不过，也有少量药物调低价格。约9种药物将降价，其中包括勃林格殷格翰（Boehringer Ingelheim）糖尿病药物Jardiance及相关三款药 物，降幅超过40%。Jardiance是2026年美国政府为65岁及以上医保计划谈判降价的10款药物之一，两家公司将该药价格下调约三分之 二。 美国患者目前支付的处方药费用远高于其他发达国家，往往是其他国家的近三倍。特朗普一直要求药企将美国药价降至类似富裕国家的 水平。然而，即便特朗普已与14家药企达成部分药物价格协议，这些公司仍计划在1月1日提高部分药物价格。涉及公司包括辉瑞 （Pfizer）、赛诺菲（Sanofi）、勃林格殷格翰、诺华（Novartis）和葛兰素史克（GSK）。 整理 | GLP1减重宝典内容团队 尽管特朗普政府一直施压药企降低药价，但美国制药公司计划在2026年提高至少350种处方药的价格，其中包括针对新冠、呼吸道合胞 病毒（RSV）和带状疱疹的疫苗，以及抗癌重磅药物伊布替尼（Ibrance）。 与去年同期相比，今年的涨价药品数量有所增加——去年同期约为250种。今年的涨幅中位数约为4%，与2025年持平。这些价格调整仅 指药品标价，不包 ...

Federal Reserve Governor Stephen Miran, whose term ends on January 31, argued in a recent Fox Business interview that the Fed should implement well over 100 basis points (or one percentage point) of rate cuts this year to support economic growth. Miran contends that the current monetary policy is clearly restrictive and holding the economy back. He believes underlying inflation is basically at the Fed's 2% target. He has consistently advocated for more aggressive rate reductions, having been the sole dissen ...

Pfizer Inc. (NYSE:PFE) is included among the 13 Best January Dividend Stocks to Invest in. Pfizer (PFE) Plans Price Increases on About 80 Medicines Despite Broader Pricing Deals Pfizer Inc. (NYSE:PFE) is among the drugmakers planning to raise prices on some medicines starting January 1. The increases will affect about 350 drugs, even as President Donald Trump has reached agreements with 14 pharmaceutical companies to lower prices on certain treatments for the government’s Medicaid program and for cash-pa ...

Key Points The end of a short-lived, COVID-related revenue surge has brought Pfizer's stock lower. But sellers have ignored all the developmental work this pharma icon has going on. At the very least, the drug stock’s current dividend payment is well protected. 10 stocks we like better than Pfizer › The average blue chip dividend stock's current yield is somewhere in the ballpark of 3% to 4%. Therefore, to see one paying out nearly 7% of its value is as suspicious as it is impressive. When the ...

美国制药商计划在2026年提高至少350种品牌药物的价格，尽管特朗普政府正在施压要求降价。这一提 价规模较去年同期的250多种药物有所扩大，中位涨幅约为4%，与2025年持平。 辉瑞宣布的药品提价数量最多，约80种不同药物将涨价，包括抗癌药Ibrance、偏头痛药物Nurtec和新冠 治疗药物Paxlovid，以及吗啡和氢吗啡酮等医院用药。 涉及提价的药物包括新冠、呼吸道合胞病毒和带状疱疹疫苗，以及重磅抗癌药Ibrance等。据医疗研究机 构3 Axis Advisors独家提供的数据，辉瑞、赛诺菲、勃林格殷格翰、诺华和葛兰素史克等14家与特朗普 政府就部分药品价格达成协议的药企，也计划在1月1日上调部分药物价格。 美国患者目前支付的处方药价格远高于其他发达国家，通常是后者的近三倍。特朗普一直在向药企施 压，要求将价格降至与其他富裕国家相近的水平。 这些提价不反映给药品福利管理公司的返点和其他折扣。波士顿布莱根妇女医院的卫生政策研究员 Benjamin Rome博士表示，这些协议"被宣传为变革性的，但实际上只是在边缘上做文章，并未真正解 决美国处方药高价的根本原因"。 辉瑞领涨，部分药物涨幅超四倍 辉瑞大多数 ...

