Friday, 13 February 2015

Bullish Salix Analyst Says Shares are Fairly Valued Absent a Deal

As chatter about a sale of Salix Pharmaceuticals Ltd.SLXP +2.12% pushes up its stock price once again, one heretofore bullish analyst cut her rating on the drug maker’s tumultuous stock.
Sterne Agee analyst Shibani Malhotra changed her rating from buy to neutral saying that at its stock, trading Friday at $151.41, is fairly valued based on fundamentals. Ms. Malhotra has had a 12-month fundamental price target of $145, which she has kept in place.
“We continue to believe that Salix remains an acquisition candidate and that it is highly unlikely the company will remain independent over the next 12 months, we simply cannot recommend putting new money into SLXP shares at current valuation as such a recommendation would be on M&A speculation alone,” she wrote in a research note.
 Investors betting on a deal for Salix have been on a wild ride over the past six months. Salix’s shares tumbled to $91.47 per share in November when the company announced a major accounting revision, along with the resignation of its CFO and lowered earnings guidance.
Ms. Malhotra correctly predicted the stock’s return to roughly $145 per share on fundamental value and had cited the possibility of a transaction as likely.  Shares of the company are up nearly 66% since they were rocked by that news.




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