The ratings firm Morningstar recently raed the top 11 big pharma companies based on 3 major criteria: 1) strength of development pipeline, 2) current product lineup, and 3) patent loss picture. Based on these criteria, GSK was crowned the current winner of this ratings war. The complee list of company rankings follows:
- GSK - with oncology and respiratory pipeline being key strengths
- Bayer - new approvals, steady piepline and relatively benign patent expirations
- Sanofi - improving pipeline and good management of their cliff. good existing business.
- Novartis - projected good sales from pipeline expected
- J&J - new product launches and next pipeline elements rate well
- BMS - strong-late stage pipeline but patent losses could produce some drag
- Merck - new R&D strategy getting benefit of doubt and immediate pipeline good
- AbbVie - Humira still carries day. Some good pipeline potential.
- Eli Lilly - still banking on pipeline projects, especially dulaglutide for diabetes
- Pfizer - new launches drew good marks, patent losses have been devastating
- AstraZeneca - heavy patent cliff expected, mediocre pipeline, long term negative growth projected
That's how the analysts see it now. This of course will likely change year by year as drugs come and go in the pipeline and the real impact of patent losses can be tallied. See Fierce Biotech.
Posted by Bruce Lehr Nov 6th 2013.