesday gainShares of Endo International are down 24% in Wednesday afternoon trading, a day after the pharma closed up 85%. The reason for Tuesday's surge was a news release issued by law firm White & Case on behalf of a group of institutional investors holding unsecured notes in Endo (NASDAQ:ENDP) subsidiaries. The group has proposed that the company commence a cash tender offer or commence a debt-for-debt exchange. Also, it is against a near-term bankruptcy filing as Endo (ENDP) has strong liquidity and it "could destroy significant value for stakeholders." Endo (ENDP) has been struggling as a result of multi-million-dollar settlements in state opioid crisis cases.Seeking Alpha • May 10Endo: Stick A Fork In ItSecond quarter guidance implies catastrophic sales and margins from Vasostrict. Bonds plummeted implying first lien debt might be impaired. Possibly impairment of first lien debt and near certain impairment of second lien debt means zero equity value. Bankruptcy filing should be imminent.Reported Earnings • May 06First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: US$0.28 loss per share (down from US$0.20 profit in 1Q 2021). Revenue: US$652.3m (down 9.1% from 1Q 2021). Net loss: US$65.3m (down 239% from profit in 1Q 2021). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is expected to shrink by 12% compared to a 7.6% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 44% per year, which means it is significantly lagging earnings.Price Target Changed • Apr 27Price target decreased to US$2.63Down from US$5.33, the current price target is an average from 5 analysts. New target price is 23% above last closing price of US$2.14. Stock is down 65% over the past year. The company posted a net loss per share of US$2.44 last year.Seeking Alpha • Mar 07Endo: About As Bad As It GetsEntrance of generic competitor to Vasostrict materially hurting revenue. QWO uptake seems slow with concerns around discoloration side-effect. Q1 guide implies leverage rising dangerous levels. Bankruptcy seems like an increasingly likely option.Reported Earnings • Mar 02Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: US$2.44 loss per share (down from US$1.08 profit in FY 2020). Revenue: US$2.99b (up 3.1% from FY 2020). Net loss: US$569.1m (down 330% from profit in FY 2020). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is expected to shrink by 6.8% compared to a 21% growth forecast for the pharmaceuticals industry in the US. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.Price Target Changed • Dec 23Price target decreased to US$6.17Down from US$6.86, the current price target is an average from 8 analysts. New target price is 49% above last closing price of US$4.13. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$1.38 for next year compared to US$1.08 last year.Seeking Alpha • Dec 16Endo: FDA Approves Generic Form Of Vasostrict Creating Headwind Into Next YearEagle Pharmaceuticals receives FDA approval to sell a generic form of vasopressin, a competitor to ENDP's Vasostrict. This approval follows Eagle's courtroom win in a patent dispute with Endo several months ago. Vasostrict is Endo's biggest revenue source, responsible for $786 million of high margin sales last year. Eagle expects 180-day marketing exclusivity for vasopressin. Continue to see the stock as high risk.Valuation Update With 7 Day Price Move • Dec 15Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to US$4.27, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 14x in the Pharmaceuticals industry in the US. Total loss to shareholders of 54% over the past three years.Reported Earnings • Nov 05Third quarter 2021 earnings released: US$0.21 loss per share (vs US$0.30 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: US$772.0m (up 22% from 3Q 2020). Net loss: US$49.3m (loss narrowed 28% from 3Q 2020). Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$5.09, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 19x in the Pharmaceuticals industry in the US. Total loss to shareholders of 70% over the past three years.Seeking Alpha • Nov 02Endo: A Win In California But Equity Value Still A QuestionCalifornia State Court hands Endo and other opioid producers a temporary win in liability trial. Tentative ruling directs manufacturers to file a statement of decision within 30 days. Ruling likely takes away major liability in the country's biggest state at least for a while. Leverage remains too high, particularly with Vasostrict EBITDA at risk. Bankruptcy is now likely off the table but struggle to see equity value.Valuation Update With 7 Day Price Move • Oct 12Investor sentiment improved over the past weekAfter last week's 20% share price gain to US$4.17, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 20x in the Pharmaceuticals industry in the US. Total loss to shareholders of 77% over the past three years.