Core Viewpoint - Pfizer's stock underperformed in 2024, losing about 5%, while the S&P 500 gained 23%, attributed to declining Covid-19 vaccine sales, falling profitability, and increased competition [1][3][5] Group 1: 2024 Performance Overview - Pfizer's sales excluding Covid-19 products grew in double digits over the last couple of quarters, with Vyndaqel sales up 66% year-over-year to $3.9 billion and Eliquis sales up 8% to $5.5 billion [3] - Total revenue for Pfizer reached $59.4 billion in the last twelve months, slightly above $58.5 billion in 2023, aided by the acquisition of Seagen [3] - Pfizer aims to achieve $4 billion in cost savings for 2024, with total debt declining from $71 billion in 2023 to $67 billion, while cash decreased from $13 billion to $10 billion [3] Group 2: Stock Performance and Valuation - PFE stock declined from $28 at the beginning of 2024 to around $27 by year-end, with a volatile performance over the last four years [5] - The stock is currently undervalued, estimated at $36 per share, reflecting a potential upside of around 40% from current levels, trading at 2.5x trailing revenues compared to an average P/S ratio of 3.1x over the last five years [6][9] Group 3: Outlook for 2025 - 2025 may see slight improvements in sales and earnings, but the blockbuster drug Xeljanz is set to lose patent protection, which could impact revenue [7] - Continued market share gains are expected for Vyndaqel, Abrysvo, and Eliquis, while Xtandi and Prevnar may face increased competition [8] - The updated Covid-19 vaccine Comirnaty has been approved, and its performance will be monitored in 2025 [8]

Group 1 - Pfizer has implemented significant transformative changes, including a revamped commercial strategy and new leadership, resulting in exceeding market share expectations and achieving $4 billion in savings along with an additional $1.5 billion in margin improvements [1][2] - The company has returned over $7 billion in dividends and allocated $4.5 billion towards debt repayment in the first nine months of the year [2] - Pfizer is facing a significant loss of exclusivity wave projected to reduce revenues by about $17-18 billion between 2026 and 2028, but expects acquired products to generate $20 billion in revenue by 2030 to offset these losses [3] Group 2 - The company is optimistic about future performance due to significant progress in 2024, despite underwhelming new product launches in 2023 [4] - Guidance for 2024 reflects uncertainty due to miscalculations in COVID-19 revenue and the transition of Paxlovid to a commercial model, with expectations for stable COVID revenues in 2025 [5] - Demand for Paxlovid closely tracks predictable COVID waves, and the company anticipates stability in its COVID business moving forward [6]

Key Points Company and Industry Overview 1. **Company**: Pfizer Inc. (NYSE:PFE) 2. **Industry**: Pharmaceuticals and Biotechnology 3. **Event**: 43rd Annual J.P. Morgan Healthcare Conference Call 4. **Date**: January 13, 2025 5. **Participants**: Albert Bourla (Chairman & CEO of Pfizer) and Chris Schott (JPMorgan) Performance and Priorities 1. **2023 Performance**: Pfizer achieved all five priorities set for 2023, including oncology, commercial engine turnaround, new product maximization, cost reduction, and capital allocation. 2. **Priorities Achievements**: - **Oncology**: Achieved goals, particularly with the acquisition of Seagen. - **Commercial Engine**: Turnaround successful. - **New Products**: Maximized new products. - **Cost Reduction**: Announced plans to reduce costs by $4 billion. - **Pipeline**: Pushed pipeline forward. - **Capital Allocation**: Focused on shareholder-friendly capital allocation. 3. **Integration of Seagen**: Successfully integrated Seagen, doubling the size of Pfizer's R&D. Transformational Changes 1. **Significant Transformative Changes**: Pfizer implemented significant transformative changes within the company. Future Outlook 1. **Focus on Pipeline**: Continued focus on pipeline and new product development. 2. **Capital Allocation**: Ongoing focus on shareholder-friendly capital allocation.

