MCH ADVISORY RESEARCH
Health Care

Pharmaceuticals

7 companies under coverage.

Coverage

Pharmaceuticals


Equity Research

Viatris Inc (VTRS)

The bull case — 'Bull — Blockbuster / Pipeline Re-Rate' (8% weight) — targets $36, +126% vs spot. It needs the multiple to hold or expand.

VTRSEquity ResearchMonte Carlo
1 July 2026Rating: BUY · +5%
Equity Research

Zoetis Inc (ZTS)

The bull case — 'Bull — Premium Re-Rate' (8% weight) — targets $135, +87% vs spot. It needs the multiple to hold or expand.

ZTSEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · +1%
Equity Research

Bristol-Myers Squibb Company (BMY)

The bull case — 'Bull — Blockbuster / Pipeline Re-Rate' (8% weight) — targets $101, +75% vs spot. It needs the multiple to hold or expand.

BMYEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -7%
Equity Research

Pfizer Inc (PFE)

The bull case — 'Bull — Blockbuster / Pipeline Re-Rate' (8% weight) — targets $41, +70% vs spot. It needs the multiple to hold or expand.

PFEEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -15%
Equity Research

Johnson & Johnson (JNJ)

The bull case — 'Bull — Blockbuster / Pipeline Re-Rate' (8% weight) — targets $430, +69% vs spot. It needs the multiple to hold or expand.

JNJEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -15%
Equity Research

Merck & Company Inc (MRK)

The bull case — 'Bull — Blockbuster / Pipeline Re-Rate' (8% weight) — targets $224, +74% vs spot. It needs the multiple to hold or expand.

MRKEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -20%
Equity Research

Eli Lilly and Company (LLY)

The bull case — 'Bull — Blockbuster / Pipeline Re-Rate' (8% weight) — targets $1,992, +66% vs spot. It needs the multiple to hold or expand.

LLYEquity ResearchMonte Carlo
1 July 2026Rating: HOLD · -22%
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