Added to YB: 2025-09-15
Pitch date: 2025-09-12
BHC [bullish]
Bausch Health Companies Inc.
-5.08%
current return
Author Info
Countervail Capital shares data-driven insights into ongoing market phenomena. Sign up for the newsletter.
Company Info
Bausch Health Companies Inc. operates as a diversified specialty pharmaceutical and medical device company, develops, manufactures, and markets a range of products primarily in gastroenterology, hepatology, neurology, dermatology, generic pharmaceuticals, over-the-counter (OTC) products, aesthetic medical devices, and eye health in the United States and internationally.
Market Cap
$2.6B
Pitch Price
$7.29
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.35
P/E
26.95
EV/Sales
2.39
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)