Amgen joins drugmakers offering discounts to cash-paying patients after Trump’s call to cut prices https://t.co/OtfyomPkAP ...

This biotech company was relatively unknown a few years ago.Even in hindsight, it would have been difficult to predict Summit Therapeutics' (SMMT 2.88%) exceptional rise over the past three years. The company's shares have skyrocketed by more than 1,500% over this period. That's impressive even by the standards of the volatile biotech industry. Now looking forward, great things seem to be awaiting the biotech.Let's discuss why Summit Therapeutics is still worth investing in today.The "Keytruda killer"Why ha ...

Drugmakers now have a template for avoiding Trump tariffs: Agree to a deal that lowers some prices https://t.co/X07piE42sx ...

U.S. equity markets concluded Tuesday, September 30, 2025, on a positive note, with all three major indexes reversing earlier losses to finish in the green. This strong performance capped off a winning month and quarter for investors, despite the looming threat of a federal government shutdown at midnight Eastern Time. The Dow Jones Industrial Average notably achieved a new record high, underscoring a resilient market sentiment.Market Indexes Recap: A Strong Finish to SeptemberThe trading day saw a late-day ...

Denmark’s gross domestic product grew less than previously reported in the second quarter as the slowdown of drugmaker Novo is fueling concern about the national economy https://t.co/pQ2WriRx4l ...

US pharma tariffs may not have an “immediate impact” on Singapore’s drugmakers, Deputy Prime Minister Gan Kim Yong said https://t.co/TJ1ywh7MPn ...

Prakash Singh / Bloomberg via Getty Images Tesla CEO Elon Musk purchased about $1 billion in the electric vehicle maker's stock. Key Takeaways U.S. equities mostly rose at midday on optimism about U.S.-China trade and TikTok's future. Tesla CEO Elon Musk purchased about $1 billion in the electric vehicle maker's stock. Chinese regulators are investigating U.S. chipmakers for alleged dumping of analog integrated circuit semiconductors. U.S. equities were higher at midday on positive comments about ...

Group 1: Investment Strategy - A formula for generating strong returns involves investing small amounts in top stocks regularly over long periods, with fractional shares being one method to apply this strategy [1] - Attractive corporations can be found at affordable prices, particularly in the healthcare sector [2] Group 2: Pfizer - Pfizer's shares have significantly declined due to reduced revenue and earnings post-coronavirus success, with a notable patent cliff approaching for Eliquis [4] - The company has improved its pipeline and received major approvals, which are expected to positively impact revenue over time [5] - Pfizer is engaged in cost-cutting efforts, planning to reduce expenses further through 2027 [5] - The company offers a strong dividend program, having increased payouts by 19.45% over the past five years, with a forward yield of 7.1% [6] - Pfizer's forward price-to-earnings ratio is 8.3, significantly below the healthcare industry average of 16.1, indicating it is reasonably valued [6] - While recovery may take time, it is considered a worthwhile investment for patient, income-seeking investors [7] Group 3: Exelixis - Exelixis specializes in oncology, with its top-selling product, Cabometyx, approved for various cancers, contributing positively to revenue and earnings [9] - The company won a patent litigation case, ensuring Cabometyx's generic version will not enter the market until early 2030, which is crucial for financial stability [10] - Cabometyx received a label expansion for treating pancreatic neuroendocrine tumors, maintaining a strong market share in renal cell carcinoma treatments [11] - Exelixis announced positive results for its next-gen cancer medicine, zanzalintinib, in a phase 3 study for metastatic colorectal cancer, addressing an unmet need [12] - With these developments, Exelixis's future appears promising, with shares currently priced at $44, suggesting potential for solid returns if held for five years or more [13]

