
Express Scripts Inc NASDAQ:ESRX Healthcare : Healthcare Facilities Large Cap Growth. $45.38 ( August 18, 2011 )
Express Scripts, Inc. is a pharmacy benefit management (PBM) operating in North America, offering a range of services to its clients, which include health maintenance organizations (HMOs), health insurers, third-party administrators, employers, union-sponsored benefit plans, workers' compensation plans and Government health programs. The Company has organized its operations into two business segments based on products and services offered: PBM and Emerging Markets (EM). The Company's revenues are generated from the delivery of prescription drugs through its contracted network of retail pharmacies, home delivery and specialty pharmacy services and EM services. In October 2010, the Company completed the spinoff of its Rx Outreach business unit. In November 2010, the Company announced the formation of Express Scripts
Specialty Benefit Services, a specialty benefits company.
Business Overview
Express Scripts, Inc. is one of the nation's leading full-service pharmacy benefit management ("PBM") companies. The Company coordinates the distribution of outpatient pharmaceuticals through a combination of benefit management services, including retail drug card programs, Home Delivery services, formulary management programs and other clinical management programs. We also distribute a full range of injectible biopharmaceutical products directly to patients or their physicians, and provide extensive cost-management and patient-care services. We provide these types of services for clients that include health maintenance organizations, health insurers, employers, union-sponsored benefit plans, thirdparty administrators, workers’ compensation and governmental health programs.
http://www.express-scripts.com
Price/Earnings (TTM) 19.38x. Price/Sales (TTM) 0.52x. Price/Book (MRQ) 12.74x. Price/Cash Flow (TTM) 14.97x.
One Express Way St. Louis, MO 63121
Phone: (314) 996-0900 Fax: (314) 770-0303
Celgene Corp NASDAQ:CELG Healthcare : Biotechnology & Drugs Large Cap Growth. $54.55 ( August 18, 2011 )
Celgene Corporation is a global integrated biopharmaceutical company. The Company is primarily engaged in the discovery, development and commercialization of therapies designed to treat cancer and immune-inflammatory related diseases, such as immunomodulation and intracellular signaling pathways in hematology, oncology and immune-inflammatory diseases. Its primary commercial-stage products include REVLIMID, VIDAZA, THALOMID (inclusive of Thalidomide Celgene and Thalidomide Pharmion), ABRAXANE and ISTODAX. Other sources of revenue include sales of FOCALIN to Novartis Pharma AG (Novartis), which is a licensing agreement with Novartis, which entitles it to royalties on FOCALIN XR and the entire RITALIN family of drugs. On January 15, 2010, it acquired Gloucester Pharmaceuticals, Inc. (Gloucester), which is a privately held pharmaceutical company. On October 15, 2010, the Company acquired Abraxis BioScience, Inc. (Abraxis).
http://phx.corporate-ir.net/External.File?item=UGFyZW50SUQ9MTAxNTg0fENoaWxkSUQ9LTF8VHlwZT0z&t=1
Price/Earnings (TTM) 25.86x. Price/Sales (TTM) 6.02x. Price/Book (MRQ) 4.32x. Price/Cash Flow (TTM) 19.24x.
86 Morris Avenue Summit, NJ 07901
Phone: (908) 673-9000 Fax: (732) 271-4184
Biogen Idec Inc NASDAQ:BIIB Healthcare : Biotechnology & Drugs Large Cap Growth. $88.44 ( August 18, 2011 )
Biogen Idec Inc. (Biogen Idec) is a global biotechnology company focused on discovering, developing, manufacturing and marketing products for the treatment of neurological disorders and other serious diseases. The Company's products include AVONEX, TYSABRI, FUMADERM and RITUXAN. Its marketed products address diseases: multiple sclerosis (MS), non-Hodgkin's lymphoma (NHL), rheumatoid arthritis (RA), Crohn's disease (CD), chronic lymphocytic leukemia (CLL) and psoriasis. Its primary source of other revenue is derived from royalties received on sales by its licensees of other products covered under patents that it owns. The Medicines Company (TMC) markets ANGIOMAX in the United States and the European Union for use as an anticoagulant in patients undergoing percutaneous coronary intervention. On December 17, 2010, the Company completed the acquisition Panima Pharmaceuticals AG (Panima).
