AstraZeneca's potential move to US markets signals a growing trend among international pharmaceutical companies seeking higher valuations. This collection features global biopharma giants that could benefit from similar strategies or favorable US market dynamics.
Published on July 2
These international pharma companies often trade at significant discounts to their US peers. If they follow AstraZeneca's lead, a US listing could quickly unlock substantial shareholder value.
The US market typically assigns higher valuations to innovative pharmaceutical companies. This collection positions you ahead of a potential re-rating wave as more European firms seek these premium valuations.
AstraZeneca's potential move signals the start of a trend that industry insiders are watching closely. By investing now, you gain exposure before wider market attention drives valuations higher.
These companies represent a significant valuation opportunity based on the growing trend of international pharmaceutical firms considering US listings. With the world's largest healthcare market and deepest capital pools, America offers these companies potentially higher valuations than their home exchanges.
This collection includes both potential movers to US exchanges and existing US-listed pharma companies that serve as valuation benchmarks. These research-driven firms develop and sell innovative medicines globally, with significant revenue already coming from the American market.
We've carefully selected companies that could benefit from this transatlantic listing trend. The portfolio includes European and international pharma giants that may be undervalued compared to their US counterparts, creating potential for substantial value unlocking if they follow AstraZeneca's path.
Summary of total market capitalisation and investor-focused key takeaways for the provided pharma basket.
AZN: $258.54B
NVS: $277.45B
SNY: $122.84B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
+5
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NOVARTIS AG ADR-EACH REPR 1 CHF0.5(REGD)
NVS
Current Price
$160.32
As a major Swiss pharmaceutical company with a significant US presence, Novartis could be a prime candidate for a similar move to close the valuation ...
As a major Swiss pharmaceutical company with a significant US presence, Novartis could be a prime candidate for a similar move to close the valuation gap with US peers.
SANOFI SPON ADR ECH REP 0.5 ORD SHS
SNY
Current Price
$45.84
This French pharmaceutical giant could benefit from a valuation re-rating by shifting its primary listing to the US, where a large portion of its sale...
This French pharmaceutical giant could benefit from a valuation re-rating by shifting its primary listing to the US, where a large portion of its sales originate.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+10.66%
On average, analysts expect assets in this group to grow 10.66% over the next year.
11 of 13 assets in this group are rated Buy by professional analysts.
