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Jefferies Cuts Numbers on Endo Pharmaceuticals (ENDP); Lots of Moving Parts But Expect Q1 Weakness

January 30, 2012 7:54 AM EST
ENDP Hot Sheet
Rating Summary:
    9 Buy, 9 Hold, 0 Sell

Rating Trend: = Flat

Today's Overall Ratings:
    Up: 20 | Down: 11 | New: 38
Jefferies maintains a 'Buy' on Endo Pharmaceuticals (NASDAQ: ENDP) price target lowered from $54 to $48.

Jefferies analyst says, "Although we are lowering numbers, we still have ENDP as one of our top 3 picks in front of what could be a Lidoderm settlement and underappreciated Opana TR opportunity. It should not be a surprise given the manufacturing mess already announced, but we want investors to realize that shortages of Opana and Voltaren Gel will likely have a material impact on Q1. Hence our new $0.82 is 40 cents below consensus of $1.22."

Jefferies cuts FY12 EPS estimate from $5.63 to $5.54 and FY13 from $6.76 to $6.08.
For an analyst ratings summary and ratings history on Endo Pharmaceuticals click here. For more ratings news on Endo Pharmaceuticals click here.

Shares of Endo Pharmaceuticals closed at $37.73 yesterday, with a 52 week range of $26.02-$44.53.


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