Morningstar and Sustainalytics offer complementary methodologies.
Details on Alzheimer's drug candidate are encouraging, but uncertainty remains.
We assign a 30% probability of approval of the wide-moat firm's Alzheimer's drug.
Even after recent failed drug trials, we think the company’s undervalued.
We continue to believe that the NASH opportunity is not fully baked into shares.
A broad array of oncology and autoimmune programs gives the company a larger margin of error.
We think the deal is strategically and financially positive.
The current CEO of Roche's pharmaceutical division, Daniel O'Day, will leave Roche at the end of 2018 and for Gilead, cementing the firm's oncology commitment.
There's too much uncertainty to assume a significant hit to prices.
The wide-moat drugmaker's pipeline will allow it to grow in the face of biosimilar competition.
We expect the pharma company to continue earning excess returns.
Alzheimer's therapy shows promising results.
The wide-moat drugmaker's cash pile can support acquisitions to bolster growth in the face of biosimilar and branded pressure.
The failure of their cancer immunotherapy combination is a bigger blow to Incyte than to Merck.
The rumored deal is somewhat of a surprise, but it could make strategic sense.
A growing portfolio of rare-disease drugs digs a moat for the company.
We think many of its drugs are relatively more resistant to patent cliffs or sales pressure from generics.
We're raising our fair value estimate on the narrow-moat firm after the unveiling of a new cancer product.
Sotagliflozin's side effects and competitor data lead to a near $10 cut.
We don't think the current price accounts for the company's pipeline.
Though we’ve slightly reduced our fair value estimate, we see Roche’s wide economic moat as stable, given the firm’s dominance in branded cancer therapies and in vitro diagnostics globally.
The biotech giant trades at a wide discount to what we think it's worth.
We continue to see the company's broad portfolio and newer drugs as providing a wide economic moat and a buffer to biosimilar threats to the older Enbrel and Neulasta franchises.
Our bullish view on potential sales of the first drug of this development-stage biotech is balanced by the expected ramp-up in operating expenses in 2017.
Five-star-rated Amgen's wide moat is supported by a diverse portfolio that will shield it from biosimilar headwinds.
Despite CEO uncertainty, we remain confident in the firm's wide moat and competitive advantages in neurology.
Its MS market dominance and neurology pipeline support a wide moat.
We hold revived enthusiasm for the firm's research engine.
We've lowered our fair value estimate, but the shares remain attractive.
The newly independent firm still has a narrow moat, however.
Firm has a promising strategy of combining expertise in both areas to generate a growing personalized medicine pipeline.
The firm’s recent pipeline productivity should help stabilize its wide economic moat, writes Morningstar’s Karen Anderson.
Gilead's John Martin has established leading market share and spectacular profitability for the innovative biotech firm.
Focus remains on hemophilia competition, but Baxter's comprehensive product portfolios are unmatched.
The diversified health-care firm remains remarkably profitable in tough industries.