Although I don't own it, I'm wondering if Sanofi (SNY)
may just be the model of what a Big Pharma ought to look like. The
company is exceptionally well-balanced geographically (with roughly 30%
exposure to the U.S., EU, and emerging markets) and has a complimentary
array of businesses that includes generics, vaccines, OTC, and branded
drugs. Sanofi also strikes a solid balance between drug types
(biologics, etc.) and pipeline risk/reward.
While Sanofi still has
some patent expirations to digest, this company actually has one of the
better growth profiles in the space right now. It also happens to look
meaningfully undervalued.
Click the link for the full article:
Sanofi May Just Have It All
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