I don't think you have provided a persuasive argument (or any argument actually) for the contention that Microsoft's performance has a relation to the performance of a pharmaceutical company.
Drug development is hit-or-miss like software development. But that's about it.
Unlike drug development, software development often involves creating and maintaining a platform that will give you profits for years to come - or failing miserably and spectacularly. Microsoft's recent performance has been beyond abysmal and they've only only survived on the profits from their previous successes at building a platform - many people are still forced to use Windows. But everyone is looking around and the prospects look, uh, dim.
Sure, Microsoft doesn't live quarter to quarter. Which is why it's death is not yet finished but that's about it.