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17 handpicked stocks

Beyond The Patent Cliff: Pharma's New Growth Engines

AbbVie raised its profit outlook, proving it can thrive after its blockbuster Humira faced competition. This creates an investment opportunity in resilient pharmaceutical companies that are successfully launching new drugs to replace older ones.

Author avatar

Han Tan | Market Analyst

Published on August 1

Your Basket's Financial Footprint

Market capitalisation breakdown for the pharmaceutical-focused basket 'Beyond The Patent Cliff: Pharma's New Growth Engines'.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility and closer tracking to broad market performance, indicating more stable returns.
  • Best used as a core holding for diversified portfolios, not as a speculative or short-term trade.
  • Generally expect steady long-term value rather than rapid, short-term appreciation.
Total Market Cap
  • ABBV: $408.76B

  • PFE: $141.29B

  • VRTX: $109.29B

  • Other

About This Group of Stocks

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Our Expert Thinking

AbbVie's successful transition from Humira to new blockbusters like Skyrizi and Rinvoq proves that pharmaceutical companies can thrive beyond patent cliffs. This creates opportunities in drugmakers with strong research pipelines that can replace aging products with innovative treatments, positioning them for long-term growth in the healthcare sector.

2

What You Need to Know

Patent cliffs occur when blockbuster drugs lose exclusivity, often causing significant revenue declines. However, companies with robust research and development capabilities can navigate this challenge by launching next-generation therapies. This group focuses on resilient pharmaceutical firms with proven or potential ability to manage these critical transitions.

3

Why These Stocks

These pharmaceutical companies were handpicked by professional analysts for their promising drug pipelines and demonstrated ability to replace revenues from expiring patents. Each firm represents the potential to unlock substantial growth as new revenue streams mature, making them attractive for long-term healthcare sector investment.

Why You'll Want to Watch These Stocks

🚀

Pipeline Power

These companies are proving that smart research and development can turn potential patent disasters into growth opportunities. When new drugs succeed, the rewards can be massive.

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Innovation Advantage

AbbVie's success story shows that pharmaceutical companies with strong pipelines can not only survive patent cliffs but actually thrive. This blueprint could work for others in the group.

Expert-Backed Selection

Professional analysts handpicked these companies for their ability to navigate one of pharma's biggest challenges. Each represents potential for substantial long-term growth in healthcare.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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