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improved over the past weekAfter last week's 24% share price gain to US$3.40, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 20x in the Pharmaceuticals industry in the US. Total loss to shareholders of 80% over the past three years.Valuation Update With 7 Day Price Move • Sep 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$2.79, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 21x in the Pharmaceuticals industry in the US. Total loss to shareholders of 82% over the past three years.Price Target Changed • Sep 01Price target decreased to US$6.57Down from US$7.57, the current price target is an average from 9 analysts. New target price is 213% above last closing price of US$2.10. Stock is down 27% over the past year.Seeking Alpha • Aug 31Endo International: Loses Vasostrict TrialJudge rules Eagle Pharmaceuticals' version of the drug does not infringe on two patents held by Par Pharmaceuticals, the unit that produces vasostrict. Expect Eagle to start producing and marketing a generic form of vasostrict to treat low blood pressure in the next few months. Approximately 30% of Endo Pharmaceuticals' revenue and EBITDA will take a hit. The loss likely wipes out any equity value for Endo and impairs unsecured bonds.Valuation Update With 7 Day Price Move • Aug 20Investor sentiment deteriorated over the past weekAfter last week's 46% share price decline to US$2.13, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 20x in the Pharmaceuticals industry in the US. Total loss to shareholders of 86% over the past three years.Seeking Alpha • Aug 20Endo International: Hires Restructuring AdvisorThe company is hiring Alvarez & Marsal, which specializes in bankruptcy restructuring. The move is somewhat surprising from a timing perspective. New York opioid and Vasostrict trials are still ongoing.Major Estimate Revision • Aug 13Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast increased from US$2.73b to US$2.76b. EPS estimate fell from US$1.12 to US$0.61 per share. Net income forecast to shrink 41% next year vs 14% growth forecast for Pharmaceuticals industry in the US . Consensus price target down from US$7.63 to US$7.25. Share price fell 12% to US$4.14 over the past week.Seeking Alpha • Aug 07Endo International: All About Ongoing LitigationCompany settled with the eastern TN counties for $35mm but do the economics make any sense? NY litigation is ongoing with plaintiffs seeking default liability judgment on the same grounds as TN. Vasostrict trial with Eagle Pharmaceuticals is ongoing. >25% of EBITDA at risk. Quarter operationally solid, but questions remain on market acceptance of QWO.Reported Earnings • Aug 06Second quarter 2021 earnings released: US$0.044 loss per share (vs US$0.077 profit in 2Q 2020)The company reported a soft second quarter result with weaker earnings and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: US$713.8m (up 3.8% from 2Q 2020). Net loss: US$10.2m (down 158% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improved over the past weekAfter last week's 40% share price gain to US$4.89, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 20x in the Pharmaceuticals industry in the US. Total loss to shareholders of 60% over the past three years.Seeking Alpha • Jul 15Endo: Appellate Court Denies Request To Postpone Damages Trial Might Be End O' The RoadThe denied request is likely the last chance to stop the Tennessee damages trial set to begin on July 26. The company already has a default judgment against it. The company could face a $2.4 billion judgment leveled against it. Appeal denial is one more piece pointing to likely bankruptcy filing.Valuation Update With 7 Day Price Move • Jul 08Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to US$3.90, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 20x in the Pharmaceuticals industry in the US. Total loss to shareholders of 64% over the past three years.Seeking Alpha • Jun 30Endo International: Bankruptcy Seems Like The Only Practical OptionA Tennessee state court issued a "default judgement" in April against the company in the lawsuit by county prosecutors over the company's generic for oxycontin, Opana. Earlier this month, a Tennessee appellate court declined to review that default judgement. The damages trial begins on July 26 in Tennessee. Plaintiffs are seeking $2.4 billion. A trial for a suit against the company begins in New York on June 28th and a California trial is ongoing. A bankruptcy filing is very likely the only way to settle all of these cases in a manner that preserves value.Executive Departure • Jun 15Chairman Paul Campanelli has left the companyOn the 10th of June, Paul Campanelli's tenure as Chairman ended after 1.6 years in the role. As of March 2021, Paul still personally held 1.27m shares (US$9.4m worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 2.38 years.Executive Departure • Jun 15Senior Independent Director Roger Kimmel has left the companyOn the 10th of June, Roger Kimmel's tenure as Senior Independent Director ended after 7.3 years in the role. As of March 2021, Roger still personally held 201.50k shares (US$746k worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 2.38 years.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$6.26, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 17x in the Pharmaceuticals industry in the US. Total loss to shareholders of 30% over the past three years.Reported Earnings • May 08First quarter 2021 earnings released: EPS US$0.20 (vs US$0.69 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$717.9m (down 13% from 1Q 2020). Net income: US$47.1m (down 70% from 1Q 2020). Profit margin: 6.6% (down from 19% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Recent Insider Transactions Derivative • Apr 09Chairman exercised options and sold US$1.4m worth of stockOn the 6th of April, Paul Campanelli exercised options to acquire 188k shares at no cost and sold these for an average price of US$7.37 per share. This trade did not impact their existing holding. Since June 2020, Paul's direct individual holding has increased from 1.07m shares to 1.27m. Company insiders have collectively