Latest news with #Vyndaqel
Yahoo
11 hours ago
- Business
- Yahoo
Citi Raises PT on Pfizer Inc. (PFE) to $26; Maintains ‘Neutral' Rating
With strong hedge fund interest and a low price-to-earnings ratio, Pfizer Inc. (NYSE:PFE) secures a place on our list of the . A closeup shot of a laboratory technician handling a medical device used for fertility treatments. Following the company's strong Q2 performance, Citi raised its price target on Pfizer Inc. (NYSE:PFE) from $25 to $26 on August 6, 2025, maintaining a 'Neutral' rating. The analyst attributed the target revision to strong results. At the same time, Citi advised caution regarding continued policy uncertainties. Pfizer Inc. (NYSE:PFE) reported 10% revenue growth, taking total revenue to $14.7 billion. The top-line growth was driven by strong sales of the Vyndaqel product family, Comirnaty, Paxlovid, Padcev, Eliquis, and other products. At the quarter-end, the company also reiterated its 2025 revenue guidance of $61.0-$64.0 billion, while raising its adjusted diluted EPS outlook by $0.10 at the midpoint to $2.90-$3.10. This guidance raise was made despite challenges caused by the Inflation Reduction Act's Medicare Part D redesign. Pfizer Inc. (NYSE:PFE) discovers, develops, and markets biopharmaceutical products globally. It is included in our list of the most undervalued value stocks to buy. While we acknowledge the potential of PFE as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and . Disclosure: None.
Yahoo
5 days ago
- Business
- Yahoo
The Zacks Analyst Blog Highlights Pfizer, Novo Nordisk and Eli Lilly
For Immediate Release Chicago, IL – August 12, 2025 – announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Pfizer PFE, Novo Nordisk NVO and Eli Lilly LLY. Here are highlights from Monday's Analyst Blog: Should Pfizer Stock Be in Your Portfolio After Solid Q2 Results? Pfizer announced strong second-quarter 2025 results on Aug. 5, beating estimates for both earnings and sales. Adjusted EPS of 78 cents rose 30% year over year while revenues of $14.7 billion were up 10%. Revenues from the Vyndaqel family, Padcev, Lorbrena, Paxlovid and Comirnaty vaccine rose in the quarter. Sales of some other key products like Prevnar, Xeljanz, and Eliquis also improved from first-quarter levels, partially offset by a decline in Ibrance. However, higher manufacturer discounts resulting from the Medicare Part D redesign under the Inflation Reduction Act (IRA) hurt U.S. revenues by $875 million. Pfizer reaffirmed its outlook for revenues for 2025. However, the company raised its adjusted EPS guidance range, despite including a one-time charge related to the 3SBIO transaction. However, a single quarter's results are not so important for long-term investors, and the focus should rather be on the company's strong fundamentals. Let's understand the company's strengths and weaknesses to better analyze how to play Pfizer stock in the post-earnings scenario. PFE Enjoys a Strong Position in Oncology Pfizer is one of the largest and most successful drugmakers in oncology. The addition of Seagen strengthened its position in oncology. Its oncology revenues are rising, driven by drugs like Xtandi, Lorbrena, the Braftovi-Mektovi combination and Padcev. Its oncology revenues grew 9% in the first half of 2025 Pfizer has ventured into the oncology biosimilars space and markets six biosimilars for cancer. Pfizer also advanced its oncology clinical pipeline with several candidates entering late-stage development, like sasanlimab, vepdegestrant and sigvotatug vedotin. By 2030, it expects to have eight or more blockbuster oncology medicines in its portfolio. In July, it closed a global ex-China in-licensing agreement with China's 3SBio for exclusive rights to the latter's dual PD-1 and VEGF inhibitor, which will strengthen its oncology pipeline. Pfizer is also working on expanding the labels of approved products (oncology as well as non-oncology) like Padcev, Adcetris, Litfulo, Nurtec, Velsipity and Elrexfio, among others. PFE's New Drugs & Seagen Acquisition Driving Top-Line Growth Pfizer's non-COVID operational revenues are improving, driven by its key in-line products like Vyndaqel, Padcev and Eliquis, new launches and newly acquired products like Nurtec and those from Seagen (December 2023). Pfizer's recently launched and acquired products delivered $4.7 billion in revenues in the first half of 2025, rising approximately 15% operationally versus last year. Continued growth of Pfizer's diversified portfolio of drugs, particularly oncology, should support top-line