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Pfizer: TrumpRx Unlocks Opportunities With Drug Discounts (NYSE:PFE)
Seeking Alpha· 2025-10-06 12:00
Pfizer Inc. (NYSE: PFE ) gave us strong 2Q25 figures. We saw double-digit revenue growth, margin expansion, and rising earnings. Mainly driven by key products like Comirnaty, Paxlovid, and Vyndaqel. However, the big news this quarter is, of course, theI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That scientific fo ...
Pfizer: TrumpRx Unlocks Opportunities With Drug Discounts
Seeking Alpha· 2025-10-06 12:00
Pfizer Inc. (NYSE: PFE ) gave us strong 2Q25 figures. We saw double-digit revenue growth, margin expansion, and rising earnings. Mainly driven by key products like Comirnaty, Paxlovid, and Vyndaqel. However, the big news this quarter is, of course, theI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That scientific fo ...
Can Pfizer's Stock Break This Disappointing Streak?
The Motley Fool· 2025-10-05 13:15
Pfizer's stock has been struggling for multiple years, and even a low valuation hasn't made it an enticing option for many investors.Pfizer (PFE 1.03%) is one of the largest healthcare companies in the world. It was founded in 1849 and has since become an iconic name in healthcare.It has developed many medicines over the years; most recently, it has been known for developing its highly successful COVID vaccine Comirnaty. Growth and innovation have enabled the company to become a household name and a leader ...
Is PFE Stock a Buy After 14% Rise Post Drug Pricing Deal With Trump?
ZACKS· 2025-10-03 15:01
Core Insights - Pfizer has entered a significant agreement with the Trump administration to reduce drug prices and enhance U.S. innovation and manufacturing [1][10] - The deal includes price reductions for certain drugs to match costs in comparable developed countries and substantial discounts through a new purchasing platform [2][4] - Pfizer will invest an additional $70 billion in U.S. manufacturing in exchange for a three-year exemption from tariffs on pharmaceutical imports [3][10] Drug Pricing and Market Impact - Pfizer will implement price cuts of up to 85%, averaging 50%, on key treatments [2] - The stock price of Pfizer increased nearly 14% following the announcement, alleviating major concerns in the pharmaceutical industry regarding tariffs and pricing proposals [4][10] - Other major drugmakers also saw stock gains, indicating potential for similar agreements in the industry [4] Oncology and Product Pipeline - Pfizer is a leading player in oncology, with revenues from oncology drugs growing 9% in the first half of 2025 [6] - The acquisition of Seagen has strengthened Pfizer's oncology portfolio, with expectations of eight or more blockbuster oncology medicines by 2030 [7][10] - New and acquired products contributed $4.7 billion in revenues in the first half of 2025, reflecting a 15% operational increase year-over-year [9][10] Financial Performance and Projections - Pfizer anticipates a revenue compound annual growth rate (CAGR) of approximately 6% from 2025 to 2030, with the Seagen acquisition expected to add over $10 billion in risk-adjusted revenues by 2030 [11][10] - The company expects to face challenges from declining COVID product sales, with revenues dropping from $56.7 billion in 2022 to around $11 billion in 2024 [12] - Pfizer is preparing for a significant impact from loss of exclusivity (LOE) on key products between 2026 and 2030 [13] Cost Management and Future Outlook - Pfizer aims to achieve savings of $7.7 billion by the end of 2027 through cost cuts and restructuring [22] - Despite anticipated revenue challenges, Pfizer expects earnings per share (EPS) growth and maintains a dividend yield of around 7% [22][24] - The company has announced plans to acquire Metsera, re-entering the obesity drug market after previously halting development on another weight-loss drug [23][24] Valuation and Investment Considerations - Pfizer's stock is trading at a price/earnings ratio of 8.70, significantly lower than the industry average of 15.93, indicating attractive valuation [18] - The Zacks Consensus Estimate for earnings has increased for 2025 and 2026, reflecting positive sentiment [20] - Investors are encouraged to consider Pfizer for long-term investment due to its cheap valuation, high dividend yield, and growth prospects [24]
Could MRNA's Upcoming Product Launches Reduce COVID Sales Dependency?
