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Daiwa Downgrades Pfizer (PFE) to Neutral Following Full-Year 2025 Earnings
Yahoo Finance· 2026-02-14 06:28
Pfizer Inc. (NYSE:PFE) is one of the most promising low-cost stocks to buy now. On February 10, Bernstein maintained its Market Perform rating and $30 price target for Pfizer following a Q4 2o25 earnings report that exceeded expectations with $17.6 billion in revenue and $0.66 EPS. Despite strong financial results and a raised 2025 EPS guidance of $3.22, the firm remains cautious as Pfizer navigates a transitional period. Bernstein particularly highlighted that the company made some big bets, positioning ...
辉瑞发布2026年战略规划,重申营收与利润指引
Jing Ji Guan Cha Wang· 2026-02-13 19:30
经济观察网基于辉瑞于2026年2月3日发布的2025年财报及2026年战略规划,以下为该公司股票可能值得 关注的事件,均基于公开信息整理。 业绩经营情况 2026年营收指引:辉瑞重申2026年全年营收预期为595亿至625亿美元,其中新冠相关产品收入预计约50 亿美元,并计入约15亿美元的专利到期影响。调整后每股收益指引为2.80至3.00美元。 产品研发进展 关键临床试验启动:公司计划在2026年启动约20项关键临床试验,其中10项将围绕肥胖症资产展开,如 超长效GLP-1受体激动剂PF-3944(MET-097i)的后续开发。该药物的2b期研究已达到主要终点,显示出显 著的体重下降效果。 肿瘤领域进展:Padcev(维恩妥尤单抗)联合pembrolizumab于2025年11月获FDA批准用于膀胱癌围手术期 治疗;Tukysa和Braftovi在乳腺癌和结直肠癌试验中也显示出积极疗效。 战略推进 收购与布局:2025年11月,辉瑞完成对Metsera的收购,交易总估值约70亿美元,旨在强化肥胖症及代 谢疾病管线,标志着正式进入这一高增长领域。 外部合作:公司持续通过合作拓展管线,例如与YaoPharma就 ...
Is Pfizer Inc. (PFE) One of the Best Medical Research Stocks to Buy According to Hedge Funds?
Yahoo Finance· 2026-02-13 14:57
Pfizer Inc. (NYSE:PFE) is one of the best medical research stocks to buy according to hedge funds. Pfizer Inc. (NYSE:PFE) announced on February 6 that the U.S. Food and Drug Administration accepted and granted Priority Review for its supplemental Biologics License Application for HYMPAVZI® for the expansion of the approved indication to include treatment of hemophilia A or B patients 6 years and older with inhibitors, and pediatric patients with hemophilia A or B without inhibitors. HYMPAVZI currently hold ...
辉瑞发布2025年财报及2026年战略规划
Jing Ji Guan Cha Wang· 2026-02-13 13:35
经济观察网辉瑞于2026年2月3日公布2025年第四季度及全年业绩。第四季度营收为175.6亿美元,非新 冠业务同比增长9%;全年总营收626亿美元,非新冠核心业务增长6%。公司重申2026年营收指引为595 亿至625亿美元,其中新冠相关产品收入预计约50亿美元,并计入约15亿美元的专利到期影响。调整后 每股收益指引为2.80至3.00美元。 产品研发进展 2026年,辉瑞计划启动约20项关键临床试验,其中10项将围绕肥胖症资产展开,如其超长效GLP-1受体 激动剂PF-3944(MET-097i)的2b期研究已达到主要终点。肿瘤领域取得多项监管突破,例如Padcev联合 pembrolizumab于2025年11月获FDA批准用于膀胱癌围手术期治疗,Tukysa和Braftovi在乳腺癌和结直肠 癌试验中显示出显著疗效。 战略推进 2025年11月,辉瑞完成对Metsera的收购,交易总估值约70亿美元,旨在强化肥胖症及代谢疾病管线。 运营方面,公司通过成本管控提升效率,2025年调整后销售成本率降至24.2%,销售及行政费用同比下 降7%。 以上内容基于公开资料整理,不构成投资建议。 ...
