NAS:INVA (USA) Also Trade In: Germany

Innoviva Inc $ 11.70 0.19 (1.65%)

Volume:
426,315
Avg Vol (1m):
557,051
Market Cap $:
1.19 Bil
Enterprise Value $:
1.39 Bil
PE Ratio:
5.70
PB Ratio:
2.42
Warning! GuruFocus has detected 1 Medium warning sign with INVA. Click here to check it out.
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Innoviva Inc News and Headlines -

GuruFocus Articles Total 38
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Wall Street analysts forecast they will keep on delivering disappointing performances

Shareholders of Invesco Mortgage Capital Inc (IVR) and Innoviva Inc (INVA) have witnessed their stocks underperform the S&P 500 index over the past one-year, three-year and five-year periods.

Furthermore, Wall Street sell-side analysts have issued negative recommendation ratings for these two stocks, which means they expect their share prices to continue to disappoint in the months ahead.

Invesco Mortgage Capital Inc

Shares of the Atlanta, Georgia-based real estate investment trust focusing on residential and commercial mortgage-backed assets have declined 78.5% in the past year, 79% in the past three years and 76% in the past five years through July

114 Views    Alberto Abaterusso    2020-07-06 15:58
Bio-Rad Laboratories tops the list

As of Monday, the GuruFocus All-in-One Screener, a Premium feature, found that the following stocks have low price-earnings ratios and have been bought by gurus. While some of them are great value investments, others may need to be researched more carefully, according to the discounted cash flow calculator.

Bio-Rad Laboratories

With a market cap of $11.08 billion, Bio-Rad Laboratories Inc. (BIO) has a price-earnings ratio of 6.43. According to the DCF calculator, the stock has a fair value of $820 while trading at $374. The stock has gained 21% over the last 12 months and is now 9.3%

125 Views    Tiziano Frateschi    2020-03-09 16:30
Guru stock highlight

Innoviva (INVA), which is active in the development, commercializa-tion and financial management of biopharmaceuticals, gained in the quarter as the activist investor that has taken over manage-ment of the company has slashed operating expenses and begun to grow the company’s free cash flow. We believe the royalty stream that Innoviva generates continues to be undervalued by the market.

From [url=https://www.gurufocus.com/StockBuy.php?GuruName=First+Eagle+Investment]First Eagle Investment[/url] ([url=https://www.gurufocus.com/StockBuy.php?GuruName=First+Eagle+Investment]Trades[/url], [url=https://www.gurufocus.com/holdings.php?GuruName=First+Eagle+Investment]Portfolio[/url])'s Fund of America fourth-quarter 2019 commentary.

12 Views    Sydnee Gatewood    2020-02-03 21:14
Discussion of markets and holdings

Market Commentary

With a new year upon us, we remain in uncharted equity and economic waters. In the US, the current bull run has been the longest on record, as has the ongoing economic expansion. With unprecedented levels of global monetary stimulus, however, questions remain as to how much of the equity market’s rally over the past 10-plus years should be ascribed to central bank liquidity.

Still, for most market participants and observers the 2020 macroeconomic outlook appears positive, buoyed by a number of factors. The Federal Reserve, for example, lowered rates three times in 2019 but more recently indicated

32 Views    Sydnee Gatewood    2020-02-03 21:03
Amgen, Innoviva among stocks investors are buying

According to the GuruFocus All-In-One Screener, the following health care stocks are popular among gurus.

Twenty-two gurus are invested in Amgen Inc. (AMGN).

The biotechnology company has a market cap of $131.14 billion. Its revenue has grown 10.50% annually over the past 10 years.

The stock is trading with a price-earnings (P/E) ratio of 16.31. The current stock price of $180.65 is 5.47% below its 52-week high and 20.13% above its 52-week low. Over the past decade, it has returned a gain of 279%.

The company’s largest shareholder among the gurus is PRIMECAP Management (Trades, Portfolio)

244 Views    Tiziano Frateschi    2018-01-08 17:26
Activist fails to get nominees voted to board of Glasko-linked company

Investor Seth Klarman (Trades, Portfolio) sold 93% of his stake in Innoviva (INVA) April 30, days after the company’s shareholders rejected an activist investor’s slate of board nominees that wanted to overhaul employee compensation.

Sarissa Capital, a Greenwich, Connecticut-based hedge fund focused on health care companies, purchased a 2.72% activist stake in Innoviva over the latter half of 2016. The fund’s leader, Alexander Denner, sharpened his activist skills at Carl Icahn (Trades, Portfolio)’s Icahn Capital, and worked before that for Andreas Halvorsen (Trades, Portfolio)’s Viking Global.

Innoviva’s shares gained 29% for

639 Views    Holly LaFon    2017-05-10 22:20
Guru boosted PBF Energy, trimmed SunEdison, Innoviva

Seth Klarman (Trades, Portfolio), a value investor and portfolio manager for the investment partnership The Baupost Group, made three transactions on Aug. 31.

