Core Insights - Bausch Health (BHC) shares declined by 1.86% on January 26, marking the second consecutive day of losses, following a 10% drop on January 23 due to the failure of the late-stage RED-C clinical program [1][7]. Clinical Program Details - The RED-C program included two global, randomized, double-blind, placebo-controlled phase III studies with over 1,000 patients across 398 sites in 17 countries, aimed at evaluating rifaximin solid soluble dispersion (SSD) for delaying the first episode of hepatic encephalopathy (HE) in adults with liver cirrhosis [2]. - The trials did not meet their primary endpoint, despite the compound being deemed safe and well-tolerated [2]. Product Information - Rifaximin SSD is an oral formulation targeting the beta-subunit of bacterial DNA-dependent RNA polymerase, and it is already approved in the U.S. as Xifaxan, which is indicated for reducing the risk of overt HE recurrence and treating irritable bowel syndrome with diarrhea (IBS-D) in adults [3]. Financial Impact - Xifaxan is a significant growth driver for BHC, accounting for 85% of total Salix revenues in the first nine months of 2025 [5]. The failure of the RED-C program hampers the expansion of Xifaxan, which is crucial for BHC's growth plans [4][7]. - BHC's shares have decreased by 25.4% over the past year, contrasting with the industry's growth of 36.1% [6]. Debt and Acquisitions - BHC faces substantial financial pressure with long-term debt obligations of $21 billion and a cash balance of $1.3 billion as of September 30, 2025 [11]. - Recently, BHC acquired Wuhan Shibo Zhenmei Technology Co., Ltd. to enhance its aesthetics business, and it previously acquired DURECT Corporation to strengthen its R&D platform [9][10].

Bausch Health (BHC) has been on a downward spiral lately with significant selling pressure. After declining 17.9% over the past four weeks, the stock looks well positioned for a trend reversal as it is now in oversold territory and there is strong agreement among Wall Street analysts that the company will report better earnings than they predicted earlier.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum osc ...

Core Insights - Bausch Health's treatment aimed at preventing brain dysfunction in liver cirrhosis patients failed to meet the primary endpoint in a late-stage clinical trial [1] Company Summary - Bausch Health announced that its late-stage trial for a treatment targeting brain dysfunction in patients with liver cirrhosis did not achieve its main goal [1]

Core Insights - Bausch Health Companies Inc. announced the results of the global Phase 3 RED-C clinical program evaluating amorphous-rifaximin solid soluble dispersion (SSD) for the primary prevention of hepatic encephalopathy (HE) in adults with liver cirrhosis, which did not meet the primary endpoint despite being safe and well-tolerated [1][2] Group 1: Clinical Trial Details - The RED-C program included two global, randomized, double-blind, placebo-controlled Phase 3 trials with over 1,000 patients across 398 sites in 17 countries [3] - The trials aimed to evaluate rifaximin SSD for delaying the first episode of hepatic encephalopathy in adults with liver cirrhosis who had no prior HE episodes [3] Group 2: Company Commitment and Future Directions - The CEO of Bausch Health expressed disappointment in the trial results, highlighting the lack of approved treatments for these patients and indicating a review of the full dataset for potential new development opportunities [2] - Bausch Health remains committed to developing new treatments in hepatology and other therapeutic areas [2] Group 3: Context on Cirrhosis - Cirrhosis is a significant cause of end-stage liver disease in the US, ranking ninth as a cause of death according to the CDC [4] - The progression of cirrhosis is characterized by the development of hepatic encephalopathy, jaundice, clinically significant ascites, or variceal hemorrhage [4] Group 4: Company Overview - Bausch Health is a global, diversified pharmaceutical company focused on improving healthcare outcomes through a range of products in various therapeutic areas, including gastroenterology and hepatology [5] - The company aims to be a globally integrated healthcare provider, valued by patients, healthcare professionals, employees, and investors [5]

LAVAL, QC, Jan. 21, 2026 /PRNewswire/ -- Bausch Health Companies Inc. (NYSE:BHC)(TSX:BHC) will release fourth quarter and full year 2025 financial results after market close on Wednesday, February 18, 2026. Bausch Health will host a live conference call and webcast at 5:00 p.m. U.S. EST to discuss results and provide a business update. All materials will be made available on the Investor Relations section of the Bausch Health website prior to the start of the call. Conference Call Details Date:         Wed ...