sold US$2.3m more than they bought, via options and on-market transactions in the last 12 months.Valuation Update With 7 Day Price Move • Mar 30Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to US$6.90, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 18x in the Pharmaceuticals industry in the US. Total returns to shareholders of 22% over the past three years.Recent Insider Transactions • Mar 16Independent Director recently sold US$150k worth of stockOn the 15th of March, Shane Cooke sold around 17k shares on-market at roughly US$8.65 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Valuation Update With 7 Day Price Move • Mar 05Investor sentiment deteriorated over the past weekAfter last week's 26% share price decline to US$6.89, the stock is trading at a trailing P/E ratio of 6.4x, down from the previous P/E ratio of 8.6x. This compares to an average P/E of 27x in the Pharmaceuticals industry in the US. Total return to shareholders over the past three years is a loss of 2.7%.Price Target Changed • Mar 02Price target raised to US$7.45Up from US$6.91, the current price target is an average from 13 analysts. The new target price is close to the current share price of US$7.51. As of last close, the stock is up 32% over the past year.Reported Earnings • Feb 27Full year 2020 earnings released: EPS US$1.08 (vs US$1.60 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: US$2.90b (flat on FY 2019). Net income: US$247.5m (up US$608.0m from FY 2019). Profit margin: 8.5% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Feb 27Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates by 6.0%. Over the next year, revenue is expected to shrink by 4.8% compared to a 29% growth forecast for the Pharmaceuticals industry in the US.Is New 90 Day High Low • Feb 18New 90-day high: US$10.02The company is up 88% from its price of US$5.32 on 19 November 2020. The American market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$23.81 per share.Price Target Changed • Feb 12Price target raised to US$6.91Up from US$6.45, the current price target is an average from 13 analysts. The new target price is 24% below the current share price of US$9.13. As of last close, the stock is up 47% over the past year.Is New 90 Day High Low • Feb 02New 90-day high: US$8.34The company is up 89% from its price of US$4.42 on 03 November 2020. The American market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$23.81 per share.Price Target Changed • Jan 05Price target raised to US$6.27Up from US$5.64, the current price target is an average from 13 analysts. The new target price is 16% below the current share price of US$7.48. As of last close, the stock is up 62% over the past year.매출 및 비용 세부 내역Endo International가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이OTCPK:ENDP.Q 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비31 Dec 232,012-2,44856811530 Sep 232,070-25259811830 Jun 232,160-94265211831 Mar 232,182-2,84769711931 Dec 222,319-2,91075812130 Sep 222,552-3,22183212930 Jun 222,783-2,55288112331 Mar 222,928-68187012231 Dec 212,993-56984112230 Sep 212,96412976714730 Jun 212,82710968715031 Mar 212,80113768815131 Dec 202,90324767112030 Sep 202,908-10266112530 Jun 203,002-7566713331 Mar 203,014-19064812931 Dec 192,914-36163213130 Sep 192,936-41863912230 Jun 192,952-52263512531 Mar 192,967-47763018131 Dec 182,947-96264618630 Sep 182,929-96864020930 Jun 182,971-92161220931 Mar 183,132-1,56562016831 Dec 173,469-1,23361517230 Sep 173,942-4,29466617030 Jun 174,039-4,38671717531 Mar 174,084-3,30075418531 Dec 164,010-3,22477118330 Sep 163,84255380218130 Jun 163,704-5976015831 Mar 163,518-53972112631 Dec 153,269-30070410230 Sep 152,858-7255928930 Jun 152,7661286498831 Mar 152,62426061610031 Dec 142,3815856811330 Sep 142,303-64360911630 Jun 142,310-63759913231 Mar 142,429-65072213531 Dec 132,1251895749730 Sep 132,621-62882914530 Jun 132,711-629848157양질의 수익: ENDP.Q 은(는) 현재 수익성이 없습니다.이익 마진 증가: ENDP.Q는 현재 수익성이 없습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: ENDP.Q은 수익성이 없으며 지난 5년 동안 손실이 연평균 41.7% 증가했습니다.성장 가속화: 현재 수익성이 없어 지난 1년간 ENDP.Q의 수익 성장률을 5년 평균과 비교할 수 없습니다.수익 대 산업: ENDP.Q은 수익성이 없어 지난 해 수익 성장률을 Pharmaceuticals 업계(-6%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: ENDP.Q의 부채가 자산을 초과하여 자본 수익률을 계산하기 어렵습니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YPharmaceuticals-biotech 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2024/05/02 13:54종가2024/05/02 00:00수익2023/12/31연간 수익2023/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Endo, Inc.는 32명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Richard SilverBarclaysGary NachmanBMO Capital Markets Equity ResearchSumant Satchidanand KulkarniBofA Global Research29명의 분석가 더 보기
공고 • May 17Endo International plc to Report Q1, 2024 Results on May 30, 2024Endo International plc announced that they will report Q1, 2024 results on May 30, 2024
공고 • Nov 07Endo International plc to Report Q3, 2023 Results on Nov 06, 2023Endo International plc announced that they will report Q3, 2023 results at 4:15 PM, US Eastern Standard Time on Nov 06, 2023
공고 • May 10+ 1 more updateEndo International plc Announces Asset Impairment Charges for Three Months Ended March 31, 2023Endo International plc announced the asset impairment charges for three months ended March 31, 2023. For the period the company announced the Asset impairment charges of $146,000. Adjustments for asset impairment charges included Other intangible asset impairment charges of 0. Property, plant and equipment impairment charges are $146,000.
