Stay on the Sidelines with Biovail

Tags: bvf
27 Sep 3:26am
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An update has just come out today on Biovail Corporation (BVF), in which senior pharmaceutical industrial analysts Jason Napodano, CFA and Arpita Dutt, CA are restating their Hold rating on the company.  We excerpted the following details:


'Biovail Corporation is an integrated global pharmaceutical development company specializing in the application of advanced oral controlled-release delivery technologies. The company is also planning to significantly increase its dividend. Although we are positive on these strategic initiatives, we remain concerned about the impact of generic Wellbutrin XL.


'The non-approval of BVF-033 was also a major setback for the company. Biovail's future growth now depends on the successful development and commercialization of its pipeline products. However, we do not expect any significant product launches before 2009. We recommend investors to remain on the sidelines for the time-being.

'Following the release of second quarter results, the company maintained its financial guidance for 2007. Biovail expects diluted EPS in the range of $1.70 - $1.80 on revenues of $800 million to $850 million. The guidance assumes that generic versions of Wellbutrin XL 150 mg will not be launched in 2007.

'Based on our revised earnings model, we see the company delivering EPS of $1.77 in 2007 on revenues of $846 million. We maintain our Hold rating with a price target of $19 based on 10.7x our EPS estimate for 2007.'

Read the full analyst report on BVF.



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