Munger Mode rating: 2 out of 5 — Sell. Our own rating from the research report below, on business quality first: moat durability and management, with price separating the top three.
Authors: In the voice of Warren Buffett & Charlie Munger Charlie and I have spent the better part of seven decades looking for wonderful businesses at fair prices, and once in a while we make the mistake of looking for fair businesses at wonderful prices. Viatris belongs to that second, lesser category — and probably to a third category we like even less: the structurally challenged business with too much borrowed money, sold to investors as a turnaround. The company was assembled in November 2020 by combining Pfizer's Upjohn off-patent business (Lipitor, Viagra, Lyrica, Norvasc, Celebrex) with Mylan's generics empire. The pitch was scale, synergies, and cash generation.
Recent filings analysed: 8-K (2026-08-06), 10-Q (2026-08-06), 8-K (2026-07-01), 8-K (2026-06-18).
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