Strategy Overview - The "Dogs of the Dow" strategy involves investing annually in the 10 highest-yielding stocks from the Dow Jones Industrial Average [2] - Pfizer Inc (PFE) was one of the stocks selected under this strategy [2] Company Focus - Pfizer Inc (PFE) is highlighted as a key component of the "Dogs of the Dow" strategy [2] Investment Background - The strategy focuses on high-yielding stocks within the Dow Jones Industrial Average [2] - Pfizer Inc (PFE) is identified as a high-yielding stock within this index [2]

On Thursday, Truist initiated coverage on BioNTech SE BNTX, a famed COVID-19 vaccine maker, in collaboration with Pfizer Inc PFE.BioNTech is transitioning from a COVID-focused narrative to a story centered on oncology drug development and upcoming catalysts.The analyst, Asthika Goonewardene, writes that BNT327 is at the forefront, a promising drug in an innovative class that could challenge and potentially surpass the PD-1 category, which generated over $42 billion in 2023.Also Read: BioNTech Earns Upgrade ...

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Company Overview - Pfizer (PFE -0 07%) stock investors are curious about the valuation and prospects for the healthcare company [1] Stock Performance - Stock prices used were the afternoon prices of Jan 1 2025 [1] - The video discussing the stock was published on Jan 3 2025 [1]

分组1 - The Motley Fool holds positions in and recommends Pfizer [1] - Parkev Tatevosian is affiliated with The Motley Fool and may receive compensation for promoting its services [1] - Parkev Tatevosian's opinions are independent and not influenced by The Motley Fool [1]

Stock Performance & Valuation - Pfizer's stock has risen 5.6% in the past month due to encouraging 2025 guidance [1] - The stock has declined 8.4% in the past year compared to a 1.9% decrease for the industry [11] - Pfizer's forward P/E ratio of 9.05 is lower than the industry's 15.73 and its 5-year mean of 11.26 [12] - The Zacks Consensus Estimate for 2025 EPS has risen from $2.91 to $2.92 over the past 30 days [15] Financial Guidance & Projections - Pfizer projects 2025 revenues between $61.0 billion and $64.0 billion, representing flat to 5% operational growth from 2024 [1] - Adjusted EPS is expected to be $2.80 to $3.00 in 2025, representing 10% to 18% operational growth year-over-year [1] - The company expects 2025-2030 revenue CAGR of approximately 6% [7] COVID-19 Products - Sales of COVID products Comirnaty and Paxlovid are declining due to lower post-pandemic demand [4] - Pfizer expects these products to maintain market share in 2025 with stable pricing [4] - There is uncertainty around COVID product sales as they depend on infection rates [5] Growth Drivers - Non-COVID operational revenues improved in 2024, driven by key products like Vyndaqel and Eliquis [6] - The Seagen acquisition contributed $2.3 billion in sales in the first nine months of 2024, up 38% proforma [8] - Pfizer expects Seagen to contribute over $10 billion in risk-adjusted revenues by 2030 [8] - Oncology sales grew 26% operationally in the first nine months of 2024 and comprise over 26% of total revenues [9] Challenges - Declining sales of COVID-19 products pose a challenge [18] - Loss of patent exclusivity for key products in 2026-2030 will have a significant impact [18] - The Medicare Part D redesign under the Inflation Reduction Act may hurt sales of higher-priced drugs [18] Financial Position & Strategy - Pfizer has a strong cash position from COVID product profits, used for acquisitions, dividends, share buybacks, and debt reduction [19] - The company expects cost cuts and restructuring to deliver at least $5.5 billion in savings [19] - Pfizer offers an attractive dividend yield of around 6.3% [19] Pipeline & Future Outlook - Pfizer has a strong late-stage pipeline and expects to have eight or more blockbuster oncology medicines by 2030 [9] - The company markets six oncology biosimilars and advanced its oncology clinical pipeline in 2024 [9] - Non-COVID drugs and newly acquired products are expected to continue driving growth [19]

For Immediate ReleasesChicago, IL – January 3, 2024 – Zacks.com announces the list of stocks and featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Berkshire Hathaway Inc. (BRK.B) , The Home Depot, Inc. (HD) , Pfizer Inc. (PFE) and AMREP Corp. (AXR) .Here are highlights from Friday’s Analyst Blog:Top Research Reports for Berkshire Hathaway, Home Depot and Pfizer ...