Latest Articles
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Why We Are Bullish On Pfizer
Have more questions about Pfizer? See the links below. What’s Pfizer’s Fundamental Value Based On Expected 2015 Results? By What Percentage Did Pfizer’s Revenue & EBITDA Decline In The Last 5 Years? By What Perce...
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How Important Is Prevnar For Pfizer?
Prevnar is critical for Pfizer because: It accounts for 15% of Pfizer’s value Has near monopoly in pneumoccocal vaccine market Has realized only ~65% of its potential Have more questions about Pfizer? ...
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What Could Pfizer’s Value Be In 2018?
Pfizer’s market value could reach ~ $252 bil by 2018 (excluding Allergan acquisition which is not closed yet) Have more questions about Pfizer? See the links below. What’s Pfizer’s Fundamental Value Based On Exp...
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How Much Revenues Can Pfizer’s Phase 3 Pipeline Add By 2020?
Pfizer’s phase 3 pipeline drugs can add ~ $5.3 bil by 2020 Have more questions about Pfizer? See the links below. By What Percentage Can Pfizer’s Revenue & EBITDA Grow In The Next 3 Years? By What Percentage D...
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What’s Pfizer’s Revenue And Earnings Breakdown?
Have more questions about Pfizer? See the links below. What’s Pfizer’s Fundamental Value Based On Expected 2015 Results? By What Percentage Did Pfizer’s Revenue & EBITDA Decline In The Last 5 Years? By What...
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By What Percentage Can Pfizer’s Revenue & EBITDA Grow In The Next 3 Years?
Pfizer’s revenue & EBITDA can grow by nearly 10% in the next 3 years Have more questions about Pfizer? See the links below. What’s Pfizer’s Fundamental Value Based On Expected 2015 Results? By What Pe...
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What’s Pfizer’s Fundamental Value Based On Expected 2015 Results?
Have more questions about Pfizer? See the links below. By What Percentage Can Pfizer’s Revenue & EBITDA Grow In The Next 3 Years? By What Percentage Did Pfizer’s Revenue & EBITDA Decline In The Last 5 Years?...
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How Has Pfizer’s Revenue Composition Changed Over The Last 5 Years?
Have more questions about Pfizer? See the links below. By What Percentage Can Pfizer’s Revenue & EBITDA Grow In The Next 3 Years? By What Percentage Did Pfizer’s Revenue & EBITDA Decline In The Last 5 Years? What...
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By What Percentage Did Pfizer’s Revenue & EBITDA Decline In The Last 5 Years?
Pfizer’s Revenue & EBITDA Fell 29% & 19% Respectively In The Last 5 Years Due To Patent Losses & Divestiture Have more questions about Pfizer? See the links below. By What Percentage Can Pfizer’s Revenue & EBITDA ...
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Looking At M&A History, What Metrics Suggest That Pfizer Has Been Conservative While Engineering Allergan Deal?
Pfier & Allergan Merger Deal Synergies announced as % of combined sales < healthcare sector median Allergan’s fair share of synergies post merger ~ healthcare sector median Source for Healthcare sector data: How Succ...
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How Much Additional Synergies Does Pfizer Require To Justify Premium Paid For Allergan?
Pfizer needs $0.5 bil more in annual synergies than it announced to justify premium paid for Allergan Potential source-> Improved pricing power & cross selling opportunity Have more questions about Pfizer? See the lin...
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Did Pfizer Pay The Right Price For Allergan?
Pfizer ‘s (NYSE:PFE) recently announced its plan to acquire Allergan in a $160 billion deal. The company will pay a premium of $37 billion for the acquisition over where the stock traded prior to the deal’s publication. We believe tha...
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Pfizer’s Future Is Starting To Look Better
Pfizer ‘s (NYSE:PFE) Q3 2015 earnings reinforced our belief that the last quarter was a turning point for the company’s business. The third quarter built upon that momentum, and we saw good growth across key drugs including Prevnar, E...
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How Biosimilars Can Impact Pharma Company Valuations
An inflexion point in the pharmaceutical industry has loomed with the approval of Hospira’s biosimilar version of Remicade in Europe and the subsequent approval in the U.S. of its first biosimilar, Novartis’ Zarxio (which targets Amge...
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How Pfizer’s Pipeline Success Can Lift Its Outlook?
Pfizer ‘s (NYSE:PFE) research and development (R&D) costs have jumped this year which indicates the company’s growing confidence in its drug pipeline. This increase in expenditure comes despite the continued pressure on its revenu...