Reported Earnings • Aug 11Second quarter 2022 earnings released: US$8.00 loss per share (vs US$0.044 loss in 2Q 2021)Second quarter 2022 results: US$8.00 loss per share (down from US$0.044 loss in 2Q 2021). Revenue: US$569.1m (down 20% from 2Q 2021). Net loss: US$1.88b (loss widened US$1.87b from 2Q 2021). Over the next year, revenue is expected to shrink by 19% compared to a 16% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 44% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 06First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: US$0.28 loss per share (down from US$0.20 profit in 1Q 2021). Revenue: US$652.3m (down 9.1% from 1Q 2021). Net loss: US$65.3m (down 239% from profit in 1Q 2021). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is expected to shrink by 12% compared to a 7.6% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 44% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 02Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: US$2.44 loss per share (down from US$1.08 profit in FY 2020). Revenue: US$2.99b (up 3.1% from FY 2020). Net loss: US$569.1m (down 330% from profit in FY 2020). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is expected to shrink by 6.8% compared to a 21% growth forecast for the pharmaceuticals industry in the US. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.
공고 • May 17Endo International plc to Report Q1, 2024 Results on May 30, 2024Endo International plc announced that they will report Q1, 2024 results on May 30, 2024
공고 • Nov 07Endo International plc to Report Q3, 2023 Results on Nov 06, 2023Endo International plc announced that they will report Q3, 2023 results at 4:15 PM, US Eastern Standard Time on Nov 06, 2023
공고 • Aug 16Endo International plc, Annual General Meeting, Sep 07, 2023Endo International plc, Annual General Meeting, Sep 07, 2023, at 12:00 Coordinated Universal Time. Location: First Floor, Minerva House, Simmonscourt Road, Ballsbridge, Dublin 4 Ireland Agenda: To re-elect, by separate resolutions, the following eight members to our Board of Directors to serve until the next Annual Meeting of Shareholders; and to approve the selection of PricewaterhouseCoopers LLP as company's independent registered public accounting firm for the year ending December 31, 2023 and to authorize the Board of Directors, acting through the Audit & Finance Committee, to determine the independent registered public accounting firm’s remuneration.
공고 • Jun 30+ 1 more updateEndo International plc Launches First Generic Version of Noxafil® (posaconazole) InjectionEndo International plc announced that its Par Sterile Products business has begun shipping posaconazole injection (18 mg/mL), the first generic version of Merck's Noxafil® in the U.S., following final approval from the U.S. Food and Drug Administration of its Abbreviated New Drug Application. Posaconazole injection is indicated for prophylaxis of invasive Aspergillus and Candida infections in patients who are at high risk of developing these infections due to being severely immunocompromised, such as hematopoietic stem cell transplant (HSCT) recipients with graft-versus-host disease (GVHD) or those with hematologic malignancies with prolonged neutropenia (low white blood cell counts) from chemotherapy. According to IQVIA™, Noxafil® vial sales were approximately $25 million for the 12 months ended May 31, 2023. Noxafil® is a registered trademark of Merck Sharp & Dohme LLC.
공고 • Jun 28Endo International plc Announces First Patient Enrolled in Registry of Dupuytren's ContractureEndo International plc announced that the first patient has been enrolled in GRASP-DC (Generating Real-world Ambispective data to Study participant Treatment outcomes for Dupuytren's Contracture), a non-interventional registry of up to 1,000 patients with Dupuytren's contracture (DC). This registry will create the largest and most comprehensive collection of real-world DC data on treatment outcomes. DC is a progressive hand condition that results in the formation of a collagen rope-like cord that pulls fingers toward the palm and affects an estimated 14 million Americans. The Study is run by a steering committee that consists of Endo, Pulse Infoframe and Drs. Philip Blazar, Gary Pess and James Verheyden. About the Study GRASP-DC (NCT05877066) is a non-interventional study of up to 1,000 DC patients from 15 sites who have initiated treatment within two weeks before, at or any time after the date of enrollment. Patients will be followed for up to three years, and data will be collected from both the patients and their healthcare providers. Patients will answer questions related to, but not limited to, quality of life, reasons for treatment choices, functional outcomes, activities before and after treatment, treatment satisfaction and self-reported treatment effectiveness. Healthcare providers will answer questions related to, but not limited to, the reason for treatment choice; details of contracture size, location and number of cords treated; active and passive range of motion before and after treatment; and treatment techniques used.