Price/Earnings (TTM) 20.41x. Price/Sales (TTM) 4.54x. Price/Book (MRQ) 3.65x. Price/Cash Flow (TTM) 16.03x.
14 Cambridge Center Cambridge, MA 02142
Phone: (617) 679-2000 Fax: (617) 679-2617
Teleflex Inc NYSE:TFX Healthcare : Medical Equipment & Supplies Mid Cap Blend $50.00 ( August 18, 2011 )
Teleflex Incorporated (Teleflex) is a global provider of medical technology products. The Company develops, manufactures and supplies singleuse medical devices used to provide access to the body for common diagnostic and therapeutic procedures in critical care and surgery. It serves hospitals and healthcare providers in more than 130 countries. Its aerospace products include cargo-handling systems, containers and pallets for commercial air cargo. Its commercial products include driver controls, engine assemblies and drive parts for the marine industry. It provides a range of medical technology products, which it categorizes into four groups: Critical Care, Surgical Care, Cardiac Care and original equipment manufacturer (OEM) and Development Services. It operates in three segments: Medical, Aerospace and Commercial. During the year ended
December 31, 2010, its Medical Segment represented 80% of its revenues. On January 10, 2011, the Company acquired VasoNova Inc.
http://phx.corporate-ir.net/External.File?item=UGFyZW50SUQ9MTAzNzY0fENoaWxkSUQ9LTF8VHlwZT0z&t=1
Price/Earnings (TTM) 20.41x. Price/Sales (TTM) 1.17x Price/Book (MRQ) 1.1x. Price/Cash Flow (TTM) 10.8x.
155 South Limerick Road Limerick, PA 19468
Phone: (610) 948-5100 Fax: (610) 948-5101
Amsurg Corp NASDAQ:AMSG Healthcare : Healthcare Facilities Small Cap Value. $20.05 (August 18, 2011)
AmSurg Corp. is engaged in developing, acquiring and operating ambulatory surgery centers (ASCs) in partnership with physicians throughout the United States. An AmSurg surgery center is located adjacent to or in close proximity to the medical practices of the Company's physician partners. Each of its surgery centers provides a range of surgical procedures. As of December 31, 2010, the Company owned a majority interest in 204 surgery centers in 33 states and the District of Columbia, and had one center under development. During the year ended December 31, 2010, the Company sold its interest in one surgery center and classified five additional surgery centers as discontinued.
NASHVILLE, Tenn., Jul 21, 2011 (BUSINESS WIRE) --
Christopher A. Holden, President and Chief Executive Officer of AmSurg Corp. (NASDAQ: AMSG), today announced financial results for the second quarter ended June 30, 2011. Revenues for the quarter rose 7% to $188,730,000 from $175,698,000 for the second quarter of 2010. Net earnings from continuing operations attributable to AmSurg common shareholders were $12,758,000, or $0.41 per diluted share, for the second quarter of 2011 compared with $12,716,000, or $0.41 per diluted share, for the second quarter of 2010. As anticipated, the results for the second quarter of 2011 included an incremental negative impact of $0.01 per diluted share from the revision of the Medicare payment system for ASCs and $0.03 per diluted share from the higher interest costs related to the refinancing of the Company's credit facility in May 2010 and a higher effective tax rate. In addition, these results include acquisition transaction costs of $0.02 per diluted share related to the Company's definitive merger agreement with National Surgical Care, announced in April 2011.
Price/Earnings (TTM) 13.02x. Price/Sales (TTM) 0.91x. Price/Book (MRQ) 1.13x. Price/Cash Flow (TTM) 3.17x.
20 Burton Hills Boulevard Nashville, TN 37215
Phone: (615) 665-1283 Fax: (615) 665-0755
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