LCI
LCI had a rock solid quarter. earnings of .92 was great. furthermore, we should start see positive earnings comps starting in q3, now that we have lapped the acquisition. Which will be a plus.
They paid down a decent amount of debt which is a positive, and I expect over time they will continue to pay down debt, and IE will continue to go lower over time. They have roughly 30 new drugs waiting approval, so the pipeline is in great shape. As for manufacturing they do most if not all of that in the US, so they won't be getting attacked by policy on that part. Also they have if anything continued to lower prices on things overall, so they are not making their money from raising prices through the roof on their drugs, lci, keeps prices lower for the most part, hence that shouldn't bother the current policies either. Also a streamline approval process will help them and all drug companies, as well as lower taxes would help as well if both of those get passed. For those that are worried about the dependance of thyroid, it was about 34% of sales last year, now it is down to about 25% and with a ton of new drugs on the way, the dependence on that drug is coming down.
Also because of closing a facility they haven't really lauched all their recent approvals, they have has like 4-5 of those and they expect to see another 5-7 before the fy end. hence all of these have yet to help the bottom line which in my opinion will help fy 2017 in q4, but more importantly all of these will aid 2018 numbers be better then 2017. Also one thing about LCI that can't be overlooked is that next quarter they will start showing improving y/y numbers I think that will help the stock make a case to go higher in the coming months. I'm long and strong LCI, and feel fv is significantly higher in my opinion. All is just my opinion, and I could always be wrong though.
Market Data 
Markets 
AI
