Pfizer(PFE)
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Silver Surges Over 15%; Pfizer Earnings Top Views
Benzinga· 2026-02-03 17:00
U.S. stocks traded lower midway through trading, with the Nasdaq Composite falling more than 1% on Tuesday.The Dow traded down 0.19% to 49,316.23 while the NASDAQ dipped 1.23% to 23,302.18. The S&P 500 also fell, dropping, 0.62% to 6,933.29.Check This Out: How To Earn $500 A Month From Goldman Sachs Stock Ahead Of Q4 EarningsLeading and Lagging SectorsMaterials shares gained by 1.8% on Tuesday.In trading on Tuesday, information technology stocks fell by 1.9%.Top HeadlineOn Tuesday, Pfizer Inc. (NYSE:PFE) sh ...
Pfizer Q4 Earnings Review: This Classic Value Trap Remains As Tempting As Ever
Seeking Alpha· 2026-02-03 16:56
Group 1 - The article promotes a weekly newsletter focused on stocks in the biotech, pharma, and healthcare industries, highlighting key trends and catalysts that influence market valuations [1] - The newsletter is led by a biotech consultant with over 5 years of experience, who has compiled detailed reports on more than 1,000 companies [1] - The investing group provides insights for both novice and experienced investors, including buy and sell ratings, product sales forecasts, integrated financial statements, discounted cash flow analysis, and market-specific analyses [1]
Why Pfizer Stock Dropped Today
Yahoo Finance· 2026-02-03 16:36
Pfizer (NYSE: PFE) stock gave up 3.3% through 10:50 a.m. ET Tuesday despite delivering an earnings beat this morning. Analysts forecast the pharmaceuticals giant would earn $0.57 per share on $16.8 billion in Q4 sales. Pfizer actually earned $0.66 (adjusted for one-time items) on sales of $17.6 billion. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Image source: Getty Images. Pfizer ...
Pfizer, Merk report Q4 results: Citi's Geoff Meacham on key takeaways
Youtube· 2026-02-03 16:17
Fizer and Merc reported earlier today. Join us right now with his reaction to the results is Jeff Meum. He's the head of healthcare research US pharmaceuticals and biotechnology at city.Good morning to you. Uh we've seen both of these stocks. Fizer down by the way 5%.Merc holding in a lot a lot better. But why don't we just go through the headlines here and what your your reaction was. >> Yeah. Yeah.Thanks Andrew for having me. Yeah, I would say for for Merc the guidance was a big worry going into uh the fo ...
This Berkshire Hathaway Holding Is Up 25%. Earnings Breeze Past Estimates.
Barrons· 2026-02-03 16:16
DaVita posts adjusted beats earnings expectations and posts 9.9% revenue growth in the third quarter. ...
辉瑞业绩超预期但维持保守2026年展望
Xin Lang Cai Jing· 2026-02-03 16:13
辉瑞(PFE)周二早盘下跌4%。尽管该公司第四季度仍超预期,但新冠产品销售额下降,并发布了保 守业绩指引,维持2026年预期不变。该公司同时通过Metsera交易强化其肥胖症药物管线。 责任编辑:张俊 SF065 辉瑞(PFE)周二早盘下跌4%。尽管该公司第四季度仍超预期,但新冠产品销售额下降,并发布了保 守业绩指引,维持2026年预期不变。该公司同时通过Metsera交易强化其肥胖症药物管线。 责任编辑:张俊 SF065 ...
2 Pharma Stocks React to Quarterly Results, Guidance
Schaeffers Investment Research· 2026-02-03 16:04
Pfizer Inc (NYSE:PFE) shares are down 3.2% to trade at $25.40 at last check, despite surpassing earnings and revenue expectations for the fourth quarter. The drugmaker has struggled with weak demand for its Covid-19 vaccine, and reaffirmed its lackluster outlook for 2026.Overhead pressure near the $27 level has been capping gains since November, though the equity still sports a 13.1% nine-month lead. PFE is on track to snap a three-day win streak with its worst loss since December, and earlier gapped below ...
