Added to YB: 2025-09-15
Pitch date: 2025-09-12
BHC [bullish]
Bausch Health Companies Inc.
-32.78%
current return
Author Info
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Company Info
Bausch Health Companies Inc. operates as a diversified specialty pharmaceutical and medical device company.
Market Cap
$1.8B
Pitch Price
$7.29
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.00
P/E
-1.51
EV/Sales
2.12
Sector
Pharmaceuticals
Category
value
Pitch: Bausch Health (NYSE:BHC)
BHC: Premium Paulson block buy at $9 (19.8% over market) signals potential BLCO stake sale catalyst. $4.8B BLCO value vs $2.6B market cap implies -$2.1B stub value. 39% bankruptcy risk but 20% chance of 6.4x-13.9x returns if asset sale clears 4.25x debt/EBITDA covenant before $6B 2028 maturity wall & 2029 Xifaxan patent cliff. 18.9% avg IRR despite binary outcome.
Read full article (9 min)