Webinar
REPLAY

Global Pharmaceuticals: exploring a rapidly evolving marketplace

Click to register for the on-demand.
Click to register for the on-demand.


As the US policy overhang has subsided, pharmaceutical companies face a shifting set of risks and opportunities. In this webinar, analysts provided an updated global pharmaceutical sector outlook, with a focus on how innovation trends and emerging sales channels are shaping credit profiles. They also discussed the evolving M&A landscape as companies further aim to mitigate patent expirations and regulatory pricing pressures, while re-positioning portfolios for the next phase of growth. 

Discussion topics included: 

  • Key earnings growth drivers in 2026-2027 across branded pharma, with a focus on the GLP-1 market opportunity juxtaposed against escalating pricing pressures.  
  • A detailed look at industrywide patent risks that will peak in 2028-2029, while conversely highlighting the growth opportunity for biosimilars and generics.  
  • Our M&A outlook for 2026, including the possibility of larger & transformative deals. 
  • A closer look at the implications from MFN pricing deals, including the rising advent of the direct-to-consumer channel. 
If you have any questions, please contact sandra.fung@moodys.com.

Speakers

Ola Hannoun-Costa

Ola Hannoun-Costa

Associate Managing Director, Corporate Finance

Moody’s Ratings

Michael Weinstein

Michael Weinstein

Vice President- Senior Credit Officer

Moody’s Ratings

Michael Levesque

Michael Levesque

Senior Vice President

Moody's Ratings

Marie Fischer-Sabatié

Marie Fischer-Sabatié

Senior Vice President, Corporate Finance

Moody's Ratings

Francesco Bozzano

Francesco Bozzano

Vice President – Senior Analyst, Corporate Finance

Moody's Ratings

Gilberto Ramos

Gilberto Ramos

Assistant Vice President-Analyst, Corporate Finance

Moody’s Ratings

Tobias Wagner

Tobias Wagner

Vice President – Senior Credit Officer, Corporate Finance Group

Moody’s Ratings

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Click to register for the on-demand.