Narrative Update • Jun 03

Over the last 7 days, the Pharma industry has dropped 1.4%, driven by AstraZeneca declining 1.3%. On the other hand Poolbeg Pharma is actually up 50%. In the past year, the industry has gained 19%. As for the next few years, earnings are expected to grow by 10% per annum.
Has the U.K. Pharma Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 05 Jun 2026 | UK£321.0b | UK£92.0b | UK£15.8b | 17.5x | 20.3x | 3.5x |
| Sun, 03 May 2026 | UK£321.8b | UK£91.4b | UK£15.7b | 18.4x | 20.5x | 3.5x |
| Tue, 31 Mar 2026 | UK£349.0b | UK£91.4b | UK£15.8b | 20.1x | 22.1x | 3.8x |
| Thu, 26 Feb 2026 | UK£364.4b | UK£90.0b | UK£15.4b | 22.5x | 23.7x | 4x |
| Sat, 24 Jan 2026 | UK£322.4b | UK£88.9b | UK£14.5b | 22.2x | 22.2x | 3.6x |
| Mon, 22 Dec 2025 | UK£323.8b | UK£89.7b | UK£14.6b | 21.9x | 22.1x | 3.6x |
| Wed, 19 Nov 2025 | UK£320.5b | UK£90.5b | UK£14.8b | 21.4x | 21.7x | 3.5x |
| Fri, 17 Oct 2025 | UK£297.4b | UK£87.7b | UK£11.7b | 20.2x | 25.4x | 3.4x |
| Sun, 14 Sep 2025 | UK£282.1b | UK£87.3b | UK£11.7b | 21.2x | 24.2x | 3.2x |
| Tue, 12 Aug 2025 | UK£265.3b | UK£87.7b | UK£11.7b | 21x | 22.6x | 3x |
| Thu, 10 Jul 2025 | UK£258.0b | UK£86.1b | UK£10.6b | 25.5x | 24.4x | 3x |
| Sat, 07 Jun 2025 | UK£271.9b | UK£86.3b | UK£10.6b | 27.2x | 25.6x | 3.1x |
| Mon, 05 May 2025 | UK£268.3b | UK£87.4b | UK£10.7b | 26.7x | 25x | 3.1x |
| Wed, 02 Apr 2025 | UK£278.5b | UK£87.7b | UK£9.7b | 32.2x | 28.7x | 3.2x |
| Fri, 28 Feb 2025 | UK£288.7b | UK£88.8b | UK£9.7b | 28.7x | 29.6x | 3.3x |
| Sun, 26 Jan 2025 | UK£234.4b | UK£75.6b | UK£7.8b | 32.9x | 30x | 3.1x |
| Tue, 24 Dec 2024 | UK£223.3b | UK£75.5b | UK£7.8b | 31.2x | 28.7x | 3x |
| Thu, 21 Nov 2024 | UK£215.0b | UK£75.1b | UK£7.7b | 30.1x | 27.8x | 2.9x |
| Sat, 19 Oct 2024 | UK£252.7b | UK£72.3b | UK£9.0b | 30.9x | 27.9x | 3.5x |
| Mon, 16 Sep 2024 | UK£259.0b | UK£72.1b | UK£9.0b | 37.7x | 28.7x | 3.6x |
| Wed, 14 Aug 2024 | UK£273.3b | UK£72.9b | UK£9.1b | 40x | 30.1x | 3.8x |
| Fri, 12 Jul 2024 | UK£256.4b | UK£70.9b | UK£9.5b | 30.3x | 27.1x | 3.6x |
| Sun, 09 Jun 2024 | UK£268.8b | UK£71.5b | UK£9.6b | 30.5x | 28.1x | 3.8x |
| Tue, 07 May 2024 | UK£265.3b | UK£71.9b | UK£9.6b | 33x | 27.6x | 3.7x |
| Thu, 04 Apr 2024 | UK£240.9b | UK£70.7b | UK£9.7b | 31.9x | 24.8x | 3.4x |
| Sat, 02 Mar 2024 | UK£233.2b | UK£70.7b | UK£9.7b | 30.8x | 23.9x | 3.3x |
| Mon, 29 Jan 2024 | UK£237.3b | UK£68.9b | UK£10.7b | 35.9x | 22.2x | 3.4x |
| Wed, 27 Dec 2023 | UK£232.3b | UK£68.9b | UK£10.7b | 34.8x | 21.8x | 3.4x |
| Fri, 24 Nov 2023 | UK£226.9b | UK£69.4b | UK£10.7b | 52.9x | 21.1x | 3.3x |
| Sun, 22 Oct 2023 | UK£234.8b | UK£70.7b | UK£10.4b | 53.5x | 22.7x | 3.3x |
| Tue, 19 Sep 2023 | UK£241.9b | UK£70.0b | UK£10.3b | 53.5x | 23.5x | 3.5x |
| Thu, 17 Aug 2023 | UK£238.5b | UK£68.9b | UK£10.1b | 53.5x | 23.5x | 3.5x |
| Sat, 15 Jul 2023 | UK£226.8b | UK£66.6b | UK£7.8b | 54.3x | 29.2x | 3.4x |
| Mon, 12 Jun 2023 | UK£250.7b | UK£68.2b | UK£7.9b | 55.1x | 31.6x | 3.7x |
31.6x
Which industries have driven the changes within the U.K. Healthcare industry?
| GB Market | -0.63% | |
| Healthcare | -1.27% | |
| Pharma | -1.41% | |
| Pharma | -1.41% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| POLB Poolbeg Pharma | UK£0.084 | 50.0% +UK£19.7m | 140.0% | PB6.9x | |
| INC Incanthera | UK£0.019 | 49.0% +UK£862.1k | -62.0% | PS436.8x | |
| IMM ImmuPharma | UK£0.044 | 3.0% +UK£811.1k | 65.6% | PB40.2x | |
| NFX Nuformix | UK£0.0017 | 2.1% +UK£91.3k | 64.4% | PB2.7x |