Everything tagged "biopharma" across research, earnings, and macro.
3 articles
AbbVie is showing that its post-Humira rebuild is real, with Skyrizi and Rinvoq driving strong growth and full-year guidance moving higher. Heavy debt and a negative equity position remain the main risks, but cash flow and earnings power still look compelling.
Sanofi is becoming a more focused biopharma compounder, led by Dupixent growth, vaccine strength, and expanding launch sales. The stock looks inexpensive versus its cash generation and earnings power.
GSK is evolving from a mature pharma cash generator into a more balanced growth story, with Specialty Medicines driving faster growth and margins improving. The stock still looks reasonably valued versus its earnings power and pipeline.
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