Specialty and generic pharma - Teva, Mylan, Sun Pharma + branded specialty names. Patent-cliff exposure dominates valuation; the best operators replace expiring revenue with M&A or pipeline launches faster than the cliff erodes them.
Industry leader
Eli Lilly and Company LLY
Buffett-Fit: 65/100
Pharma quality is measured by pipeline depth + patent-cliff distance + capital allocation history. Mega-cap pharma (Pfizer, Merck, Johnson & Johnson, Eli Lilly, AbbVie) trade more like dividend compounders than growth stocks - slow but predictable, with periodic blockbuster windfalls.
Sorted by composite quality score - ROIC, margin stability, balance-sheet strength, growth quality. Click any ticker for the full Buffett verdict.
1.00T mcap
302.3B mcap
34.1B mcap
290.1B mcap
6.8B mcap
15.8B mcap
3.5B mcap
11.3B mcap
381.1B mcap
1.2B mcap
183.1B mcap
564.1B mcap
290.0B mcap
106.7B mcap
1.9B mcap
6.7B mcap
4.0B mcap
103.3B mcap
166.8B mcap
121.4B mcap
41.3B mcap
2.0B mcap
147.6B mcap
645M mcap
39.7B mcap
1.1B mcap
812M mcap
28.6B mcap
918M mcap
51.3B mcap
1.0B mcap
1.3B mcap
1.8B mcap
10.9B mcap
1.6B mcap
2.1B mcap
19.4B mcap
12.8B mcap
4.7B mcap
1.0B mcap
2.8B mcap
1.1B mcap
633M mcap
2.1B mcap
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Educational framework analysis only. Not investment advice, not a recommendation, not personalized to your situation. Always do your own research.