growth in 2025. Pfizer's new products/late-stage pipeline candidates and newly acquired products, including those acquired from Seagen, position it strongly for operational growth in 2025 and beyond. Pfizer expects the 2025 to 2030 revenue CAGR to be approximately 6%. Pfizer expects the acquisition of Seagen to contribute more than $10 billion in 2030 risk-adjusted revenues with potential significant growth beyond 2030. Uncertainty Related to Sales of COVID Products With the end of the pandemic, sales of Pfizer's COVID products, Comirnaty and Paxlovid, came down to around $11 billion in 2024 from $56.7 billion in 2022. Though sales of Paxlovid and Comirnaty have stabilized in 2025 after declining significantly in the past two years, their sales are usually weighted toward the second half of the year and are difficult to estimate as they depend on infection rates. There is an element of uncertainty related to COVID sales and they may decline further in future years. Other Headwinds in 2025 Though Pfizer expects a moderate negative impact on revenues from the loss of exclusivity in 2025, the impact is expected to be significant in the 2026-2030 period as several of its key products, including Eliquis, Vyndaqel, Ibrance, Xeljanz and Xtandi, will face patent expirations. Pfizer expects an unfavorable impact of approximately $1 billion from the Medicare Part D redesign under the IRA, which took effect in the first quarter of 2025. Higher-priced drugs, including Vyndaqel, Ibrance, Xtandi and Xeljanz, are expected to be most affected by the IRA. In April, Pfizer said it is discontinuing the development of its GLP-1R agonist, danuglipron, which was developed as a weight loss pill. Pfizer took the decision after one of the participants in the dose-optimization studies developed a potentially drug-induced liver injury, which resolved after danuglipron was discontinued. Novo Nordisk and Eli Lilly currently dominate the obesity market with their GLP-1 injections. The uncertainty around tariffs and trade production measures has muted economic growth. President Trump has once again threatened to impose heavy tariffs, as high as 250%, on pharmaceutical imports. Trump's repeated threats to impose tariffs on pharmaceutical imports are aimed at pushing American pharma companies to shift pharmaceutical production back to the United States, primarily from European and Asian countries. Trump has said that drugmakers have about one to one and a half years to bring production back to the United States before the new tariffs are imposed. On the Q2 conference call, Pfizer's chief financial officer (CFO), David Denton, said that the company is prepared to mitigate the impact of tariffs in the short term while plans are being devised to help mitigate the potential long-term impact of tariffs on its business operations. President Trump is also trying to implement the Most Favored Nation (MFN) pricing policy. The goal of this proposed policy is to ensure that U.S. consumers pay the same price for some prescription drugs as the nation that pays the lowest price for that drug. Such a policy, if implemented, can hurt prices and reimbursement of some of the company's drugs. PFE's Stock Price, Estimates & Valuation Pfizer's stock has declined 2.4% so far this year compared with a decrease of 6.8% for the industry. From a valuation standpoint, Pfizer appears attractive relative to the industry and is trading below its 5-year mean. Going by the price/earnings ratio, the company's shares currently trade at 7.93 forward earnings, lower than 13.71 for the industry and the stock's 5-year mean of 10.80. The stock is also much cheaper than other large drugmakers like AbbVie, Novo Nordisk, Lilly, AstraZeneca, J&J and others. The Zacks Consensus Estimate for earnings has risen from $3.07 per share to $3.11 per share for 2025, while that for 2026 has increased from $3.06 per share to $3.09 per share over the past seven days. Stay Invested in PFE Stock Pfizer faces its share of challenges, including COVID-19 product-related uncertainty, U.S. Medicare Part D headwinds, the upcoming loss of exclusivity (LOE) cliff in the 2026-2030 period, uncertainties around tariffs and a volatile macro environment. However, with COVID-related uncertainties diminishing, its revenue volatility is declining. Pfizer's key drugs like Vyndaqel, Padcev and its recently launched and acquired products should help the company largely offset its LOEs over the next several years. Pfizer expects cost cuts and internal restructuring to deliver savings of $7.7 billion by the end of 2027. Pfizer's significant cost reduction and efforts to improve R&D productivity measures should drive profit growth. Though Pfizer does not expect strong top-line growth over the next three years due to the LOEs, it expects EPS growth. Pfizer's dividend yield stands at around 7%, which is impressive. In the first half of 2025, Pfizer returned $4.9 billion to shareholders via our quarterly dividend. Investors should continue to retain this Zacks Rank #3 (Hold) stock in their portfolio as it appears to have significant upside potential. It will be a great pick for value investors, considering its cheap valuation, and for income investors due to its high dividend yield. