27/06/24 -"A pill for returns?"
27/06/24 -"A pill for returns?"
Amid numerous global geopolitical tensions and a delay in (US) interest rate cuts, Pharmas have proven to be a good shelter for investors (+21% ytd vs. +10% for STOXX 600), wherein the returns have been more broad-based, unlike 2023 which was a Novo Nordisk show. Apart from the coveted weight-loss drugs market, it might be worthwhile to look at other sidelined but still important sector trends and related investment stories. It would also be interesting to assess whether the winners in recent times would continue winning or whether the laggards would catch up. Over the last decade, while the likes of Lilly and Novo have hit the nail on its head in terms of spending money in the right areas, others are still looking for their sweet spot.
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