October 27th, 2020 | 10:17 CET
Pfizer, GlaxoSmithKline, EXMceuticals - Research in competition
By the end of 2020, the drug market is expected to more than double to USD 1.3 trillion, with the E7 countries - Brazil, China, India, Indonesia, Mexico, Russia and Turkey - accounting for about one-fifth of global drug sales. Also, the incidence of chronic diseases in developing countries will increasingly resemble that in industrialized countries. The evidence is abundant that the pharmaceutical industry business model is both economically unsustainable and operationally lethargic to produce the types of innovative treatments demanded by global markets. The industry must fundamentally change the way it operates to take full advantage of future growth opportunities. PwC's management consultants expect the industry to shift its focus from treatment to prevention. The traditional blockbuster sales model will disappear, and sophisticated direct sales channels will diminish the role of wholesalers. Let's take a closer look!
time to read: 3 minutes
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Author:
André Will-Laudien
ISIN:
CA30207T1049 , GB0009252882 , US7170811035
Table of contents:
Author
André Will-Laudien
Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.
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Pfizer - Alzheimer on the map
The American pharmaceutical company Pfizer is known all over the world through Viagra! The research-based global biopharmaceutical Company is engaged in the discovery, development and manufacture of healthcare products. Its global portfolio includes drugs, vaccines and preparations for the therapeutic areas of internal medicine, oncology, inflammation and immunology, rare diseases and consumer health care.
Its best-known brands include Prevnar 13, Xeljanz, Eliquis, Lipitor, Celebrex, Pristiq and Viagra. It is now reported that the Company plans to address the issue of Alzheimer's disease together with IBM. The companies researchers developed an artificial intelligence-based voice data recognition system to predict whether a person is likely to develop Alzheimer's, according to a Thursday press release.
The underlying study examined spelling mistakes, the use of punctuation, repetition, object naming and memory in more extensive tests. Hopefully, a beneficial approach to early detection - even if a drug is still a long time coming. The Company has a market value of EUR 179 billion and announced the payment of the 328th quarterly dividend on December 1, 2020. Pfizer is an established name in the healthcare sector.
GlaxoSmithKline - weak on the chest for months
GlaxoSmithKline PLC (GSK) is a competitor of Pfizer, a global pharmaceutical company based in the UK. There is a lot of excitement this week as GSK will present its third-quarter 2020 results on October 28. In the last report, the Company delivered a negative earnings surprise; the share price subsequently fell by 20% to a downward trend.
The Company benefited by the reopening of international economies in May and recover from the disruption caused by COVID-19. In the third quarter, Glaxo's revenue growth is likely to have been driven by its booming pharmaceutical and self-medication segment. At the same time, vaccine sales are expected to remain weak. The whole world is waiting for a vaccine against COVID-19, and Glaxo as a pharmaceutical giant is not a frontrunner in the immune field like other specialized biotech companies.
In the meantime, the impact of Advair generics and increasing competition in the HIV segment may have affected sales. We are very excited, and the share has been under pressure since January despite a respectable dividend yield of 5.8%. The market capitalization is EUR 75 billion, which is less than half of Pfizer's. Perhaps this will also mark a turning point for the British - Brexit or not!
EXMceuticals - On the trail of the virus
EXMceuticals Inc. is a medical cannabis Company that firmly believes in the potential health and wellness applications of cannabis. EXM is an emerging player in this market with grand ambitions to become a significant producer of high-quality EU GMP cannabis and hemp ingredients. It is located near Lisbon, with a world-class extraction and refining facility dedicated to the production of cannabis material in Active Pharmaceutical Ingredients (API) quality.
EXM's ready-to-operate, equipped, licensed and staffed cannabis laboratory recently received a COVID-19 research and development grant from the European Union and the Portuguese government. This achievement represents a milestone for the Company. A consortium led by EXMceuticals Portugal Lda, operating under the project name "BioBlockCOVID" and consisting of EXMceuticals Portugal Lda, Cosmetek Lda and the Universiade de Coimbra, has received a grant of EUR 302,000 from the European Regional Development Fund and the Portuguese government. The funding will be used to investigate further and develop disinfectants to combat SARScoV-2, the virus that causes COVID-19.
EXMceuticals is in the final stage of detailed design for a standard pharmaceutical plant on an industrial scale in Portugal, which will complement the existing R&D laboratory and pilot refinery. In Setubal, south of Lisbon, a suitable plot of land has already been secured. Still, it needs to be converted to the API standards of the European Union. Upon completion, the plant will include extraction, purification and refining capacities as well as an R&D laboratory. The Company expects that the Setubal plant, when built, will be the largest cannabinoid and terpene processing facility in the European Union. One should take a closer look at the speculative value with a conceivably small capitalization of about CAD 14 million - because the low valuation calls potential buyers.
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