Merck is considering selling medicines directly to patients in the US, joining drugmakers seeking to bypass middlemen following President Trump’s demand for lower drug prices https://t.co/K3WobcCp51 ...

India’s weight-loss drug market is already lucrative, but the real boom will come next year. We explain why Indian drug firms will have to race to beat foreign rivals on their home turf https://t.co/KKbtlcKdSi ...

The Swiss are associated with being a peaceful people and recently there associated with Roger Federer. They're associated with all the kind of goodness in the world, I would think. They were surprise on Friday morning to wake up to 39% of tariffs.These are one of the highest rates the US has imposed on the entire world. My very first question this morning was what is the US's beef with Switzerland. Have they ever tried their chocolate before.But this is a really big piece of the equation here. The Swiss ar ...

India’s weight-loss drug market is already lucrative, but the real boom will come next year. We explain why Indian drug firms will have to race to beat foreign rivals on their home turf https://t.co/PJ39jLZhoW ...

Pharma Companies Should Immediately Cut Down Drug Prices, Trump Sayshttps://t.co/9J73gw4mBa https://t.co/iHMVvSq0ZF ...

Financial Performance - Burke's earnings per share (EPS) were $2.13, including a $0.07 charge related to a pharma license agreement closure [1] - Revenue slipped 2% year-over-year [1] - Merck is narrowing its revenue and earnings guidance for the full year [2] - Gardil's quarterly revenue was $1.1 billion, below expectations [2] Product & Market Analysis - Keytruda is being used in more and more ways to fight different cancers, with over 20 different applications [3] - Keytruda sales were down 55% [3] - The company is facing the challenge of replacing Keytruda as its exclusivity period nears its end [3] Company Performance & Strategy - The company's performance is considered sad underperformance compared to the S&P and its peers [2] - The company had its first revenue miss since April 2021 [2] - The company is not significantly involved in the weight loss arena [2]

Core Viewpoint - Pfizer's high dividend yield of 7.5% attracts income-seeking investors, but underlying concerns about future growth and financial stability exist due to revenue declines and patent expirations [1][2][13]. Dividend Overview - Pfizer currently pays an annual dividend of $1.72 per share, translating to a quarterly payment of $0.43 per share, resulting in a dividend yield of 7.5% as of May 22, 2025 [2][3]. - The company has a strong track record of increasing dividends for 16 consecutive years, appealing to investors seeking reliable income [4]. Financial Metrics - Pfizer's annualized 3-year dividend growth stands at 2.50%, with a dividend payout ratio of 124.64% based on trailing earnings, indicating that dividends exceed earnings [4][6]. - The dividend payout consumes approximately 47.69% of its cash flow, suggesting a more sustainable dividend based on cash generation [5]. Revenue Challenges - In Q1 2025, Pfizer's total revenues decreased by 8% year-over-year to $13.7 billion, primarily due to a 75% drop in Paxlovid sales as COVID-19 demand normalized [7]. - The company faces a significant revenue loss of $17-$18 billion annually between 2026 and 2028 due to the impending loss of exclusivity for key drugs like Eliquis and Prevnar [8]. Strategic Initiatives - Pfizer is pursuing a strategy focused on pipeline rejuvenation, particularly in oncology, highlighted by the $43 billion acquisition of Seagen in March 2023, which contributed $3.4 billion to revenue in FY 2024 [9]. - The company has entered a licensing agreement with 3SBio, Inc. for SSGJ-707, with an upfront payment of $1.25 billion, potentially worth up to $6 billion, aiming to launch eight new cancer medicines by 2030 [10]. Pipeline Developments - Positive developments in the oncology pipeline include FDA approval for Adcetris in large B-cell lymphoma and promising clinical data for Padcev in urothelial cancer [11]. - The Abrysvo RSV vaccine has seen expanded recommendations, potentially increasing market reach, although setbacks occurred with the discontinuation of the oral GLP-1 candidate danuglipron [12]. Investment Outlook - Pfizer's stock forecast indicates a 12-month price target of $29.17, representing a 25.08% upside, with a Moderate Buy rating based on 15 analyst ratings [13]. - The current high dividend yield is attractive, but the company faces significant operational challenges and uncertainties regarding future revenue growth [14][15].