Narrative Update • Jun 05

Over the last 7 days, the Pharma industry has risen 3.5%, driven by gains from AstraZeneca of 2.7%. Meanwhile, HUTCHMED (China) actually underperformed within the industry, shrinking 8.5% in the last week. This takes the industry's 12 month performance to a gain of 21%. Earnings are forecast to grow by 10% annually.
Has the U.K. Pharma Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 09 Jun 2026 | UK£327.6b | UK£92.3b | UK£15.9b | 17.9x | 20.7x | 3.6x |
| Thu, 07 May 2026 | UK£320.8b | UK£91.4b | UK£15.7b | 17.8x | 20.4x | 3.5x |
| Sat, 04 Apr 2026 | UK£362.2b | UK£91.4b | UK£15.7b | 20x | 23x | 4x |
| Mon, 02 Mar 2026 | UK£370.6b | UK£90.4b | UK£15.6b | 22.7x | 23.8x | 4.1x |
| Wed, 28 Jan 2026 | UK£329.2b | UK£88.3b | UK£14.4b | 22x | 22.8x | 3.7x |
| Fri, 26 Dec 2025 | UK£323.1b | UK£89.2b | UK£14.6b | 21.8x | 22.2x | 3.6x |
| Sun, 23 Nov 2025 | UK£325.5b | UK£90.6b | UK£14.8b | 22.1x | 22x | 3.6x |
| Tue, 21 Oct 2025 | UK£298.0b | UK£87.8b | UK£11.7b | 20.6x | 25.4x | 3.4x |
| Thu, 18 Sep 2025 | UK£272.8b | UK£87.0b | UK£11.6b | 20.3x | 23.5x | 3.1x |
| Sat, 16 Aug 2025 | UK£275.6b | UK£87.3b | UK£11.7b | 21.9x | 23.6x | 3.2x |
| Mon, 14 Jul 2025 | UK£258.7b | UK£86.5b | UK£10.6b | 28x | 24.4x | 3x |
| Wed, 11 Jun 2025 | UK£272.5b | UK£86.4b | UK£10.6b | 27x | 25.7x | 3.2x |
| Fri, 09 May 2025 | UK£255.6b | UK£87.5b | UK£10.7b | 25.9x | 23.8x | 2.9x |
| Sun, 06 Apr 2025 | UK£266.5b | UK£87.9b | UK£9.7b | 30.7x | 27.4x | 3x |
| Tue, 04 Mar 2025 | UK£290.1b | UK£88.5b | UK£9.7b | 29.6x | 29.9x | 3.3x |
| Thu, 30 Jan 2025 | UK£239.2b | UK£75.8b | UK£7.8b | 33.3x | 30.5x | 3.2x |
| Sat, 28 Dec 2024 | UK£224.3b | UK£75.3b | UK£7.8b | 31.4x | 28.8x | 3x |
| Mon, 25 Nov 2024 | UK£224.7b | UK£75.5b | UK£7.8b | 31.3x | 28.8x | 3x |
| Wed, 23 Oct 2024 | UK£251.3b | UK£72.5b | UK£9.1b | 30.5x | 27.7x | 3.5x |
| Fri, 20 Sep 2024 | UK£256.1b | UK£71.6b | UK£8.9b | 38x | 28.6x | 3.6x |
| Sun, 18 Aug 2024 | UK£275.1b | UK£72.6b | UK£9.0b | 40.7x | 30.4x | 3.8x |
| Tue, 16 Jul 2024 | UK£256.3b | UK£70.7b | UK£9.4b | 32.4x | 27.1x | 3.6x |
| Thu, 13 Jun 2024 | UK£265.5b | UK£71.2b | UK£9.5b | 30.4x | 27.8x | 3.7x |
| Sat, 11 May 2024 | UK£273.5b | UK£72.1b | UK£9.6b | 37.4x | 28.4x | 3.8x |
| Mon, 08 Apr 2024 | UK£240.7b | UK£70.8b | UK£9.7b | 31.4x | 24.8x | 3.4x |
| Wed, 06 Mar 2024 | UK£234.3b | UK£70.5b | UK£9.7b | 30.8x | 24.1x | 3.3x |
| Fri, 02 Feb 2024 | UK£237.2b | UK£69.5b | UK£9.5b | 35.9x | 25x | 3.4x |
| Sun, 31 Dec 2023 | UK£235.0b | UK£68.8b | UK£10.7b | 35.5x | 22.1x | 3.4x |
| Tue, 28 Nov 2023 | UK£224.2b | UK£69.2b | UK£10.7b | 53.6x | 20.9x | 3.2x |
| Thu, 26 Oct 2023 | UK£237.7b | UK£70.8b | UK£10.4b | 55x | 22.9x | 3.4x |
| Sat, 23 Sep 2023 | UK£247.9b | UK£70.4b | UK£10.3b | 56.6x | 24x | 3.5x |
| Mon, 21 Aug 2023 | UK£234.0b | UK£68.9b | UK£10.2b | 53.5x | 23x | 3.4x |
| Wed, 19 Jul 2023 | UK£226.8b | UK£66.8b | UK£7.8b | 52x | 29.1x | 3.4x |
| Fri, 16 Jun 2023 | UK£250.6b | UK£67.6b | UK£7.9b | 55.5x | 31.8x | 3.7x |
31.8x
Which industries have driven the changes within the U.K. Healthcare industry?
| GB Market | -0.10% | |
| Healthcare | 3.44% | |
| Pharma | 3.54% | |
| Pharma | 3.54% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AZN AstraZeneca | UK£137.96 | 2.7% +UK£5.6b | 28.1% | PE27.5x | |
| GSK GSK | UK£19.13 | 3.8% +UK£2.8b | 26.8% | PE13.1x | |
| HLN Haleon | UK£3.31 | 1.3% +UK£372.1m | -16.8% | PE17.6x | |
| HIK Hikma Pharmaceuticals | UK£14.63 | 2.9% +UK£87.3m | -30.8% | PE10.3x | |
| POLB Poolbeg Pharma | UK£0.079 | 20.4% +UK£9.4m | 125.7% | PB6.5x |