Pharmaceutical stocks GSK (GSK), Sanofi (SNY) thiab Haleon (HLN) tau tshem tawm ib qho kev sib koom ua ke $ 31 nphom hauv lub khw muag khoom lub lim tiam no raws li kev txhawj xeeb nce mus txog ib puag ncig kev sib foob nyob ib puag ncig rov qab cov tshuaj kub hnyiab Zantac.
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Cov tuam txhab no yog cov neeg raug foob nyob rau hauv ntau qhov kev foob hais tias Zantac muaj cov khoom ua rau mob qog noj ntshav hu ua NDMA. Thawj qhov kev sim yuav pib rau lub hlis no hauv Illinois thiab, ua ntej ntawm rooj plaub hauv tsev hais plaub, cov khoom muag tshuaj tau poob qis.
Raws li hnub Wednesday kaw, cov trio tau poob $ 20 nphom hauv kev ua lag luam lub lim tiam no ib leeg.
Nyob rau Tshuag lag luam hnub no, shares ntawm GSK, yav tas los hu ua GlaxoSmithKline, poob 6.7% rau 35.73. Shares ntawm GSK qhov tsis ntev los no spinoff, Haleon, poob 3.4% rau 6.29. Sanofi Tshuag poob 3.9% rau 43.42. Ua ke, lawv lub kaus mom kev lag luam tau poob tag nrho $ 31.1 nphom txij hnub Friday.
Pfizer (PFE), uas yog tswv ib pawg ntawm Haleon thiab tseem ua lag luam Zantac ntawm ib qho, pom cov khoom poob 3.3% rau 48.29.
Cov kws tshuaj ntsuam hais tias qhov kev sib hais plaub tuaj yeem thawb cov tub ua lag luam los cog lus tawm tag nrho peb lub khw muag tshuaj kom txog rau thaum muaj kev pom tseeb ntxiv hauv kev sib foob. Cov rooj plaub no tau muab sib sau ua ke rau hauv ntau lub tsev hais plaub. Thawj zaug yuav pib thaum Lub Yim Hli 22. Lwm qhov yog teem rau lub Cuaj Hli, tom qab ntawd ntau dua yuav tsum nyob rau lub Ob Hlis, Tsib Hlis thiab Lub Kaum Hli 2023.
"Peb tsis muaj qhov pom ntawm qhov yuav tshwm sim lossis qhov loj ntawm qhov tshwm sim tsis zoo rau Sanofi nyob rau theem no, tab sis peb xav tias txawm tias tsis paub yuav txaus los cuam tshuam qee tus neeg ua lag luam," Laura Sutcliffe ntawm UBS tus kws tshuaj tshuaj lag luam tau hais hauv ib tsab ntawv. qhia rau cov neeg siv khoom.
Poob Mount Rau Pharmaceutical Stocks
Lub Chaw Tswj Xyuas Khoom Noj thiab Tshuaj Rov Qab Rov Qab Zantac hauv 2019 tom qab kuaj pom tias nws tsim cov NDMA siab. Cov tshuaj tuaj yeem ua rau mob qog noj ntshav hauv cov tsiaj. Cov neeg foob hais tias cov tuam txhab tsis tau ceeb toom kom raug rau qhov kev pheej hmoo, ua rau lawv muaj mob qog noj ntshav tom qab siv Zantac.
Nrog rau hnub tim tsev hais plaub looming, SVB Securities kws tshuaj ntsuam David Risinger hais tias qhov kev pheej hmoo yog "overblown."
Ntau lub tuam txhab tau ua lag luam Zantac ntau xyoo, suav nrog GSK hauv xyoo 1990. Pfizer, ntiag tug tuav Boehringer Ingelheim thiab Sanofi ua raws li xyoo 2000s, nws hais.
