Core Insights - Novo Nordisk's stock has significantly declined, losing over two-thirds of its value since mid-2024, despite initial excitement over its GLP-1 weight loss drugs [1] - Eli Lilly's weight loss drug tirzepatide has outperformed Novo Nordisk, with Zepbound sales increasing by 185% year over year in Q3, while Novo Nordisk reported only 12% sales growth in its obesity treatment and diabetes care operations [3] - Pfizer is making aggressive moves to re-enter the GLP-1 market, indicating a potential investment opportunity as it seeks to recover from recent pressures [4][7] Industry Dynamics - The pharmaceutical industry faces challenges in developing new drug candidates, which is a costly and complex process [1] - Being first to market does not guarantee success, as differences in drug effects, costs, and outcomes can significantly impact market performance [2] - Eli Lilly currently holds the leading position in the GLP-1 weight loss space, demonstrating that early leadership does not ensure sustained market dominance [6]

药智数据显示，在2016年至2025上半年，国内公立医疗机构创新药销售额排名中（本文所讨论的药物范畴均限定为创新药；即便相关药物专利已过期且已 有仿制药上市，销售额统计仍仅针对其原研创新药），辉瑞（晖致）的阿托伐他汀钙片累计销售额高达492.7亿元，稳居近十年中国创新药市场之首，成 为名副其实的"销量冠军"。 01 "王者逻辑" 图片来源：药智数据 从年度销售走势来看，2016年至2019年是其黄金成长期，销售额从56.12亿元稳步攀升至68.54亿元，2018年更是创下74.05亿元的年度峰值，成为TOP10榜 单中唯一单年销售额突破70亿元的产品，尽显"王者"姿态。2020年，受国家带量采购政策影响，其销售额回落至38.47亿元。但凭借强大的临床刚需支 撑，此后几年（2021-2024年）销售额稳定在43亿—44亿元区间。2025年上半年已实现23.75亿元的销售额，药智数据预测其全年销售额有望突破41亿元， 这也印证了这款产品在政策调整后的市场韧性。 阿托伐他汀钙片（辉瑞）国内公立医疗机构年度销售额 图片来源：药智数据 一款药品能够登上"十年销冠"宝座，绝非偶然，是临床需求、产品优势以及特定的市场环境共 ...

Ah, the markets. A bastion of rationality, predictability, and calm, right? Not when Donald J. Trump is in the driver’s seat, or even just tweeting from the back. The year 2025 has proven to be yet another masterclass in market volatility, where a single pronouncement can send trillions soaring or plummeting, often with the same dizzying speed as a Truth Social post going viral. Investors, bless their hearts, have spent the better part of the year clutching their pearls and portfolios, trying to decipher wh ...

Pfizer Inc. (NYSE:PFE) is one of the stocks Jim Cramer shed light on. During the lightning round, a caller sought Cramer’s opinion on the stock, and he said: “Okay, Pfizer, really good yield, not a lot of momentum. Didn’t like the update yesterday. I’m going to say just weak hold.” Photo by Spencer Davis on Unsplash Pfizer Inc. (NYSE:PFE) creates and sells medicines and vaccines for several health conditions, including heart disease, infections, COVID-19, and rare diseases. Cramer was asked about the ...

High Income DIY Portfolios: The primary goal of "High Income DIY Portfolios" Marketplace service is high income with low risk and preservation of capital. It provides DIY investors with vital information and portfolio/asset allocation strategies to help create stable, long-term passive income with sustainable yields. The portfolios are designed for Income-Investors (including retirees or near-retirees). We provide seven portfolios: 3 buy-and-hold, 3 Rotational portfolios, and 3-Bucket NPP Model Portfolio. T ...

President Donald Trump on Friday unveiled a sweeping set of drug-pricing agreements with nine major pharmaceutical companies, presenting the initiative as a cornerstone of his effort to bring American medicine costs closer to those paid in Europe.The announcement marked a significant expansion of the administration’s pricing push, with Trump confirming that deals have now been struck with 14 of the 17 drugmakers he formally pressed in July to lower prices. Central to the strategy is the launch of a new dire ...

Donald Trump and nine major pharmaceutical companies on Friday announced deals that will slash the prices of their medicines for the government’s Medicaid program and for cash payers, in his latest bid to align US costs with those in other wealthy nations.Bristol Myers Squibb, Gilead Sciences, and Merck and Roche’s US unit Genentech have struck deals. Novartis, Amgen, Boehringer Ingelheim, Sanofi and GSK have also signed on.Under the deals, each drugmaker will cut prices on most drugs sold to the Medicaid p ...

US President Donald Trump on Friday (December 19) announced agreements with nine major pharmaceutical companies to sharply cut the prices of medicines sold through the government’s Medicaid program and to cash-paying consumers, marking his latest push to bring US drug costs in line with those in other wealthy nations.The deals were unveiled at a White House press conference, where Trump appeared alongside senior executives from the participating drugmakers.“We were subsidizing the entire world. We’re not do ...

This year has been one to forget for these pharmaceutical giants.Pfizer (PFE +1.20%) and Merck (MRK +0.71%) are two pharmaceutical giants that have lagged broader equities this year. Both have delivered unimpressive financial results recently, and are facing a somewhat uncertain medium-term outlook as they seek ways to navigate upcoming patent cliffs.Both could make significant progress toward that goal in 2026, but which one is the better option for investors heading into the new year? Let's find out. The ...

Core Insights - Pfizer's stock has declined approximately 3% this week following the announcement of its financial guidance for 2026, which did not meet investor expectations [1] Financial Guidance - Pfizer anticipates total revenues for 2026 to be between $59.5 billion and $62.5 billion, reflecting modest growth from the revised 2025 revenue expectation of around $62 billion, primarily due to lower revenues from COVID products and the impending patent cliff [2] - The company expects adjusted earnings per share in the range of $2.80 to $3.00 for 2026, a decline from the 2025 expected range of $3.00 to $3.15, influenced by the dilutive impact of recent deals and lower COVID revenues [3] Oncology Segment - Pfizer holds a strong position in oncology, with oncology sales accounting for approximately 28% of total revenues, which have increased by 7% in the first nine months of 2025 [4][5] - The company is advancing its oncology pipeline and expects to have eight or more blockbuster oncology medicines by 2030 [5] Product Development and Acquisitions - Pfizer is focusing on expanding its product labels and has in-licensed rights for new oncology treatments, including a dual PD-1 and VEGF inhibitor [6][7] - The company has reduced its dependence on COVID-related revenues, with non-COVID operational revenues improving due to key products and new acquisitions, which are expected to deliver double-digit growth in 2026 [8][9] Challenges and Headwinds - Pfizer is facing a significant revenue impact from the loss of exclusivity for several key products between 2026 and 2030, which is projected to reduce sales by approximately $1.5 billion in 2026 [15] - The company is also experiencing lower sales of COVID products due to decreased vaccination and infection rates, with expected COVID revenues around $5 billion in 2026, down from $6.5 billion in 2025 [12][14] Stock Performance and Valuation - Pfizer's stock has underperformed compared to the industry and the S&P 500, losing 4.9% year-to-date [17] - The stock is currently trading at a price/earnings ratio of 8.04, significantly lower than the industry average of 17.11 and its five-year mean of 10.41, indicating potential attractiveness for investors [20] Future Outlook - Despite current challenges, Pfizer's key drugs and new product launches are expected to help offset losses from patent expirations, with anticipated cost savings of $7.7 billion by the end of 2027 [26] - The company is viewed as a hold in investment portfolios as it rebuilds its pipeline in oncology and obesity, which could drive growth from 2029 onwards [27]