The Motley Foolยท2025-10-13 08:10Investment Insights - Stanley Druckenmiller is recognized as one of the best investors, with a track record of never posting a losing year in over four decades, including an 11% gain during the Great Recession [1] - Druckenmiller's investment firm, Duquesne Family Office, has shown interest in various sectors, including artificial intelligence and pharmaceuticals [2] AI Investments - In recent quarters, Duquesne has sold significant positions in AI stocks, including Nvidia and Palantir, which have seen substantial gains of approximately 36% and 142% respectively this year [3][4] - Druckenmiller later referred to the sale of Nvidia as a "big mistake," indicating a willingness to re-enter if the valuation becomes more attractive [5] Pharmaceutical Focus - Teva Pharmaceuticals has become a primary focus for Druckenmiller, with Duquesne purchasing nearly 16 million shares valued at over $267 million by the end of Q2 2025 [7] - Teva is a leader in generic drugs, with notable products for various health issues, including Austedo for neurodegenerative disorders and Ajovy for migraines [8] Growth Strategy - Teva has initiated a pivot-to-growth strategy, developing treatments for conditions such as schizophrenia and inflammatory bowel disease, with five new drugs in late-stage development [9][10] - UBS analyst Ashwani Verma has raised Teva's 2030 revenue estimate from $6.3 billion to $6.6 billion, reflecting confidence in the company's branded business [11] Valuation Perspective - Teva's valuation is considered attractive at less than 8 times forward earnings, especially given its growth strategy and late-stage pipeline [12]