Valeant (VRX) Approaching Lenders to Determine Demands for Waiving a Default

Valeant Pharmaceuticals (VRX) shares are trading lower by 9.35% to $26.92 following a Bloomberg report saying the drugmaker’s bankers are trying to determine demands of lenders for waiving a default caused by the co.’s delayed earnings filing. The report also said lenders may seek concessions including higher interest rates, a one-time fee, and early repayment of debt.

The embattled Canadian drugmaker, the target of U.S. investigations into its business and accounting practices, held a long awaited earnings call Tuesday morning but answers to analyst questions, about a delay in filing its 10-K for FY15 which puts it in danger of a default on its $30 billion in debt, were few and far between. The company also reported disappointing preliminary Q415 results and lowered its guidance. For 1Q16, Valeant provided EPS guidance of $1.30-$1.55 versus consensus of $2.66 per share. The company also issued revenue projection of $2.3-$2.4 billion, compared to the consensus revenue estimate of $2.85 billion.

Approximately 39 million shares have changed hands in today’s trading session, compared to the stock’s average daily volume of 18.45 million shares.

Fundamentally, VRX shows the following financial data:

  • $1.44 billion in cash in most recent quarter
  • $26.35 billion t-12 total assets
  • $5.43 billion total equity
  • $9.98 billion t-12 revenue
  • $913.5 million annual net income
  • $2 billion free cash flow

On valuation measures, Valeant Pharmaceuticals shares have a trailing-12 price/sales ratio of 1.02 and a price/book for the same period of 1.61. EPS is ($0.77). The name has a market cap of $8.42 billion and a median Street price target of $66 with a high target of $213. Currently there are 9 analysts that rate VRX a ‘Buy’, 10 rate it a ‘Hold’. 3 analysts rate it a ‘Sell’.

In terms of share statistics, Valeant Pharmaceuticals has a total of 340.98 million shares outstanding with 1.96% held by insiders and 88.00% held by institutions. The stock’s short interest currently stands at 3.61%, bringing the total number of shares sold short to 12.10 million.

Shares of Laval, Canada-based company, which were at a high of $263.70 in August, are down 85.40% year-over-year and 70.79% year-to-date.

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