2025 年 10 月 9 日 证券研究报告 行业周报 weiyuqi@gwgsc.com 执业证书编号：S0200525060001 联系电话：010-68099389 公司地址：北京市丰台区凤凰嘴街 行业评级： | 报告期：2025.9.15-2025.10.8 | | | --- | --- | | 投资评级 | 看好 | | 评级变动 | 维持评级 | 分析师： huchenxi@gwgsc.com 执业证书编号：S0200518090001 联系电话：010-68085205 医药生物行业双周报 2025 年第 20 期总第 143 期 2025ESMO 大会召开在即 关注临床数据及基本面优异的公司 行业回顾 本报告期医药生物行业指数跌幅为 2.72%，在申万 31 个一级行业中 位居第 23，跑输沪深 300 指数（2.62%）。从子行业来看，医疗研发 外包、医疗设备涨幅居前，涨幅分别为 2.28%、0.59%；原料药、医 院跌幅居前，跌幅分别为 9.84%、5.78%。 行业走势： 估值方面，截至 2025 年 9 月 30 日，医药生物行业 PE（TTM 整体法， 剔除负值）为 31.23x（ ...

A new way to buy cheaper meds might be coming—here’s what Pfizer and Trump are planning: https://t.co/4I2MKslD1d https://t.co/gbEPU3Wieq ...

PPfizer Inc.'s (NYSE: PFE ) name has been frequently in the headlines lately. In addition to making a deal with the U.S. administration to offer direct-to-consumer discounted drugs, the company also made a bold comebackI’ve managed my investments since 1999, gaining perspective across multiple market cycles. With a background in Economics from the University of Tartu and ongoing CFA certification, I focus on uncovering deeply undervalued equities with long-term potential often overlooked by the market.Analy ...

We recently published Top 10 Trending Stocks as Famous Billionaire Predicts Massive AI Stock Rally Before Bubble Burst. Pfizer Inc (NYSE:PFE) is one of the trending stocks. Analysts are getting excited about major healthcare stocks like Pfizer and expect a rally in the sector to begin soon. Evan Seigerman, head of healthcare research at BMO Capital Markets, explained in a latest program on CNBC why he’s bullish on Pfizer. “You know, we saw that upside from the dividend. And now with the Metsera acquisiti ...

Key Takeaways Pfizer's oncology revenues grew 9% in H125 and now comprise more than 25% of total company sales.Q3 results hinge on Xtandi, Lorbrena and Braftovi-Mektovi offsetting Ibrance's weaker performance.Oncology biosimilars and Seagen's ADCs, including Padcev, remain pivotal growth drivers for Pfizer.Pfizer (PFE) is one of the largest and most successful drugmakers in oncology. It boasts a strong portfolio of approved cancer medicines as well as a robust pipeline of cancer candidates with a focus on m ...

Key Takeaways Pfizer's deal with Trump cuts drug prices, boosts U.S. investment and lifts pharma sector sentiment.Investor optimism grows as major drugmakers eye similar tariff-free pricing agreements with Trump.J&J, Bayer and Novartis show strong growth momentum, making them attractive pharma investment picks.Late last month, Pfizer (PFE) announced a landmark deal with the Trump administration to cut drug prices and expand U.S. innovation and manufacturing.Under the deal, Pfizer agreed to slash prices of s ...

Pfizer Inc. NYSE: PFE made a strong move higher after it became the first drug manufacturer to sign on as part of the TrumpRx platform. PFE stock is up nearly 14% since its closing price of around $23.61 on Sept. 25. Pfizer TodayPFEPfizer$26.27 -0.16 (-0.61%) 52-Week Range$20.92▼$30.43Dividend Yield6.55%P/E Ratio13.97Price Target$28.41Add to WatchlistThis is welcome news to long-term holders who have endured a significant dip in the stock since its vaccine-fueled surge in 2021. PFE stock trades at an attra ...

SAN CARLOS, Calif.--(BUSINESS WIRE)---- $PFE #ADCs--Mikael Dolsten, M.D., Ph.D., Joins TRIO Pharmaceuticals as Chairman. ...

Core Insights - Drugmakers are increasingly adopting telehealth platforms for direct-to-consumer sales, aligning with the Trump administration's push for lower drug prices [2][3][5] - Amgen has announced a significant price reduction for its cholesterol-lowering drug Repatha, offering it at a cash price 60% lower than its current list price [2] - The Trump administration is promoting a "most favored nation" policy to tie U.S. drug prices to lower prices abroad, urging companies to implement direct-to-consumer sales models [3] Group 1: Industry Trends - The pharmaceutical industry is moving towards direct-to-consumer sales, allowing patients to purchase medications directly from manufacturers at discounted prices [5] - This shift enables drugmakers to bypass intermediaries like pharmacy benefit managers, potentially increasing their revenue [5] Group 2: Government Initiatives - The Trump administration plans to launch a website, TrumpRx.gov, to facilitate direct online purchases of branded drugs at discounts, with Pfizer agreeing to offer discounts averaging 50% and up to 85% on certain drugs [4] - In July, Trump sent letters to 17 drugmakers, urging them to adopt measures to reduce costs for patients, including direct-to-consumer sales [3]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...