THE DRUGANALYST GLOBAL
Our quarterly workbook is released after each earnings season and sets out forecast expectations for the coming quarter.
It provides a top-down analysis of the global Pharma sector from macro trends to regional catalysts, therapeutic class developments to individual drugs, and a detailed review of each company ranging from numbers to newsflow, pipeline development to valuation, the risks and catalysts.
Brutally honest, truly independent analysis.
You need to read this before investing in the Pharma sector.
DrugAnalyst is the leading independent Pharmaceuticals Equity Research provider.
Global healthcare stock coverage and a database containing 10-years of drug sales forecasts
Drug sales forecasts are refreshed on a daily basis
The entire database is published once a quarter within our subscription only Global Pharma Workbook
Bespoke consensus can be processed based on your own research feeds
Our proprietary numbers form the basis of our BUY/SELL calls. We calculate the correlation coefficient for each number against the shareprice and use movements in those key lines to drive our calls. We are looking for increasing expectations into tightening errors (or vice versa). With a hurdle R2>0.9, the best thing is that it works!
Our proprietary numbers form the basis of our BUY/SELL calls
BESPOKE CONSENSUS JUST FOR YOU
We can set up your database feeds to allow you to track your own defined consensus comprising inputs only from your nominated sources versus our market-wide numbers. These numbers utilise only your selected research feeds. It’s just for you, totally unique, and guaranteed secure. These numbers are not available anywhere else.
The online forecast Database provides access to the most up-to-date numbers and lets you look at how market expectations are changing over time. Compare companies, drugs,
pipeline development, results, valuation, discussion and more.
We have reported full-year and quarterly numbers for drug sales and P&L lines going back to 2000 as well as five-year forecasts. Excel and PDF downloads available.
DRUGANALYST DATA FEEDS
Why not use our forecast numbers in your models?
It's easy to consume our data by API, FTP drop or Excel Plugin. Access 3.7 million data points for 4,500 individual drugs and P&L lines with up to 15 years of historical data, reported numbers, and five-year forward forecasts.
We keep you on top of newsflow with our one-stop daily view of the sector. Coverage of all the major newsflow and what we're Thinking and Doing (T&Ds), in our signature independent style.
Some say it’s the only email you need to read!
Ahead of earnings
Our Pickers set out market expectations, catalysts and what we're looking for.
Our initial take on results
The beats, misses and critically, what drove it. Delivered shortly after the earnings release.
CUT & DRIED
Extensive post-telecon breakdown
Analysis of the numbers, newsflow, pipeline, guidance, risks, valuation and our BUY / SELL call.
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We grant permission to quote the drug sales forecasts from this site provided they are accredited to: “DrugAnalyst - https://druganalyst.com/”