Narrative Update • Jun 19

Over the last 7 days, the Pharma industry has dropped 2.9%, driven by Sanofi declining 3.2%. Meanwhile, THX Pharma Société Anonyme actually outperformed within the industry, gaining 7.8% in the last week. Overall the industry is down 5.6% in 12 months. As for the next few years, earnings are expected to grow by 16% per annum.
Has the French Pharma Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 22 Jun 2026 | €106.1b | €54.6b | €5.3b | 18.4x | 20x | 1.9x |
| Wed, 20 May 2026 | €107.7b | €54.6b | €5.3b | 18.7x | 20.3x | 2x |
| Fri, 17 Apr 2026 | €115.5b | €54.0b | €5.4b | 20.1x | 21.4x | 2.1x |
| Sun, 15 Mar 2026 | €109.0b | €54.0b | €5.4b | 20.8x | 20.2x | 2x |
| Tue, 10 Feb 2026 | €113.0b | €53.8b | €5.5b | 21.9x | 20.6x | 2.1x |
| Thu, 08 Jan 2026 | €115.4b | €53.0b | €7.0b | 22.3x | 16.6x | 2.2x |
| Sat, 06 Dec 2025 | €118.1b | €53.0b | €7.0b | 22.4x | 17x | 2.2x |
| Mon, 03 Nov 2025 | €121.3b | €53.0b | €7.0b | 22.3x | 17.4x | 2.3x |
| Wed, 01 Oct 2025 | €109.3b | €52.9b | €6.9b | 19.8x | 15.8x | 2.1x |
| Fri, 29 Aug 2025 | €118.2b | €52.8b | €6.9b | 19.4x | 17.1x | 2.2x |
| Sun, 27 Jul 2025 | €117.5b | €52.1b | €6.7b | 20.9x | 17.7x | 2.3x |
| Tue, 24 Jun 2025 | €113.8b | €52.1b | €6.7b | 18.6x | 17.1x | 2.2x |
| Thu, 22 May 2025 | €126.9b | €52.1b | €6.7b | 18.4x | 19.1x | 2.4x |
| Sat, 19 Apr 2025 | €122.6b | €51.2b | €5.9b | 17.8x | 20.6x | 2.4x |
| Mon, 17 Mar 2025 | €146.2b | €51.2b | €5.9b | 18x | 24.6x | 2.9x |
| Wed, 12 Feb 2025 | €143.6b | €51.1b | €6.3b | 18.6x | 22.9x | 2.8x |
| Fri, 10 Jan 2025 | €134.3b | €55.2b | €5.1b | 19.1x | 26.4x | 2.4x |
| Sun, 08 Dec 2024 | €129.0b | €55.2b | €5.1b | 19.5x | 25.3x | 2.3x |
| Tue, 05 Nov 2024 | €136.6b | €55.2b | €5.1b | 21x | 26.8x | 2.5x |
| Thu, 03 Oct 2024 | €144.5b | €53.8b | €4.8b | 22.4x | 30.1x | 2.7x |
| Sat, 31 Aug 2024 | €140.9b | €53.8b | €4.8b | 20.4x | 29.4x | 2.6x |
| Mon, 29 Jul 2024 | €134.6b | €53.8b | €4.9b | 21.6x | 27.5x | 2.5x |
| Wed, 26 Jun 2024 | €127.9b | €52.9b | €5.2b | 20.5x | 24.7x | 2.4x |
| Fri, 24 May 2024 | €128.1b | €52.9b | €5.2b | 22.4x | 24.8x | 2.4x |
| Sun, 21 Apr 2024 | €122.6b | €52.7b | €6.0b | 20.1x | 20.3x | 2.3x |
| Tue, 19 Mar 2024 | €123.5b | €52.6b | €6.0b | 20.3x | 20.4x | 2.3x |
| Thu, 15 Feb 2024 | €121.4b | €53.0b | €6.3b | 19.8x | 19.4x | 2.3x |
| Sat, 13 Jan 2024 | €133.9b | €52.2b | €9.7b | 19.7x | 13.8x | 2.6x |
| Mon, 11 Dec 2023 | €121.2b | €52.2b | €9.7b | 16.8x | 12.5x | 2.3x |
| Wed, 08 Nov 2023 | €119.3b | €52.2b | €9.7b | 16.2x | 12.3x | 2.3x |
| Fri, 06 Oct 2023 | €142.8b | €52.6b | €9.3b | 18.8x | 15.4x | 2.7x |
| Sun, 03 Sep 2023 | €138.8b | €52.6b | €9.3b | 20.9x | 15x | 2.6x |
| Tue, 01 Aug 2023 | €136.4b | €52.6b | €9.2b | 19.6x | 14.8x | 2.6x |
| Thu, 29 Jun 2023 | €135.9b | €52.6b | €9.1b | 15x | 14.9x | 2.6x |
14.9x
How does French Pharma compare with similar industries?
| FR Market | 0.35% | |
| Healthcare | -3.57% | |
| Pharma | -2.86% | |
| Pharma | -2.86% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ALTHX THX Pharma Société Anonyme | €3.44 | 7.8% +€3.4m | 350.3% | PS58.9x | |
| AB AB Science | €0.90 | 0.6% +€382.7k | -22.2% | PS58.3x |