智通财经APP获悉，据医疗研究公司3 Axis Advisors独家提供的数据，制药商计划提高至少350种品牌药 在美国的价格，其中包括针对COVID、呼吸道合胞病毒和带状疱疹的疫苗，以及重磅癌症治疗药物 Ibrance。此举正值特朗普政府向其施压要求降价之际。 Jardiance是美国政府为针对65岁及以上人群的医疗保险计划在2026年进行价格谈判并成功降价的10种药 物之一。根据谈判结果，Boehringer和礼来将该药价格削减了三分之二。 与去年同期相比，2026年的计划涨价药品数量有所增加，去年此时药企公布了250多种药品的提价计 划。今年的价格涨幅中位数约为4%，与2025年持平。 目前美国患者支付的处方药价格远高于其他国家，通常是其他发达国家的近三倍。特朗普一直向制药商 施压，要求其将价格降至与类似富裕国家患者支付水平相当。 这些涨幅未反映对药品福利管理商等的回扣或其他折扣。 药企亦下调部分药品价格 制药商还计划下调约9种药品的目录价格。其中包括Boehringer Ingelheim的糖尿病药物Jardiance及其三 种相关疗法降价超40%。 共同销售Jardiance的Boehringer ...

Pfizer Inc. (NYSE:PFE) is included among the 14 Best Pharma Dividend Stocks to Buy in 2026. Pfizer (PFE) Braces for Bumpy Years as Growth Pushed Out to 2029 On December 16, Pfizer Inc. (NYSE:PFE) said the next few years are expected to be bumpy, starting in 2026. The company pointed to lower sales of its COVID vaccine and treatment, price cuts promised to the US government, and patent expirations on several key drugs. Management does not expect revenue to return to growth until 2029. In the meantime, th ...

These high-octane dividend stocks -- sporting an average yield of 11.25% -- have the catalysts needed to sustainably pad the pocketbooks of income seekers.For more than a century, Wall Street has proven it's a bona fide wealth-creating machine. With thousands of publicly traded companies and exchange-traded funds to choose from, there's a good chance one or more securities can help you reach your financial goals.But not all investment strategies are created equally on Wall Street. According to a comprehensi ...

Core Insights - The pharmaceutical industry is experiencing significant performance divergence among major multinational companies in 2025, with some achieving remarkable growth while others face substantial declines [1][4][6]. Financial Performance - Novo Nordisk reported Q3 2025 revenues of 74.976 billion Danish Krone (approximately $11.276 billion), a year-on-year increase of 11%, with total revenues for the first three quarters reaching 229.92 billion Danish Krone (approximately $34.58 billion), up 15% [1]. - Merck's pharmaceutical business revenue for the first three quarters of 2025 was $43.299 billion, with a 68% year-on-year decline in revenue from China, dropping to $1.452 billion [2]. - Eli Lilly achieved a Q3 2025 revenue of $17.6 billion, a 54% increase from $11.439 billion in the same period last year, with total revenues for the first three quarters reaching $45.887 billion, up 46% [3]. - Pfizer's Q3 2025 total revenue was $16.654 billion, a 6% decrease from $17.702 billion year-on-year, with a 55% drop in revenue from its COVID-19 oral drug Paxlovid [4]. Strategic Adjustments - Major pharmaceutical companies are actively seeking solutions to address strategic challenges, including layoffs and business divestitures, with 190 layoffs reported in the biopharmaceutical sector in the first three quarters of 2025 [2][9]. - Companies like Merck and Novo Nordisk are implementing significant cost-cutting measures, with Merck aiming to save $3 billion by 2027 and Novo Nordisk targeting an annual cost saving of 8 billion Danish Krone [9]. - The trend of divesting mature assets is becoming common, with investment firms stepping in as buyers, indicating a shift in the operational landscape of the pharmaceutical industry in China [7][8]. Market Dynamics - The Chinese market is no longer a guaranteed profit zone for multinational pharmaceutical companies, with significant performance disparities emerging among leading firms [5][12]. - The ongoing "patent cliff" is a critical concern, with many companies facing over 20% revenue exposure to patent expirations in the next three years, impacting their financial stability [4][5]. - The competition in the pharmaceutical sector is intensifying, necessitating companies to adapt quickly to local market policies and innovate their product pipelines to maintain growth [6][12]. Future Outlook - The future of multinational pharmaceutical companies will heavily rely on their innovation capabilities, local market strategies, and management of patent expirations [12][15]. - Companies that successfully transition to innovation-driven models and establish strong positions in emerging therapeutic areas are likely to thrive, while those unable to adapt may face ongoing growth pressures [12][15]. - The restructuring of global pharmaceutical strategies is expected to accelerate, focusing on both downsizing and investing in innovative fields, such as gene and cell therapies [9][10].

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]