UPDATE: Covidien FY2Q Net Drops On Charges, But Sales Up 11%
01 May 2009 - 2:41AM
Dow Jones News
Covidien Ltd.'s (COV) fiscal second-quarter net income dropped
30% as the company booked big legal and tax charges, but sales
topped Wall Street expectations with help from a generic pain drug
and despite continued problems in the company's business for
imaging products.
The company issued new sales guidance for its fiscal year
running through September that includes lowered expectations for
imaging solutions, which have been pressured by supply constraints
and pricing issues. But its overall sales view excluding the
contribution from generic OxyContin still appeared to improve
modestly.
Covidien officials, meantime, reiterated that the company is
feeling only a minor impact from cutbacks in hospital spending.
Shares didn't respond favorably to the somewhat confusing
results Thursday and were recently down 1.4% to $33.47. Leerink
Swann analyst Rick Wise said Covidien had an "encouraging quarter"
overall, but said it could take a while to digest new guidance that
excludes the impact of selling generic OxyContin.
Covidien could only sell the pain drug for a limited time and is
now done, per an agreement with Perdue Pharma L.P., which makes the
brand-name version.
Additionally, shareholders are awaiting a late-May vote on
whether to move the company's headquarters to Ireland from Bermuda.
The move could have long-term tax benefits, but could also cause
short-term pain for the stock if the move triggers ejection from
the Standard & Poor's 500 index.
Covidien's earnings release Thursday included a "Dublin"
dateline for the first time, reflecting the fact the company has
already moved its tax residency. The company's top executives and
U.S. operations are based in Mansfield, Mass.
Covidien's net income fell to $184 million, or 36 cents a share
in the recent quarter, from $263 million, or 52 cents a share, a
year earlier.
Results were hurt by a host of issues including a $183 million
charge for Covidien's portion of shareholder settlements at Tyco
International Ltd. (TYC), Covidien's former parent. Additionally,
the company took a one-time, $155 million charge for repatriated
earnings associated with new tax plans the company said will be
beneficial over the long haul. Specifically, it said its effective
tax rate this year will be 3 to 4 percentage points lower than it
previously projected.
Excluding these and other items, Covidien said its earnings were
$1.07 a share in the recent quarter.
Overall sales were $2.7 billion, up 11% and above the $2.65
billion average forecast from analysts surveyed by Thomson Reuters.
Unfavorable currency rates took a big $145 million bite from the
tally.
The company's medical devices business, its biggest, saw sales
remain flat at $1.7 billion in the quarter. But excluding the
impact of foreign currency, sales of endomechanical, energy,
soft-tissue repair and vascular products saw double-digit sales
increases.
Analyst Wise called a climb in U.S. device sales "particularly
encouraging" amid worries about the recession curbing hospital
procedures and causing product distributors to cut down on
inventory levels.
Sales of pharmaceutical products more than doubled to $519
million, thanks to a $258 million contribution from generic
OxyContin. Sales of medical supplies rose 10% due to higher sales
of nursing care products.
The imaging-solutions business, which makes products injected
into patients to create traceable signals during medical scans,
continued to struggle during the quarter in a 9% drop in sales. A
big issue was a long-term outage at a Dutch nuclear reactor that
supplies Covidien with material used in its products.
While the reactor is finally back on, it was only running for
one month of the quarter and "the supply chain remains fragile,"
said Richard J. Meelia, Covidien's chairman and chief executive, on
a call with analysts. Also, steeper competition has hurt product
pricing, he said.
Looking ahead, Covidien issued new guidance for sales that now
excludes the OxyContin contribution to create a clean
year-over-year comparison. That created some confusion and
generated several analyst questions, although netted out, guidance
for sales growth of 4% to 7% excluding the pain drug and the impact
of currency rates is up slightly from guidance issued in
January.
Covidien doesn't provide earnings guidance.
-By Jon Kamp, Dow Jones Newswires; 617-654-6728;
jon.kamp@dowjones.com