공고 • Jun 13Endo International plc Launches PREVDUO (Neostigmine Mylsulfate and Glycopyrrolate Injection), the First and Only FDA-Approved Neostigmine-Glycopyrrolate Combination Pre-Filled SyringeEndo International plc announced that's Par Sterilele Products business has begun shipping PREVDUO(TM) (neostigmine methylsulfate and glycopyrrolate injection) pre-filled syringe, the first and only FDA-approved neostigmine--glycopyrrolate combination product in the U.S. Both neostigmine methylsulfates and glycopyrrolate have been approved in the U.S. as single, active ingredient drug products. Neostigmine is always administered in conjunction with glycopyrrolate and, until now, its administration has required two syringes. In April, Endo executed an agreement with Slayback Pharma LLC to distribute PREVDUO(TM), on an exclusive basis in the U.S. Ready-to-use, or RTU, products streamline operations for hospitals by eliminating the need to prepare or transfer the product before patient administration. Actual results may differ materially and adversely from current expectations based on a number of factors, including, among other things, the outcome of the Company's contingency planning and restructuring activities; the timing, impact or results of any pending or future litigation, investigations, proceedings or claims, including opioid, tax and antitrust related matters; any actual or contingent liabilities; settlement discussions or negotiations; the Company's liquidity, financial performance, cash position and operations; the risks and uncertainties associated with chapter 11 proceedings; the time, terms and ability to confirm a sale of the Company's businesses under Section 363 of the U.S. Bankruptcy Code; the risk that the Company's chapter 11 cases may be converted to cases under chapter 7 of the Bankruptcy Code; the adequacy of the capital resources of the Company's businesses and the difficulty in forecasting the liquidity requirements of the operations of the Company's businesses; the unpredictability of the Company's financial results; the Company's ability to discharge claims in chapter 11 proceedings; negotiations with the holders of the Company's indebtedness and its trade creditors and other significant creditors; the risks and uncertainties with performing under the terms of the restructuring support agreement and any other arrangement with lenders or creditors while in chapter 11 proceedings; the performance, including the approval, introduction, and consumer and physician acceptance of new products and the continuing acceptance of currently marketed products; and the Company's ability to obtain and successfully manufacture, maintain and distribute a sufficient supply of products to meet market demand in a timely manner.
공고 • May 10+ 1 more updateEndo International plc Announces Asset Impairment Charges for Three Months Ended March 31, 2023Endo International plc announced the asset impairment charges for three months ended March 31, 2023. For the period the company announced the Asset impairment charges of $146,000. Adjustments for asset impairment charges included Other intangible asset impairment charges of 0. Property, plant and equipment impairment charges are $146,000.
Seeking Alpha • Aug 16Endo creditors looking at putting company up for sale through bankruptcy - BloombergEndo International (NASDAQ:ENDP) creditors are looking at putting the pharma company up for sale through a bankruptcy, likely through a Chapter 11 filing in New York, Bloomberg reported. Endo (ENDP) has a debt load of more than $8B and is still facing many lawsuits over its alleged role in the nation's opioid epidemic. A bankruptcy filing would make it easier for Endo (ENDP) to make deals with with governments and other entities suing the company. Bloomberg said that some first-lien lenders are competing to use their debt holdings toward a bid for the company’s assets. Seeking Alpha contributor CashFlow Hunter, which has a strong sell rating on Endo (ENDP), has said a bankruptcy filing is imminent.
Reported Earnings • Aug 11Second quarter 2022 earnings released: US$8.00 loss per share (vs US$0.044 loss in 2Q 2021)Second quarter 2022 results: US$8.00 loss per share (down from US$0.044 loss in 2Q 2021). Revenue: US$569.1m (down 20% from 2Q 2021). Net loss: US$1.88b (loss widened US$1.87b from 2Q 2021). Over the next year, revenue is expected to shrink by 19% compared to a 16% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 44% per year, which means it has not declined as severely as earnings.