ZACKS· 2025-10-02 15:36
Key Takeaways Moderna targets $30B market with 10 new products in four years to reduce COVID-19 sales reliance.Declining Spikevax sales drive focus on RSV and late-stage pipeline programs like CMV and influenza.Cancer therapy intismeran, with Merck, advances in phase III studies for melanoma and lung cancer.Moderna (MRNA) is focusing on launching up to 10 new marketed products over the next four years, targeting a market opportunity of over $30 billion. These launches are central to Moderna’s strategy to dr ...
Why BioNTech Stock Jumped by Nearly 4% on Wednesday
The Motley Fool· 2025-10-01 22:13
Core Viewpoint - BioNTech's stock experienced a notable increase due to its advancements in artificial intelligence technology and positive developments with its partner Pfizer [1][2][6]. Group 1: Stock Performance - BioNTech's stock rose nearly 4%, significantly outperforming the S&P 500's increase of just over 0.3% [2]. Group 2: AI Technology Integration - BioNTech operates a subsidiary focused on AI, named InstaDeep, which was highlighted during the company's AI Day event [3]. - The company has been utilizing AI to develop new treatments, with CEO Uğur Şahin stating that BioNTech is at the forefront of integrating advanced AI for individualized medicine [4]. - InstaDeep's DeepChain multiomics design platform is now available for external partnerships, indicating potential for broader application of BioNTech's technology [5]. Group 3: Partnership Developments - Sentiment towards BioNTech improved following Pfizer's announcement of a deal to lower prices on selected products for U.S. consumers, along with a three-year exemption from potential drug tariffs [6]. - Reports indicated that President Trump is delaying the rollout of tariffs that were scheduled to begin [7].
3 Ultra-High-Yield Dividend Stocks -- Sporting an Average Yield of 9.5% -- Which Are No-Brainer Buys in October
The Motley Fool· 2025-10-01 07:51
Three supercharged income stocks have the catalysts necessary to pad the pocketbooks of patient investors.For more than a century, the stock market has reigned supreme as the most-decorated wealth creator. No asset class has come close to matching the average annual return of stocks -- and with thousands of publicly traded companies to choose from, there's likely one or more securities that can help you reach your investment goals.But among the countless ways to grow your wealth, buying and holding high-qua ...
Pfizer agrees to lower drug prices, invest $70 bn in U.S. under Trump administration deal
BusinessLine· 2025-10-01 03:25
Drugmaker Pfizer has agreed to lower drug costs under a deal struck with the Trump administration, President Donald Trump said Tuesday, as he promised similar deals will be struck with other drugmakers facing a threat of tariffs.The announcement, which Trump made with Pfizer CEO Albert Bourla at the White House, came as the Republican president has for months sought to lower drug costs. It also came as Washington faced a federal government shutdown at midnight amid a standoff between Democrats and Republic ...
Pfizer strikes $70B deal with Trump to cut Medicaid drug prices, expand U.S. manufacturing under tariff threat
Fortune· 2025-09-30 20:20
Pfizer has agreed to lower the cost of prescription drugs for Medicaid under a deal struck with the Trump administration, President Donald Trump said Tuesday as he promised similar deals with other drugmakers under the threat of tariffs.Trump made the announcement at the White House alongside Pfizer CEO Albert Bourla just hours ahead of a possible government shutdown in a partisan standoff over health care and spending.Pfizer Inc., one of the largest U.S. drugmakers, produces the COVID-19 vaccine Comirnaty ...
Why Pfizer's Post-COVID Future Looks Brighter Than Ever
Yahoo Finance· 2025-09-28 17:28
Key Points Sales of Pfizer's COVID-19 products have collapsed. Thanks to heavy investment fueled by COVID-related revenue, Pfizer has a big pipeline of new potential blockbuster drugs. Cancer treatments Pfizer acquired from Seagen in 2023 are driving growth. 10 stocks we like better than Pfizer › It's been a rough few years to be a Pfizer (NYSE: PFE) shareholder. Shares of the big pharma stock are down about 61% from a peak they set in late 2021. That year, the company's COVID-19 vaccine, Comirna ...