Latest Articles
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A Quick Look At Merck & Pfizer’s New Diabetes Drug
Pfizer (NYSE:PFE) and Merck (NYSE:MRK) recently launched their jointly-developed diabetes drug Ertugliflozin. The drug will be marketed under the name Steglatro, and marks the companies’ foray in the SGLT2 inhibitor market. Ertugliflozin w...
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A Closer Look At Pfizer’s Phase 3 Pipeline
We estimate that Pfizer’s (NYSE:PFE) phase 3 drug pipeline (not counting the enhancement of currently marketed products) can be worth as much as $50 billion, or nearly 25% of its current market value. Most of this value is likely to be rea...
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Pfizer’s Bet On Oncology
Pfizer’s (NYSE:PFE) Oncology segment accounts for less than 20% of the company’s value, according to our estimates. For most other major pharma companies, their oncology portfolios are larger contributors to their top lines, and it a...
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The Outlook For Pfizer’s Anti-Infective Drugs Business
Pfizer’s (NYSE:PFE) anti-infective drugs account for close to 12% of the company’s value, according to our estimates. Most of this value can be attributed to a single drug family – Prevnar. The company has 10 drugs in its anti-...
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How Large Is Pfizer’s Biosimilar Opportunity?
Roche (NASDAQ:RHHBY) recently sued Pfizer (NYSE:PFE), stating that the latter’s biosimilar for Herceptin amounts to patent infringement . Roche has nearly $2.5 billion in sales at stake. We believe that these lawsuits are going to be inc...
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Prevnar Helps Pfizer Post Better Than Expected Q3 Results
Pfizer’s (NYSE:PFE) recently released Q3 results were above street estimates, led by higher than expected sales of Prevnar. The company also raised its full year earnings guidance to $2.54 – $2.62 per share. Trefis currently estimate...
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Bavencio’s EU Nod A Positive For Pfizer’s Oncology Business
Pfizer (NYSE:PFE) has co-developed an anti-PD L1 cancer drug Bavencio (avelumab) with Merck, which has now been granted approval to treat a rare and aggressive type of skin cancer called Merkel cell carcinoma (MCC) from European regulators. Earl...
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Pfizer: Some Near Term Challenges May Mute Positive Triggers
The impact of Pfizer ‘s (NYSE:PFE) second quarter results on the company’s stock was barely noticeable, and this has almost become a norm. The company’s stock has remained largely rangebound for the last five years despite Pfize...
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Pfizer’s Exit From Brazil Generics Market Is Not Alarming
Pfizer (NYSE:PFE) recently relinquished its stake in Brazilian generics maker Laboratório Teuto Brasileiro for just 30 cents total. In 2010, Pfizer invested nearly $240 million in the company and acquired a 40% stake in the process. Clearly, the...
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Why Investment In Biosimilars Is Important For Pfizer
Pfizer (NYSE:PFE) bought Hospira in 2015 to strengthen its generic drugs business, and gain a strong foothold in sterile injectables and the growing biosimilar market. It is Hospira’s biosimilar pipeline that holds to the most promise as f...
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Will Pfizer Be Affected By Trump Administration Tax Reform?
The Trump administration’s tax reform is eagerly awaited by the corporate world, as it proposes to lower the corporate tax rate to 15%. A lower corporate tax rate would allow companies to potentially increase investments with freed up cash,...
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Is R&D Spending A Good Predictor Of Pharma Industry Performance?
Research and development (R&D) efforts are practically the lifeline of big pharmaceutical firms. Big pharma companies often spend billions of dollars on what eventually may not turn even out to be marketable products. Therefore, the pharma bu...
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Pfizer’s Earnings Suggest That A Stock Trigger Is Unlikely In The Near Term
Pfizer (NYSE:PFE) recently reported its Q1 2017 earnings, which were mixed due to the long line of legacy products weighing on its top line. On one hand, Ibrance, Eliquis and Xeljanz grew strongly, but on the other hand, the problems with Prevna...
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Pfizer Earnings Preview: What We Are Watching
Pfizer (NYSE:PFE) missed consensus estimates in Q4 2016, and we expect that the continued challenges facing the company’s mature drug portfolio will offset new drug growth when it reports Q1 earnings on May 2. The key products to watch out...
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Trefis Market Diagnosis: What Are Market Participants Thinking About Pfizer?
Pfizer (NYSE:PFE) had a reasonably good 2016 and saw a rebound in its revenue. While some drugs are doing well, the portfolio in general has matured. So what comes next? For investors, understanding market expectations is one of the most critica...
