Sandoz's Prospects Seem Fairly Priced -- Market Talk

Dow Jones03-23

1205 GMT - Sandoz Group looks well positioned to benefit from long-term opportunities in the biosimilar-drug segment, but its stock seems fairly valued after a strong performance in recent months, RBC Capital Markets' Natalia Webster and Charles Weston say in a research note. Sandoz last week added five drugs to a pipeline that already covered about $200 billion out of the $320 billion biosimilar loss-of-exclusivity market opportunity over the next decade, the analysts say. With a quiet period for patent expirations this year and next, there is limited room for near-term consensus estimates to increase, they add. RBC lowers its recommendation on Sandoz to sector perform from outperform and lifts its target price to 65 Swiss francs from 53 francs. Shares fall 1.6% to 59.84 francs, but are up 57% over the past year. (adria.calatayud@wsj.com)

(END) Dow Jones Newswires

March 23, 2026 08:06 ET (12:06 GMT)

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With a quiet period for patent expirations this year and next, there is limited room for near-term consensus estimates to increase, they add. RBC lowers its recommendation on Sandoz to sector perform from outperform and lifts its target price to 65 Swiss francs from 53 francs. Shares fall 1.6% to 59.84 francs, but are up 57% over the past year. 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Sandoz last week added five drugs to a pipeline that already covered about $200 billion out of the $320 billion biosimilar loss-of-exclusivity market opportunity over the next decade, the analysts say. With a quiet period for patent expirations this year and next, there is limited room for near-term consensus estimates to increase, they add. RBC lowers its recommendation on Sandoz to sector perform from outperform and lifts its target price to 65 Swiss francs from 53 francs. Shares fall 1.6% to 59.84 francs, but are up 57% over the past year. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{},"translate_title":"山德士的前景似乎定价合理——市场讨论","themeId":"8603dabb40994e59ac78c04c930c0d49","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{},"content_text":"1205 GMT - Sandoz Group looks well positioned to benefit from long-term opportunities in the biosimilar-drug segment, but its stock seems fairly valued after a strong performance in recent months, RBC Capital Markets' Natalia Webster and Charles Weston say in a research note. Sandoz last week added five drugs to a pipeline that already covered about $200 billion out of the $320 billion biosimilar loss-of-exclusivity market opportunity over the next decade, the analysts say. With a quiet period for patent expirations this year and next, there is limited room for near-term consensus estimates to increase, they add. 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