Drugmaker Pfizer (PFE) yuav pom lub xyoo muaj txiaj ntsig zoo tshaj plaws hauv nws keeb kwm nrog cov txiaj ntsig plaub peb lub hlis twg los txog rau hnub Tuesday ntxov thiab vam tias nws cov kev taw qhia xyoo 2023 tsis yog ntau dhau ntawm kev cia siab vim qhov kev thov txo qis rau cov tshuaj tiv thaiv COVID-19.
Cov khoom lag luam poob qis 14% lub hlis no piv rau 2% poob rau S&P 500 Health Care Sector Index, feem ntau ntawm kev txhawj xeeb txog qhov kev muag khoom poob qis rau nws ob qhov COVID blockbusters: Cov tshuaj tiv thaiv Comirnaty thiab Paxlovid retroviral kho.
Muaj qhov tsis txaus ntseeg tsawg dua txog lub quarter kawg ntawm 2022. Cov kws tshuaj ntsuam xyuas los ntawm Visible Alpha cia siab tias cov nyiaj tau los hloov kho ntawm $ 1.07 ib feem ntawm qhov nruab nrab, nce los ntawm 79 xees ib feem ib xyoos dhau los thiab tsuas yog siab dua lub tuam txhab kev kwv yees nce ntxiv hauv nws daim ntawv tshaj tawm peb lub hlis twg. Cov nyiaj tau los hauv peb lub hlis twg tuaj yeem nce tsuas yog 2% xyoo dhau ib xyoo raws li qhov kev pom zoo kwv yees thiab Pfizer cov lus qhia, tab sis yuav yog ntau tshaj ob qhov muag ob xyoos dhau los.
Ntsiab Cai
- Pfizer xav tias yuav tshaj tawm cov nyiaj khwv tau los ntawm plaub lub hlis twg ntawm $ 1.07 ib feem rau hnub Tuesday.
- Cov tub lag luam yuav tsom mus rau kev taw qhia rau xyoo 2023, nrog rau kev muag khoom rau kev poob qis thaum muaj kev thov tsis txaus rau cov tshuaj tiv thaiv COVID-19 thiab kev kho mob.
- Peb tus kws tshuaj ntsuam yav dhau los bullish ntawm cov Tshuag tau txo qis nws lub hlis no, hais txog qhov kev pom tsis pom tseeb rau nws cov tshuaj tiv thaiv Comirnaty COVID thiab Paxlovid retroviral kho.
Cov kws tshuaj ntsuam tau cia siab tias Pfizer cov nyiaj tau los xyoo 2023 yuav poob 26% thaum muaj cov cim xav tau rau cov tshuaj tiv thaiv COVID-19 tau poob qis. European Union tab tom tham nrog Pfizer txog kev txo lossis ncua kev xa khoom xa tuaj rau kwv yees li ib nrab ntawm nws qhov kev txiav txim xyoo 2021 rau 900 lab koob tshuaj, Reuters tau tshaj tawm hnub Friday. Tsoomfwv Meskas qhov kev thov rau cov tshuaj tiv thaiv COVID thiab kev txhaj tshuaj txhawb zog kuj tau qeeb zuj zus, raws li cov kws muag tshuaj thiab cov neeg sib tw. Rival Moderna (mRNA) tsis ntev los no tau hais tias 2023 muag ntawm Spikeax, nws cov tshuaj tiv thaiv COVID-19, tuaj yeem qis li $ 5 nphom, nqis los ntawm $ 18.4 nphom hauv 2022.
Comirnaty qhov kev kwv yees 2022 muag ntawm $ 34 billion yuav sawv cev kwv yees li ib feem peb ntawm Pfizer cov nyiaj tau los, thiab $ 22 nphom xav tau los ntawm Paxlovid yuav thawb qhov sib koom ua ke ntawm ob qho khoom sib kis mus rau ntau dua ib nrab ntawm tag nrho.
Peb tus kws tshuaj ntsuam yav dhau los tau nce siab rau ntawm cov khoom lag luam tau txo qis nws lub hlis no tawm ntawm kev txhawj xeeb ntawm Txoj Kev 2023 kev kwv yees tseem tseem siab dhau vim qhov poob qis hauv qhov kev thov rau cov tshuaj tiv thaiv COVID-19 thiab kev kho mob.
