October 22, 2018 / 11:28 AM / 3 months ago

BUZZ-Mizuho positive on Allergan, Bausch Health ahead of Q3 results

** Brokerage Mizuho says Allergan Plc is expected to outperform in Q3 and raise full-year guidance, as it benefits from a full quarter without generic competition for eye drug Restasis

** As Mizuho analyst Irina Koffler picks “winners” going into Q3 for specialty pharma companies, she believes Bausch Health should benefit in Q3 from new launches and growth in eye segment

** Koffler, rated 5 out 5 stars by Refinitiv for estimate accuracy, says investors are positive on strong quarter for Endo International, helped by product launches

** “Adamas Pharmaceuticals is the stock we are most concerned about into the quarter, as we have no visibility into Gocovri growth,” Koffler says, referring to ADMS’ lead drug, which treats side effect of Parkinson’s medicine

** Analyst also cautious on Jazz Pharmaceuticals, Mylan NV and Horizon Pharma on limited data visibility

** For Jazz, we don’t have a good way to track its products, and have no visibility on Mylan’s international performance - Koffler (Reporting by Manas Mishra in Bengaluru)

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