Seeking Alpha • Aug 03Endo International sees 23% rise on 3x higher than normal volumeShares of Endo International (NASDAQ:ENDP) have risen sharply and are up 23% Wednesday afternoon amid three times higher than usual daily volume. The drugmaker's average daily volume is ~46.2M shares. As of 215p ET, more than 138M shares had traded hands. Endo (ENDP) is also having unusual options trading volume that is six times the daily normal. Seeking Alpha contributor CashFlow Hunter says the company is a strong sell with a bankruptcy filing likely.
Seeking Alpha • Jul 25Endo outperforms defying bankruptcy fears and generic entryThe shares of Endo International (NASDAQ:ENDP) rose sharply on Monday even as the company continues to grapple with concerns over the generic threat to a key drug, failure to fulfill debt commitments, and potential bankruptcy filing amid ongoing opioid litigation. Despite an ~89% YTD decline, Endo (ENDP) has added ~13% over the past 30 days outperforming the broader market, as shown in this graph. The upsurge comes despite a recent WSJ report on the company’s plan to file for Chapter 11 bankruptcy without striking a settlement on thousands of opioid claims. In June, Dublin, Ireland-based Endo (ENDP) opted to skip interest payments owed to its junior bondholders citing the ongoing talks with certain creditors regarding its decision to evaluate strategic alternatives. A decline in earnings, driven in part by the loss of exclusivity for its leading sales generator, Vasostrict, has exacerbated the operational issues. In May, Piper Sandler downgraded Endo (ENDP), noting the generic competition to the vasopressin injection, which added $155.9M to the company topline in 1Q 2022 with ~30% YoY decline.
Seeking Alpha • Jul 12Endo weighs bankruptcy filing without opioid settlement - WSJEndo International (NASDAQ:ENDP) shares plunged ~20% Tuesday after The Wall Street Journal reported that the generic drugmaker is advancing towards a bankruptcy filing without reaching a settlement on opioid claims against the company. According to people familiar with the matter, despite years of negotiations with opioid claimants, Endo (ENDP) is weighing chapter 11 bankruptcy to restructure its over $8B debt and thousands of ongoing litigations. Endo (ENDP) has been negotiating with a group of senior creditors after the company missed interest payments to junior bondholders last month, the people said, adding that the management expects to reach a deal with them before a near-term bankruptcy process starts. However, a bankruptcy filing is unlikely if the company inks agreements with junior bondholders and opioid plaintiffs, the people said, noting that the situation could change. Endo (ENDP) declined to comment. Read: “Bankruptcy filing should be imminent” for Endo (ENDP), Seeking Alpha contributor CashFlow Hunter predicted in May.
Seeking Alpha • Jun 29Endo International cools off, giving back some of its 85% Tuesday gainShares of Endo International are down 24% in Wednesday afternoon trading, a day after the pharma closed up 85%. The reason for Tuesday's surge was a news release issued by law firm White & Case on behalf of a group of institutional investors holding unsecured notes in Endo (NASDAQ:ENDP) subsidiaries. The group has proposed that the company commence a cash tender offer or commence a debt-for-debt exchange. Also, it is against a near-term bankruptcy filing as Endo (ENDP) has strong liquidity and it "could destroy significant value for stakeholders." Endo (ENDP) has been struggling as a result of multi-million-dollar settlements in state opioid crisis cases.
Seeking Alpha • May 10Endo: Stick A Fork In ItSecond quarter guidance implies catastrophic sales and margins from Vasostrict. Bonds plummeted implying first lien debt might be impaired. Possibly impairment of first lien debt and near certain impairment of second lien debt means zero equity value. Bankruptcy filing should be imminent.
Reported Earnings • May 06First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: US$0.28 loss per share (down from US$0.20 profit in 1Q 2021). Revenue: US$652.3m (down 9.1% from 1Q 2021). Net loss: US$65.3m (down 239% from profit in 1Q 2021). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is expected to shrink by 12% compared to a 7.6% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 44% per year, which means it is significantly lagging earnings.
Price Target Changed • Apr 27Price target decreased to US$2.63Down from US$5.33, the current price target is an average from 5 analysts. New target price is 23% above last closing price of US$2.14. Stock is down 65% over the past year. The company posted a net loss per share of US$2.44 last year.
Seeking Alpha • Mar 07Endo: About As Bad As It GetsEntrance of generic competitor to Vasostrict materially hurting revenue. QWO uptake seems slow with concerns around discoloration side-effect. Q1 guide implies leverage rising dangerous levels. Bankruptcy seems like an increasingly likely option.
Reported Earnings • Mar 02Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: US$2.44 loss per share (down from US$1.08 profit in FY 2020). Revenue: US$2.99b (up 3.1% from FY 2020). Net loss: US$569.1m (down 330% from profit in FY 2020). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is expected to shrink by 6.8% compared to a 21% growth forecast for the pharmaceuticals industry in the US. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.
