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91 companies matchUpdated with our data, free, no account

Healthcare and pharma

Drug companies are engines that convert one expiring monopoly into the next. The patent cliff is the whole investment case.

Figure

Overall rating across the top 12 matches

LLY73.0AZN.L72.0UNH71.0JNJ70.0ABBV68.0TMO68.0GSK.L68.0MRK66.0PFE61.0AMGN0.0AZN0.0BIIB0.0Longer bar is better

Look at the spread, not the ranking. If the bars are all the same length, the screen is arbitrary: one point of overall rating separates a company that made the list from one that did not, and the cut is doing more work than the data supports. A long tail means the top few are genuinely exceptional and the rest merely qualified.

Figure

What this screen is really buying

Healthcare
40

More than half of these companies are in one sector (Healthcare). That is worth knowing: this screen has quietly become a sector bet, and if that sector re-rates, every name on the list moves together. Diversification comes from low correlation, not from the length of a list.

CompanyPriceRating
LLY
Eli Lilly & Co.
$920.0073
AZN.L
AstraZeneca
£105.2072
UNH
UnitedHealth Group
$492.1071
JNJ
Johnson & Johnson
$146.2070
ABBV
AbbVie Inc.
$195.0068
TMO
Thermo Fisher Scientific
$520.0068
GSK.L
GSK plc
£14.6068
MRK
Merck & Co.
$82.0066
PFE
Pfizer Inc.
$28.3061
AMGN
Amgen Inc.
$0.000
AZN
AstraZeneca (ADR)
$0.000
BIIB
Biogen Inc.
$0.000
DXCM
DexCom Inc.
$0.000
GEHC
GE HealthCare
$0.000
GILD
Gilead Sciences
$0.000
IDXX
IDEXX Laboratories
$0.000
ILMN
Illumina Inc.
$0.000
ISRG
Intuitive Surgical
$0.000
MRNA
Moderna Inc.
$0.000
REGN
Regeneron Pharmaceuticals
$0.000
VRTX
Vertex Pharmaceuticals
$0.000
WBA
Walgreens Boots Alliance
$0.000
ABT
Abbott Laboratories
$0.000
BMY
Bristol-Myers Squibb
$0.000
CI
Cigna Group
$0.000
DHR
Danaher Corp.
$0.000
ELV
Elevance Health
$0.000
HCA
HCA Healthcare
$0.000
MDT
Medtronic plc
$0.000
SYK
Stryker Corp.
$0.000
HLN.L
Haleon plc
£0.000
SN.L
Smith & Nephew
£0.000
BAYN.DE
Bayer AG
€0.000
SAN.PA
Sanofi SA
€0.000
EL.PA
EssilorLuxottica
€0.000
ROG.SW
Roche Holding
CHF0.000
NOVN.SW
Novartis AG
CHF0.000
NOVO-B.CO
Novo Nordisk
kr0.000
CSL.AX
CSL Limited
A$0.000
4568.T
Daiichi Sankyo
¥0.000

Showing the top 40 of 91 matches, ranked by the screen's own criteria.

Educational information, not financial advice, and not a recommendation to buy anything. A screen is a place to start reading, never a place to stop.