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袁福庭撰文﹕Time to buy SNY at $43.56 or less
2012/09/14 23:56:51瀏覽186|回應0|推薦0
Sanofi, (SNY, 43.96) together with its subsidiaries, researches, develops, manufactures, and markets healthcare products worldwide. Its principle pharmaceutical products include Lantus and Apidra analogs of human insulin; Insuman range of human insulin solutions and suspensions; Amaryl, an oral once-daily sulfonylurea; BGStar and iBGStar blood glucose meters; enzyme replacement therapies, such as Cerezyme to treat Gaucher disease, Fabrazyme to treat Fabry disease, and Myozyme/Lumizyme to treat Pompe disease; Taxotere, a taxane derivative for various cancer types; Eloxatine treating colorectal cancer; and Jevtana for patients with prostate cancer. The company’s other flagship products comprise thrombosis medicines, including Plavix anti-platelet agent indicated for atherothrombotic conditions and Lovenox for the prevention and treatment of deep vein thrombosis and for unstable angina and myocardial infarction; cardiovascular medicines consisting of Multaq, an anti-arrhythmic agent and Aprovel/CoAprovel for hypertension treatments; Renagel/Renvela oral phosphate binders used in patients with chronic kidney disease on dialysis to treat high phosphorus levels; and Synvisc and Synvisc-One viscosupplements used to treat pain associated with osteoarthritis of certain joints. It also offers pediatric combination, influenza, adult and adolescent booster, meningitis, and travel and endemics vaccines. It provides a dividend of $1.69(yield=3.84%) and its price/book=1.60. It is a value play with a potential Europe recovery because it is a French company. In addition, Warrent Buffett owned SNF too.Buy it at $42.56-43.56, sell it at $59-60 and stop loss at $41.


Legal disclaimer: Mr Yuan is holding the above securities in his managing accounts. He may do the opposite of buy or sell (short) the above securities according to their reaction after his recommendation. You must use your own judgement to buy or sell (short) the above securities as suggested in this note. Our information is believed from reliable resources but not guaranteed and past performance is not guaranteed for future results.
( 知識學習商業管理 )
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