Medicinalbranchen.
Har du givet din portefølje et helbredstjek?
Med en sektor der i de fleste udviklede lande fylder mere end 10 procent af landets BNP, udgør medicinalindustrien en stor del af det globale aktiemarked.
I USA er hver 8. person ansat inden for healthcare, og branchen fylder tæt på 18 procent af USA's BNP.
Ved investering i medicinalbranchen har du mulighed for at investere i virksomheder, der fremmer den globale sundhed og udvikler produkter, der kan forlænge levetiden.
De fleste danske investorer kender Novo Nordisk - den danske medicinalproducent inden for blandt andet diabetes, blødningsbehandling og behandling af overvægt. Med mere end 43.000 medarbejdere på globalt plan, har de en omsætning på over 122.000 milioner kroner (2019).
Det er altså en branche, der fylder meget i aktiemarkedet, og hvor du har mulighed for gode afkast.
Hør også vores podcast om medicinalpriser i USA.
I afsnit 31 af #Investeringspodcasten ser Hansen og Larsen på det event- og nyhedsdrevede tech-marked i USA, spørgsmålet om obligationer som relevant aktivklasse, lavere medicinalpriser i USA i forbindelse med det forestående præsidentvalg, den faldende dollars betydning for danske medicinalvirksomheder, store kurssving og emission i Quantafuel, hvem der kommer først med en vaccine, hvorvidt der kommer til at være flere vacciner, og hvad det kommer til at betyde.
Aktier.
Her finder du eksempler på aktier, du kan investere i, hvis du vil eksponere dig mod medicinalbranchen.
Værdipapirerne i oversigterne er ikke ment som investeringsanbefalinger, men en generel oversigt over nogle af de muligheder, der findes.
Selskaberne er segmenteret efter deres fokus og relevans i forhold til temaet inden for medicinalbranchen. Der er taget udgangspunkt i at finde de største og førende inden for deres felt. Der er udvalgt børsnoterede selskaber, som kan handles gennem Nordnet.
Nordiske aktier.
Aktie | Kommentar |
|---|---|
AstraZeneca | A merger between Astra of Sweden and Zeneca Group of the United Kingdom formed AstraZeneca in 1999. The company sells branded drugs across several major therapeutic classes, including gastrointestinal, diabetes, cardiovascular, respiratory, cancer, and immunology. The majority of sales come from international markets with the United States representing close to one third of its sales. |
Lundbeck | Lundbeck er et danskejet medicinalfirma, som fokuserer på udvikling og kommercialisering af medicin til centralnervesystemet (CNS) på verdensplan - herunder antidepressiver, antipsykotiske midler og produkter imod epilepsi. Virksomhedens sortiment omfatter Abilify Maintena og Rexulti imod psykoser, Brintellix/Trintellix imod depressioner, Northera imod symptomer på Parkinsons sygdom og Onfi imod epilepsi. |
Novo Nordisk | Novo Nordisk er en dansk verdensførende leverandør af diabetesprodukter med en markedsandel på næsten 50 procent af det globale insulinmarked målt på volumen. Virksomheden fremstiller og markedsfører en række moderne insulinprodukter til mennesker, indsprøjtninger imod diabetes såvel som antidiabetisk medicin til oral indtagelse. Novo har også et biofarmaceutisk segment (udgør omkring 20 procent af indtjeningen), som er specialiseret i proteinbehandling for blødersygdomme og andre sygdomme. |
Orion | Orion is a globally operating Finnish pharmaceutical company that develops, manufactures, and markets human and veterinary pharmaceuticals and active pharmaceutical ingredients. The company primarily focuses on treatments for central nervous system disorders, oncology, and respiratory diseases. Orion's customers include specialists and general practitioners, veterinarians, pharmacies, hospitals, and laboratories. Orion mainly serves Finland but also has a presence in other European countries and North America. |
Pfizer inc | Pfizer is one of the world's largest pharmaceutical firms, with annual sales over $50 billion. Pfizer also spends a leading amount on research and development, close to $8 billion annually. While Pfizer historically sold many types of healthcare products and chemicals, now, prescription drugs and vaccines account for the majority of sales. Top sellers include pneumococcal vaccine Prevnar 13, neuroscience drug Lyrica, cancer drug Ibrance, cardiovascular treatment Eliquis, and immunology drug Xeljanz. Pfizer sells these products globally, with international sales representing close to 50% of its total sales. Within international sales, emerging markets are a major contributor, representing over a fifth of total firm sales. |
Globale aktier
Aktie | Kommentar |
|---|---|
Abbott | Abbott manufactures and markets medical devices, adult and pediatric nutritional products, diagnostic equipment and testing kits, and branded generic drugs. Products include pacemakers, implantable cardioverter defibrillators, neuromodulation devices, coronary stents, catheters, infant formula, nutritional liquids for adults, and immunoassays and point-of-care diagnostic equipment. Abbott derives approximately 60% of sales outside the United States. |
Abbvie Inc | AbbVie is a drug company with a strong exposure to immunology and oncology. The company's top drug, Humira, represents over half of the company's current profits. The company was spun off from Abbott in early 2013. The recent announced acquisition of Allergan will add several new drugs in aesthetics and women's health. |