Pfizer(PFE) - 2025 Q4 - Earnings Call Transcript
2026-02-03 16:02
Financial Data and Key Metrics Changes - For the full year 2025, the company recorded revenues of $62.6 billion, a 2% operational decline from $63.6 billion in the previous year. Excluding COVID-19 products, operational revenue growth was 6% [28] - Adjusted gross margins for the full year expanded to 76%, aligning with expectations. The diluted EPS for 2025 was $1.36, down from $1.41 the previous year, while adjusted diluted EPS increased to $3.22 from $3.11 [28][32] - In Q4 2025, revenues were $17.6 billion, a 3% operational decline year-over-year, primarily due to a 40% decline in COVID product sales. Non-COVID product performance grew 9% operationally [29][30] Business Line Data and Key Metrics Changes - Recently launched and acquired products generated $10.2 billion in revenues for 2025, growing approximately 14% operationally compared to the previous year [29] - The decline in COVID product sales was attributed to reduced demand for Comirnaty and Paxlovid due to lower infection rates [29][30] Market Data and Key Metrics Changes - The company anticipates stable revenue contributions from its non-COVID product portfolio, with an expected revenue compression of approximately $1.5 billion due to generic entry in 2026 [36] - The market for obesity treatments is projected to be $150 billion, with significant opportunities for the company's new obesity pipeline [10][48] Company Strategy and Development Direction - The company aims for industry-leading growth as key products lose patent or regulatory exclusivity in the coming years, focusing on maximizing the value of in-line product portfolios and accelerating pipeline development [7][12] - Strategic acquisitions, including Seagen, Metsera, and Biohaven, are expected to drive future growth [7][12] - The company is investing in artificial intelligence across various functions to enhance productivity and innovation [13][14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate uncertainties and deliver on financial commitments, despite challenges from the COVID-19 product decline [5][6] - The company is focused on investing in key assets and managing upcoming loss of exclusivity (LOE) challenges, with growth expected from its advancing R&D pipeline and business development initiatives [36][38] Other Important Information - The company achieved approximately $600 million in savings from its manufacturing optimization program in 2025, with additional savings expected in the following years [30][33] - The company plans to advance over 20 obesity trials in 2026, including 10 Phase III studies [22] Q&A Session Questions and Answers Question: Can you elaborate on the tolerability seen in the VESPER-3 data? - Management indicated that the tolerability data will be shared at the ADA conference, noting that the distribution of adverse events was encouraging and did not show significant increases in discontinuation rates [41][42] Question: What role do you see for the drug with the current weight loss profile in the market? - Management believes that the drug's efficacy combined with a lower medication burden through monthly dosing will resonate well with patients and providers, enhancing its commercial potential [46] Question: Did the placebo arm in the VESPER-3 study gain or lose weight? - The placebo arm remained stable, showing no significant weight gain or loss, with full data to be presented at ADA [61] Question: What are the plans for the Phase III studies regarding down titration? - The Phase III design will allow for flexibility in dosing and titration to improve overall efficacy and tolerability [52][53] Question: What is the company's strategy regarding portfolio realignment? - The company has completed most of its pipeline pruning and is focusing on high-value programs, with significant savings reinvested into Phase III programs [84][86]
Pfizer(PFE) - 2025 Q4 - Earnings Call Transcript
2026-02-03 16:02
Financial Data and Key Metrics Changes - For the full year 2025, the company recorded revenues of $62.6 billion, a 2% operational decline from $63.6 billion in the previous year. Excluding COVID-19 products, operational revenue growth was 6% [29] - Adjusted gross margins for the full year expanded to 76%, aligning with expectations, while diluted EPS was reported at $1.36 compared to $1.41 last year, and adjusted diluted EPS increased to $3.22 from $3.11 [29][30] - In Q4 2025, revenues were $17.6 billion, a 3% operational decline year-over-year, primarily due to a 40% decline in COVID product sales. Non-COVID product performance grew 9% operationally [30][31] Business Line Data and Key Metrics Changes - Recently launched and acquired products generated $10.2 billion in revenues for 2025, growing approximately 14% operationally [30] - The decline in COVID product sales was attributed to reduced demand for COMIRNATY and PAXLOVID due to lower infection rates [30] Market Data and Key Metrics Changes - The company anticipates stable revenue contributions from its non-COVID product portfolio, with an expected revenue compression of approximately $1.5 billion due to anticipated generic entry in 2026 [39] - The market for obesity treatments, particularly for the ultra-long-acting GLP-1 receptor agonist, is projected to be $150 billion, with significant opportunities in both mature and emerging markets [51] Company Strategy and Development Direction - The company aims for industry-leading growth as key products lose patent or regulatory exclusivity in the coming years, focusing on maximizing the value of in-line product portfolios and accelerating pipeline development [7][12] - Strategic acquisitions, including