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Why Haven't You Looked at Zacks' Top Stocks? Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year. Today you can access their live picks without cost or obligation. See Stocks Free >> Media Contact Zacks Investment Research 800-767-3771 ext. 9339 support@ Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit for information about the performance numbers displayed in this press release. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Pfizer Inc. (PFE) : Free Stock Analysis Report Novo Nordisk A/S (NVO) : Free Stock Analysis Report Eli Lilly and Company (LLY) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Globe and Mail
6 days ago
- Business
- Globe and Mail
Should Pfizer Stock Be in Your Portfolio After Solid Q2 Results?
Pfizer ( PFE ) announced strong second-quarter 2025 results on Aug. 5, beating estimates for both earnings and sales. Adjusted EPS of 78 cents rose 30% year over year while revenues of $14.7 billion were up 10%. Revenues from the Vyndaqel family, Padcev, Lorbrena, Paxlovid and Comirnaty vaccine rose in the quarter. Sales of some other key products like Prevnar, Xeljanz, and Eliquis also improved from first-quarter levels, partially offset by a decline in Ibrance. However, higher manufacturer discounts resulting from the Medicare Part D redesign under the Inflation Reduction Act (IRA) hurt U.S. revenues by $875 million. Pfizer reaffirmed its outlook for revenues for 2025. However, the company raised its adjusted EPS guidance range, despite including a one-time charge related to the 3SBIO transaction. However, a single quarter's results are not so important for long-term investors, and the focus should rather be on the company's strong fundamentals. Let's understand the company's strengths and weaknesses to better analyze how to play Pfizer stock in the post-earnings scenario. PFE Enjoys a Strong Position in Oncology Pfizer is one of the largest and most successful drugmakers in oncology. The addition of Seagen strengthened its position in oncology. Its oncology revenues are rising, driven by drugs like Xtandi, Lorbrena, the Braftovi-Mektovi combination and Padcev. Its oncology revenues grew 9% in the first half of 2025 Pfizer has ventured into the oncology biosimilars space and markets six biosimilars for cancer. Pfizer also advanced its oncology clinical pipeline with several candidates entering late-stage development, like sasanlimab, vepdegestrant and sigvotatug vedotin. By 2030, it expects to have eight or more blockbuster oncology medicines in its portfolio. In July, it closed a global ex-China in-licensing agreement with China's 3SBio for exclusive rights to the latter's dual PD-1 and VEGF inhibitor, which will strengthen its oncology pipeline. Pfizer is also working on expanding the labels of approved products (oncology as well as non-oncology) like Padcev, Adcetris, Litfulo, Nurtec, Velsipity and Elrexfio, among others. PFE's New Drugs & Seagen Acquisition Driving Top-Line Growth Pfizer's non-COVID operational revenues are improving, driven by its key in-line products like Vyndaqel, Padcev and Eliquis, new launches and newly acquired products like Nurtec and those from Seagen (December 2023). Pfizer's recently launched and acquired products delivered $4.7 billion in revenues in the first half of 2025, rising approximately 15% operationally versus last year. Continued growth of Pfizer's diversified portfolio of drugs, particularly oncology, should support top-line growth in 2025. Pfizer's new products/late-stage pipeline candidates and newly acquired products, including those acquired from Seagen, position it strongly for operational growth in 2025 and beyond. Pfizer expects the 2025 to 2030 revenue CAGR to be approximately 6%. Pfizer expects the acquisition of Seagen to contribute more than $10 billion in 2030 risk-adjusted revenues