Fortunately for investors in Barr Labs
While the top lines may not be comparable, the bottom lines certainly are, and the picture continues to look bleak. Adjusted earnings per share slipped to $0.79 in the fourth quarter, compared to $0.83 in the year-ago quarter.
The problem is that the Stock Advisor pick took on a lot of debt to finance the Pliva acquisition, and while it's paid back a fourth of its loan so far, the company still paid more than $35 million in interest this quarter. If you compare that to Barr's $32 million in net income for the quarter, you can really see the potential for the company if it weren’t so debt-laden. If the capital markets ever calm down, Barr should be able to refinance some or all of the remaining loan into long-term loans with lower interest rates.
The good news is that, as with Mylan's
The year 2008 looks a little better for Barr. It shares the exclusive rights to the generic version of Merck's
Judging from Barr's anemic stock price last year, investors are clearly disappointed in how long it's taking to see the benefits from the Pliva acquisition. But I think patient investors should get what they've been waiting for in the coming years.