The divestment of the generics business should strengthen Pfizer's competitive positioning.
Sector director Damien Conover shares his key takeaways from Johnson & Johnson, Novartis, Glaxo, and Bristol Myers Squibb's reports.
We're finding some opportunity in a sector that's fairly valued overall.
The first-quarter performance reinforces our wide moat rating.
Even with the recent glyphosate loss, scientific studies still support the product.
Drug manufacturers and healthcare providers offer the most upside.
The continued strong data in multiple cancers reinforces the strength of Keytruda across multiple indications.
The wide-moat firm's core drug distribution business posted gains of 6% in results that were largely in line with expectations.