The position in PBF Energy Inc. Class AÂ (PBF) was raised by 47.77% with an impact of 1.5% on the portfolio. He now holds 0.88% of the company's outstanding shares.

PBF Energy is a petroleum refiner and supplier of unbranded transportation fuels, heating oil, petrochemical feedstocks, lubricants and other petroleum products in the U.S. It owns and operates three domestic oil refineries. Second-quarter income from operations was $234.8 million as compared to income

1593 Views    Tiziano Frateschi    2016-10-07 22:19
Guru's largest 2nd quarter sales

Seth Klarman (Trades, Portfolio) is a value investor and portfolio manager at The Baupost Group. During the second quarter, the guru sold shares in the following stocks.

The guru reduced his stake in Antero Resources Corp. (AR) by 32.55%, with an impact of -2.54% on the portfolio.

The company is engaged in the exploration, development and acquisition of natural gas, NGLs and oil properties located in the Appalachian Basin. In the second quarter, adjusted net income of $41 million, or 14 cents per share, representing a 136% increase compared to the prior year quarter and adjusted

1243 Views    Tiziano Frateschi    2016-08-31 21:29
Klarman takes 18 percent of cancer treatment developer as FDA fast-tracks product

Seth Klarman (Trades, Portfolio) continues to top weight his portfolio with outsized stakes in health care and pharmaceutical companies. June 30, he bought 18.5% of a company designing a treatment for breast cancer.

Klarman, founder of the Baupost Group, purchased 25 million shares of Cascadian Therapeutics Inc. (CASC) for around 94 cents per share. The company’s stock had fallen 21% since it announced a name change from Oncothyreon and pivot in focus from therapeutic vaccines to cancer treatments June 8.

The day before Klarman’s investment, Cascade announced it received “fast track” designation

2313 Views    Holly LaFon    2016-07-12 13:53
Margin-of-safety investor reports updated portfolio

Seth Klarman (Trades, Portfolio), whose hedge fund Baupost Group last year suffered its third down year in its 33-year history, bought two new stocks and added to nine other holdings in the fourth quarter.

On Friday Klarman reported he had started one new position, in EMC Corp. (EMC), and significantly increased positions in Orexigen Therapeutics Inc. (OREX), Sunrun Inc. (RUN), Sanchez Energy Corp. (SN) and KLX Inc. (KLXI).

Klarman favors undervalued companies with strong fundamentals, but in 2016 he ended up “dodging relentlessly falling knives,” a term for impostor value stocks.

“Upon deeper inspection, one superficially tempting

2961 Views    Holly LaFon    2016-02-15 21:25
Investment will help the company expand its hit weight-loss drug

True to form, Seth Klarman (Trades, Portfolio) purchased a stake in a pharmaceutical company with a sinking stock but a new blockbuster drug ready to push out the door.

Klarman’s The Baupost Group LLC held a total of 25,821,363 shares of Orexigen Therapeutics (OREX), a 17.2% stake in the company, as of Sept. 30, it disclosed Oct. 9. Orexigen had previously announced on Sept. 10 that Baupost had acquired 20 million common shares along with 5 million warrants to purchase shares at a price of $3 per share of common stock and one-quarter of a warrant, for

2515 Views    Holly LaFon    2015-10-12 20:36

The All-In-One Guru Screenercan be used to find out the most insider buys over the last week by clicking on the insiders tab and changing the settings for All Insider Buying “$5,000,000+” and Duration to "over the past 7 days."

On May 12 and on May 15, Ontario teachers pension plan which is director and 10% owner of Macerich Co (MAC) paid $149,896,000 to buy 1,814,000 shares of MAC, the first time at a price of $81.63 and the second time at a price of $82.88. After that trades, the price of MAC rose

929 Views    Tiziano Frateschi    2015-05-18 20:42

Seth Klarman (Trades, Portfolio) is a value investor and portfolio manager of the investment partnership The Baupost Group. Founded in 1983, The Baupost Group now manages $7 billion, and has averaged returns of nearly 20% annually since their inception. Seth Klarman (Trades, Portfolio) is the author of the book "Margin of Safety" which sells for over $1,000. Klarman attended Cornell University where he received a degree in economics, and later attended Harvard University where he earned an M.B.A.

Web Page: http://www.baupost.com/

His portfolio is composed

2559 Views    Tiziano Frateschi    2015-04-20 21:14

Other gurus made more deals in the fourth quarter of 2014, but few matched the impact Richard Perry (Trades, Portfolio)’s stock transactions had on his portfolio.

Perry, co-founder of private investment management firm Perry Capital LLC, invested in two companies in the fourth quarter that are new to his portfolio – CBS Corp (CBS) and Cheniere Energy Inc (LNG).