Bayer AG | Bayer is a German healthcare and agriculture conglomerate. Healthcare provides over half of the company's sales and includes pharmaceutical drugs as well as vitamins. The company has a crop science business that includes seeds, pesticides, herbicides, and fungicides, which was expanded through the acquisition of Monsanto. |
Bristol-meyers Squibb co | Bristol-Myers Squibb discovers, develops, and markets drugs for various indications, such as cardiovascular, oncology, and immune disorders. A key focus for Bristol is immuno-oncology, where the firm is leading in drug development. Unlike some of its more diversified peers, Bristol has exited several nonpharmaceutical businesses to focus on branded specialty drugs, which tend to support strong pricing power. |
Eli lilly & Company | Eli Lilly is a drug company with a focus on neuroscience, endocrinology, oncology, and immunology. Lilly's key products include Alimta and Verzenio for cancer; Jardiance, Trulicity, Humalog, and Humulin for diabetes; and Taltz and Olumiant for immunology. |
Gillead sciences inc | Vertex Pharmaceuticals discovers and develops small-molecule drugs for the treatment of serious diseases. Its key drugs are Kalydeco, Orkambi, Symdeko, and Trikafta for cystic fibrosis, where Vertex therapies remain the standard of care globally. Vertex's pipeline also includes therapies for cancer, pain, inflammatory diseases, influenza, and other rare diseases. |
GlaxoSmithKline Plc | In the pharmaceutical industry, GlaxoSmithKline ranks as one of the largest companies by total sales. The company wields its might across several therapeutic classes, including respiratory, oncology, and antiviral, as well as vaccines and consumer healthcare products. Glaxo uses joint ventures to gain additional scale in certain markets like HIV and consumer products. |
Johnson & Johnson | Johnson & Johnson is the world's largest and most diverse healthcare firm. Three divisions make up the firm: pharmaceutical, medical devices and diagnostics, and consumer. The drug and device groups represent close to 80% of sales and drive the majority of cash flows for the firm. The drug division focuses on the following therapeutic areas: immunology, oncology, neurology, pulmonary, cardiology, and metabolic diseases. The device segment focuses on orthopedics, surgery tools, vision care, and a few smaller areas. The last segment of consumer focuses on baby care, beauty, oral care, over-the-counter drugs, and women’s health. Geographically, just over half of total revenue is generated in the United States. |
Novartis AG | Novartis AG develops and manufactures healthcare products through two segments: Innovative Medicines and Sandoz. It generates the vast majority of its revenue from Innovative Medicines segment consisting global business franchises in oncology, ophthalmology, neuroscience, immunology, respiratory, cardio-metabolic, and established medicines. The company sells its products globally, with the United States representing close to one third of total sales. |
Sanofi | Sanofi develops and markets drugs with a concentration in oncology, immunology, cardiovascular disease, diabetes, and vaccines. However, the company's decision in late 2019 to pull back from the cardio-metabolic area will likely reduce the firm's footprint in this large therapeutic area. The company offers a diverse array of drugs with its highest revenue generator, Lantus, representing just under 10% of total sales. About 30% of total revenue comes from the United States and 25% from Europe. Emerging markets represent the majority of the remainder of revenue. |
Teva Pharmaceutical industries | Headquartered in Israel, Teva Pharmaceutical is the largest generic drug manufacturer in the world with roughly 60 manufacturing and R&D facilities. The company was formed in 1901 and has a portfolio of more than 3,500 medicines--roughly 1 out of 9 generic prescriptions in the U.S. is filled with a Teva product. The company also develops branded pharmaceuticals in the central nervous system, oncology, and respiratory categories. Teva's generic drug sales represent slightly over half of total revenue, with branded drug and distribution revenue making up the balance. Teva is an aggressive filer to bring generic drugs to market when brand patents expire and has the most generic products pending Food and Drug Administration approval. |
ETF'er.
Her kan du se et udvalg af de ETF'er, der findes inden for medicinalbranchen. Hvis du ønsker at se alle mulighederne, kan du benytte dig af vores ETF-screener.
ETF | Investeringsmålsætning | ISIN | Lb. omkost. | |
|---|---|---|---|---|
iShares S&P 500 Health Care Sector | The investment objective of the Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the S&P 500 Health Care Index | IE00B43HR379 | 0,15 % | |
iShares MSCI World Health Care Sector | The investment objective of the Fund is to seek to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the MSCI World Health Care Index. | IE00BJ5JNZ06 | 0,25 % | |
iShares STOXX Europe 600 Health Care | The investment seeks to replicate, net of expenses, the STOXX Europe 600 Health Care TR index as closely as possible. The fund invests in physical index securities. The index offers exposure to the European Health care sector as defined by the Industry Classification Benchmark (ICB). It is a sub index of the Europe STOXX 600 index. | DE000A0Q4R36 | 0,46 % |
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Nordnet Markets.
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