Pfizer (PFE) Cov khoom lag luam poob rau hnub Wednesday tom qab tus kws tshuaj ntsuam tau txo qis nws, hais tias "Covid darling" tam sim no yog "qhia kuv" zaj dab neeg li Comirnaty thiab Paxlovid muag poob.
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Cov kws tshuaj loj tshaj plaws tau nqis peev ntau dua $ 43.5 nphom hauv kev muag thoob ntiaj teb ntawm Covid cov tshuaj tiv thaiv thiab tshuaj tiv thaiv kab mob hauv thawj cuaj lub hlis xyoo 2022. Tab sis kev cia siab rau xyoo no muaj ntau dua. Rau lub xyoo, Bank of America tus kws tshuaj ntsuam Geoff Meacham hu rau kev sib koom ua ke $ 26.37 billion. Hauv 2024, nws cia siab tias yuav poob rau $ 18.48 billion.
"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 lag luam kev loj hlob), tab sis raws li tag nrho cov nyiaj tau los ntawm Covid-19 erode, muaj tsawg dua rau (kev lag luam kev loj hlob) thiab nyob rau lub sijhawm uas cov khoom lag luam loj hlob tsawg dua. paub tseeb, ”nws hais hauv tsab ntawv ceeb toom rau cov neeg siv khoom.
Nyob rau Tshuag lag luam hnub no, Pfizer khoom poob 2.2% los ntawm 50.13.
Patents kuj dai ntawm Pfizer Tshuag
Zuag qhia tag nrho, Meacham cia siab tias Pfizer qhov muag yuav poob los ntawm $ 32 nphom xyoo no. Cov kws tshuaj ntsuam xyuas los ntawm FactSet kwv yees me ntsis me ntsis ntawm $ 23 nphom. Tag nrho cov no los raws li kev thov rau Covid cov tshuaj tiv thaiv wanes - kev hloov pauv uas tseem cuam tshuam Niaj hnub (mRNA) thiab Novavax (NVAX). Kev siv Paxlovid kuj tseem poob qis.
Lub caij no, ntau cov tshuaj tseem ceeb yuav tsum poob kev tiv thaiv patent ntawm 2025 thiab 2030. Qhov ntawd tuaj yeem ua rau $ 17 billion dents hauv Pfizer qhov muag. Lub tuam txhab cia siab tias yuav tsim cov tshuaj tshiab uas tuaj yeem nqa tau $ 20 nphom hauv kev muag khoom tshiab los ntawm 2030.
Pfizer tau ua tiav "txoj haujlwm zoo" ntawm kev nthuav dav nws cov kav xa mus rau theem kawg nrog kev siv zog hauv migraine, tus kab mob ua pa syncytial, ulcerative colitis, hematology thiab mob qog noj ntshav, Meacham tau hais. Tab sis nws yuav siv sij hawm me ntsis ua ntej cov kev muag khoom no tshwm sim tag nrho. Nws txo qis Pfizer Tshuag mus rau qhov ntsuas nruab nrab thiab khaws nws lub hom phiaj 60 tus nqi.
"Cov khoom lag luam no thiab lwm tus nyob hauv Theem 3 cov raj xa dej tuaj yeem siv sijhawm ntau xyoo los pab txhawb rau (cov txiaj ntsig thiab cov lus poob), lub sijhawm uas Covid franchise yuav poob qis zuj zus," nws hais.
Shares Saum Ntuj Ceeb Toom Kab
Pfizer Tshuag ntaus ib lub hlis qis ntawm kev txo qis.
Shares tseem nqaim tshaj lawv qhov tseem ceeb txav nruab nrab, raws li MarketSmith.com.
Pfizer Tshuag muaj ib qho IB Digital Ntsuam Xyuas Lub Zog Muaj Zog ntawm 84, uas txhais tau hais tias cov khoom lag luam nyob rau saum 16% ntawm tag nrho cov khoom lag luam nyob rau hauv cov nqe lus ntawm 12-hli kev ua tau zoo.
Lub Tshuag tseem muaj ib Puas Ntsuam Xyuas ntawm 93 tawm ntawm qhov zoo tshaj plaws-muaj peev xwm 99, muab nws cov txuj ci thiab kev ua tau zoo hauv kev ua 7%.
Ua raws li Allison Gatlin ntawm Twitter ntawm @IBD_AGatlin.
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Tau qhov twg los: https://www.investors.com/news/technology/pfizer-stock-how-this-covid-darling-became-a-show-me-story-in-2023/?src=A00220&yptr=yahoo