Following Royalty Pharma plc's (NASDAQ: RPRX ) Investor Day , we return with our commentary on the company. We have reviewed the Q2 results and continue to recommend a Buy rating, supported by consistent execution and anBuy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us a message or leave a comment to discuss ideas.DISCLOSURE: All of our articles are a matter of opinion, informed as they might be, and must be ...

Following Royalty Pharma plc's (NASDAQ: RPRX ) Investor Day , we return with our commentary on the company. We have reviewed the Q2 results and continue to recommend a Buy rating, supported by consistent execution and anBuy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us a message or leave a comment to discuss ideas.DISCLOSURE: All of our articles are a matter of opinion, informed as they might be, and must be ...

Group 1 - The event is an Investor Day hosted by Royalty Pharma, led by George Grofik, the Senior VP and Head of Investor Relations & Communications [1] - A copy of the presentation and press release for the event is available on the Investors page of Royalty Pharma's website [2] - There will be two Q&A sessions during the event, and attendees are encouraged to identify themselves when asking questions [3]

In this article, we will be taking a look at the 11 Best Performing Biotech Stocks So Far in 2025. Royalty Pharma plc is one of them. Royalty Pharma plc (NASDAQ:RPRX) tops our list for being one of the best performing stocks. It is a leading biopharmaceutical royalty company that invests in innovative drug products, partnering with biotech firms, pharmaceutical companies, and research institutions to fund late-stage clinical trials and new product launches in exchange for future royalty earnings. In Q2 2 ...

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Royalty Pharma (NasdaqGS:RPRX) 2025 Investor Day September 11, 2025 08:30 AM ET Company ParticipantsGeorge Grofik - Head - IR & CommunicationsPablo Legorreta - Founder, Chairman of the Board & CEOAshwin Pai - InvestmentsChris Hite - Vice ChairmanBrienne Kugler - Research & InvestmentsChris Schott - Managing DirectorMarshall Urist - Head - Research & InvestmentsTerrance Coyne - CFODina Ramadane - Associate - Biotech Equity ResearchGeoff Meacham - Managing DirectorIvan Feinseth - Chief Investment OfficerMicha ...

Financial Performance and Growth - Royalty Pharma is on track to deliver $4.7 billion+ in top-line revenue in 2030, representing a 10%+ CAGR from 2020 to 2030[10, 353] - The company has delivered consistent mid-teens ROIC (Return on Invested Capital)[11, 354] - Royalty Pharma's 2030 top- and bottom-line outlook is >10% above analyst consensus[11, 354] - The company's goal is at least mid-teens TSR (Total Shareholder Return) over the next 5 years[11, 354] - Portfolio Receipts are expected to reach approximately $3.1 billion in 2025, based on guidance provided on August 6, 2025, plus expected contribution from the Imdelltra royalty acquisition announced on August 25, 2025[21] Market Dynamics and Strategy - The average annual royalty market size was $6 billion from 2020-2024, representing ~130% growth from the prior 5-year period[10, 353] - Royalty Pharma has a market share of ~50% from 2020 to present, which is ~4-fold higher than the next largest competitor, with >70% share of transactions ≥$500 million[120, 191] - Repeat partners have driven ~30% of announced transaction value since 2020[120, 191] - 87% of biopharma executives would consider royalties as part of their capital raising plans over the next 3 years[110] - Since 2012, Royalty Pharma has deployed approximately $27 billion of capital, with 65% allocated to approved products and 35% to development-stage therapies[46, 49]

On track to deliver Portfolio Receipts of $4.7 billion or more by 2030, significantly ahead of consensusGoal to achieve at least mid-teens average annual total shareholder return over next 5 years with significant upside potential from recognition for Royalty Pharma’s platform valueInvestments since 2020 on track to deliver mid-teens unlevered IRR, ahead of targetAchieved 15% Return on Invested Capital (ROIC) and 21% Return on Invested Equity (ROIE) since 2019Royalty market continues to grow rapidly, doubli ...

First of its kind report offers insight from over 110 biopharma executives into the benefits of royalties, current market dynamics and outlook for royalty market expansionRoyalties have become integral to biopharma’s diversified capital landscape driven by attractive cost of capital, flexibility and positive investor perception NEW YORK, Sept. 10, 2025 (GLOBE NEWSWIRE) -- Royalty Pharma plc (Nasdaq: RPRX) today announced the release of a biopharma royalty market study conducted by Deloitte. The report, titl ...

PresentationTerence FlynnEquity Analyst Great. Thanks for joining us, everybody. I'm Terence Flynn, Morgan Stanley's U.S. biopharma analyst. Very pleased to be hosting Royalty Pharma this afternoon. Joining us from the company, we have Pablo Legorreta, who is the company's Founder and CEO; and Terry Coyne, the company's CFO. Thank you both so much for being here. I've just got to read a disclosure statement first before we get started. Please see the Morgan Stanley research disclosure website at www.morgans ...