"Peb ntseeg tias qhov tsis muaj zog nthuav tawm txoj hauv kev yuav khoom muab cov khoom lag luam tus nqi thiab tus lej siab (cov nyiaj tau los ntawm ib feem) kev loj hlob," Risinger hais ntawm Sanofi. Nws khaws nws qhov kev ua tau zoo tshaj plaws ntawm cov khoom lag luam tshuaj.
Pfizer Npaj Nws Kev Tiv Thaiv
Cov neeg sawv cev ntawm GSK thiab Haleon tsis rov qab thov kev tawm tswv yim.
Nyob rau hauv ib daim ntawv tsis ntev los no nrog Securities thiab Exchange Commission, Pfizer sau tseg cov neeg foob tau foob cov tuam txhab uas tsim thiab / lossis muag Zantac. Lwm lub tuam txhab kuj muag ib tug generic version ntawm Zantac.
"Pfizer, uas tsis tau muag Zantac cov khoom hauv ntau dua 15 xyoo thiab ua li ntawd tsuas yog rau lub sijhawm txwv, yuav txuas ntxiv tiv thaiv nws tus kheej kom muaj zog," tus cev lus Pamela Eisele hais rau Investor's Business Daily los ntawm email.
Ntau txhiab tus neeg foob
Txawm hais tias "cov xov xwm tsis ntev los no tau nthuav dav heev" cuam tshuam rau cov khoom lag luam tshuaj, Sanofi tau hais tias tsis tau muaj cov khoom tsim tawm hauv kev sib foob. Lub tuam txhab tau sau tseg tias nws "tau nrawm" hauv 2019 thaum FDA pom cov cim ntawm NDMA hauv Zantac. Tom qab khiav nws tus kheej qhov kev kuaj pom tseeb, Sanofi tau hais tias nws rub tag nrho Zantac cov khoom lag luam los ntawm Asmeskas thiab Canada.
"Txij li xyoo 2019, kev kho mob, kev tshawb fawb, thiab kev tswj hwm cov zej zog tau soj ntsuam kev nyab xeeb ntawm Zantac cov khoom xyaw ranitidine, thiab cov ntaub ntawv qhia tias tsis muaj pov thawj ntawm cov neeg siv khoom raug mob los ntawm kev siv Zantac tiag tiag," Sanofi tau hais hauv xov xwm tshaj tawm. "Lub sijhawm dhau los, FDA thiab Lub Chaw Haujlwm Saib Xyuas Tshuaj European tau soj ntsuam cov ntaub ntawv muaj thiab pom tsis muaj pov thawj tias ranitidine ua rau mob qog noj ntshav."
Lub tuam txhab kuj tau sau tseg tias nws tau txais txoj cai dhau ntawm lub khw muag khoom rau Zantac tom qab nws twb nyob hauv khw rau 35 xyoo. Nws txoj kev koom tes nrog cov tshuaj tau ncua tsawg dua peb xyoos. Thawj qhov kev sim uas cuam tshuam nrog Sanofi yuav tsis muaj mus txog Lub Ob Hlis. Kwv yees li 2,850 tus neeg tau hu Sanofi tus neeg raug foob. Qhov ntawd los ntawm tag nrho 3,450 tus neeg foob koom nrog ntau yam kev lav phib xaub Zantac.
"Vim tias Sanofi tau ua lub luag haujlwm txhua lub sijhawm thiab tsis muaj kev txhawb nqa kev tshawb fawb rau cov neeg foob cov lus foob, Sanofi muaj kev ntseeg siab rau nws txoj kev tiv thaiv rau kev foob," lub tuam txhab tau hais. "Sanofi sawv ntawm kev nyab xeeb ntawm cov tshuaj niaj hnub no."
Ua raws li Allison Gatlin ntawm Twitter ntawm @IBD_AGatlin.
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Tau qhov twg los: https://www.investors.com/news/technology/pharmaceutical-stocks-gsk-sanofi-haleon-lose-billions-as-zantac-recall-trial-looms/?src=A00220&yptr=yahoo