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Stockwatch: Investors Reward Rose-Tinted Guidance

But It Will Come Out In The Second-Quarter Wash

Executive Summary

After three weeks of the first-quarter 2020 earnings season, the coronavirus pandemic has left pure-play pharmaceutical companies in a much better position than many other sectors. One of the reasons behind this has been channel stocking. As some companies have learnt in the past, this can be a double-edged sword.

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