They recently represented Allergan on the local aspects of the USD40 billion sale
of its generic drug division to Teva and are frequently instructed by major multinationals such as Mars Caribbean & Central America, UBS and Toyota.
We were originally attracted to TEVA because
of its leading position in
generic drugs, its free cash flow generation from its branded
drug division, its recent dividend growth, and its cheap price to our estimation
of its intrinsic value.
The S&P Healthcare Claims Indices track healthcare cost and utilization trends across various commercial lines
of business by geography (census
division, region, state, and metropolitan area), healthcare type (medical, hospital, inpatient, outpatient, professional services,
drug,
generic drug, and brand
drug), as well as by incurred period.