By Bret Jensen:

Teva Pharmaceuticals (TEVA) posted earnings Wednesday morning. I have been a bull on TEVA for quite some time and this earnings report should drive further gains in the stock and reaffirms why TEVA is a core part of the long side of my portfolio.

Key highlights from Teva’s just released earnings report

• Management is raising the stock’s dividend by 25%
• It reported quarterly earnings of $1.59 which beat consensus by a penny
• More importantly, revenues expanded by 28.5% year over year to $5.68 which was $20mm over consensus.
• The CEO reported that 2011 ended on a strong note and it is making progress in diversifying its product mix.

4 reasons TEVA is still a good buy at $44 a share:

• The stock is showing increasing technical strength and now sits above its 200 day moving average (See Chart)

(Click to enlarge)

• Credit Suisse is one of several firms positive on

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By Stephen Simpson:

To the credit of Teva Pharmaceuticals’ (TEVA) board, if you underperform in the top spot there, you will be replaced. Recent years have seen the company struggle to deliver the sort of performance that shareholders had come to expect, and missteps in manufacturing and clinical development didn’t help matters. Now the company has a new CEO, strong generic candidates, a growing branded business, and perhaps a chance to regain past esteem.

A Fairly Solid Q4

Teva’s fourth quarter results were solid, if not radically ahead of expectations. Revenue rose about 29% as reported, with the inclusion of Cephalon adding a significant amount of revenue growth. Revenue from generic drugs and ingredients rose 12% overall, but were down 5% in the U.S. Branded drug sales rose 68% as reported or about 25% on an organic basis, with Teva’s key multiple sclerosis drug Copaxone up 11%.

Profitability was good on an adjusted

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By James Stocklasar Thomas Jr.:

Teva (TEVA) has gained the reputation of being a long term player in the oncology field. Which is why the following story means to much to me.

Sitting in front of me, a vivacious young woman showed me what looked like the black death of head and neck cancer. I could have wept. Half my age, the angel of death seemed to have penetrated inside her gum line. It sickened me the sight was so repulsive.

Head and neck cancer is unforgiving. It attacks the head and neck region including the nasal cavity, lips, sinuses, salivary glands, throat, mouth, and larynx. It disfigures the fortunate people who survive. It leaves people with half a face. Just ask Robert Ebert.

Enter Teva. Through key a partnership with a small biotech firm, CEL-Sci (CVM), Teva is helping to advance a product called Multikine to bring hope to the hopeless. Israel-based Teva is

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Teva Pharmaceutical Industries Ltd. (TEVA)

30th Annual J.P. Morgan Healthcare Conference

January 10, 2012 12:30 PM ET

Executives

Eyal Desheh – CFO

William S. Marth – President & Chief Executive Officer Americas

Analysts

Chris Schott – JP Morgan

Presentation

[Q&A session only]

Question-And-Answer

Chris Schott – JP

Morgan

Great. Good morning, everybody. I’m Chris Schott, Pharmaceutical Analyst at JP Morgan. I’m very pleased to be introducing Teva this morning. From Teva we’ve Eyal Desheh, the company’s CFO, as well as Bill Marth, who is President and CEO of Teva Americas.

We are going to do a format today, it’s going to be more kind of a Q&A type of format. But I was going to have Eyal make some quick opening remarks and I will go to kind of some interactive questions from there.

Eyal Desheh

Well, thank you very much. Good morning, everyone. We’re always happy to be here

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By Bret Jensen:

Teva Pharmaceuticals (TEVA) has not been the best performer in my portfolio since I added a position in the stock during the third quarter of 2011. However, since TEVA went under $37 a share in late November, it has been on a solid roll. That momentum is accelerating over the last month and I believe TEVA has a lot more to offer on the upside for the rest of 2012.

Momentum drivers for TEVA:

1. The company just brought in a highly thought of CEO from Bristol Myers Squibb
2. Teva’s management announced a $3B stock buyback in late December. This is about 8% of float at current prices.
3. The company is going to have a substantial win from Generic Lipitor starting in May.

Key value observations on TEVA:

• Generics are a primary beneficiary of long term demographic trend of aging populations in the developed world as well as the increasing desire

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By Dutch Trader:

This year is expected to be an interesting year for Teva Pharmaceuticals (TEVA). The company is becoming more popular again with investors after a long period of skepticism towards the sustainability of Teva’s superior earnings momentum. I already wrote an article about Teva on November 15 when the stock price was still around $40.

The company now has taken note and is more willing to listen to shareholders where strategy is concerned. This means: more focus on other growth areas besides Biotech pharma products (although these are very successful), more diversification into new growth businesses (generics including biosimilars, OTC medications) and collaboration with other firms. The latest joint venture with Procter&Gamble is a good example.

A large number of high-value branded pharmaceuticals have begun to go off-patent, and many more will lose patent exclusivity in the next few years.

Major revenue generating blockbuster medicines like Pfizer’s (PFE) cholesterol drug Lipitor,

Complete Story »

By Dutch Trader:

This year is expected to be an interesting year for Teva Pharmaceuticals (TEVA). The company is becoming more popular again with investors after a long period of skepticism towards the sustainability of Teva’s superior earnings momentum. I already wrote an article about Teva on November 15 when the stock price was still around $40.

The company now has taken note and is more willing to listen to shareholders where strategy is concerned. This means: more focus on other growth areas besides Biotech pharma products (although these are very successful), more diversification into new growth businesses (generics including biosimilars, OTC medications) and collaboration with other firms. The latest joint venture with Procter&Gamble is a good example.

A large number of high-value branded pharmaceuticals have begun to go off-patent, and many more will lose patent exclusivity in the next few years.

Major revenue generating blockbuster medicines like Pfizer’s (PFE) cholesterol drug Lipitor,

Complete Story »