Bausch Health Companies Inc. (BHC): Billionaire Howard Marks Likes This Pharma Stock

Bausch Health Companies Inc. (NYSE:BHC) has been a accordant diagnostic successful the 13F portfolio of Oaktree Capital Management since the 3rd 4th of 2023. Back then, this presumption comprised 1.3 cardinal shares. The money has not made large additions oregon subtractions to this involvement since then, Filings for the 4th fourth of 2025 amusement that the money owned 1.27 cardinal shares successful the company. Bausch operates arsenic a diversified specialty pharmaceutical and aesculapian instrumentality company. It develops, manufactures, and markets products chiefly successful the therapeutic areas of gastroenterology, hepatology, neurology and dermatology.

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Bausch Health Companies Inc. (NYSE:BHC) is being rewarded for an assertive de-leveraging strategy. Over the past fewer years, it has paid down much than $8 cardinal successful indebtedness done non-core plus divestitures and currency travel from operations. Despite ineligible headwinds, the institution generated astir $780 cardinal successful Free Cash Flow (FCF) implicit the trailing 12 months, providing the substance needed to negociate remaining indebtedness load without utmost dilution. For 2026, absorption has provided a gross scope of $5.25 cardinal and $5.4 billion, suggesting unchangeable integrated growth. The aesthetics business, named Solta, continues to beryllium a high-margin hidden gem wrong the portfolio, with caller launches similar the Clear + Brilliant Touch laser successful Canada keeping maturation momentum alive.

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