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SG issues can have significant impacts on our valuation or uncertainty ratings when isolated. In our first healthcare ESG report, we’re focusing on branded biotech and pharmaceutical firms, which have been at the center of controversy over high prices and product safety issues as well as blurred ethical lines relating to areas like intellectual property extension, delayed generic entry, and collusion. Partnering with Sustainalytics and using Sustainalytics’ terminology for material ESG issues (MEIs), we see three MEIs significantly affecting our valuation of branded drug firms, all of which fit under the social branch of ESG: business ethics, product governance, and access to basic services. Additionally, as the coronavirus concerns intensify, the importance of the pharmaceutical industry’s social responsibility to develop the next generation of treamtments is amplified.
In this webinar you will learn about:
The scope of our branded drug ESG analysis
Using ESG to find undervalued stocks in the pharmaceutical industry
How ESG impacts the moat ratings for drug companies
Pricing risks: isolating drug firms with high, unjustified prices
Litigation risk and product safety
ESG pricing and litgation risk in big pharma/biotech by firm
The drug industry’s key areas of vaccine and treatment development for the coronavirus
Presented by: Damien Conover, Director of Healthcare and Equity Strategy
Duration: 30 min