Narrative Update • Jul 14

Over the last 7 days, the Pharma industry has dropped 1.8%, driven by a pullback from AstraZeneca of 0.3%. Over the past 12 months, the industry was up 16%. 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 |
|---|---|---|---|---|---|---|
| Tue, 04 Aug 2026 | UK£310.7b | UK£92.9b | UK£14.4b | 22.5x | 21.5x | 3.3x |
| Thu, 02 Jul 2026 | UK£328.1b | UK£92.5b | UK£15.9b | 18.5x | 20.6x | 3.5x |
| Sat, 30 May 2026 | UK£324.7b | UK£91.8b | UK£15.8b | 17.9x | 20.6x | 3.5x |
| Mon, 27 Apr 2026 | UK£334.5b | UK£90.2b | UK£15.5b | 19x | 21.6x | 3.7x |
| Wed, 25 Mar 2026 | UK£330.1b | UK£90.7b | UK£15.6b | 20.9x | 21.1x | 3.6x |
| Fri, 20 Feb 2026 | UK£368.6b | UK£90.4b | UK£15.4b | 23.8x | 23.9x | 4.1x |
| Sun, 18 Jan 2026 | UK£329.1b | UK£89.7b | UK£14.6b | 21.3x | 22.5x | 3.7x |
| Tue, 16 Dec 2025 | UK£323.0b | UK£89.7b | UK£14.6b | 21.6x | 22.1x | 3.6x |
| Thu, 13 Nov 2025 | UK£322.5b | UK£90.5b | UK£14.8b | 22.1x | 21.8x | 3.6x |
| Sat, 11 Oct 2025 | UK£300.1b | UK£88.0b | UK£11.8b | 19.8x | 25.5x | 3.4x |
| Mon, 08 Sep 2025 | UK£285.8b | UK£87.5b | UK£11.7b | 22x | 24.4x | 3.3x |
| Wed, 06 Aug 2025 | UK£268.5b | UK£88.1b | UK£11.5b | 28.1x | 23.4x | 3x |
| Fri, 04 Jul 2025 | UK£254.8b | UK£86.0b | UK£10.6b | 25.5x | 24.1x | 3x |
| Sun, 01 Jun 2025 | UK£271.4b | UK£86.5b | UK£10.6b | 27.3x | 25.5x | 3.1x |
| Tue, 29 Apr 2025 | UK£261.1b | UK£86.0b | UK£9.5b | 27.4x | 27.4x | 3x |
| Thu, 27 Mar 2025 | UK£276.1b | UK£87.9b | UK£9.7b | 31.9x | 28.5x | 3.1x |
| Sat, 22 Feb 2025 | UK£283.5b | UK£88.7b | UK£9.4b | 30.9x | 30x | 3.2x |
| Mon, 20 Jan 2025 | UK£232.8b | UK£76.8b | UK£8.0b | 31.8x | 29.3x | 3x |
| Wed, 18 Dec 2024 | UK£224.6b | UK£74.8b | UK£7.7b | 31.6x | 29.1x | 3x |
| Fri, 15 Nov 2024 | UK£222.0b | UK£75.0b | UK£7.7b | 30.9x | 28.7x | 3x |
| Sun, 13 Oct 2024 | UK£250.3b | UK£72.2b | UK£9.0b | 31.1x | 27.7x | 3.5x |
| Tue, 10 Sep 2024 | UK£272.4b | UK£72.2b | UK£9.0b | 40x | 30.2x | 3.8x |
| Thu, 08 Aug 2024 | UK£267.0b | UK£73.3b | UK£9.1b | 38.8x | 29.4x | 3.6x |
| Sat, 06 Jul 2024 | UK£256.0b | UK£71.2b | UK£9.5b | 31.6x | 26.9x | 3.6x |
| Mon, 03 Jun 2024 | UK£268.8b | UK£71.4b | UK£9.6b | 31.8x | 28.1x | 3.8x |
| Wed, 01 May 2024 | UK£263.1b | UK£71.8b | UK£10.1b | 31.5x | 26.2x | 3.7x |
| Fri, 29 Mar 2024 | UK£245.1b | UK£70.8b | UK£9.7b | 31.8x | 25.2x | 3.5x |
| Sun, 25 Feb 2024 | UK£236.1b | UK£70.6b | UK£9.6b | 33.7x | 24.5x | 3.3x |
| Tue, 23 Jan 2024 | UK£238.9b | UK£68.9b | UK£10.7b | 36.6x | 22.4x | 3.5x |
| Thu, 21 Dec 2023 | UK£232.9b | UK£69.1b | UK£10.7b | 34.9x | 21.8x | 3.4x |
| Sat, 18 Nov 2023 | UK£227.8b | UK£69.8b | UK£10.8b | 53.7x | 21.1x | 3.3x |
| Mon, 16 Oct 2023 | UK£245.7b | UK£70.8b | UK£10.4b | 56.6x | 23.7x | 3.5x |
| Wed, 13 Sep 2023 | UK£239.5b | UK£69.7b | UK£10.3b | 53.5x | 23.4x | 3.4x |
| Fri, 11 Aug 2023 | UK£244.0b | UK£69.0b | UK£10.2b | 52.8x | 24x | 3.5x |
24x
Which industries have driven the changes within the U.K. Healthcare industry?
| GB Market | 0.74% | |
| Healthcare | -1.67% | |
| Pharma | -1.81% | |
| Pharma | -1.81% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GSK GSK | UK£19.32 | 0.6% +UK£477.9m | 38.3% | PE16x | |
| HCM HUTCHMED (China) | UK£1.70 | 2.4% +UK£50.2m | -35.6% | PE111.3x | |
| HIK Hikma Pharmaceuticals | UK£15.85 | 0.2% +UK£6.3m | -18.3% | PE11.2x | |
| POLB Poolbeg Pharma | UK£0.067 | 8.9% +UK£4.2m | 148.1% | PB5.9x | |
| SAR Sareum Holdings | UK£0.23 | 4.5% +UK£1.4m | 35.3% | PB26.7x |