Narrative Update • Aug 20

Over the last 7 days, the Pharma industry has risen 1.7%, driven by gains from Roche Holding of 2.6%. In the same time, Galderma Group was down 5.2%. This means that the industry has gained 32% over the past year. As for the next few years, earnings are expected to grow by 12% per annum.
Has the Swiss Pharma Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 22 Aug 2026 | CHF 613.3b | CHF 123.0b | CHF 23.8b | 37.4x | 25.7x | 5x |
| Mon, 20 Jul 2026 | CHF 569.2b | CHF 122.8b | CHF 25.1b | 35.6x | 22.7x | 4.6x |
| Wed, 17 Jun 2026 | CHF 552.1b | CHF 121.8b | CHF 24.9b | 39.6x | 22.2x | 4.5x |
| Fri, 15 May 2026 | CHF 551.4b | CHF 121.1b | CHF 24.8b | 40.9x | 22.3x | 4.6x |
| Sun, 12 Apr 2026 | CHF 557.6b | CHF 121.6b | CHF 25.2b | 38.9x | 22.1x | 4.6x |
| Tue, 10 Mar 2026 | CHF 575.5b | CHF 120.8b | CHF 25.1b | 33.4x | 22.9x | 4.8x |
| Thu, 05 Feb 2026 | CHF 584.2b | CHF 119.6b | CHF 24.7b | 38.8x | 23.7x | 4.9x |
| Sat, 03 Jan 2026 | CHF 560.6b | CHF 120.9b | CHF 21.5b | 34.9x | 26.1x | 4.6x |
| Mon, 01 Dec 2025 | CHF 532.3b | CHF 121.6b | CHF 21.6b | 34.1x | 24.6x | 4.4x |
| Wed, 29 Oct 2025 | CHF 476.5b | CHF 119.9b | CHF 20.9b | 32.8x | 22.8x | 4x |
| Fri, 26 Sep 2025 | CHF 466.0b | CHF 120.4b | CHF 21.0b | 31.3x | 22.2x | 3.9x |
| Sun, 24 Aug 2025 | CHF 480.6b | CHF 120.5b | CHF 21.0b | 31.1x | 22.9x | 4x |
| Tue, 22 Jul 2025 | CHF 441.5b | CHF 118.9b | CHF 19.6b | 24.6x | 22.6x | 3.7x |
| Thu, 19 Jun 2025 | CHF 444.0b | CHF 118.8b | CHF 19.2b | 24.9x | 23.1x | 3.7x |
| Sat, 17 May 2025 | CHF 432.1b | CHF 120.1b | CHF 19.5b | 25x | 22.2x | 3.6x |
| Mon, 14 Apr 2025 | CHF 393.9b | CHF 117.3b | CHF 18.4b | 23.4x | 21.4x | 3.4x |
| Wed, 12 Mar 2025 | CHF 467.3b | CHF 121.6b | CHF 19.1b | 28.5x | 24.4x | 3.8x |
| Fri, 07 Feb 2025 | CHF 475.3b | CHF 122.8b | CHF 19.2b | 22.7x | 24.8x | 3.9x |
| Sun, 05 Jan 2025 | CHF 429.0b | CHF 119.6b | CHF 21.4b | 18x | 20x | 3.6x |
| Tue, 03 Dec 2024 | CHF 434.6b | CHF 118.2b | CHF 21.2b | 18.5x | 20.5x | 3.7x |
| Thu, 31 Oct 2024 | CHF 452.3b | CHF 116.8b | CHF 20.9b | 19.6x | 21.6x | 3.9x |
| Sat, 28 Sep 2024 | CHF 457.4b | CHF 114.3b | CHF 19.2b | 21.9x | 23.8x | 4x |
| Mon, 26 Aug 2024 | CHF 472.1b | CHF 114.7b | CHF 19.3b | 22.5x | 24.5x | 4.1x |
| Wed, 24 Jul 2024 | CHF 451.4b | CHF 117.0b | CHF 20.6b | 32.6x | 21.9x | 3.9x |
| Fri, 21 Jun 2024 | CHF 431.4b | CHF 116.0b | CHF 19.7b | 33.4x | 21.9x | 3.7x |
| Sun, 19 May 2024 | CHF 417.8b | CHF 113.3b | CHF 19.9b | 40.3x | 21x | 3.7x |
| Tue, 16 Apr 2024 | CHF 402.3b | CHF 112.5b | CHF 19.5b | 37.3x | 20.7x | 3.6x |
| Thu, 14 Mar 2024 | CHF 388.3b | CHF 110.3b | CHF 19.7b | 23.7x | 19.7x | 3.5x |
| Sat, 10 Feb 2024 | CHF 377.4b | CHF 110.0b | CHF 19.6b | 24.1x | 19.2x | 3.4x |
| Mon, 08 Jan 2024 | CHF 412.8b | CHF 119.3b | CHF 18.6b | 26.8x | 22.2x | 3.5x |
| Wed, 06 Dec 2023 | CHF 399.9b | CHF 120.9b | CHF 18.9b | 24.5x | 21.2x | 3.3x |
| Fri, 03 Nov 2023 | CHF 388.0b | CHF 122.8b | CHF 19.1b | 23.6x | 20.3x | 3.2x |
| Sun, 01 Oct 2023 | CHF 407.6b | CHF 113.6b | CHF 18.2b | 44.4x | 22.4x | 3.6x |
| Tue, 29 Aug 2023 | CHF 407.1b | CHF 111.9b | CHF 17.9b | 47.6x | 22.7x | 3.6x |
22.7x
Which industries have driven the changes within the Swiss Healthcare industry?
| CH Market | -1.07% | |
| Healthcare | 1.46% | |
| Pharma | 1.69% | |
| Pharma | 1.69% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ROP Roche Holding | CHF 375.60 | 5.8% +CHF 16.3b | 43.6% | PE24.2x | |
| NOVN Novartis | CHF 127.42 | 4.1% +CHF 9.5b | 25.0% | PE23.7x | |
| SDZ Sandoz Group | CHF 73.84 | 1.2% +CHF 363.5m | 47.0% | PE61.7x | |
| CURN Curatis Holding | CHF 19.50 | 8.3% +CHF 8.0m | 76.5% | PS9.6x | |
| NWRN Newron Pharmaceuticals | CHF 12.54 | 1.0% +CHF 2.5m | 64.4% | PS14.6x |