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
Consun Pharmaceutical Group Limited 1681.HK
Buffett-Fit: 78/100
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.
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Educational framework analysis only. Not investment advice, not a recommendation, not personalized to your situation. Always do your own research.