Market Overview - The market capitalization of major US stocks shows varied performance, with Oracle at 762.30 billion, Mastercard at 321.36 billion, and Visa at 770.15 billion, reflecting increases of +0.66%, +0.86%, and +0.68% respectively [3] - Exxon Mobil's market cap is 679.53 billion, with a slight decrease of -0.98%, while Johnson & Johnson and Netflix show minor changes of -0.08% and -0.05% respectively [3] - Companies like Wells Fargo and Cisco have market caps of 270.15 billion and 279.59 billion, with respective increases of +0.98% and -0.58% [3] Notable Stock Movements - T-Mobile US Inc experienced a significant increase of +6.20%, reaching a market cap of 272.19 billion [3] - General Electric and Coca-Cola saw market caps of 285.05 billion and 298.76 billion, with increases of +0.37% and +0.91% respectively [3] - Companies like Disney and Goldman Sachs have market caps of 229.06 billion and 221.80 billion, with slight changes of +0.01% and -0.60% [3] Sector Performance - The technology sector shows mixed results, with Intel at 991.05 billion, down -3.28%, while AMD increased by +2.46% to 254.92 billion [5] - The consumer goods sector is represented by companies like Procter & Gamble and Coca-Cola, with market caps of 371.68 billion and 298.76 billion, showing slight increases [3][4] - The energy sector, represented by Exxon Mobil and Chevron, shows varied performance, with Exxon down -0.98% and Chevron up +0.66% [3] Summary of Key Companies - Oracle's market cap stands at 762.30 billion, reflecting a positive trend [3] - Mastercard and Visa show strong performance with market caps of 321.36 billion and 770.15 billion, both increasing [3] - Companies like Pfizer and Comcast have market caps of 1579.81 billion and 1332.00 billion, with Pfizer showing minimal change and Comcast down -3.16% [4][5]

金十数据7月24日讯，辉瑞公司宣布与三生制药完成了一项除中国以外（保留在中国独家开发和商业化 权力的选择权）的全球独家授权协议，辉瑞获得了三生制药SSGJ-707——一项基于其专有CLF2平台开 发的靶向PD-1和VEGF双特异性抗体的开发、生产和商业化独家权利。该协议进一步强化了辉瑞的肿瘤 产品线。 辉瑞：与三生制药完成授权协议，获创新癌症免疫疗法独家授权 ...

Group 1 - The core agreement between the company and Pfizer regarding the PD-1/VEGF bispecific antibody (SSGJ-707) has been established, with the license agreement effective from July 24, 2025 [1] - The company will receive a total of up to $150 million in non-refundable and non-offsettable option and exercise fees under the option agreement with Pfizer [1] - Pfizer has conditionally agreed to subscribe for 31.14 million shares at a price of HKD 25.2055 per share, totaling approximately HKD 785.0 million, which represents about 1.30% of the existing issued share capital [1] Group 2 - The net proceeds from the subscription will be approximately HKD 785.0 million, with around HKD 628.0 million (80% of the net proceeds) allocated for global research and development of clinical and preclinical projects, and improving production facilities [2] - Approximately HKD 157.0 million (20% of the net proceeds) will be used for other general corporate purposes [2] - The subscription is seen as an opportunity to raise additional funds and enhance the company's shareholder base with Pfizer as a strategic investor, supporting business growth and pipeline development [2]

香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司 對 本 文 件 的 內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 就 因 本 文 件 的 全 部 或 任 何 部 份 內 容 所 產 生 或 因 依 賴 該 等 內 容 而 引 致 的 任 何 損 失 承 擔 任 何 責 任。 （於 開 曼 群 島 註 冊 成 立 的 有 限 公 司） （股 份 代 號：01530） (1)與輝瑞就PD-1/VEGF雙特異性抗體(SSGJ-707) 訂 立 的 許 可 協 議 生 效；及 茲 提 述 本 公 司 日 期 為 二 零 二 五 年 五 月 二 十 日 的 公 告，內 容 有 關（其 中 包 括） 與輝瑞就PD-1/VEGF雙特異性抗體(SSGJ-707)訂 立 許 可 協 議。 許 可 協 議 所 訂 明 之 所 有 先 決 條 件 已 達 成，因 此，許 可 協 議 自 二 零 二 五 年 七 月 二 十 四 日 起 生 效。 構 成 許 可 協 議 項 下 先 決 條 件 之 一 的 選 擇 ...

LONDON, July 24, 2025 (GLOBE NEWSWIRE) -- A new study published on 29 June 2025 in international peer-reviewed medical journal Expert Opinion on Drug Safety by Frey et al. (the Frey study) has found that use of depot medroxyprogesterone acetate (DMPA), which is manufactured by Pfizer Inc. (NYSE:PFE) and sold under the brand name Depo-Provera among others, for over one year is associated with a 3.5-fold increased risk of developing an intracranial meningioma, a type of brain tumour, compared to the use of th ...