with potential significant growth beyond 2030. Uncertainty Related to Sales of COVID Products With the end of the pandemic, sales of Pfizer's COVID products, Comirnaty and Paxlovid, came down to around $11 billion in 2024 from $56.7 billion in 2022. Though sales of Paxlovid and Comirnaty have stabilized in 2025 after declining significantly in the past two years, their sales are usually weighted toward the second half of the year and are difficult to estimate as they depend on infection rates. There is an element of uncertainty related to COVID sales and they may decline further in future years. Other Headwinds in 2025 Though Pfizer expects a moderate negative impact on revenues from the loss of exclusivity in 2025, the impact is expected to be significant in the 2026-2030 period as several of its key products, including Eliquis, Vyndaqel, Ibrance, Xeljanz and Xtandi, will face patent expirations. Pfizer expects an unfavorable impact of approximately $1 billion from the Medicare Part D redesign under the IRA, which took effect in the first quarter of 2025. Higher-priced drugs, including Vyndaqel, Ibrance, Xtandi and Xeljanz, are expected to be most affected by the IRA. In April, Pfizer said it is discontinuing the development of its GLP-1R agonist, danuglipron, which was developed as a weight loss pill. Pfizer took the decision after one of the participants in the dose-optimization studies developed a potentially drug-induced liver injury, which resolved after danuglipron was discontinued. Novo Nordisk NVO and Eli Lilly LLY currently dominate the obesity market with their GLP-1 injections. The uncertainty around tariffs and trade production measures has muted economic growth. President Trump has once again threatened to impose heavy tariffs, as high as 250%, on pharmaceutical imports. Trump's repeated threats to impose tariffs on pharmaceutical imports are aimed at pushing American pharma companies to shift pharmaceutical production back to the United States, primarily from European and Asian countries. Trump has said that drugmakers have about one to one and a half years to bring production back to the United States before the new tariffs are imposed. On the Q2 conference call, Pfizer's chief financial officer (CFO), David Denton, said that the company is prepared to mitigate the impact of tariffs in the short term while plans are being devised to help mitigate the potential long-term impact of tariffs on its business operations. President Trump is also trying to implement the Most Favored Nation (MFN) pricing policy. The goal of this proposed policy is to ensure that U.S. consumers pay the same price for some prescription drugs as the nation that pays the lowest price for that drug. Such a policy, if implemented, can hurt prices and reimbursement of some of the company's drugs. PFE's Stock Price, Estimates & Valuation Pfizer's stock has declined 2.4% so far this year compared with a decrease of 6.8% for the industry. PFE Stock Underperforms Industry From a valuation standpoint, Pfizer appears attractive relative to the industry and is trading below its 5-year mean. Going by the price/earnings ratio, the company's shares currently trade at 7.93 forward earnings, lower than 13.71 for the industry and the stock's 5-year mean of 10.80. The stock is also much cheaper than other large drugmakers like AbbVie, Novo Nordisk, Lilly, AstraZeneca, J&J and others. PFE Stock Valuation The Zacks Consensus Estimate for earnings has risen from $3.07 per share to $3.11 per share for 2025, while that for 2026 has increased from $3.06 per share to $3.09 per share over the past seven days. PFE Estimate Movement Stay Invested in PFE Stock Pfizer faces its share of challenges, including COVID-19 product-related uncertainty, U.S. Medicare Part D headwinds, the upcoming loss of exclusivity (LOE) cliff in the 2026-2030 period, uncertainties around tariffs and a volatile macro environment. However, with COVID-related uncertainties diminishing, its revenue volatility is declining. Pfizer's key drugs like Vyndaqel, Padcev and its recently launched and acquired products should help the company largely offset its LOEs over the next several years. Pfizer expects cost cuts and internal restructuring to deliver savings of $7.7 billion by the end of 2027. Pfizer's significant cost reduction and efforts to improve R&D productivity measures should drive profit growth. Though Pfizer does not expect strong top-line growth over the next three years due to the LOEs, it expects EPS growth. Pfizer's dividend yield stands at around 7%, which is impressive. In the first half of 2025, Pfizer returned $4.9 billion to shareholders via our quarterly dividend. Investors should continue to retain this Zacks Rank #3 (Hold) stock in their portfolio as it appears to have significant upside potential. It will be a great pick for value investors, considering its cheap valuation, and for income investors due to its high dividend yield. