UBS Q2 Preview on U.S. Pharmaceuticals: Safe Havens in Generic, Specialty and Large-Cap

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UBS Q2 Preview on U.S. Pharmaceuticals: Safe Havens in Generic, Specialty and Large-Cap

Analyst, Marc Goodman, likes Watson (NYSE: WPI) and Mylan (NYSE: MYL) in the generic space, citing upside from Actavis, the Lidoderm settlement, Adderall XR approval and Vancocin.

In Specialty Pharma, favored stocks include Allergan Inc. (NYSE: AGN), Endo Health Solutions Inc. (Nasdaq: ENDP), Valeant Pharmaceuticals (NYSE: VRX), and Warner Chilcott plc (Nasdaq: WCRX).

Large-Cap favorites include Pfizer (NYSE: PFE) and Merck (NYSE: MRK), citing expected Tofa approval and Suvorexant data set was encouraging.

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