Price Target Changed • Dec 23Price target decreased to US$6.17Down from US$6.86, the current price target is an average from 8 analysts. New target price is 49% above last closing price of US$4.13. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$1.38 for next year compared to US$1.08 last year.
Seeking Alpha • Dec 16Endo: FDA Approves Generic Form Of Vasostrict Creating Headwind Into Next YearEagle Pharmaceuticals receives FDA approval to sell a generic form of vasopressin, a competitor to ENDP's Vasostrict. This approval follows Eagle's courtroom win in a patent dispute with Endo several months ago. Vasostrict is Endo's biggest revenue source, responsible for $786 million of high margin sales last year. Eagle expects 180-day marketing exclusivity for vasopressin. Continue to see the stock as high risk.
Valuation Update With 7 Day Price Move • Dec 15Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to US$4.27, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 14x in the Pharmaceuticals industry in the US. Total loss to shareholders of 54% over the past three years.
Reported Earnings • Nov 05Third quarter 2021 earnings released: US$0.21 loss per share (vs US$0.30 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: US$772.0m (up 22% from 3Q 2020). Net loss: US$49.3m (loss narrowed 28% from 3Q 2020). Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Nov 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$5.09, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 19x in the Pharmaceuticals industry in the US. Total loss to shareholders of 70% over the past three years.
Seeking Alpha • Nov 02Endo: A Win In California But Equity Value Still A QuestionCalifornia State Court hands Endo and other opioid producers a temporary win in liability trial. Tentative ruling directs manufacturers to file a statement of decision within 30 days. Ruling likely takes away major liability in the country's biggest state at least for a while. Leverage remains too high, particularly with Vasostrict EBITDA at risk. Bankruptcy is now likely off the table but struggle to see equity value.
Valuation Update With 7 Day Price Move • Oct 12Investor sentiment improved over the past weekAfter last week's 20% share price gain to US$4.17, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 20x in the Pharmaceuticals industry in the US. Total loss to shareholders of 77% over the past three years.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improved over the past weekAfter last week's 24% share price gain to US$3.40, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 20x in the Pharmaceuticals industry in the US. Total loss to shareholders of 80% over the past three years.
Valuation Update With 7 Day Price Move • Sep 10Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$2.79, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 21x in the Pharmaceuticals industry in the US. Total loss to shareholders of 82% over the past three years.
Price Target Changed • Sep 01Price target decreased to US$6.57Down from US$7.57, the current price target is an average from 9 analysts. New target price is 213% above last closing price of US$2.10. Stock is down 27% over the past year.
Seeking Alpha • Aug 31Endo International: Loses Vasostrict TrialJudge rules Eagle Pharmaceuticals' version of the drug does not infringe on two patents held by Par Pharmaceuticals, the unit that produces vasostrict. Expect Eagle to start producing and marketing a generic form of vasostrict to treat low blood pressure in the next few months. Approximately 30% of Endo Pharmaceuticals' revenue and EBITDA will take a hit. The loss likely wipes out any equity value for Endo and impairs unsecured bonds.
Valuation Update With 7 Day Price Move • Aug 20Investor sentiment deteriorated over the past weekAfter last week's 46% share price decline to US$2.13, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 20x in the Pharmaceuticals industry in the US. Total loss to shareholders of 86% over the past three years.
Seeking Alpha • Aug 20Endo International: Hires Restructuring AdvisorThe company is hiring Alvarez & Marsal, which specializes in bankruptcy restructuring. The move is somewhat surprising from a timing perspective. New York opioid and Vasostrict trials are still ongoing.
Major Estimate Revision • Aug 13Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast increased from US$2.73b to US$2.76b. EPS estimate fell from US$1.12 to US$0.61 per share. Net income forecast to shrink 41% next year vs 14% growth forecast for Pharmaceuticals industry in the US . Consensus price target down from US$7.63 to US$7.25. Share price fell 12% to US$4.14 over the past week.
Seeking Alpha • Aug 07Endo International: All About Ongoing LitigationCompany settled with the eastern TN counties for $35mm but do the economics make any sense? NY litigation is ongoing with plaintiffs seeking default liability judgment on the same grounds as TN. Vasostrict trial with Eagle Pharmaceuticals is ongoing. >25% of EBITDA at risk. Quarter operationally solid, but questions remain on market acceptance of QWO.
Reported Earnings • Aug 06Second quarter 2021 earnings released: US$0.044 loss per share (vs US$0.077 profit in 2Q 2020)The company reported a soft second quarter result with weaker earnings and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: US$713.8m (up 3.8% from 2Q 2020). Net loss: US$10.2m (down 158% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improved over the past weekAfter last week's 40% share price gain to US$4.89, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 20x in the Pharmaceuticals industry in the US. Total loss to shareholders of 60% over the past three years.
