Latest Articles
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Oncology Drugs, Eliquis And Biosimilars Will Drive Pfizer’s Future Growth
Pfizer (NYSE:PFE) recently posted its Q2 results, which were above street estimates. The company’s overall sales grew 4% while adjusted earnings per share grew 21%. As expected, the company saw higher sales for Ibrance, Eliquis, and Xeljanz, whi...
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Ibrance, Xeljanz, And Eliquis Will Likely Drive Pfizer’s Q2 Earnings Growth
Pfizer (NYSE:PFE) is set to report its Q2 2018 earnings on July 31, and we expect the company to post steady growth, primarily led by a ramp up in Oncology drug sales. We also expect the company to benefit from Eliquis, which has been doing very...
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Is The Market Pricing Pfizer Fairly?
We have a price estimate of $41 for Pfizer (NYSE:PFE), which is slightly above the current market price. The stock has been in the news recently after the U.S. President tweeted about the price hike for Pfizer’s drugs. The company has inc...
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How Sensitive Is Pfizer To R&D Expense Changes?
We estimate that Pfizer’s (NYSE:PFE) R&D expenses will grow in low single digits to $7.8 billion in 2018. However, we expect a slight decline in R&D expenditure as a percentage of Pfizer’s gross profit. Of late, many large ph...
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What Are Pfizer’s Key Sources of Revenue?
Pfizer’s (NYSE:PFE) key sources of revenues are Oncology, Neuroscience, Cardiovascular, Anti-Infectives, Musculoskeletal, and Legacy Pharma, Consumer, Biosimilars & Others. While the company’s Oncology drugs account for only 10% ...
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Expect Oncology And Biosimilars To Drive Pfizer’s Future Growth
Pfizer (NYSE:PFE) recently posted its Q1 results, which were below street estimates. The company’s overall sales grew 1% while adjusted earnings grew 12%. While the Oncology segment did well, led by a ramp up in Ibrance sales, most of the ...
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Pfizer Earnings Preview: Ibrance To Drive Q1 Growth
Pfizer (NYSE:PFE) is set to report its Q1 2018 earnings on May 1, and we expect the company to post steady growth, primarily led by a ramp up in Ibrance and Xeljanz sales. Both drugs have seen solid growth in recent quarters, and this trend is l...
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How Much Is Pfizer’s Consumer Healthcare Business Worth?
Pfizer’s (NYSE:PFE) consumer healthcare business could be worth as much as $20 billion. The company has been weighing different options for its consumer healthcare business, including a spin-off or sale. In the latest update, Reckitt Benck...
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How Will Pfizer Perform In 2018?
We have created an interactive dashboard on Pfizer’s (NYSE:PFE) expected performance in 2018. You can adjust the revenue and margin drivers to see the impact on the company’s performance. Overall, we forecast revenue growth of arou...
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Pfizer Sees An Uptick In Eliquis And Ibrance Sales
Pfizer’s (NYSE:PFE) recently released Q4 results were more or less in line with expectations. However, the stock declined in trading following the earnings release, due to tax rate guidance which was higher than expected. Eliquis sales jum...
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Pfizer’s Q4 Earnings Preview: Watching Ibrance And Prevnar Sales
Pfizer (NYSE:PFE) will report its Q4 earnings on January 30. We expect the company to see a continued ramp up in its oncology drug sales, primarily Ibrance, which may inch closer to $1 billion in quarterly sales. We’ll be closely watching ...
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How Sensitive Is Pfizer’s Stock To Its Gross Margin?
At nearly 80%, Pfizer ‘s (NYSE:PFE) gross margin is among the industry’s best. The figure for rivals such as Merck (NYSE:MRK) and Bristol-Myers Squibb (NYSE:BMY) stands at around 75%, while Roche’s (NASDAQ:RHHBY) is similarly a...
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A Look At Big Pharma’s Value Sensitivity To Changes In Tax Rates
With the U.S. government’s new tax law coming into effect, many companies will see a significant impact from changes in their effective tax rates (some more than others, of course). In this note, we focus on some of the major pharmaceutical...
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Pfizer’s Neuroscience Drug Portfolio Looks More Or Less Mature
Pfizer (NYSE:PFE) recently announced that it will end research into new drugs for Alzheimer’s and Parkinson’s diseases, resulting in 300 layoffs from its Neuroscience segment. Neuroscience drugs account for just around 5% of the comp...
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How Will Pfizer’s Oncology Segment Shape Up In The Coming Years?
Pfizer’s (NYSE:PFE) Oncology segment accounts for roughly 20% of the company’s value, according to our estimates. Pfizer hadn’t seen significant growth in its Oncology segment until recent years with Ibrance. Most of the company̵...
