Key Takeaways Pfizer's oncology sales make up 25% of total revenues, boosted by its 2023 Seagen acquisition. Bristol Myers expands its oncology pipeline with Mirati and RayzeBio acquisitions and new drug approvals. PFE shows better stock performance and a 7.2% dividend yield, edging out BMY's 5.29% amid valuation parity.Pharma/biotech giants Pfizer (PFE) and Bristol Myers (BMY) boast of a dominant position in the lucrative oncology space.Oncology or cancer is one of the most sought-after areas in the phar ...

If you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries, and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth ?Pfizer (NYSE: PFE ) is arguably the biggest victim of the radical new healthcare policies being brought about by the Trump administration, and in my view, this means that its dividend - currently yielding >7% perTh ...

Group 1 - The article expresses a bullish outlook on Pfizer, Inc. (PFE) following CEO Albert Bourla's significant investment in PFE stock through an intra-plan transfer in his Supplemental Savings Plan pension in December 2023 [1] - The analyst highlights the importance of insider buying as a positive signal for potential stock performance, particularly in the context of Bourla's actions [1] - The analyst has a long position in PFE shares, indicating confidence in the company's future performance [2] Group 2 - The analyst has a background in equity analysis and investment research, with over 10 years of experience in the investment industry, focusing on small-cap stocks [1] - The analyst's work has been featured on major financial platforms, showcasing credibility and expertise in the field [1] - The article does not provide specific financial metrics or projections for Pfizer, but emphasizes the significance of insider transactions as a factor in investment decisions [1]

Core Insights - Pfizer is a leading player in oncology with a strong portfolio of approved cancer medicines and a robust pipeline focusing on various modalities, including small molecules and antibody-drug conjugates [1] - The acquisition of Seagen in 2023 enhanced Pfizer's oncology position by adding four ADCs, contributing significantly to revenues in 2024 and Q1 2025, with oncology revenues growing 7% operationally in Q1 2025 [2][8] - Pfizer is expanding its oncology pipeline with several late-stage candidates and has entered the biosimilars market, marketing six cancer biosimilars [3][4] Company Developments - The Seagen acquisition added four ADCs: Adcetris, Padcev, Tukysa, and Tivdak, which have positively impacted Pfizer's revenue [2] - Pfizer has advanced its oncology clinical pipeline with candidates like sasanlimab, vepdegestrant, and sigvotatug vedotin, and has secured an exclusive licensing deal with 3SBio for a dual PD-1 and VEGF inhibitor [3] - The company is also working on expanding the labels of existing oncology products, indicating a proactive approach to enhance its market offerings [4] Competitive Landscape - Major competitors in the oncology space include AstraZeneca, Merck, and Bristol-Myers, with AstraZeneca's oncology sales comprising about 41% of total revenues and growing 13% in Q1 2025 [5] - Merck's Keytruda accounts for approximately 50% of its pharmaceutical sales, while Bristol-Myers' Opdivo represents around 20% of its total revenues [6] Financial Performance - Pfizer's stock has declined 6.8% year-to-date, contrasting with a 0.2% increase in the industry [7] - The company's oncology revenues rose 7% in Q1 2025, driven by key drugs such as Xtandi, Lorbrena, and Padcev [8] - Pfizer's 2025 EPS estimate has increased to $3.06, with a forward P/E ratio of 7.77, which is below the industry average of 15.05 [10][12] Valuation Insights - From a valuation perspective, Pfizer appears attractive, trading below its 5-year mean P/E of 10.90 [10] - The Zacks Consensus Estimate for 2025 earnings has risen from $2.98 to $3.06 per share over the past 60 days, indicating positive sentiment [12]

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Key Takeaways PFE's non-COVID revenues are rising, fueled by new drugs, key in-line products and Seagen acquisition. The Seagen deal added four ADCs to PFE's oncology portfolio, boosting revenues in 2024 and early 2025. PFE shares trade at a forward P/E of 7.97, well below the industry average and its 5-year historical mean.With the end of the pandemic, sales of Pfizer’s (PFE) COVID products, Comirnaty and Paxlovid, have declined. Though COVID revenues are declining, Pfizer’s non-COVID operational revenue ...

今年以来，国产创新药出海迎来大爆发。统计数据显示，2025年1-5月，中国创新药企对外授权 （license-out）交易总金额已达455亿美元，而2024年全年的对外授权交易金额为519亿美元。 尤其是5月20日，中国创新药行业迎来里程碑事件。三生制药与辉瑞达成最高超60亿美元的全球独家开 发权协议，刷新了中国创新药License-out的首付款纪录（12.5亿美元）；随后在5月30日，石药集团发布 公告称，其表皮生长因子受体抗体药物偶联物（EGFR-ADC）等若干产品有望达成三项潜在BD（商务 拓展）合作，潜在交易总额接近50亿美元。 "中国创新药的大爆发，是过去长期累积形成的结果，这颗种子其实十年前就已经埋下。"近日，Pivotal bioVenture管理合伙人柳丹博士在接受21世纪经济报道专访时说。 2015年时，中国开始新一轮药品审评制度改革。在一系列政策引导下，我国药品审评上市的进程不断加 快，医药企业创新积极性提高。同时，大量海归人才回流、创投行业发展快速。上述种种因素叠加，带 来中国医疗健康领域投融资在2015年迎来爆发式增长，"医疗投资元年"正式开启。 2018年，港股18A章上市规则正式 ...

While I not only covered different pharmaceutical companies for a long time but also invested in several pharmaceutical businesses – like Novo Nordisk or Gilead Sciences – I only recently started to also look at Pfizer Inc. ( Analyst's Disclosure:I/we have a beneficial long position in the shares of GILD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have n ...

Key Takeaways PFE stock is down 10.7% YTD, underperforming its industry, sector, and the broader market. COVID product sales are falling, but oncology drugs and Seagen assets are boosting top-line growth. PFE trades well below peers in terms of valuation and offers a 7.4% dividend yield with rising EPS estimates.Pfizer’s (PFE) stock has declined 10.7% so far this year compared with a decrease of 7.7% for the industry. The stock has also underperformed the sector and the S&P 500, as seen in the chart below ...

Pfizer Inc. (NYSE:PFE) Goldman Sachs 46th Annual Global Healthcare Conference June 9, 2025 8:00 AM ET Company Participants Albert Bourla - Chairman of the Board & CEO Conference Call Participants Asad Haider - Goldman Sachs Group, Inc., Research Division Asad Haider Great. Good morning, everyone, and welcome to our 46th Annual Global Healthcare Conference. My name is Asad Haider, I'm the U.S. pharma analyst here at Goldman Sachs and we are very privileged to have Albert Bourla with us to kick off this confe ...