Shire's diversified specialty pharma and rare-disease business warrants a narrow moat.
Revlimid's potential still fuels Celgene's growth, despite the potential of Pomalyst and Abraxane.
Data for Lexicon's LX4211 continues to point to strong potential in the diabetes market.
Gilead's wide moat is built on its HIV foundation and hepatitis C potential.
Generic versions of Amgen's Epogen and Neupogen have entered the market in Europe. These biosimilars could have a larger impact in years to come, as patents expire and as a U.S. regulatory pathway for biosimilars is finalized.Clinical data has brought the safety of the entire ESA class of drugs
MannKind's inhaled insulin could serve a sizable niche of the diabetes market.
The company's flagship Budweiser brand is facing meaningful headwinds in the United States from craft brewers, spirits companies, and persistently high levels of unemployment.The European beer market is much more fragmented than that of the Americas, and significant retailer and pub consolidation
Potential competitors in the IPF market and limited pipeline will make building a moat difficult.
Jakafi's monopoly extended as competing myelofibrosis drug is discontinued.
Vanda is gaining a rare disease focus as tasimelteon approaches the market.