Narrative Update • Aug 07

Over the last 7 days, the Pharma industry has dropped 3.0%, driven by a pullback from AstraZeneca of 5.8%. In the past year, the industry has gained 15%. Looking forward, earnings are forecast to grow by 12% annually.
Has the U.K. Pharma Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 08 Aug 2026 | UK£301.3b | UK£92.9b | UK£14.4b | 21.9x | 20.9x | 3.2x |
| Mon, 06 Jul 2026 | UK£342.3b | UK£92.2b | UK£15.9b | 19.3x | 21.6x | 3.7x |
| Wed, 03 Jun 2026 | UK£311.5b | UK£91.8b | UK£15.8b | 17.1x | 19.7x | 3.4x |
| Fri, 01 May 2026 | UK£329.4b | UK£91.2b | UK£15.6b | 18.1x | 21.1x | 3.6x |
| Sun, 29 Mar 2026 | UK£341.2b | UK£91.1b | UK£15.7b | 19.7x | 21.7x | 3.7x |
| Tue, 24 Feb 2026 | UK£368.8b | UK£90.2b | UK£15.4b | 23.4x | 23.9x | 4.1x |
| Thu, 22 Jan 2026 | UK£317.8b | UK£89.5b | UK£14.6b | 22.1x | 21.7x | 3.6x |
| Sat, 20 Dec 2025 | UK£323.8b | UK£89.7b | UK£14.6b | 21.9x | 22.1x | 3.6x |
| Mon, 17 Nov 2025 | UK£320.2b | UK£90.4b | UK£14.8b | 21.6x | 21.7x | 3.5x |
| Wed, 15 Oct 2025 | UK£300.3b | UK£88.1b | UK£11.8b | 20.1x | 25.5x | 3.4x |
| Fri, 12 Sep 2025 | UK£285.2b | UK£87.2b | UK£11.7b | 21.2x | 24.5x | 3.3x |
| Sun, 10 Aug 2025 | UK£263.7b | UK£87.7b | UK£11.7b | 21.5x | 22.5x | 3x |
| Tue, 08 Jul 2025 | UK£254.9b | UK£86.1b | UK£10.6b | 25.4x | 24.1x | 3x |
| Thu, 05 Jun 2025 | UK£270.3b | UK£86.3b | UK£10.6b | 27x | 25.5x | 3.1x |
| Sat, 03 May 2025 | UK£268.3b | UK£87.2b | UK£10.1b | 26.7x | 26.5x | 3.1x |
| Mon, 31 Mar 2025 | UK£280.2b | UK£87.7b | UK£9.7b | 32.6x | 29x | 3.2x |
| Wed, 26 Feb 2025 | UK£289.6b | UK£88.6b | UK£9.4b | 31.5x | 30.7x | 3.3x |
| Fri, 24 Jan 2025 | UK£234.6b | UK£76.1b | UK£7.9b | 32.6x | 29.8x | 3.1x |
| Sun, 22 Dec 2024 | UK£220.2b | UK£75.3b | UK£7.8b | 30.8x | 28.3x | 2.9x |
| Tue, 19 Nov 2024 | UK£214.4b | UK£75.2b | UK£7.8b | 29.8x | 27.6x | 2.8x |
| Thu, 17 Oct 2024 | UK£255.4b | UK£72.5b | UK£9.1b | 31.1x | 28.2x | 3.5x |
| Sat, 14 Sep 2024 | UK£259.0b | UK£72.1b | UK£9.0b | 37.7x | 28.7x | 3.6x |
| Mon, 12 Aug 2024 | UK£268.9b | UK£73.2b | UK£9.1b | 39x | 29.5x | 3.7x |
| Wed, 10 Jul 2024 | UK£254.0b | UK£71.3b | UK£9.5b | 28.8x | 26.7x | 3.6x |
| Fri, 07 Jun 2024 | UK£269.9b | UK£71.3b | UK£9.5b | 31.4x | 28.3x | 3.8x |
| Sun, 05 May 2024 | UK£265.3b | UK£72.0b | UK£9.6b | 32.9x | 27.6x | 3.7x |
| Tue, 02 Apr 2024 | UK£245.1b | UK£70.9b | UK£9.7b | 31.8x | 25.2x | 3.5x |
| Thu, 29 Feb 2024 | UK£235.1b | UK£70.6b | UK£9.6b | 33.6x | 24.4x | 3.3x |
| Sat, 27 Jan 2024 | UK£237.3b | UK£68.9b | UK£10.7b | 35.9x | 22.2x | 3.4x |
| Mon, 25 Dec 2023 | UK£232.3b | UK£68.9b | UK£10.7b | 34.8x | 21.8x | 3.4x |
| Wed, 22 Nov 2023 | UK£227.0b | UK£69.4b | UK£10.7b | 54.6x | 21.1x | 3.3x |
| Fri, 20 Oct 2023 | UK£235.4b | UK£70.8b | UK£10.4b | 53.7x | 22.7x | 3.3x |
| Sun, 17 Sep 2023 | UK£245.3b | UK£70.0b | UK£10.3b | 53.5x | 23.8x | 3.5x |
| Tue, 15 Aug 2023 | UK£242.9b | UK£69.1b | UK£10.2b | 52.8x | 23.9x | 3.5x |
23.9x
How does U.K. Pharma compare with similar industries?
| GB Market | 0.89% | |
| Healthcare | -2.83% | |
| Pharma | -3.03% | |
| Pharma | -3.03% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GSK GSK | UK£19.61 | 1.5% +UK£1.2b | 40.5% | PE16.3x | |
| HLN Haleon | UK£3.69 | 1.7% +UK£537.3m | 4.0% | PE20x | |
| HIK Hikma Pharmaceuticals | UK£16.77 | 5.8% +UK£193.5m | -3.6% | PE12.3x | |
| HCM HUTCHMED (China) | UK£1.84 | 8.2% +UK£121.7m | -18.0% | PE120.7x | |
| POLB Poolbeg Pharma | UK£0.083 | 23.9% +UK£12.2m | 225.5% | PB7.4x |