Core Insights - The licensing agreement for Project 707 between the company and Pfizer has officially come into effect [1] - Pfizer will exclusively develop and commercialize the project in mainland China, with total payments not exceeding $150 million in non-refundable option and exercise fees [1] - The agreement includes a "Mainland China Option Agreement," expanding the licensing area to a global scale upon activation [1] - The profit-sharing ratio between the company and Shenyang Sansheng is set at 30% to 70% [1] - This transaction is classified as a related party transaction and does not constitute a major asset restructuring [1] - The deal is expected to advance the global development and commercialization of Project 707, enhancing the company's product accessibility and recognition in international markets [1]

Core Viewpoint - The current stock market focus is heavily on technology stocks, particularly driven by excitement around artificial intelligence (AI), creating a gap and opportunity for investment rotation into the healthcare sector [1] Technology Sector - The technology sector has attracted significant attention and capital, overshadowing other sectors, particularly healthcare [1] Healthcare Sector - The healthcare sector has seen many companies fall to valuation levels not seen in years, presenting potential investment opportunities [2] - Three companies stand out for potential benefits from a rotation from tech to healthcare: Eli Lilly Co. (NYSE: LLY), Pfizer Inc. (NYSE: PFE), and UnitedHealth Group Inc. (NYSE: UNH) [3] Eli Lilly - Eli Lilly is currently trading at $797.82, approximately 78% of its 52-week high of $972.53, with a P/E ratio of 64.92 and a price target of $1,012.56 [4] - Analysts expect Eli Lilly's earnings per share (EPS) to reach $6.77 by Q4 2025, nearly doubling from current levels, which could drive stock price growth [5] - Eli Lilly's high P/E ratio of 62.0x is justified by expected earnings growth, and the stock has room to trade back toward its highs if growth materializes [7] Pfizer - Pfizer is trading at $25.32, about 77% of its 52-week high of $31.54, with a P/E ratio of 18.35 and a price target of $28.55 [8] - Pfizer offers a dividend yield of 6.79%, which outperforms inflation and treasury rates, making it attractive in the current macroeconomic environment [8] - Institutional investor Robeco Institutional Asset Management increased its stake in Pfizer by 36.6%, indicating confidence in the stock's potential [9][10] UnitedHealth - UnitedHealth is trading at $292.40, only 45% of its 52-week high of $630.73, with a P/E ratio of 12.24 and a price target of $394.43 [13] - The stock's deep discount presents a potential opportunity for investors, especially as the company benefits from rising medical costs [14] - J.P. Morgan analyst Lisa Gill has set a new price target of $418 for UnitedHealth, suggesting a potential upside of 48% from current levels [15] - UnitedHealth's diverse business model positions it well to benefit from long-term trends in the healthcare sector [16]

Group 1: Core Business Performance - Pfizer is set to report second-quarter results on August 5, with a focus on oncology drug sales, which contribute approximately 25% to total revenues [1] - Key oncology drugs include Ibrance, Xtandi, Lorbrena, Braftovi/Mektovi, and ADCs from the Seagen acquisition, such as Padcev [1] - In Primary Care, revenues from Eliquis are expected to decline due to pricing pressures from the Inflation Reduction Act, offsetting higher demand [3] - Sales of the Prevnar vaccine are anticipated to decrease due to lower international market performance [3] - The COVID-19 vaccine Comirnaty saw revenue increases in Q1, but the continuation of this trend in Q2 remains uncertain [4] - Sales of Paxlovid are likely to decline due to reduced COVID-19 infection rates [5] - In Specialty Care, Vyndaqel sales are expected to remain strong, while Xeljanz and Enbrel may see declines [6] Group 2: Financial Outlook and Valuation - Pfizer's stock has decreased by 1.8% this year, compared to a 1.3% decline in the industry [7] - The non-oncology Q2 outlook indicates growth in Vyndaqel and Nurtec, but mixed trends in vaccine sales [8] - Pfizer's shares are trading at a price/earnings ratio of 8.20, lower than the industry average of 14.60 and below its 5-year mean of 10.85 [10] - The Zacks Consensus Estimate for 2025 earnings has slightly decreased from $3.06 to $3.05 per share, and for 2026 from $3.09 to $3.08 per share over the past 60 days [12]

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Core Insights - Pfizer is perceived by many investors as a company in decline, trading at multi-year lows due to concerns over a patent cliff following its success during the COVID-19 pandemic [1] Company Analysis - The market narrative surrounding Pfizer is influenced by retrospective fears rather than current fundamentals, suggesting a potential mispricing of the stock [1] - Pfizer's historical performance during the COVID-19 era has created a perception of it being a "distant giant," which may not accurately reflect its current growth potential [1] Investment Perspective - The article emphasizes the importance of analyzing companies like Pfizer through a lens that combines healthcare expertise with financial analysis to uncover long-term investment opportunities [1]