Pharma Screener Wrap-Up 🧬

#Pharma delivered scattered results across every metric, no uniform pattern anywhere.

That reflects an industry under constant pressure: patents, pricing, pipelines, and regulation.

Time to pick who moves to ‘Validation’!

🧵 (1/5)

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Standout Position 🏆

#NovoNordisk dominates three of four metrics and holds steady margins.

Their performance places them clearly ahead of the group and earns them a spot in the next step.

(2/5)

Balanced Contenders 🏅

#AstraZeneca earns a spot for its proven ability to turn itself around, while #Novartis is included as a contrast: modest growth, higher valuation, yet steady value creation.

(3/5)

Who’s Out? ❌

#Merck, #Ipsen, #Sanofi and #GSK fall short overall.

Not good enough companies to be compelling for the next stage.

If you think any deserved a place, let me know!

(4/5)

Next Step ⏭️

Pharma’s finalists: Novo Nordisk, AstraZeneca, Novartis. These move to ‘Validation’!

Full breakdown and graphs in #TheBarnBlog: https://thebarnblog.substack.com/p/we-screened-28-companies-here-are?r=63kr4o

(5/5)

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We screened 28 companies, here are our choices...

Clear winner in pharma with Novo Nordisk, multiple choices in construction and fashion, but no clear candidates emerged in tech.

The Barn