深度|316种国家集采药品接续采购开标,覆盖26个治疗领域
Di Yi Cai Jing· 2026-02-13 08:55
近日,1至8批国家集采药品新一轮接续采购已诞生拟中选结果,共有1020家企业的4163个产品获得拟中 选资格,涉及316种常用药品,覆盖抗感染、抗肿瘤、降血糖、降血压、降血脂、神经系统、呼吸系 统、消化系统等26个治疗领域。 从这接续采购的316种药品来看,据第一财经记者统计,有原研药中标的品种共有21个,整体占比不到 一成。 2018年以来,随着国家组织的药品集采启动,医药行业逐渐走向分水岭,过了专利保护期的原研药难以 在中国市场维持高利润且垄断局面,而原来以销售这类药物为生的跨国药企这几年已在密集调整业务, 重塑在华发展战略。 一些原研药虽然缺席集采,但并不意味着从市场消失,相反凭借品牌优势仍在院外市场找到新的发展空 间。 不到一成的原研药中标 国家药品集采,针对的仿制药以及过了专利保护期的原研药这两大类产品,一方面,挤掉药价虚高的水 分,降低患者用药负担;另外一方面,通过集采节省下的医保资金,转向支付临床价值显著的创新药, 满足临床亟需,鼓励药企研发创新。 本次是针对1-8批国家集采药品新一轮接续采购,由江苏、河南、广东三省医保局联合牵头,各省份全 部参与,实现了采购规则规范统一。企业只需在线投标一次, ...
未纳入特朗普药价协议的药企正寻求加入
Xin Lang Cai Jing· 2026-02-12 10:36
作者:迈克尔・埃尔曼 据六位行业消息人士透露,部分未被特朗普总统纳入美国药价下调协议的制药企业,正着手制定自身方 案,以期规避可能实施的严苛关税与全新定价机制。 两名说客及其他行业消息人士表示,相关企业已开始联系白宫与美国医疗保险和医疗补助服务中心的相 关人员,尝试达成专属协议。他们未透露这些企业的名称。 白宫发言人库什・德赛在邮件中称:"特朗普政府当然希望与所有制药企业谈判,切实为美国患者降低 药价。" 未达成协议的企业 截至目前,包括辉瑞、礼来在内的 16 家大型药企,在收到特朗普政府要求降价的指令函后,已与政府 达成协议。但众多企业 —— 其中约半数为美国最大制药行业游说团体美国药品研究与制造商协会 (PhRMA)的会员 —— 尚未收到政府联系。 拜耳全球制药业务负责人斯特凡・奥尔里希在采访中表示,他预计像拜耳这样未收到特朗普指令函的企 业,也将获得与竞争对手达成类似协议的机会。 "否则就太奇怪了,仅仅因为规模不同就受到区别对待。" 他说道。 部分中小型企业已组建名为美国中型生物技术联盟的行业游说团体,其部分诉求是反对新的定价机制。 该组织现有 11 家成员企业,包括 Alkermes、BioMarin ...
Pfizer: A Great Opportunity Post Earnings (NYSE:PFE)
Seeking Alpha· 2026-02-11 23:08
Pfizer Inc. (NYSE: PFE ) has been one of the companies that I’ve covered the most here on Seeking Alpha , and with the pharmaceutical giant releasing its Q4 numbers, I believe that itAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has been unloved fo ...
Pfizer: A Great Opportunity Post Earnings
Seeking Alpha· 2026-02-11 23:08
Pfizer Inc. (NYSE: PFE ) has been one of the companies that I’ve covered the most here on Seeking Alpha , and with the pharmaceutical giant releasing its Q4 numbers, I believe that itAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has been unloved fo ...
Is Now the Best Time to Buy Pfizer Stock?
Yahoo Finance· 2026-02-11 19:08
Pfizer (NYSE: PFE) recently experienced yet another setback. The drugmaker has been posting disappointing financial results for several years, and its latest quarterly update sent its stock price down about 4%. The market was concerned that revenue moved in the wrong direction in 2025, while growth in adjusted earnings per share (EPS) was modest. And to make matters worse, Pfizer's guidance for 2026 wasn't particularly strong. Amid all that, it might seem weird to suggest that now is a great time to buy t ...
Pfizer Reports Strong Earnings Outlook - Unusual Call Options Activity Shows Investors are Bullish
Yahoo Finance· 2026-02-11 18:30
Pfizer, Inc. (PFE) reported strong earnings and earnings guidance on Feb. 3. Large, unusual call option activity today, as seen in a Barchart report, shows that investors are bullish. PFE is at $27.72 in midday trading on Feb. 11, higher than its pre-earnings release price of $26.66 on Feb. 2. Today's call option activity may indicate that investors expect PFE stock to keep rising. More News from Barchart PFE stock - last 3 months - Barchart - Feb. 11, 2026 The heavy, unusual call options volume is see ...