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Posted by
Two Blokes Jul 1 -
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Stock
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Royalty Pharma is less exposed to MFN drug pricing risks, offering downside protection in a volatile policy environment. The Revolution Medicines royalty deal provides near-term upside and de-risks pipeline assets, with pivotal data expected in 2026. We forecast 2025 EPS of $4.53 and raise our target price to $45.3, reflecting strong earnings and capital deployment.