"COVID franchise (Paxlovid / Comirnaty) kwv yees yuav tsum tau nqis los thiab peb tsis muaj kev ntseeg siab txog qhov muaj peev xwm loj hlob ntawm '23 COVID trough," UBS cov kws tshuaj ntsuam tau sau hnub Thursday hauv kev txo qis Pfizer shares mus rau nruab nrab ntawm kev yuav.
Wells Fargo txiav cov Tshuag kom sib npaug ntawm qhov hnyav dhau ntawm Lub Ib Hlis 17, hais txog qhov laj thawj zoo sib xws. "Pfizer xav tau COVID rov pib dua ua ntej cov khoom lag luam tuaj yeem ua haujlwm dua," cov kws tshuaj ntsuam tau hais hauv daim ntawv.
Thaum Lub Ib Hlis 4, Bank of America cov kws tshuaj ntsuam xyuas hu ua Pfizer "qhia kuv" Tshuag hauv kev txo qis nws mus rau nruab nrab ntawm kev yuav khoom. "Peb cov ntaub ntawv yuav khoom yav dhau los yog nyob rau hauv Comirnaty / Paxlovid tsav tsheb cov nyiaj tau los zoo tau npaj rau [kev yuav tau], tab sis raws li tag nrho cov nyiaj tau los ntawm COVID-19 erode muaj tsawg dua, thiab nyob rau lub sijhawm uas cov khoom lag luam tshiab loj hlob zoo li tsis paub tseeb," lawv sau.
Pfizer yuav zoo li xav tsom mus rau nws cov khoom siv txuas ntxiv nrog rau kev yuav khoom tsis ntev los no thiab yav tom ntej, uas nws suav nrog los hloov $ 17 nphom hauv cov nyiaj tau los txhua xyoo los ntawm cov tshuaj tau teeb tsa kom poob kev tiv thaiv patent los ntawm 2030, thiab kom ruaj ntseg cov nyiaj tau los mus ntev ntawm kev sib txuas. txhua xyoo tus nqi tsawg kawg yog 6%. CEO Albert Bourla tau hais hauv lub rooj sib tham cov neeg lag luam tsis ntev los no 18 lub hlis tom ntej no yuav yog "18 lub hlis tseem ceeb tshaj plaws hauv keeb kwm ntawm Pfizer" vim yog 19 cov khoom tshiab thiab cov lus qhia.
Lub caij no, UBS cov kws tshuaj ntsuam xyuas tau hais tias cov kev tshaj tawm no twb tau suav nrog hauv Txoj Kev kwv yees, thaum cov phiaj xwm kev loj hlob mus ntev tsis xav tias yuav ua pov thawj tias lawv tsim nyog rau xyoo no. Lawv tau sau tias "Thaum peb pom qhov kev poob qis tsawg tshaj plaws los ntawm qhov no, qhov tsis muaj qhov cuam tshuam thiab muaj peev xwm ua rau muaj kev poob qis ntxiv rau COVID kev kwv yees ua rau peb txav mus rau sab nraud," lawv sau.
Pfizer tus nqi sib faib tau nqis 17% xyoo dhau los piv nrog 4% nce rau S&P 500 Health Care Sector Index. Nyob rau hauv lub xyoo dhau los, Pfizer tau them cov nyiaj faib sib npaug li 3% ntawm nws cov nqi sib koom ib xyoos dhau los, thaum lub sij hawm qhov Performance index muaj cov nyiaj tau los ntawm 1.6%.
PFE vs. S&P 500 Health Care Sector Index, Xyoo dhau los
Pfizer Ntsiab Stats
| Kwv yees rau Q4 FY 2022 | Q4 FY 2021 | Q4 FY 2020 | |
| Cov Nyiaj Khwv Tau Kho Tau Raws Li Qhia Tawm ($) | 1.07 | 0.79 | 0.42 |
| Cov Nyiaj Tau Los ($ B) | 24.4 | 23.8 | 11.7 |
Tau qhov twg los: Pom Alpha
Tau qhov twg los: https://www.investopedia.com/pfizer-q4-2022-earnings-preview-7100006?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral&yptr=yahoo