BioMarin's Vimizim should boost top-line growth and bring the firm to profitability.
Biogen's wide moat is built in its MS dominance and strong midstage pipeline.
MannKind's inhaled insulin could serve a sizable niche of the diabetes market.
Celgene's Revlimid supports a narrow moat, but oncology and immunology drugs are diversifying sales.
Given the rarity and limited awareness of non-24 disorder, it will be challenge for Vanda to build the market for the drug.Fanapt's uptake has been limited by its lack of meaningful comparative effectiveness data with other antipsychotics, which may be limiting its market potential.Because of its
Gilead's HIV franchise provides three fourths of the firm's revenue. Heavy dependence on tenofovir, which loses exclusivity in 2018, puts pressure on Gilead's hepatitis C portfolio to support growth.Pricing pressure and reduced willingness to pay for convenience could weigh on Gilead's growth.
Grifols' narrow moat stems from its scale and expertise in plasma protein processing.
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
Soliris franchise expansion and progress of orphan-focused pipeline add depth to ALXN’s narrow moat.
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