Perry acquired 1,700,000 shares of CBS Corp, parent company of the CBS television network based in New York, for an average price of $53.32 per share. The purchase had a 3.9% impact on his portfolio.

962 Views    David Goodloe    2015-02-16 23:11

Seth Klarman (Trades, Portfolio) is an investor from America who founded the Baupost Group. The Baupost Goup is a private investment partnership and hedge fund. The Baupost Group has made over 20% annualized gains over the past three decades. Seth Klarman (Trades, Portfolio) is known for being the author of a book on value investing called Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor.

Unlike many popular hedge fund managers, Klarman’s approach to investing is more conservative and unconventional. Seth Klarman (Trades, Portfolio)’s investment strategy

1829 Views    JamesKLi10    2014-12-05 15:47

The Baupost Group, the hedge fund firm run by famed investor Seth Klarman (Trades, Portfolio), just reported their first quarter portfolio. Seth Klarman (Trades, Portfolio) buys Cheniere Energy Inc, Keryx Biopharmaceuticals Inc, Idenix Pharmaceuticals Inc, PBF Energy Inc, RF Micro Devices Inc, Triquint Semiconductor, Viasat Inc, Theravance Inc, Keryx Biopharmaceuticals Inc, sells BP PLC, Fidelity National Financial Inc, Rovi Corp, Enzon Pharmaceuticals Inc during the 3-months ended 03/31/2014, according to the most recent filings of his investment company, The Baupost Group. As of 03/31/2014, The Baupost Group owns 20 stocks with a total value

2590 Views    GuruFocus    2014-05-15 21:20
Renowned value investor [url=http://www.gurufocus.com/StockBuy.php?GuruName=Seth+Klarman]Seth Klarman[/url] just reported his third quarter portfolio. He runs a very concentrated portfolio, with top two positions account for more than 50% of the stocks he owns. [url=http://www.gurufocus.com/StockBuy.php?GuruName=Seth+Klarman]Seth Klarman[/url] buys Micron Technology, Inc., Theravance, Inc., PBF Energy Inc, Idenix Pharmaceuticals, Inc., Chipmos Technologies Bermuda Ltd., Idenix Pharmaceuticals, Inc., sells BP PLC, American International Group Inc, Yamana Gold Inc, Central Pacific Financial Corporation, Kinross Gold Corporation, Ituran Location and Control, Ltd., Alliance One International Inc, Pretium Resources, Inc. during the 3-months ended 09/30/2013, according to the most recent filings of his investment company, The Baupost Group. As
1678 Views    GuruFocus    2013-11-13 23:56
[url=http://www.gurufocus.com/StockBuy.php?GuruName=Seth+Klarman]Seth Klarman[/url] is a value investor and portfolio manager of the investment partnership The Baupost Group. According to his portfolio report released earlier today, the guru now holds 24 stocks valued at over $4 billion. The following companies represent [url=http://www.gurufocus.com/StockBuy.php?GuruName=Seth+Klarman]Seth Klarman[/url]’s top five largest holdings in terms of portfolio weight. [b]Viasat ([url=http://www.gurufocus.com/stock/VSAT]VSAT[/url])[/b] Klarman’s largest position remains in Viasat where he holds 11,000,000 shares, representing 19.5% of his total portfolio as well as 24.69% of the company’s shares outstanding. The guru did not alter his holdings in the company during the second quarter. Klarman has held 11,000,000 shares of Viasat since
983 Views    Monica Wolfe    2013-08-14 21:54
Legendary billionaire and author [url=http://www.gurufocus.com/StockBuy.php?GuruName=Seth+Klarman]Seth Klarman[/url] is a value investor and portfolio manager of the investment partnership The Baupost Group, founded in 1982. Baupost Group manages around $25 billion, and has had averaged returns of nearly 20% annually since inception. [url=http://www.gurufocus.com/StockBuy.php?GuruName=Seth+Klarman]Seth Klarman[/url] is also the author of "Margin of Safety," a book that sells for around $2,000, or really good value investors may choose to dig deep for a free download on the Internet. Check out the top four picks of [url=http://www.gurufocus.com/StockBuy.php?GuruName=Seth+Klarman]Seth Klarman[/url] at The Baupost Group, currently listing 22 stocks, four of them new, and a total value of
1471 Views    Sally Jones    2013-07-18 21:44
[url=http://www.gurufocus.com/StockBuy.php?GuruName=Seth+Klarman]Seth Klarman[/url], the renowned value investor, is the founder of the Baupost Group. He is the author of the very famous book, "Margin of Safety: Risk-Aerse Value Investing Strategies of the Thoughtful Investor." As a very conservative investor, he often holds a lot of cash in his investment portfolio. In 2006, he spoke pessimistically about the stock market, which makes me wonder, what if I invest in the top five common stocks of the Baupost Group? Will my returns beat the market? Will I achieve high returns as he has achieved even though I do not keep a high percentage
3388 Views    Vera Yuan    2013-05-29 23:00

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