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Endo

Endo International is a specialty pharma company that develops, manufactures, markets and distributes a range of branded and generic pharmaceuticals. The company operates in four primary segments: US Branded Pharmaceuticals, US Branded Injectables, US Generic Pharmaceuticals, and International Pharmaceuticals. US Branded Pharmaceuticals markets products in the areas of pain management, urology, endocrinology, and oncology. US Branded Injectables consists primarily of Vasostrict and Adrenalin products. US Generic Pharmaceuticals focuses on medicines that have high barriers to entry, such as complex formulations, legal/regulatory hurdles, and/or difficulty in sourcing raw materials. International Pharmaceuticals focuses on specialty medicines and medical products for key markets in Canada, Mexico and South Africa. (03 Oct 2018)

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US Employment: Modest Gains for Jobs & Wages

Sector Analysis: 09 Dec 2018, 9:01 PM ET - Payrolls and wages both took a step back in November.  We highlight this months employment data and discuss the possibility for manufacturing, construction, and mining employment to lead a 2019 deceleration in jobs growth.

US Income & Spending: Strong Start to 4Q Spending

Strategy Analysis: 30 Nov 2018, 4:37 AM ET - October consumer data delivered above expectations with strong real spending, solid income, and soft inflation.  We dig into the details and highlight strong growth in discretionary spending categories.

Consumer Pulse: Holiday Sales Update & More

Sector Analysis: 28 Nov 2018, 4:11 AM ET - Consumer holiday spending viewed through the e-commerce lens looks to be off to a strong start. The consumer economy has a mix of puts and takes, ranging from rising mortgage rates to falling prices at the pump.
Focused

Endo: 3Q18 Cellulite Data Disappoints the Market

Earnings Note: 09 Nov 2018, 11:27 AM ET - Endo reported 3Q18 declines in revenue and adjusted EBITDA of 5% and 12%, respectively. At the same time, top-line results for Xiaflex in cellulite were somewhat less impressive than the Phase 2B outcome.

US Employment: Almost Full, Keeps Eating

Strategy Analysis: 05 Nov 2018, 5:16 AM ET - Employment growth bounced back in October with a strong 250k print.  Wage growth hit a new high, but its gradual acceleration coupled with the strong job growth trend makes us question what full employment looks like.

US Productivity Is A Small Offset To Labor Costs

Sovereign Analysis: 02 Nov 2018, 5:38 AM ET - We break down 2 separate pieces of 3Q economic data that show while labor costs continue to rise, controlling for productivity growth gives a rosier picture. 

PCE Deflator: Steady in September

Worth Watching: 29 Oct 2018, 10:19 PM ET - PCE Deflator: The September income & outlays report showed another mild month for consumer price gains. The headline all-items index increased by 0.1% MoM, bringing the YoY rate to 2.0%, down from its July peak of 2.3%. The core PCE deflator (e ..

US GDP: Consumers Show Up Again

Strategy Analysis: 29 Oct 2018, 5:06 AM ET - 3Q US GDP beat expectations with a strong performance by the US consumer, inventory growth, and government spending offsetting weak trade, residential investment, and capex.

Healthcare: ACA Market May be Further Pressured

Sector Outlook: 25 Oct 2018, 4:19 AM ET - The White House continues to amend the ACA and intends to give States the option of allowing insurers to provide less comprehensive coverage at a lower cost. For individuals who remain in ACA-compliant plans, this may mean higher premiums.

US Inflation: Consumer Prices Eke Out Another Gain

Strategy Analysis: 11 Oct 2018, 10:35 PM ET - The September consumer price index report showed weaker price gains than expected for the second consecutive month. 
Focused

Endo: A Closer Look at Operations (Pt 2/2)

Company Analysis: 11 Oct 2018, 4:44 AM ET - In part two of our deep dive into Endo, we examine operating trends with a particular focus on the company’s key franchises. We also provide cash flow estimates through 2020 and review the implications of potential settlement payouts.

US Strategy: What to Watch for on 3Q Earning Calls

Strategy Analysis: 11 Oct 2018, 4:37 AM ET - We surveyed our analyst teams for key sector level issues they will be paying close attention to with upcoming third quarter earnings calls beyond the typical sales, margins and earnings guidance. 

US Employment: 3.0% Wage Growth on the Horizon

Strategy Analysis: 05 Oct 2018, 12:24 PM ET - September nonfarm payrolls disappointed on the headline number, but under the surface, the report was solid.  Wages posted another strong gain and are just one tick away from the 3.0% YoY milestone.

US Income & Spending: Consumption Stays On Track

Strategy Analysis: 01 Oct 2018, 6:11 AM ET - The August income & spending report contained another solid reading for consumer spending, continued income growth, and modest inflation. We dig into the pricing environment for a few discretionary spending categories.

September 2018 US Company Recommendation Changes

US Company Recommendation Changes: 30 Sep 2018, 9:25 PM ET - Our monthly report provides executive summaries for the twelve company recommendation changes made on North American companies during the month of September.
Focused

Endo: A Closer Look at Legal Exposure (Pt 1/2)

Company Analysis: 27 Sep 2018, 5:01 AM ET - In part one of our deep dive into Endo, we examine legal exposure with a particular focus on opioid-related litigation. In part two, we plan to take a closer look at Endo’s operating trends and financial position. 

US Employment: Finally, A Wage Growth Surprise

Strategy Analysis: 07 Sep 2018, 4:06 PM ET - The August employment report contained the long-awaited breakout in wage growth to a new cycle high. Payroll growth was also solid, and we highlight our outlook for it going forward.

Cigna: Issuing ~$23.5 bn to Fund ESRX Deal

IG Note: 06 Sep 2018, 11:25 AM ET - CI is in the market with a 10-part ~$23.5 bn offering of new debt to fund the acquisition of Express Scripts. We are shifting our recommendation on both Cigna and Express Scripts to Outperform.

Pharma: 1H18 Capital Allocation Review

Sector Analysis: 04 Sep 2018, 9:27 PM ET - In this note, we review capital allocation in the Pharma sector through 1H18. We focus primarily on M&A trends, shareholder rewards, and new issuance activity. We also touch on leverage metrics in the sector versus historical periods.

August 2018 US Company Recommendation Changes

US Company Recommendation Changes: 02 Sep 2018, 9:49 PM ET - Our monthly report provides executive summaries for the thirty company recommendation changes made on North American companies during the month of August.

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