Core Viewpoint - Bausch Health is focusing on redefining its future through profitable growth, improving capital structure, and investing in its workforce and product portfolio [2]. Group 1: Strategic Focus - The company aims for profitable growth on both the top line and bottom line [2]. - A key strategy includes improving the capital structure by reducing debt and managing the maturity profile, having refinanced $9.5 billion of debt due in 2025 [2]. Group 2: Investment in Resources - Bausch Health is committed to investing in its people, products, and processes to build a strong foundation for future growth [2].

Summary of Bausch Health Conference Call Company Overview - **Company**: Bausch Health - **Key Executives Present**: Tom Appio (CEO), J.J. Charhon (CFO), Jonathan Sadeh (CMO) - **Revenue**: $4.8 billion in 2024 - **Adjusted EBITDA**: $2.5 billion - **Adjusted Cash Flow from Operations**: $1.3 million [3][2] Strategic Focus - **Profitable Growth**: Emphasis on both top-line and bottom-line growth [2] - **Capital Structure Improvement**: Refinanced $9.5 billion of debt to enhance maturity profile and reduce debt [2] - **Investment in People and Processes**: Focus on building a strong team and developing product portfolios [2] Business Segments - **Salix**: Focused on GI and hepatology, with a 12% revenue growth reported in Q3 2025 [6][8] - **Solta Medical**: Global aesthetics franchise, with significant growth in Asia-Pacific, particularly a 30% CAGR in South Korea and 40% CAGR in China [10][22] - **International Segment**: Diverse portfolio of branded generic products, with strong performance in Central Europe and Mexico [12][19] - **Neuroscience**: Second largest contributor to sales in the U.S., with consistent quarterly revenue growth [13][29] Market Opportunities - **GI and Hepatology**: Over 4.5 million people diagnosed with liver disease in the U.S. [7] - **Neuroscience Market**: Estimated at $20 billion in the U.S. [7] - **Global Aesthetics Market**: Over $20 billion, with Solta positioned in significant subcategories [7] Product Performance - **Xifaxan**: Leading treatment for hepatic encephalopathy, with over 40% of patients treated; 9% growth in total scripts in Q3 [8][18] - **Solta Products**: Achieved over 5 million treatments in 2025, with multiple award-winning devices [10][11] Future Growth Drivers - **Red Sea Program**: Focused on preventing overt hepatic encephalopathy, with a larger patient population than current treatments [16][32] - **Larsucosterol**: Acquired late-stage modulator for severe alcohol-associated hepatitis, with a phase three trial initiated [17][35] Financial Outlook - **Guidance**: Reiterating guidance leaning towards the higher end of the range, reflecting strong operating momentum [14] - **Debt Management**: Plans to reduce debt further, especially post-Xifaxan LOE in 2028 [25][26] Business Development Strategy - **Acquisitions**: Recent acquisition of a distributor in China to enhance market reach [5] - **Focus Areas**: Targeting therapeutic areas of GI, hepatology, neuroscience, dermatology, and aesthetics for future acquisitions [27][28] Innovation and Execution - **AI-Driven Insights**: Implemented an AI engine to enhance targeting and messaging for Xifaxan, contributing to growth [30] - **Data Generation**: Emphasis on generating strong clinical data to support product efficacy and safety [23][22] Conclusion - **Strong Foundation**: Bausch Health operates in attractive segments with significant growth potential, driven by a dedicated management team and a focus on innovation and execution [18][34]

International ® NEUROSCIENCE ©2025 Bausch Health Companies Inc. and/or one of its affiliates. JPMorgan Healthcare Conference January 14, 2026 Forward-Looking Statements; Non-GAAP Information Forward-Looking Statements This presentation contains forward-looking information and statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 and applicable Canadian securities laws (collectively, "forward-looking statements"), including, but not limited to, statements relating to Baus ...

Core Insights - Dan Loeb of Third Point is recognized as a brilliant investor whose activities are closely monitored during the 13F filings [1] Group 1 - Dan Loeb's investment strategies and decisions are significant indicators for market trends and potential investment opportunities [1]

LAVAL, QC / ACCESS Newswire / December 23, 2025 / Bausch Health Companies Inc. (NYSE:BHC)(TSX:BHC) (the "Company") and its subsidiary 1261229 B.C. Ltd. (the "Issuer" and, together with the Company, the "Offerors") today announced the final results and expiration of their previously announced offers to exchange the Company's outstanding 4.875% Senior Secured Notes due 2028 (the "4.875% Notes") and 11.00% Senior Secured Notes due 2028 (the "11.00% Notes" and together with the 4.875% Notes, the "Existing Senio ...