Seeking Alpha • Jul 15Endo: Appellate Court Denies Request To Postpone Damages Trial Might Be End O' The RoadThe denied request is likely the last chance to stop the Tennessee damages trial set to begin on July 26. The company already has a default judgment against it. The company could face a $2.4 billion judgment leveled against it. Appeal denial is one more piece pointing to likely bankruptcy filing.
Valuation Update With 7 Day Price Move • Jul 08Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to US$3.90, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 20x in the Pharmaceuticals industry in the US. Total loss to shareholders of 64% over the past three years.
Seeking Alpha • Jun 30Endo International: Bankruptcy Seems Like The Only Practical OptionA Tennessee state court issued a "default judgement" in April against the company in the lawsuit by county prosecutors over the company's generic for oxycontin, Opana. Earlier this month, a Tennessee appellate court declined to review that default judgement. The damages trial begins on July 26 in Tennessee. Plaintiffs are seeking $2.4 billion. A trial for a suit against the company begins in New York on June 28th and a California trial is ongoing. A bankruptcy filing is very likely the only way to settle all of these cases in a manner that preserves value.
Executive Departure • Jun 15Chairman Paul Campanelli has left the companyOn the 10th of June, Paul Campanelli's tenure as Chairman ended after 1.6 years in the role. As of March 2021, Paul still personally held 1.27m shares (US$9.4m worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 2.38 years.
Executive Departure • Jun 15Senior Independent Director Roger Kimmel has left the companyOn the 10th of June, Roger Kimmel's tenure as Senior Independent Director ended after 7.3 years in the role. As of March 2021, Roger still personally held 201.50k shares (US$746k worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 2.38 years.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$6.26, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 17x in the Pharmaceuticals industry in the US. Total loss to shareholders of 30% over the past three years.
Reported Earnings • May 08First quarter 2021 earnings released: EPS US$0.20 (vs US$0.69 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$717.9m (down 13% from 1Q 2020). Net income: US$47.1m (down 70% from 1Q 2020). Profit margin: 6.6% (down from 19% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Recent Insider Transactions Derivative • Apr 09Chairman exercised options and sold US$1.4m worth of stockOn the 6th of April, Paul Campanelli exercised options to acquire 188k shares at no cost and sold these for an average price of US$7.37 per share. This trade did not impact their existing holding. Since June 2020, Paul's direct individual holding has increased from 1.07m shares to 1.27m. Company insiders have collectively sold US$2.3m more than they bought, via options and on-market transactions in the last 12 months.
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to US$6.90, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 18x in the Pharmaceuticals industry in the US. Total returns to shareholders of 22% over the past three years.
Recent Insider Transactions • Mar 16Independent Director recently sold US$150k worth of stockOn the 15th of March, Shane Cooke sold around 17k shares on-market at roughly US$8.65 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment deteriorated over the past weekAfter last week's 26% share price decline to US$6.89, the stock is trading at a trailing P/E ratio of 6.4x, down from the previous P/E ratio of 8.6x. This compares to an average P/E of 27x in the Pharmaceuticals industry in the US. Total return to shareholders over the past three years is a loss of 2.7%.
Price Target Changed • Mar 02Price target raised to US$7.45Up from US$6.91, the current price target is an average from 13 analysts. The new target price is close to the current share price of US$7.51. As of last close, the stock is up 32% over the past year.
Reported Earnings • Feb 27Full year 2020 earnings released: EPS US$1.08 (vs US$1.60 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: US$2.90b (flat on FY 2019). Net income: US$247.5m (up US$608.0m from FY 2019). Profit margin: 8.5% (up from net loss in FY 2019). Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 27Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) also surpassed analyst estimates by 6.0%. Over the next year, revenue is expected to shrink by 4.8% compared to a 29% growth forecast for the Pharmaceuticals industry in the US.
Is New 90 Day High Low • Feb 18New 90-day high: US$10.02The company is up 88% from its price of US$5.32 on 19 November 2020. The American market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$23.81 per share.
Price Target Changed • Feb 12Price target raised to US$6.91Up from US$6.45, the current price target is an average from 13 analysts. The new target price is 24% below the current share price of US$9.13. As of last close, the stock is up 47% over the past year.
Is New 90 Day High Low • Feb 02New 90-day high: US$8.34The company is up 89% from its price of US$4.42 on 03 November 2020. The American market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$23.81 per share.
Price Target Changed • Jan 05Price target raised to US$6.27Up from US$5.64, the current price target is an average from 13 analysts. The new target price is 16% below the current share price of US$7.48. As of last close, the stock is up 62% over the past year.