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. See our %%CTA_TEXT%% report – free today! 7 Best Stocks for the Next 30 Days Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Pfizer Inc. (PFE): Free Stock Analysis Report Novo Nordisk A/S (NVO): Free Stock Analysis Report Eli Lilly and Company (LLY): Free Stock Analysis Report
The Star
05-08-2025
- Business
- The Star
Pfizer reports strong Q2 revenue
NEW YORK, Aug. 5 (Xinhua) -- U.S. pharmaceutical company Pfizer announced its second-quarter earnings on Tuesday, reporting a 10 percent year over year operational growth. The financial results posted by the New York-headquartered company represent revenue of 14.7 billion U.S. dollars or 0.51 dollars of earnings per share. In an upward revision of its full-year guidance, Pfizer said it now expects adjusted earnings per share for 2025 to range between 2.90 dollars and 3.10 dollars, compared to its previous forecast of 2.80 dollars to 3.00 dollars. The company maintained its annual revenue projection of 61 billion to 64 billion dollars, reflecting confidence in its underlying business performance. "Our business is performing well and I'm pleased with the progress we achieved in the second quarter," Pfizer Chairman and CEO Albert Bourla said in a statement. Pfizer's strong performance came amid mounting policy pressures from the White House. U.S. President Donald Trump has recently sent letters to 17 pharmaceutical companies, including Pfizer, demanding that they cut prices on all existing medications for Medicaid patients to levels no higher than those in Europe. During Tuesday's earnings call, Bourla acknowledged that the company received the letter from the Trump administration. However, he declined to elaborate on the policy's specific impacts, although he emphasized that discussions with the administration have been "extremely productive." Pfizer's Q2 results were bolstered by rising sales in several key product categories. Its Vyndaqel line of cardiomyopathy treatments showed solid growth, and COVID-19-related products were major contributors.
Reuters
05-08-2025
- Business
- Reuters
Pfizer raises annual profit forecast after upbeat second quarter
Aug 5 (Reuters) - U.S. drugmaker Pfizer (PFE.N), opens new tab on Tuesday raised its full-year profit forecast on strong demand for its heart disease drug, Vyndaqel, and blood thinner, Eliquis, after its second-quarter results benefited from a weaker dollar. Pfizer said the new forecast includes a one-time charge of 20 cents per share related to its recent licensing deal with China's 3SBio ( opens new tab for experimental cancer treatment. Shares of the New York-based company rose 2.8% to $24.19 in premarket trading. The drugmaker's results come as the pharmaceutical industry faces intense pressure from President Donald Trump's administration to lower drug prices, while preparing for 15% tariffs on imports from the European Union. Pfizer has said it has enough manufacturing capacity across its 10 sites in the United States to mitigate any impact from tariffs and is open to shifting some production to these existing facilities. Investors are also closely monitoring potential disruptions to Pfizer and other companies' vaccine portfolio from policy changes under RFK Jr., a known vaccine skeptic. Vaccines account for about 20% of Pfizer's revenues. Pfizer now expects to earn $2.90 to $3.10 per share on an adjusted basis in 2025, compared with its previous expectations of $2.80 to $3.00 per share. Total sales for the quarter ended June 29 came in at $14.65 billion, including a $22 million favorable impact from foreign exchange, Pfizer said. Analysts, on average, were expecting revenues of $13.56 billion, according to LSEG data. Quarterly sales of its heart disease drug, sold under brand names Vyndaqel and Vyndamax, were $1.62 billion, slightly above estimates of $1.59 billion. Revenue from Eliquis, on which it partners with Bristol Myers Squibb (BMY.N), opens new tab, was $2 billion, while analysts were expecting $1.94 billion. On an adjusted basis, Pfizer earned 78 cents per share in the second quarter, compared with analysts' expectations of 58 cents per share.