Seagen, Metsera, and Biohaven, are seen as transformative for the company, with a commitment to invest in R&D and maintain a robust dividend [7][12][37] - The company is scaling artificial intelligence across various functions to improve productivity and accelerate innovation [12][13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to deliver strong financial performance despite challenges, highlighting the resilience of the business and the successful execution of strategic priorities [5][27] - The company expects to face headwinds from loss of exclusivity (LOE) for several products but remains focused on investing in key assets to drive growth by the end of the decade [39][40] Other Important Information - The company achieved significant cost savings through manufacturing optimization programs, with expectations of additional savings in the coming years [31][34] - The company plans to advance over 20 pivotal studies in 2026, targeting potential approvals starting in 2028 for its obesity portfolio [23][25] Q&A Session Summary Question: Can you elaborate on the tolerability seen in VESPER-3 data? - Management indicated that the tolerability data will be shared at ADA, noting that the distribution of adverse events was encouraging, with no significant increase in discontinuations when switching to monthly dosing [43][45] Question: What role do you see for the drug with solid weight loss but potentially below competitors? - Management believes that the combination of competitive efficacy and a lower medication burden through monthly dosing will resonate well with patients and providers, enhancing the drug's market potential [49] Question: Did the placebo arm gain or lose weight in VESPER-3? - The placebo arm remained stable, showing no significant weight gain or loss, with detailed data to be presented at ADA [65] Question: What are the expectations for the upcoming phase III studies? - Management expressed confidence in the ongoing studies, highlighting the promising data observed so far and the potential for differentiation in the market [84][90]
Pfizer(PFE) - 2025 Q4 - Earnings Call Transcript
2026-02-03 16:00
Financial Data and Key Metrics Changes - For the full year 2025, the company recorded revenues of $62.6 billion, a 2% operational decline from $63.6 billion in 2024. Excluding COVID-19 products, operational revenue growth was 6% [27] - Adjusted gross margins for the full year expanded to 76%, aligning with expectations [27] - Full year diluted EPS was $1.36, down from $1.41 in the previous year, while adjusted diluted EPS increased to $3.22 from $3.11, exceeding expectations [27][32] - In Q4 2025, revenues were $17.6 billion, a 3% operational decline year-over-year, primarily due to a 40% decline in COVID product revenues [28] Business Line Data and Key Metrics Changes - Recently launched and acquired products generated $10.2 billion in revenues for 2025, growing approximately 14% operationally [28] - Non-COVID product performance in Q4 was solid, with a 9% operational growth compared to the same period last year, driven by products like Abrysvo, Eliquis, Prevnar, and the Vyndaqel family [28][29] Market Data and Key Metrics Changes - The company anticipates a significant market opportunity in obesity treatments, targeting a $150 billion market with its differentiated Metsera pipeline portfolio [9] - The company captured 83% of new CGRP writer volume in Q4, maintaining leadership in new patient starts [8] Company Strategy and Development Direction - The company aims for industry-leading growth as key products lose patent or regulatory exclusivity in the coming years, focusing on maximizing the value of in-line product portfolios and accelerating pipeline development [5] - Strategic acquisitions, including Seagen, Metsera, and Biohaven, are expected to have transformative potential for the company [5] - The company is scaling artificial intelligence across R&D, manufacturing, and commercial operations to improve productivity and accelerate innovation [11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to execute and deliver growth despite challenges, including the lowest COVID-19 season on record [4] - The company is focused on investing in key assets and managing upcoming loss of exclusivity (LOE) headwinds, with growth expected to be driven by an advancing R&D pipeline and business development initiatives [36] Other Important Information - The company returned $9.8 billion to shareholders via dividends in 2025 and invested $10.4 billion in internal R&D [35] - The company expects total revenues for 2026 to be in the range of $59.5 billion to $62.5 billion, with adjusted diluted EPS between $2.80 and $3.00 [36] Q&A Session Summary Question: Can you elaborate on the tolerability seen in the VESPER-3 data? - Management indicated that the tolerability data will be shared at the ADA conference, but initial observations showed no significant increase in discontinuations or severe adverse events when switching to a higher dose [41][42] Question: What role do you see for the drug with the current weight loss profile in the market? - Management believes the drug's efficacy combined with a lower medication burden through monthly dosing will resonate well with patients and providers, enhancing its commercial potential [47] Question: Did the placebo arm in VESPER-3 gain or lose weight? - The placebo arm remained stable, showing no significant weight gain or loss [62] Question: What are the expectations for the upcoming Phase III studies? - Management expressed confidence in the ongoing studies, highlighting the promising data from previous trials and the potential for differentiation in the market [80]