Narrative Update • Aug 04

Over the last 7 days, the Pharma industry has dropped 5.8%, driven by a pullback from Sanofi of 6.3%. The industry has fallen 4.8% in the last year. Looking forward, earnings are forecast to grow by 18% annually.
Has the French Pharma Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 05 Aug 2026 | €106.1b | €56.5b | €4.4b | 18.7x | 24.3x | 1.9x |
| Fri, 03 Jul 2026 | €108.6b | €54.6b | €5.3b | 18.4x | 20.5x | 2x |
| Sun, 31 May 2026 | €107.7b | €54.6b | €5.3b | 18.7x | 20.3x | 2x |
| Tue, 28 Apr 2026 | €113.4b | €54.0b | €5.4b | 19.3x | 21x | 2.1x |
| Thu, 26 Mar 2026 | €113.6b | €54.0b | €5.4b | 19.7x | 21x | 2.1x |
| Sat, 21 Feb 2026 | €113.8b | €54.0b | €5.5b | 23.2x | 20.8x | 2.1x |
| Mon, 19 Jan 2026 | €113.4b | €53.0b | €7.0b | 22.5x | 16.3x | 2.1x |
| Wed, 17 Dec 2025 | €113.0b | €53.0b | €7.0b | 21.7x | 16.2x | 2.1x |
| Fri, 14 Nov 2025 | €125.4b | €53.0b | €7.0b | 22.5x | 18x | 2.4x |
| Sun, 12 Oct 2025 | €115.3b | €52.9b | €6.9b | 19.5x | 16.7x | 2.2x |
| Tue, 09 Sep 2025 | €110.6b | €52.8b | €6.9b | 18.7x | 16x | 2.1x |
| Thu, 07 Aug 2025 | €110.1b | €52.8b | €6.9b | 18.9x | 15.9x | 2.1x |
| Sat, 05 Jul 2025 | €114.4b | €52.1b | €6.7b | 19.5x | 17.2x | 2.2x |
| Mon, 02 Jun 2025 | €119.6b | €52.1b | €6.7b | 19.2x | 18x | 2.3x |
| Wed, 30 Apr 2025 | €127.7b | €52.1b | €6.7b | 18.5x | 19.2x | 2.5x |
| Fri, 28 Mar 2025 | €137.6b | €51.2b | €5.9b | 18.5x | 23.1x | 2.7x |
| Sun, 23 Feb 2025 | €143.8b | €51.2b | €5.8b | 18.5x | 24.9x | 2.8x |
| Tue, 21 Jan 2025 | €137.6b | €55.2b | €5.1b | 18.2x | 27x | 2.5x |
| Thu, 19 Dec 2024 | €128.3b | €55.2b | €5.1b | 19.3x | 25.2x | 2.3x |
| Sat, 16 Nov 2024 | €127.9b | €55.2b | €5.1b | 20.6x | 25.1x | 2.3x |
| Mon, 14 Oct 2024 | €140.1b | €53.8b | €4.8b | 22.6x | 29.2x | 2.6x |
| Wed, 11 Sep 2024 | €146.2b | €53.8b | €4.8b | 20.5x | 30.5x | 2.7x |
| Fri, 09 Aug 2024 | €133.1b | €53.8b | €4.8b | 20.3x | 27.7x | 2.5x |
| Sun, 07 Jul 2024 | €127.8b | €52.9b | €5.2b | 20.1x | 24.7x | 2.4x |
| Tue, 04 Jun 2024 | €127.9b | €52.9b | €5.2b | 22x | 24.7x | 2.4x |
| Thu, 02 May 2024 | €130.6b | €52.9b | €5.2b | 20.1x | 25.2x | 2.5x |
| Sat, 30 Mar 2024 | €127.6b | €52.7b | €6.0b | 21x | 21.1x | 2.4x |
| Mon, 26 Feb 2024 | €126.1b | €53.0b | €6.3b | 20.4x | 20.1x | 2.4x |
| Wed, 24 Jan 2024 | €130.3b | €52.2b | €9.7b | 20.2x | 13.4x | 2.5x |
| Fri, 22 Dec 2023 | €125.8b | €52.2b | €9.7b | 18.7x | 12.9x | 2.4x |
| Sun, 19 Nov 2023 | €121.1b | €52.2b | €9.7b | 16.9x | 12.5x | 2.3x |
| Tue, 17 Oct 2023 | €144.5b | €52.6b | €9.3b | 17.5x | 15.6x | 2.7x |
| Thu, 14 Sep 2023 | €143.1b | €52.6b | €9.3b | 18.9x | 15.4x | 2.7x |
| Sat, 12 Aug 2023 | €137.1b | €52.6b | €9.3b | 21.5x | 14.8x | 2.6x |
14.8x
Which industries have driven the changes within the French Healthcare industry?
| FR Market | 1.32% | |
| Healthcare | -2.62% | |
| Pharma | -5.81% | |
| Pharma | -5.81% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BOI Boiron | €27.80 | 1.8% +€8.7m | 30.8% | PE14.8x | |
| ALTHX THX Pharma Société Anonyme | €4.52 | 14.7% +€8.0m | 37.0% | PS77.4x | |
| AB AB Science | €0.65 | 13.9% +€6.3m | -51.0% | PS44.2x | |
| ALDVI Advicenne | €1.64 | 2.5% +€581.9k | 37.8% | PS3.7x |