#pharma
AstraZeneca (AZN) stock: bull, base, bear case to 2031
AZN stock forecast: bull, base, bear scenarios across 6 months, 1yr, 3yr, and 5yr. Oncology growth vs Tagrisso patent cliff, IRA pricing, pending China risk.
Merck (MRK) stock: bull, base, and bear case from 6 months to 5 years
Merck (MRK) forecast: bull, base, bear scenarios across 6 months to 5 years. Keytruda's 2028 patent cliff and IRA pricing vs. the pipeline; Hold rating, Undervalued.
Novartis (NVS) stock: bull, base, and bear case from 6 months to 5 years
Novartis (NVS) forecast with bull, base, bear scenarios across 6 months, 1 year, 3 years, and 5 years. Five growth brands vs. the Entresto and Cosentyx patent cliffs; Buy rating, Undervalued.
AbbVie (ABBV) stock: bull, base, and bear case from 6 months to 5 years
AbbVie (ABBV) forecast with bull, base, bear scenarios across 6 months, 1 year, 3 years, and 5 years. Skyrizi-Rinvoq growth vs. IRA drug pricing and patent cliff; Buy rating, Fair valuation.
Johnson & Johnson (JNJ) stock forecast: bear, base, bull to 2031
JNJ stock forecast: Hold at ~21x fwd P/E. Bear/base/bull across 6 months, 1 year, 3 years, and 5 years on Darzalex, talc overhang, and the Dividend King.
Eli Lilly stock (LLY): is it a buy at 30x as the GLP-1 leader, with orforglipron and the patent cliff ahead
LLY deep dive: Hold at ~30x fwd P/E. Bear/base/bull across 6 months, 1 year, 3 years, and 5 years on tirzepatide, Foundayo, retatrutide, and the 2036 patent cliff.