Core Insights - Pfizer (PFE) and Bristol Myers (BMY) hold a dominant position in the oncology market, which is expected to grow due to an increase in cancer patients globally [1][2] - Oncology sales represent approximately 25% of Pfizer's total revenues, while Bristol Myers focuses on immuno-oncology and has a strong pipeline of drugs [2][9] Pfizer's Position - Pfizer has a diverse oncology product portfolio, including antibody-drug conjugates (ADCs), small molecules, and immunotherapies targeting various cancers [4] - Key approved drugs in Pfizer's portfolio include Ibrance, Xtandi, and others, with Ibrance being a significant revenue generator [5] - The acquisition of Seagen in December 2023 enhanced Pfizer's oncology offerings, adding four ADCs and boosting sales for 2024 and early 2025 [6] - Pfizer is also advancing a pipeline of oncology candidates, expecting to have eight or more blockbuster oncology medicines by 2030 [7] - In addition to oncology, Pfizer's portfolio includes drugs for COVID-19, inflammation, rare diseases, and migraines [8] Bristol Myers' Strategy - Bristol Myers aims to strengthen its leadership in immuno-oncology, with key drugs like Opdivo and Yervoy driving its oncology franchise [9][10] - Recent FDA approvals for Opdivo and other drugs are expected to enhance its market presence [11] - Bristol Myers has expanded its oncology pipeline through acquisitions, including Mirati and RayzeBio, which add significant assets to its portfolio [12][14] - The company is also developing drugs across various therapeutic areas, including hematology and immunology [16] Financial Estimates and Performance - The Zacks Consensus Estimate for Pfizer's 2025 sales indicates a slight decline of 0.6%, while earnings per share (EPS) are expected to decrease by 1.61% [17] - In contrast, Bristol Myers' 2025 sales are projected to decrease by 4.13%, but its EPS is expected to increase significantly due to low figures in 2024 [20] - Year-to-date, Pfizer's stock has declined by 6.8%, while Bristol Myers has seen a larger drop of 15.4% [21] - From a valuation perspective, Pfizer's shares trade at a forward P/E ratio of 7.77, slightly higher than Bristol Myers' 7.22 [22] Dividend Yield and Investment Considerations - Pfizer offers a higher dividend yield of 7.2% compared to Bristol Myers' 5.29%, making it more attractive for income-focused investors [23] - Both companies are currently rated with a Zacks Rank 3 (Hold), indicating a complex decision for investors when choosing between the two [24] - Despite challenges, Pfizer's diverse portfolio and higher dividend yield position it as a preferable choice at present [26]

Market Overview - The S&P 500 is down 5.9% year to date, while the Nasdaq Composite is in correction, down over 10% from a recent high [1] - Despite broader market declines, the healthcare sector, utilities, and consumer staples have posted year-to-date gains [1] Healthcare Sector - The Vanguard Health Care ETF has gained 4.5% this year, with a low expense ratio of 0.09% and a minimum investment of $1 [3] - The healthcare sector is generally considered safe due to consistent demand for healthcare products and services, which are less affected by economic cycles [4] - Eli Lilly has significantly influenced the sector, with a market cap of $719 billion and a 10.5% weighting in the Vanguard Health Care ETF, raising concerns about the sector's safety due to its reliance on discretionary products [5] - The Vanguard Health Care ETF has a yield of 1.4% and a P/E ratio of 31.6, indicating a more expensive valuation compared to the S&P 500 [6] Utilities Sector - The Vanguard Utilities ETF yields 2.9% and has a P/E ratio of 20.2, making it attractive for passive income and value investors [7] - Over 61% of the fund is invested in electric utilities, which are regulated and provide predictable cash flows, although they have lower growth prospects [8] - The utility sector is considered one of the safest in the stock market, with minimal exposure to tariffs, but it tends to trade at a discount to the S&P 500 due to its low growth potential [9] Consumer Staples Sector - The Vanguard Consumer Staples ETF includes major retailers and everyday product manufacturers, which tend to perform well during economic downturns [10] - The sector benefits from steady growth driven by population increases and global consumption, with companies able to pass on higher costs to consumers [11] - Costco and Walmart, which make up over a quarter of the Vanguard Consumer Staples ETF, have recently experienced stock pullbacks despite their strong market positions [12] - The Vanguard Consumer Staples ETF has a yield of 2.1% and a P/E ratio of 24.8, offering higher passive income potential compared to the S&P 500 [13] Investment Strategy - Safe sectors like healthcare, utilities, and consumer staples can provide stability in a diversified portfolio, reducing overall volatility [14] - Over-concentration in high-growth stocks can lead to increased portfolio risk, making it beneficial to include safer dividend stocks or ETFs [15]