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Frank DePinto's Contributor PageFrank, a Level I candidate in the CFA program, is a senior at the University of Delaware, planning to work for J.P. Morgan after graduation. Frank is an options specialist and a head of the Healthcare Sector for the Blue Hen Investment Club, a student-managed equity fund that oversees ~1.7 million AUM of the university's endowment.
Contributor Number: 123 |
Frank's Models
Jazz Pharma (NASDAQ:JAZZ)
Last Update: November 20, 2016
View on Jazz: Bearish
Summary of Model Estimates: Updated Q32016 financials and lowered assumptions for 2017 revenue and EPS assumptions. According to commentary in the 10-K, Jazz is facing increasing threats from generic competition. The firm is also too reliant for my liking on sales of Xyrem, the primary drug facing generic competition. I also don't believe that Jazz is developing drugs in areas that are poised for tremendous patient growth or areas of unmet medical need. It seems like a majority of their clinical trial outlook is related to new indications for existing drugs in their portfolio. All in all, I don't necessarily have the most upbeat outlook for Jazz Pharmaceuticals for FY2017.
Last Update: November 20, 2016
View on Jazz: Bearish
Summary of Model Estimates: Updated Q32016 financials and lowered assumptions for 2017 revenue and EPS assumptions. According to commentary in the 10-K, Jazz is facing increasing threats from generic competition. The firm is also too reliant for my liking on sales of Xyrem, the primary drug facing generic competition. I also don't believe that Jazz is developing drugs in areas that are poised for tremendous patient growth or areas of unmet medical need. It seems like a majority of their clinical trial outlook is related to new indications for existing drugs in their portfolio. All in all, I don't necessarily have the most upbeat outlook for Jazz Pharmaceuticals for FY2017.
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