At the 2025 Sohn New York Conference, Larry Robbins, CEO of Glenview Capital, presented his investment insights during the main session. Robbins pitched two stocks in less than 10 minutes.
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2025 Sohn New York Conference - Larry Robbins
Teva Pharmaceutical Industries Ltd (NYSE:TEVA) and Global Payments Inc (NYSE:GPN) - both 6x EPS - $20 billion market cap, mid-teens forward earnings growth, large share repurchase capacity
- Teva Pharmaceutical Industries - $35 billion EV - 3.1x leverage - business held for sale that will help them further de-lever - paid crazy price to buy generics biz - pulled tricks to cut costs - new 2023 CEO
- Generics drugs - prices going up, at deficit - worried about generics availability and security, but Teva can help fill that demand
- Also make biosimilars - combating price of GLP-1s. Novo Nordisk's GLP-1s will get biosimilars in five years
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