The BarnDec 1

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)

#TheBarnBlog #FindItFinancials #valueinvesting #finance #markets

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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)

Dec 1 at 8:17amWeb
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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)

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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)

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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)

#FindItFinancials #NotInvestmentAdvice

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